2013 07 11 State of North Dakota Mdm Overview

© 2012 IBM Corporation

InfoSphere MDM What’s new in Standard Edition/Advanced Edition July 2013


Topics for this session

What is MDM? –A very brief refresher

InfoSphere MDM Editions/Components

What’s New in InfoSphere MDM v 8.x - 10.1 Standard Edition

What’s New in InfoSphere MDM v11.0

Bundled Software – “Supporting Programs”

Technology Stack – What has changed?


IBM INFOSPHERE PRODUCT STRUCTURE

© 2012 IBM Corporation 4

What is Master Data? Master data is the high-value, core

information used to support critical business processes across the enterprise

Master Data is business critical information about customers, suppliers, partners, products, materials, employees, accounts and more

Why is it important? Master Data is at the heart of every

business transaction, application and decision

Quality of data degrades over time and negatively impacts key business processes if Master Data is inaccurate, missing, duplicated or incomplete

What is Master Data? Why is it important?

Customer

Person

Prospect

Citizen

Member

Provider

Employee

Company Trading Partner

Organization Supplier

Distributor

Vendor

Office

Product

Service Financial Account

Agreement

Contract

Assets

Locations

Manufactured Goods

4


Regulatory Compliance

Marketing/Sales Interactions

Billing

New Product Introduction

Financial Planning

Back office Systems

Fraud Avoidance

Client Service/ Care Client Self

Service

Critical business processes leverage master data

Optimizing the business with right-time information

Ensuring all systems have consistent & complete information in real time

Maximizing client satisfaction & revenue opportunities

Understanding the choices & planning with accurate information

Enrich

Security

Search Stewardship

Hierarchies

Tools

Operational

End to End Master Data Management Authoring

5


Align MDM goals to key business priorities

Comply with Regulations e.g. Improve privacy preference compliance by 10%

Improve Client Service e.g. Reduce time to search for clients by 58%

Lower Operational Costs e.g. Decommission 2 of 3 CRM systems

Improve Business Agility e.g. Integrate new systems (M&A) in weeks

New Market & Product Strategy e.g. Increase campaign yields by 5%

What business issues matter most to your clients?

Optimize Cross-Sell & Up-Sell Processes e.g. Increase average deal size by 2%

6


Address key IT initiatives with MDM

Duplicate data in customer/product master database

Reports based on missing or incorrect information

Aging systems that are difficult to decommission Incomplete and

inconsistent master data

Enterprise processes using untrusted, inaccurate information result in inefficiency and low quality decisions

What IT issues reduce trust?

Incorrect customer addresses used for invoicing process

7


IBM InfoSphere MDM v11 Product Structure Editions and Components

Enterprise Edition Comprehensive address all your MDM needs with a single comprehensive solution

Collaborative Edition Collaborative Authoring streamline workflow activities across users involved in authoring and defining master information

Advanced Edition Strategic strategically transform your organization through improved business processes and applications

Standard Edition Registry delivers business value for MDM projects with the quickest time to value

IBM InfoSphere Master Data Management

Custom Domain Hub Stand Alone

Enables delivery of trusted information based on custom

data domains

Reference Data

Management Manage and define reference data as

an enterprise standard

Editions Chargeable Components


IBM InfoSphere MDM – A Comprehensive Offering

Individual Hub

Collaborative Hub

Individual Hub

Organization Hub

Product Hub

Account Hub

Custom Domain

Hub

Organization Hub

Product Hub

Account Hub

Custom Domain

Hub

Organization Hub

Product Hub

Account Hub

Custom Domain

Hub

Enterprise Edition

Advanced Edition

Standard Edition

Collaborative Edition

IBM InfoSphere MDM

Custom Domain Hub Stand Alone

Individual Hub

Provider Hub

Provider Hub

Patient Hub

Patient Hub

Reference Data Management Hub

Chargeable Components (independent of

editions)


InfoSphere MDM – Match use case requirements with Editions

All common MDM domains – customer, citizen, supplier, employee, product or service, asset, financial, location All MDM Implementation styles – virtual, hybrid or physical master repository,

collaborative authoring MDM Powered Solutions Framework Fully pre-built, modifiable pre-built, or build-it-yourself platform

Physical (persisted) and Virtual master registry master repository Pre-built and extensible data models – data and relationships Business Services – enable processes to easily leverage master data Master Data Engine – highly accurate probabilistic matching and search MDM Powered Solutions Framework

Virtual master registry master repository Flexible and Extensible Data Model – built and optimized for MDM Master Data Engine – highly accurate probabilistic matching and search MDM Powered Solutions Framework

Collaborative Processes – workflows for collaborative authoring tasks Flexible Data Model – Catalogs, Category Hierarchies, Attributes, Relationships Extendable Authoring UI – business user interface for authoring / search Data Synchronization – imports and exports with deltas and versioning


InfoSphere MDM – SE and AE core offerings for Operational MDM

Physical (persisted) and Virtual master registry master repository Pre-built and extensible data models – data and relationships Business Services – enable processes to easily leverage master data Master Data Engine – highly accurate probabilistic matching and search MDM Powered Solutions Framework

Virtual master registry master repository Flexible and Extensible Data Model – built and optimized for MDM Master Data Engine – highly accurate probabilistic matching and search MDM Powered Solutions Framework


WHAT’S NEW IN INFOSPHERE MDM V 8.X - 10.1 STANDARD EDITION


What’s New in InfoSphere MDM v 8.x - 10.1 Standard Edition

Data Stewardship Enhancements – Inspector Usability – Data Manager Capability – Implementation-Defined Tasks – Operational Reports

Information Consumption – Enhanced BPM Integration -- Governance and Data

Stewardship work flows – MDM Application Toolkit Enhancements

Master Data Governance – New Master Data Policy Management including

Policy Enforcement and Monitoring

Core MDM Capabilities – Event Management – Information Server (IA, Discovery) bundled

IBM InfoSphere MDM – Standard EditionIBM InfoSphere MDM – Standard Edition

IntegrationSolutions Framework

Data Stewardship Master Data Engine Data Model

Components BlueprintsComponents Blueprints SOA Java.Net IndustrySOA Java.Net Industry


Data Stewardship

Inspector Usability enhancements – Inbox – Search by Linkage status – Ability to compare records and view match score

Ability to define and resolve custom tasks – Examples: tasks for data that is missing,

invalid, or conflicting

Data Manager role – Create ‘tags’ to categorize tasks – Use tags to assign tasks to specific users/groups

New operational reports – Duplicate Summary Statistics – Outstanding Task Count by Source and Task Type – Assigned Task Count by Owner and Task Type – Task Count by Tag Type


Custom Task Examples

• Provider: NPI Discrepancy

• Location: Departmental Move

15


Customer Service

Master Data

1. Trust your data

2. Ensure completeness

3. Collaboratively author

4. Reduce data errors and improve consistency

5. Manage customer privacy preferences

6. Manage risk

7. Introduce new products quickly

8. Identify key relationships and hierarchies

9. Identify high value customers

10. Real-time visibility

Customer Benefits:

• Increase revenue

• Reduce costs

• Increase Agility

• Decrease risk / Improve Compliance

Information Consumption: MDM Provides Trust to the Chaos

MDM

1

2

3

4

5

6

7

8

9

10


Executive Management

Customer Service

Data Steward

Account Administration

PROCESS

1. Automate workflow & decision making

2. Reduce errors and improve consistency

3. Standardize resolution across geographies

4. Leverage existing systems and data

5. Monitor for business events and initiate actions

6. Real-time visibility and process control

Customer Benefits:

• Huge Reduction in Manual Work, Errors

• Faster, More Consistent Issue Resolution

• Easier to Manage the Business

• Consistent Case Handling

BPM Brings Order to the Chaos

RULES

1

2

3

4

5

6


BPM Express Process Designer


Policy Enforcement

19

Master Data Policy Monitoring & Enforcement

Policy Monitoring

Administer Policy as KPI & Metrics

Administer Policy as Business Rules

InfoSphere MDM

InfoSphere MDM

• Monitor master data • Early issues recognition • Inform remediation

policies

• Workload distribution & assignment

• OOTB Remediation processes and activities

• Integration Toolkit

BPM Express Cognos


Policy Monitor Summary Report


Example of System-To-Golden-Consistency Report

Describes how well records from a source compare to the “Golden” view of your entities

Shows how this can change over time


Event Notification Goals

Need a ‘real-time’ way of publishing out entity changes Need notification when a member attribute changes for batch processing

WebSphere MQ

Queue 1 Queue 2 Queue 3

Event Notification

Hub

Messages

Entity A Entity B Entity C Entity D


Event Notification: Logic Diagram

23

Entity A Entity B Entity C Entity D

.

.

.

.

Record A Record B Record C Record D Record E Record F Record G

.

.

.

.

Hub Generates Event Notification Messages Users

List of Events: • Member: create, update, merge, unmerge, delete, undelete, drop, link, unlink • Entity: create, update, delete • Task: create, update, delete, resolve


Configuration

Filter Options Event Type

What types of events are interesting to the organization? • Member: create, update, merge, unmerge, delete, undelete, drop, link, unlink • Entity: create, update, delete • Task: create, update, delete, resolve

Composite View

The Composite View for notification messages (and change detection)

Other Items

• (T/F)Publish only if the notification is not a duplicate of a previously sent message •(T/F)Publish only those attributes that have changed since the last message was sent. •(T/F)Include members that comprise the entity

24

Event Work Manager

Event Queue

Event Handler

Event Manager

Updates: -Entity Manager -SDK

Configuration

Log History

Hub


What’s New in IBM InfoSphere Master Data Management v11


InfoSphere MDM Strategy

Single Solution

Designed for Big Data

Accelerate Time-to- Value

Govern Inside & Out

Embrace New Era of Computing


InfoSphere MDM Strategy

Designed for Big Data • Scale into the billions of

records • Combine structured master

data with insights from unstructured data

• Integrate with IBM’s capabilities for exploring and visualizing big data

Accelerate Time-to-Value • Simplify implementation

process • Pre-built accelerators • Easily adjust MDM

implementation ‘style’ • Built into broader IBM solution

offerings

New Era of Computing • MDM ‘patterns’ for IBM Pure

Application System • Expose master data easily to

mobile platforms • Exploit mobile-device

generated data as part of master data (e.g. geolocation)

Govern Inside & Out • Built-in governance

capabilities unique to MDM • Integrated to IBM InfoSphere • Support both ‘passive’ and

‘active’ governance of master data

• Support OOTB governance policies + client-unique policies


Transforming InfoSphere MDM into a unified MDM solution

2010

Initiate MDS

MDM Server

MDMS for PIM

• Separate products targeted to different MDM use cases

• Best of breed acquisitions

2011-2012

• Single MDM offering • Common matching engine • Advanced Catalog

Management for attachment to WebSphere Commerce

2013

Operational Server

Virtual & Physical Modules

V9

V10

V11

InfoSphere MDM

InfoSphere MDM

Initiate MDS

MDM Server

Collaboration Server

Collaboration Server

• Unified virtual and physical technology into single server capable of supporting multiple MDM use cases

• Hybrid MDM • Modularity


InfoSphere MDM V11 New Features & Functionality

Virtual, physical and hybrid MDM styles in a single instance Modular implementations and upgrades Collaborative authoring UI enhancements

Data quality via integration with InfoSphere Information Server Enhanced hierarchy support for reference data Dashboard for collaborative authoring workflow Task KPIs to monitor master data quality

Augment master data with unstructured text Expanded patient hub to include clinical attributes

Accelerate Time to Value


Governance Inside & Out


Accelerate Time to Value


Unification of MDM Virtual & Physical

Multi-style, multi-domain MDM in a single operational hub

– Single database instance and schema – Engine co-residence (WAS container) – Simplified deployment and management (based on OSGi) – Unified MDS/MDMS workbench for configuration and customization – Unified MDS/MDMS installer

– Integration with IBM Support Assistant Data Collector

31


Business Use Cases Benefit from Hybrid MDM

Prospect Hub

Customer Hub

Thin amount of prospect

attributes – Registry

Approach

Persist large number of customer attributes

Centralized Approach

InfoSphere MDM

Maintain and move prospect and customer information

seamlessly in a single solution; persist information

Hybrid Approach


Business Use Cases Benefit from Hybrid MDM

Immediately Post Acquisition

Business Processes Integrated

Thin amount of prospect

attributes – Registry

Approach

Persist large number of customer attributes

Centralized Approach

InfoSphere MDM

Maintain and move prospect and customer information

seamlessly in a single solution; persist information

Hybrid Approach




MDM and Big Data Must Work Together

Master Data Management

Core Big Data Technologies

MDM creates context for big data.

MDM system provides trusted information and operationalizes insights

from big data

Big data creates context for MDM.

Big data provides new

insights from social media and other sources for

customer profile


Big Data Exploration Find, visualize, understand all big data to improve decision making

Enhanced 360o View of the Customer Extend existing customer views (MDM, CRM, etc) by incorporating additional internal and external information sources

Operations Analysis Analyze a variety of machine data for improved business results

Data Warehouse Augmentation Integrate big data and data warehouse capabilities to increase operational efficiency

Security/Intelligence Extension Lower risk, detect fraud and monitor cyber security in real-time

The 5 Key Use Cases


InfoSphere MDM – Correlating Unstructured Data

CRM

ERP

Orders

Structured Data Unstructured Data

Name Address Phone number Purchase history

Customer sentiment Contact history Issue resolution

status

InfoSphere MDM • Discover linkages between text

and relevant master data entities

• Link to additional information • Investigative tool for text

analysis • Complete, accurate and timely

views

Benefits • Enhanced customer service • Quicker, more accurate issue

resolution • Increased upsell/cross

opportunity


Governance Inside & Out


Policy Monitoring and Policy Enforcement are Coming Together

41

In this example AL = 19.0 and the Completeness Score = 18.5 The record does not meet criteria SSC Completeness > AL + Delta


Business Processes require trusted data

Trusted data requires data governance

IBM providing capabilities to facilitate construction and adoption of these applications – MDM Application Toolkit (MDAT) - Improved – Master Data Policy Monitoring (MDPM) – Improved – Master Data Policy Remediation (MDPR) - Improved – Master Data Governance Dashboard (MDG) - New

Master Data Governance in MDM 11

Enforce

Monitor

Identify

Remediate

policy rules through Master Data Policy Remediation

the effectiveness of your rules through Master Data Policy Monitoring

quality issues through Master Data Policy Monitoring and the MDG console

data quality issues through Master Data Policy Remediation and the MDG console

Monitor

Identify

Remediate

Enforce

Data Quality


MDM & BPM Widgets


Integration with Information Server – enhanced and new in v11

InfoSphere MDM

Individual Product

Account Organization

Reference

Reference Data Management

InfoSphere QualityStage

InfoSphere Information Analyzer

InfoSphere Metadata Workbench

InfoSphere Data Click

InfoSphere Business Glossary

Information Server

Definitions for reference data sets

Export wizard for data lineage

IA sample for MDM

Address standardization

Defined pattern


MDM and Information Server Bundling

Versions of MDM Release Date IIS bundling Restrictions

MDM v11.0 ** (All Editions)

June 2013

Information Server for Data Quality Edition 9.1 (Information Analyzer, IA Workbench, InfoSphere Discovery, QualityStage, Blueprint Director, Metadata Workbench, and Information Services Director)

Can only be used to support MDM program as defined in the license Included*: • 480 PVUs • 2 Authorized Users • 5 unique data sources for InfoSphere Discovery * More entitlements can be purchased separately


Integration Flow – MDM & Data Quality

46

Sources

Applications

Databases

xls, xml, Flat Files

Data Warehouses

z Systems

CRM

Data Warehouses

eBusiness

ERP

Consuming Applications

Data Validation Standardize & Cleanse

Match & Link Monitor & evaluate

IBM Infosphere Information Analyzer

IBM Infosphere Quality Stage IBM Infosphere Master Data Management

Discover and Cross source analysis

IBM Infosphere Discovery


BUNDLED SOFTWARE


InfoSphere MDM v10.1 – Supporting Programs

Bundled software (EE, AE, SE, CE): – IBM InfoSphere MDM Application Toolkit V10.1 – IBM DB2 Enterprise Server Edition V10.1 – IBM WAS Network Deployment V8.0 – IBM WebSphere MQ V7.0.1 – IBM WebSphere Portal Server 7.0 – IBM Content Integrator 8.6 – IBM Tivoli Directory Server V6.3 – IBM Rational Software Architect for WebSphere Software V8.0 – IBM Cognos Business Intelligence V10.1 Components – IBM InfoSphere Blueprint Director V2.0.1 – IBM Process Server Express V8.0 – IBM Process Center Express V8.0 – IBM Process Designer V8.0 – IBM InfoSphere Discovery 4.6.1 – IBM InfoSphere Information Analyzer 8.7 – IBM WebSphere Message Broker v8.0 – IBM WebSphere Message Broker Connectivity for Healthcare v8.0.0.1

Note: CDH Standalone and RDM have different set of bundled software … Consult License Information document for the details


Supporting Programs

Make it easier for customers to deploy an MDM environment

There should not be an expectation that all deployment scenarios are supported with the Supporting Programs

Limitations/Restrictions: – Primary Limitation – Only when in support

of InfoSphere MDM – Product-specific limitations (see LI); some

key ones: • Rational Application Developer – 2

Users • Business Process Manager – PVU

and User restrictions • Information Server – PVU and number

of sources

Important Note: LI for Supporting Program is in effect

Supporting Programs include with InfoSphere MDM v11.0 (all Editions) IBM WebSphere Application Server Network Deployment V8.5 IBM WebSphere Application Server Base 8.5 IBM DB2 Enterprise Server Edition V10.1 IBM WebSphere MQ V7.5 IBM WebSphere Portal Server 8.0 IBM Content Integrator 8.6 IBM Tivoli Directory Server V6.3 IBM Rational Application Developer for WebSphere Software v8.5 IBM Cognos Business Intelligence V10.1.1 IBM Cognos Business Intelligence Modeling v10.1.1 IBM Cognos Supplementary Language Documentation v10.1.1 IBM InfoSphere Blueprint Director V2.2 IBM Process Server Express V8.0.1 IBM Process Center Express V8.0.1 IBM Process Designer V8.0.1 IBM InfoSphere Information Server v9.1 for Data Quality IBM WebSphere Message Broker v8.0.0.1 IBM WebSphere Message Broker Connectivity for Healthcare v7.0.0.2 Capilano Components (IBM Installation Manager/IBM Packaging Utility) 1.6


TECHNOLOGY STACK


Technology Stack v10.1

Key Changes – Platforms removed for SE and AE – WebLogic – HP-UX

Collaborative Advanced StandardOperating System AIX 6.1, 7.1 6.1, 7.1 6.1, 7.1

Solaris 10 10 10SuSE/Intel 11 11 11RedHat RHEL/Intel 5, 6 6 6HPUX N/A N/A N/AzOS N/A N/A N/ASuSE/zLinux N/A 11 11RedHat RHEL/zLinux N/A 6 6Windows Server N/A N/A 2008 R2

Application Server Apache Tomcat N/A N/A 7.0.12+WAS 8.0.0.3 8.0.0.3 8.0.0.3WebLogic 11g R1 (10.3.5 or later) N/A N/A

Database DB2 9.7, 10 9.7, 10 9.7, 10DB2 for z/OS N/A 9.1, 10 10Informix N/A N/A LimitedOracle 11g R2 11g R2 11g R2SQL Server N/A N/A 2005, 2008

Other Workbench Windows O/S XP, 7 7 7Internet Explorer 8, 9 8, 9 8, 9Firefox N/A 10 10JDK 1.6 1.6RSA, RAD 8.0.4 8.0.4 8.0.4MQ 7.1 7.1 7.1Information Server 8.7 8.7 N/A

1.6 (SR10FP1)

N/A N/A

10


Technology Stack v11

Important changes to note:

–Linux for System z (all Editions)

–WAS v8.5 (needed for OSGi support)

–Database Support v9.7 and v9.8 PureScale, v10.1 (incl. PureScale feature)

–Installation Manager

–RAD (and RSA)

Collaborative Advanced Standard

Operating System AIX 6.1, 7.1 6.1, 7.1 6.1, 7.1

Solaris (SPARC) 10 10 10

SuSE (x86-64) 11 11 11

RHEL (x86-64) 6 6 6

SuSE (System z) 11 11 11

RHEL (System z) 6 6 6

Windows Server N/A N/A 2008 R2

Application Server WAS 8.5.0.2 8.5.0.2 8.5.0.2

WebLogic 11g R1 (10.3.5 or later) N/A N/A

Database DB2 9.7, 10.1 9.7, 10.1 9.7, 10.1

DB2 for z/OS N/A 9.1, 10.1 10.1

Oracle 11g R2 11g R2 11g R2

SQL Server N/A N/A 2008, 2012

Other (Development / Integration) Installation Manager 1.5.3 1.5.3 1.5.3

Workbench Windows O/S XP, 7 7 7

Internet Explorer 8, 9 8, 9 8, 9

Firefox N/A 10 10

BPM N/A 8.0.1 8.0.1

JDK 1.6 1.6 1.6 (SR11)

RAD 8.5.1 8.5.1 8.5.1

MQ 7.5 7.5 7.5

Information Server N/A 9.1 N/A

Dojo 1.7 1.8 1.8

Most current information on-line – See “System requirements for InfoSphere Master Data Management“ page


Summary & Resources


The MDM Optimization Program bridges the gap between setting an MDM vision and identifying the technologies best suited to drive successful implementations and continuous results

IBM Master Data Management Optimization Program

Program Overview A no cost, business assessment of you current MDM strategy by IBM Product Managers An efficient quality assurance program for MDM solutions Gap analysis of resource and skill sets and ways to address Recommendations and best practices based on current and future environment Approach to achieve continuous validation of business case and value proposition

Strategic roadmap and solution architecture

© 2012 IBM Corporation 55 55

Why IBM InfoSphere Master Data Management?

Complete

All domains, styles, use cases, industries

Master data governance

Pre-built, extensible and customizable data models and services

Flexible

Virtual, physical and hybrid styles in a single solution

Collaborative workflow

Reference data management

Entity resolution

Proven

#1 market share 800 + customers Lowest risk,

Quickest time to value

Global reach Scalability,

performance

Accessible

Designed for big data

Cloud and mobile options

Integration across InfoSphere solutions

Optimized for real time

InfoSphere Master Data Management Improves operational and analytical systems


Thank You

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2013 07 11 State of North Dakota Mdm Overview

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