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Using Force.com and Dell Boomi MDM to Drive Better Master Data Management
- 1. Case Study: Using Force.com and Dell Boomi MDM to Drive Better Master Data Management March 16, 2015 Rob Saker Chief Data Officer
- 2. 2 People Presence Performance ā¢ Record speed to shelf ā¢ World-class sell-in rates ā¢ Industry-recognized in- store and out-of-store programs ā¢ 35,000+ employees ā¢ Highly trained & experienced ā¢ World-class talent ā¢ 1,100+ customer buying points ā¢ 700,000+ US retail outlets served ā¢ 29,000,000+ in-store hours/yr ā¢ 7,000,000+ out-of-store hours/yr GROWING BRANDS FOR OVER 110 YEARS HEADQUARTERED IN PLANO, TX WITH OFFICES THROUGHOUT THE U.S., CANADA, MEXICO, AUSTRALIA, AND NEW ZEALAND
- 3. CROSSMARK IS THE SMARTER WAY TO FASTER GROWTH. Crossmark sits in a unique position in the market with direct engagement across manufacturers, retailers and consumers. Consumers Retailers Manufacturers ā¢ Digital, social, experiential, affinity, panel, consumer incentives ā¢ Hundreds of thousands of direct engagements ā¢ Millions of loyalty/affinity card members Helping manufacturers activate their products with retailers and consumers. ā¢ Planning, forecasts, sales to retailer, promotion, digital Helping retailers manage their store activities. ā¢ POS, assortment, planograms, beacons, loyalty, digital. ā¢ Billions of direct observation data points at retail per year Manufacturer Data Consumer Data Retailer Data
- 4. 4 Consumer Packaged Goods Retailers
- 5. Integrated Retail Solution 5 CROSSMARK Agency 2 Agency 3 SELL PLAN ASSIGN EXECUTE REPORT Category Resets Voluntary Vendor Spend Experiential Marketing Store Projects Crowdsourcing Agency 4 Agency 5 ā¢ Work Planning & Creation ā¢ Agency Assignment ā¢ Collaboration ā¢ Work Results ā¢ Reporting & Dashboards ā¢ Worker Assignment ā¢ Work Execution ā¢ Collaboration ā¢ Field Activation ā¢ Field Reporting ā¢ Configurations ā¢ Leverage standard service templates to support
- 6. Cloud Powers CROSSMARKās Modern Architecture 6 Enterprise Workforce Management Managing a workforce of 35,000 in the US, Canada, Mexico, New Zealand and Australia Enterprise Reporting & Analytics CROSSMARK leverages cloud based reporting to power tens of thousands of both internal employees and our customers. Retailer Solution CROSSMARK has built several proprietary industry solutions on the Force.com platform, including our widely recognized Retailer Management Solution. Data CROSSMARK leverages Azure to power its big data capabilities. Support Systems CROSSMARK leverages many cloud based support platforms to run itās business. MDM Authoring Platform Using the Force.com platform and Dell Boomi MDM, CROSSMARK built a location authoring platform.
- 7. 7 How do you define a place? Blood Mountain as part of Georgia Appalachian Trail, via Google Maps USGS Benchmark Coin Appalachian Trail Section Map from ā2015 Northbound The AT Guideā Blood Mountain, GA via Google Maps 34.74002,-83.93743
- 8. How our Customers Define a Place 8 There are inconsistencies in definitions within the same industry, and even the same company on the definition of a place. Consumer Packaged Goods Place may be a reflection of supply chain focus (ERP), including Ship toās, Sold toās, distribution centers, and wholesalers. For Marketing and Sales, āPlaceā may be an industry definition of a location from Nielsen TDLinx or VIP. Retailers Place may be individual stores, regions, divisions or market areas. Retailers may also look at place from a source of supply, including their own distribution centers.
- 9. When is a Place not just a Place? 9 The Superbowl isnāt just a 4 hour event on television Or what happens in the stadium
- 10. 10 Itās a weekend of activities shared by millions.
- 11. When a Place is More Than a Place 11 The right Place definition enables us to monitor & measure the interaction with brands at key events before, during and after the event. And integrate with our internal knowledge & execution data to identify unique opportunities.
- 12. How CROSSMARK Defines a Place 12 A Place is not just where we sell. It is anywhere we engage in the activation of brands. We must be able to monitor, target, plan and activate against one definition of a Place. Location Area A Location is a specific place registered for an activity. An area is a set of geocoordinates that defines a space, path or area. The benefit of an area is it allows us to identify all Locations and Sublocations within or near the area, without having to name each Location. The purpose of the Area is to enable better targeting and planning. Retail outlets Residences/domiciles Business locations Stadiums Amusement parks Parks Mass transit locations Government offices Standard circumference around a location (KML) Effective boundary of a large Location (e.g. amusement park, stadium) Street festivals A path such as a trail or parade route Predefined Areas could include countries, states, MSAs/DMAs, counties, census blocs WhatitisExamples
- 13. 13 Where CROSSMARK began the MDM journey
- 14. The Situation 14 CROSSMARK had seen itās technology ecosystem grow organically over 15 years, consisting of primarily internally built, internally hosted solutions. Our new CIO started the digital transformation of the organization 18 months ago with a push to a cloud-first approach centralized around Salesforce and the Force.com platform. ā¢ In addition to transforming the application architecture, CROSSMARK still had traditional MDM challenges: ā¢ āMaster data managementā was an unknown formal practice ā¢ Extensive point-to-point integrations ā¢ Multiple versions of the truth; inefficient āmasteringā processes The MDM project began in late April of 2015.
- 15. 15 The key to successful Enterprise Information Management isnāt the technology, itās the discussions and processes around creation, governance, and extending the use of data. We want technology that is quick to deliver value, robust, flexible and fast, so we can focus on the value drivers.
- 16. MDM Maturity 16 Level 1 Initial Level 2 Developing Level 3 Defined Level 4 Managed Level 5 Optimizing Vision None Bottom-up initiatives only Top-down, but limited in vision Unifying vision for cross- enterprise MDM Key enabler of business success Strategy None No enterprise strategy Focus on domains or use cases Consistent and integrated approach Ongoing investment and improvement Governance No one has responsibility IT-led; lacking business involvement Domain-level governance Cross-enterprise multidomain governance Well-established cross- enterprise governance Organization No data stewards Developing the culture of data stewardship Potentially strong team, but limited in scope Centralization or federation of data steward groups Well-established cross- enterprise stewardship Processes Silo-based ā applications or functions Starting to think in terms of the data life cycle Focus on data life cycle at domain level Best practice shared across the enterprise Continue to optimize the life cycle Technology Few or no data quality tools Data quality tools, but no MDM solutions One or more disconnected MDM solutions Integrated and consistent set of capabilities Integrated and consistent set of capabilities Metrics No metrics scheme for master data Starting to develop DQ metrics Successful use of metrics at the domain level Using metrics to measure success cross-domain Basis of management and investment Previous state
- 17. Point-to-Point Integrations of Master Data 17 SalesTrak Employees D2 SalesTrak Rep- Supervisor Relationship D4 Service Now Employees D18 Concur Users D4 Active Directory Internal Accounts D6 Office 365 Accounts D7 Kenexa Employees D20 Kenexa Applicants D22 Import Lawson Employees into SalesTrak P1 Import Lawson Employees into Kenexa P6 Import Hiring Managers into Kenexa P5 Kenexa Hiring Managers D21 Import Lawson Employees into KMS P7 KMS Employee Master D24 KMS New Hires D23 Import Hired Applicants into KMS P31 Service Now Division Managers D19 Update Employee- Supervisor Relationship for Retail Reps P3 SalesTrak Field Management Interface I12 Retail Supervisors Change Rep Territory Assignment P2 Kenexa Applicant Tracking Interface I6 Export New Hires Who Have completed their Onboarding P32 New Hire File D24 Import New Hire File into Lawson P33 Fill open positions with new hires or existing employees P32 Lawson Employee Change Log D12 Export Employee Changes to Change Log Table P36Personnel Action Form I13 Submit a PAF for Employee Changes to HR P35 MindLeaders I9 Putnam I10 Benefit Focus I11 Mercury Fulfillment I14 TALX I8 Add Employee ID Into Kenexa P34 Division Manager Table D11 Extract List of Division Managers to Service Now Employee ID-AD Cross-Reference Table D26 Extract Employee ID & Active Directory Account Active Directory Changes P40 Employee Database View Lawson to Concur Employee Export P4 Address Change Batch file Direct Deposit & Emergency Contact Updates AMS Employees D10 CROSSView Planner Interface I10 List of emps who need Food Safety certifications to MindLeaders P10 List of Employees to Putnam P11 List of Employees to Benefits Focus P12 List of Employees to Mercury Fulfillment P16 Employee data and ACA data to TALX P19 Mercury Fulfillment I14 Cigna I1 List of Employees to Mercury Fulfillment P16 (Future) Employee data to Cigna P29 ComData I2 Chase Pay Cards I3 Employee data to ComData P21 Send list of employees who will be paid on a payment card P23 List of all Employees to AMS P13 List of Employees to Service Now P17 Manually Update Division Manager List Send list of employees who will be paid on a payment card P23 Timesheet Employee Data D8 Send list of employees who will be paid on a payment card P23 Timesheet Manager data D9 Send list of employees who will be paid on a payment card P23 Timesheet Manager data D9 Employee data to Workers' Comp Insurance provider P27 Workers Comp Insurance Provider I5 Employee Self Serve I15 KMS User Interface I7 New Hire Fills out KMS Paperwork BlueVue I16 Employee data to BlueVue P25 Gigwalk Entity Integration D17 New Employee Mailbox Creation P36 Employee Data to Gigwalk P28 Gigwalk Customers I17 Hyperion Employee D15 Employee data to Hyperion P26 Employee Client Permissions D5 Manually Manage List of Employee Client Permissions P37 CAP User Create Application I19 Create CAP (Au & NZ) users in Active Directory P41 Create CAP (Australia & NZ) employees in SalesTrak P42 Lawson Employees D1 The previous āmaster dataā approach was a series of point-to-point-to-point integrations. ā¢ Hosted entirely internally with limited ability to integrate with external solutions. ā¢ Often conflicting data from multiple sources creates multiple sources of truth. ā¢ Multiple siloās of management for the same domains ā¢ Added cost and complexity to development and support ā¢ Increased operational costs due to incorrect master data.
- 18. Complex Authoring Process(es) 18 Receive list with no TDLinx IDs Size? Preferred Retailer? Compare with Store Assignment Spreadsheet Is complete? Compare with STNG Match Locations Location # Concatenation Banners Group ļ match No conforming No enrichment Opportunity to check active status Is inactive & needs to be active? New Store? Ticket to create TDLinx IDs Ticket to change status YesNo NoYes Yes No Yes Small IT Operations Receives Ticket No TDLinx Match? Location DB TDLinx Request Surrogate ID Yes Receive updated TDLinx ID Nielsen receives and processes request Large Match Locations Location # Concatenation Banners Group ļ match No conforming No enrichment Opportunity to check active status Functional Teams IT Operations Nielsen Up to 4 weeks
- 19. High Upfront Costs of Traditional MDM Solutions 19 Software purchase On-premise server purchase Traditional MDM solutions require a large upfront CapEx investment Realized value + + Ongoing support Ongoing support Ongoing support Year 0 Year 1 Year 2
- 20. 20 Our Approach
- 21. MDM Priorities 21 CROSSMARKās key priorities for Master Data Management: Place. 01 Drive increased business agility. Define a Place once in a way that enables us to plan, manage and engage with CPG firms, Retailers and Consumers. 03 Elastic Scalability. The solution must allow CROSSMARK to efficiently scale as the company grows.02 04 Cloud-first architecture. The MDM solution must support integration with Salesforce, Force.com and other cloud providers, as well as internal platforms. Enhanced Authoring. The solution must reduce the operating time needed to author master data while maintaining data quality. 05 Accelerate Timelines. The MDM solution needed to help drive Digital Transformation, despite starting 14 months after the inception.
- 22. Project Approach 22 ā¢ Leveraged cloud based platform to accelerate the realization of value. ā¢ Custom Force.com application for the creation of Place records. ā¢ Dell Boomi MDM for the mastering and management of Places. ā¢ Dell Boomi for integration between Force.com, Boomi MDM and other systems. ā¢ Loquat for address cleansing and enrichment. ā¢ Google Location API for additional enrichment. ā¢ Place data sourced from multiple locations. ā¢ Initially Agile approach, later switched to Kanban.
- 23. Development & Implementation Timeline 23 Total time from initial kickoff to production was 4 months. Cleansing Using the Boomi MDM process and other tools, cleansed 800,000 place records. Design Modeled existing & future needs for Place data. Develop Developed authoring UX and Boomi integrations, including advanced matching algorithms. Training Developers attended both Dell Boomi MDM and Force.com training. Finish START Data cleansing & preparation Scoping Integration Design Develop Migration
- 24. Multisource Model of Place Data 24 Place One record for a placeCROSSMARK Source Syndicated Source Retailer Source Client Source CROSSMARK receives Place data from vendors and customers that are often duplicative but not linked. The Dell Boomi MDM platform provides us the ability to develop custom models that span our clients, vendors and our definition of a domain. When a Place from a different source is identified, the system establishes a cross-reference to that source identifier. The cross-reference capability also was critical in migrating from old systems to new, allowing us to build a deprecation path. This enables CROSSMARK to master a Place once, while being able to communicate natively to our customers with their identifiers.
- 25. Governance 25 We did not follow the suggested ābest practicesā in establishing our data governance structures. CROSSMARK had very low data maturity and needed to be āshownā how the process should work. ā¢ We did establish standard processes for creation, editing, mastering and use of data. ā¢ We did secure a domain owner at the start of the initiative. ā¢ We did not establish business data stewards at launch. ā¢ We did not immediately grant business users the ability to create records. Data Entry Data Steward Data Owner
- 26. Force.com Mastering Application 26 Individual Entry Enables data entrants to enter or modify individual domain records. Bulk Upload Provides data entrants the ability to directly upload up to 10,000 places via a file.
- 27. Dell Boomi MDM Stewarding Interface 27 Quarantine Summary Dell Boomi MDM provides a consolidated view for data stewards to manage records in the quarantine. Quarantine Detail Dell Boomi MDM provides prebuilt views for data stewards to view and depose quarantined records.
- 28. Leveraging Algorithms & APIās Radically Speeds Mastering & Enrichment 28 Receive list with no TDLinx IDs Match Locations Process Location # Concatenation Banners Group ļ match No conforming No enrichment Opportunity to check active status Ticket to create TDLinx IDs and/or change status Yes IT Operations Receives Ticket TDLinx Match? Location DB TDLinx Request Surrogate ID Yes Receive updated TDLinx ID Nielsen receives and processes request Check against Location DB Functional Teams IT Operations Nielsen New Authoring Process We decreased our location mastering time from a maximum of 4 weeks (50,000 places) of all manual effort. ā¢ We have one process for the creation and mastering of Places. ā¢ The process uses Loquat service to enrich and standardize relevant location records across 170 countries. ā¢ We integrate with additional APIās to further enrich records. ā¢ We developed advanced algorithms and fuzzy matching on Boomi MDM to manage previously manual tasks. ā¢ We have decreased the amount of manual touching of records. ā¢ Most records are processed automatically within seconds.
- 29. Cloud-based MDM Efficiently Scales to Size of the Business 29 Software license Boomi MDM enables CROSSMARK to quickly scale out cloud based AtomSphere nodes to meet increased demand as our business continues to grow Realized value Year 0 Year 1 Year 2 Software license Software license
- 30. MDM: Place Maturity 30 Level 1 Initial Level 2 Developing Level 3 Defined Level 4 Managed Level 5 Optimizing Vision None Bottom-up initiatives only Top-down, but limited in vision Unifying vision for cross- enterprise MDM Key enabler of business success Strategy None No enterprise strategy Focus on domains or use cases Consistent and integrated approach Ongoing investment and improvement Governance No one has responsibility IT-led; lacking business involvement Domain-level governance Cross-enterprise multidomain governance Well-established cross- enterprise governance Organization No data stewards Developing the culture of data stewardship Potentially strong team, but limited in scope Centralization or federation of data steward groups Well-established cross- enterprise stewardship Processes Silo-based ā applications or functions Starting to think in terms of the data life cycle Focus on data life cycle at domain level Best practice shared across the enterprise Continue to optimize the life cycle Technology Few or no data quality tools Data quality tools, but no MDM solutions One or more disconnected MDM solutions Integrated and consistent set of capabilities Integrated and consistent set of capabilities Metrics No metrics scheme for master data Starting to develop DQ metrics Successful use of metrics at the domain level Using metrics to measure success cross-domain Basis of management and investment Current state
- 31. Place Master Data at Use 31 Using Place Master Data to Drive Operational Activities 2 4 1 3 5 Reporting & Analysis Providing CROSSMARK, CPGās and Retailers direct access to view activities at retail. Finance GL, Financial Planning & Analysis tools for managing the profitability of our business. Billing & Payroll Internal system that collects work data and mileage, bills clients, and compensates employees. Workforce Management Tool that optimizes the work and collects details for 35,000 field workers. Retailer Solution CROSSMARK system used by retailers used to manage work within their stores.
- 32. 32 ā¢ Simplification. New Force.com authoring platform for Locations that consolidates from four to one the ways Locations were being maintained. ā¢ Faster updates and more accurate. New records went from 4 weeks of manual effort to 1 hour ā¢ Improved accuracy. Eliminated 40,000 duplicate records and improved the accuracy of all records worldwide. ā¢ Stronger client and customer communication. Cross- referencing capability that enables us to match client, customer, Nielsen and other location identifiers back to one CROSSMARK location. Flawless implementation! 800,000 locations migrated 0 hours business disruption 0 support tickets created From up to 4 weeks to 1 hour on average
- 33. The āLetās Make a Betā Project 33 Coming off a highly successful Location implementation, challenged the team to build a new end-to-end solution for our Services. ā¢ Three-tier service definition. ā¢ Leveraged across the US, Canada, Mexico, and AsiaPac. ā¢ Dealing with our CPG, Retail, and Marketing work. ā¢ Is central to the accurate selling, planning, execution and measurement of over 30 million events per year. ā¢ One month to build authoring & editing, implement domain in Dell Boomi MDM, integrate Force.com to Boomi MDM, and setup one subscribing system.
- 34. 34 Success 100 top level services implemented Custom Force.com application created Integration to our data warehouse (and BTW, did it in 3 weeks)
- 35. 35 Our MDM Path Start Q2 2016 Services Domain One month to create domain end-to-end for the definition of our services. Q1 2016 CROSSMARK has been live on Dell Boomi MDM since August 2015. Locations Domain Four months to create domain end-to-end for the definition of our Locations.
- 36. 36 Questions Domain Driving standardization across our work activities. Q3 2016 Q4 2016 Products Domain Begin implementing consumer products domain with ordering and consumer product attributes.
- 37. 37 To be Continuedā¦.. Additional Domains We have identified 9 domains in total for mastering, including Employees, Clients, Customers, Products, Services, Places and more.
- 38. 38 Key Learnings Far faster development than we expected We had working prototypes of the end-to-end process in place within 1 month. Algorithm development was the most complex, with 2 months of iterations. Be pragmatic about āExpertā advice We ignored Ā½ of the Gartner āmust dos to be successful,ā and yet were very successful. Your implementation must reflect reality of your organizational readiness. API Integration is very powerful The ability to integrate to external API providers is extremely powerful. We think it will enable the next waves of analytically derived master data. Mock cutovers helped We did one mock cutover that exposed process challenges. Our full cutover went flawlessly. Dell Has Listened Weāre working with Dell on continued development in data stewardship and profiling capabilities. They have quickly embraced our suggestions and integrated them in their roadmap
- 39. 39 THANK YOU Rob Saker Chief Data Officer, CROSSMARK @robsaker rob.saker@crossmark.com
Editor's Notes
- CROSSMARK must be able to natively communicate with Manufacturers, Retailers and Consumers the way they see the world.
- CROSSMARK has 500+ manufacturer clients. We work with dozens of retailer chains. The challenge is in being able to operate as one CROSSMARK, while planning to retailers in their view, and communicating to manufacturers in how they manage their business.
- With Networked BI, Birst has a unique opportunity to transform how firms think about reporting and analytics. CROSSMARK and Birst have parallels in our opportunities.
- Intuition: http://sites.oxy.edu/shtulman/documents/2012b.pdf
- Intuition: http://sites.oxy.edu/shtulman/documents/2012b.pdf
- Intuition: http://sites.oxy.edu/shtulman/documents/2012b.pdf
- CROSSMARK did not presently have a Master Data Management capability in place. Data was authored in multiple locations, but not mastered. Conflicting standards existed for domains Data governance was led exclusively through IT Data quality tools were primitive There were no metrics around data quality
- There were 4 separate highly manual processes for creation of Place data. Authoring and mastering of Place data took up to 4 weeks. CROSSMARK did not presently have a Master Data Management capability in place. Data was authored in multiple locations, but not mastered. Conflicting standards existed for domains Data governance was led exclusively through IT Data quality tools were primitive There were no metrics around data quality
- High upfront costs required of traditional MDM solutions make it challenging to financially justify efforts. Also becomes challenging to scale out to serve greater users of the solution.
- High upfront costs required of traditional MDM solutions make it challenging to financially justify efforts. Also becomes challenging to scale out to serve greater users of the solution.
- Also allows for us to easily control access by space, rather than dealing with row level issues. This is especially important as more organizations are requiring their data not be co-mingled with their competitor data.
- Intuition: http://sites.oxy.edu/shtulman/documents/2012b.pdf
- Also allows for us to easily control access by space, rather than dealing with row level issues. This is especially important as more organizations are requiring their data not be co-mingled with their competitor data.
- Speed time to value with crowd-sourced data modeling. Domain data modeling is crucial but time-consuming. Save hours of trial-and-error modeling with Boomi MDM. It inventories all data models in use, referencing the collective intelligence of its multi-tenant resources, and suggests an optimal solution which you can then customize as needed. Leverage the power of Dell Boomi MDM cloud managed approach to span organizational boundaries across departments, domains and applications. Leverage bidirectional, real-time data flows to unleash the potential of your constantly changing data. Dell Boomi MDM captures, aggregates, and publishes ongoing changes to the applications that run your business. Unify master data across domains to eliminate MDM silos. Unlike domain-specific master data solutions, Boomi MDM is domain-agnostic, supporting data from any domain, whether customer, product, location or other data.