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WWW.PLATON.NET AUSTRALIA • DENMARK • FINLAND • ICELAND • NORWAY • SWEDEN Information Management in a nutshell Kjell Wittmaack, CKO [email protected]
WWW.PLATON.NET
AUSTRALIA • DENMARK • FINLAND • ICELAND • NORWAY • SWEDEN
Information Management in a
nutshellKjell Wittmaack, CKO
© Platon
My offer to you
● You get the chance to learn
● how to explain what Information Management is
● How to show that competitiveness and data are linked
● How to find the right place to start
2
© Platon
Agenda
Who is Platon and who am I?
Competitiveness and data
What is Information Management
Finding the right place to start
3
© Platon
Platon
● The leading Information
Management services company
in the Nordic region
● Headquarters in Copenhagen,
Denmark
● 160+ employees in 7 offices
across the Nordic countries and
Australia
● 300+ clients in 9 countries
● Founded 1st of July 1999
4
Focus
Information Management
End-to-end
Advisory, Training, Implementation
Support, Outsourcing
Independence
Pure consulting services – no software, no
hardware – no bias
Methodology
Platon Insight®
9 years of proven practices
© Platon
Platon Clients
● More than 300 clients in the Nordics, Ireland, Germany, Australia and Canada
5
© Platon
Agenda
Who is Platon and who am I?
Competitiveness and data
What is Information Management
Finding the right place to start
6
© Platon 7
Truth from the comics
Scott Adams
Dilbert
© Platon
8
Truth from the field
Two brands
One store
Two cash registers
Product dimensions
Product dimensions and
Trucks
Cobber cable drums gone
missing
Retail square footage and retail square footage
© Platon
Felt the pain?
● Why is the same customer receiving two copies of the same campaign letter?
● Why does the subscription sales-assistant call a person who already subscribes to the paper?
● Why is it impossible to make our forecasts just a little bit better?
● Why are the revenue figures drawn from et ERP system not the same as those drawn from the data warehouse?
● Why can nobody tell me the exact definition of net-revenue?
● Who authorized reuse of these campaign codes?!
● Where on earth do we find the right information to our Balanced Scorecard?
● How well are we doing compared to our competitors?
● What makes our customers happy?
● How in the world did we manage to develop TWO enterprise data warehouses?!
- My report shows that delivery is now 83%…
- What? – Mine says 98%!
- Where did you get that from?
- From my Excel-sheet.
- YOUR Excel sheet?!
- Sure – do you have any better suggestions?
- No, but are you sure that delivery was only 83% of totally ordered?
- I really believe so!
- But then all our improvement initiatives seem to have had a negative effect!
- Don’t know – guess so... seems to be the case. We were at 85% before.
- Well then – let’s not spend more time or money on that!
- Agree – the numbers clealy show that it’s a waste of money!
Garbage in Garbage out!
© Platon
One of the keys to competitive
differentiators
● Business Process Differentiator…● Operational Excellence
● Product Leadership
● Customer Intimacy● …drives initiatives for…
● Efficiency
● Innovation
● Differentiation + Service
● … ● …which requires…● Optimum processes
● Agility + Flexibility
● Creativity
● … ● …which requires…● Market insight
● Customer insight
● Insight in own business processes
● …● …which requires…
● Information availability
● Information usefulness
● Information consistency
● Information correctness
Ref:
“The Discipline of Market Leaders: Choose Your Customers, Narrow Your Focus, Dominate Your Market”
Michael Treacy and Fred Wiersma
© Platon
Master Data is shared across
the business
Dept 1Dept 21
Dept 31
Division A Division B Division C Division D
Information
Management
External Partner
11
© Platon
STORE ORDER FORM
Master Data usage through out
the value chain
Product
Store
Vendor
Warehouse
12
© Platon
What happens if we do nothing
"Anarchistic"
"Structured"• Unnecessary Cost of
project portfolio
• Costs of business
operations (countering
risks)
Time
Costs
© Platon
Agenda
Who is Platon and who am I?
Competitiveness and data
What is Information Management
Finding the right place to start
14
© Platon
Information Management
The Platon definition
To manage and utilize information as a strategic asset
To implement processes, policies, infrastructure and solutions to govern, protect, maintain and use information
• To make relevant and correct information available in all business processes and IT-systems:
• for the right people
• in the right context
• at the right time
• with the right security and
• in the right quality
• To exploit information in business decisions, processes and relations
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© Platon Page 16
Platon’s Business Areas
Information Management
Information Exploitation
Unstr
uctu
red
info
rmation
AdvisoryStrategy
Organization
Architecture
Technology selection
Policies
Processes
Taxonomies
Legal compliance
Data analysis
Change Management
Business analysis
Program Management
Solution developmentModeling
Design
Development
Test
Project Management
Training
Methodology
Str
uctu
red
info
rmation
Data Management
PerformanceManagement
DecisionIntelligence
EnterprisePortals
Master DataManagement
Data Warehousing
DataIntegration
InformationLifecycle
Management
EnterpriseSearch Document
Management
Knowledge Management
Reporting& analysis
© Platon
Information Management
Architecture
Customer
value chain
Procurement Production Logistics Sales Service
Management Finance Marketing HR IT
DataWarehouse
Documents & mail
Master Data
DataManagement
BusinessIntelligence
Businesstransaction
applications
Action
Decision
ERP CRM SCM eBiz . . .
Governance
Meta Data
Performance
Management
Reporting
& analysis
Decision
Intelligence
Data harmonization and integration
Portal and search
Data harmonization and integration
Portal and search
Supplier
value chain
Lifecycle Management
17
© Platon
Classifying your data – all data
shouldn’t be treated the same way
● What is the difference between Master Data, transactional data, Business Intelligence,
Meta Data, documents, emails?
● What is a customer name?
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Independent data Artifacts
Master
Data
Transactional
Data
Company
Artifacts
Personal
Artifacts
Analytical
Data
Reference
Data
?
Intersecting
Master Data
Dependent data
Information asset
Report
Meta Data
Customer
Name
Intersecting
Data
Process
Artifacts
© Platon
Customer Employee ProductCurrency Country
Master DataOperational
Systems
The pillars of meaningful
information
Creates
Updates
Uses
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
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og
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fakturalinier
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nøgler
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behov
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mængder
m.m.
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tjeneste
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parametre
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parametre
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stati
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på stregkoder
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på forsendelse
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RAB
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MDC
LBS
SAC
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© Platon
Managing Information Assets
Information assets
Governance
Governance
Go
ve
rna
nce
Go
ve
rna
nce
• Data Warehouse solutions
• Business Intelligence solutions
• Master Data repositories build-out
• Meta Data repositories build-out
• Data Harmonization, standardization and synchronization IT Development Projects
Legacy IT SystemsInformation Management
solutions
Business Processes• Accountability
• Stewardship
• Information quality assurance
• Information usage
• Standardization
• Data Integration
• Maintenance
• Capabilities
• Data security
• Data creation and definition
• Data usage
• System acquisition requirements
• Data security
© Platon
Management
requirements
and initiatives
Solution projects● Delivers specific solutions
● Creates fast and visible results
Information Management Program● Sets the long-term strategy for managing
Information as an asset
● Sets the scope for the projects
● Ensures that every project contribute to the overall picture
● Ensures synergies across projects and business areas
Linking business strategy with
development efforts
Business strategy● Sets the long-term focus for the company
● Forms the basis for project portfolio
management on a corporate scale
Data harmonization
Business Intelligence
Data integration
. . .
Objectives,
priorities
and scope
Possibilities
Objectives, Priorities, rules
and scope
© Platon
DO
CU
ME
NT
ED
FA
CT
S
PROCESS LIST
PROCESS WHEEL
PROCESS LANDSCAPE
APPLICATION LIST
APPLICATION LANDSCAPE
TECHNOLOGY LIST
TECHNOLOGY LANDSCAPE
MASTER DATA LIST
ENTERPRISE INFORMATION MODEL
APPLICATIONS' DATA MODELS
BUSINESS APPLICATION TECHNOLOGY INFORMATION
BUSINESS STRATEGY
ENTERPRISE ARCHITECTURE STRATEGY
ST
RA
TE
GY
PROCESS PRINCIPLES
PO
LIC
IES
PROCESS GOVERNANCE MODEL
ENERGY MARKETS ORGANIZATIONAL CHART
GO
VE
RN
AN
CE
CH
AN
GE
INTEGRATION ARCHITECTURE
APPLICATION ARCHITECTURE
INTEGRATION TRANSISTION STRATEGY
APPLICATION TRANSITION STRATEGY
TECHNOLOGY ARCHITECTURE
TECHNOLOGY TRANSITION STRATEGY
MASTER DATA ARCHITECTURE
BUSINESS INTELLIGENCE ARCHIITECTURE
MASTER DATA TRANSITION STRATEGY
BUSINESS INTELLIGENCE TRANSITION STRATEGY
INTEGRATION PRINCIPLES
APPLICATION DESIGN PRINCIPLES
TECHNOLOGY PRINCIPLESMASTER DATA PRINCIPLES
BUSINESS INTELLIGENCE PRINCIPLES
DATA CLASSIFICATION MODEL
APPLICATION GOVERNANCE MODEL TECHNOLOGY GOVERNANCE MODELM ASTER DATA GOVERNANCE MODEL
RE
AL
IZA
TIO
N
DELIVERY PROJECTS
PROCESS REALIZATION MAP INFORMATION REALIZATION MAP APPLICATION REALIZATION MAP TECHNOLOGY REALIZATION MAP
SHORT TERM ACTIVITIES
Information Management is part of a
bigger picture – convergence!
© Platon
Agenda
Who is Platon and who am I?
Competitiveness and data
What is Information Management
Finding the right place to start
23
© Platon
Finding the right place to start
OK, my company wants
to start an Information
Management
Initiative, but…
What?
How?
Who?
When?
…
© Platon
We live in a time of change
Products and services
The bottom line is increasing complexity leading to a growing need for
insight, agility and sustainability
Market conditions:
• Technological development
• Decreasing customer loyalty
• Changing consumer habits
• New market players
• Competition on same parameters
• Shorter product life cycles
• . . .
Strategic responses:
• Mergers & acquisitions
• Process optimization
• Automation
• Outsourcing
• Extension of the value chain
• New business models
• Documenting compliance
• . . .
People
Equipment
Technology Information
Capital
Supply chain
Development
Sales
Service
Support
Procurement
The company
Technology
25
© Platon
Market understanding
The Information Management
maturation process
Data management
Data integration
Information availability
2. Reactive
3. Proactive
1. Unaware
4. Managed
5. Optimized
Insight Consistency Reuse Flexibility Efficiency Quality Agility
Data quality issues solved through fire fighting
Integration is handled by the individual IT-project (point-to-
point)
Super users do adhoc reporting about the past
No awareness ofthe business potential
of information
Data quality issues solved “down stream”
New information silos are created
(local Data Marts, OLTP systems etc.)
Many fragmented BI solutions – but no
coordination
Starting awareness – but no strategy
Data governance model implemented
Integration competency center implemented
BI competency center implemented
From departmental projects to cross-
organizational program
Master Data repositories and -services are implemented
Information architecture is implemented (EDW, Broker
etc.)
CPM supports all significant processes
The vision is adopted andhas a significant impact
in all parts of the business
Data quality management integrated in the culture and
in all business processes
Meta data driven real-time integration across all IT-
systems
”Pervasive” Business Intelligence
Information is managed and exploited as a strategic asset
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Distribution of maturity as of 2007
© Platon
Everything starts and stops with
the business case
Put the business in the drivers seat Connect to key business initiatives
Sensitivity analysis
Collect pain stories
Learn from others in the industry
27
© Platon
How Information Management
supports business strategy
Add
value
Reduce
costs
Create new
reality
Minimize
risk
• Optimize process efficiency thru
accurate and shared data
• Support operational efficiency thru
performance management
• Reduce scrap and rework caused by
bad data
• Optimize procurement thru supplier
data integration
• Optimize assortment by eliminating
bad performers through insight
• . . .
• Improve transparency to identify
potential risks
• Improve transparency to support
regulatory compliance
• Improve process quality by
eliminating bad data
• Reduce risk of bad publicity caused
by bad data
• . . .
• Support operational effectiveness through Corporate Performance Management
• Support Customer Relationship
Management thru customer data
capture and integration
• . . .
• Support system and process
harmonization in e.g. M&A’s
• Create agility to support efficient
product and market development
• Manage the supply chain thru
cross-organizational data integration
• Create new competitive
differentiators by leveraging insight
• . . .
28
© Platon
Define the Information Management
scope
What should be shared?
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Division C Division D Division EDivision B
Common data
definitions
IM Policies
Master Data
Division A
Logical
Architectures
Master Data
The Enterprise
IM System
Landscape
Master Data
IM System
Landscape
IM Policies
Master Data
IM System Landscape
Logical Architectures
Common data definitions
IM Methodology
Common data
definitions
IM System
Landscape
© Platon 30
Successful Information
Management is about
Successful Information
Management
Knowing your target
Understanding why it’s your
target
Ensuring
Commitment
Thinking holistically
Being
Pragmatic
© Platon
Plan a way to reach the vision
Business Intelligence
Central management
and oversight
Master Data Management
Data Quality initiative
2008 2009
Step 3
Step 1
Step …
Plan for getting in control
Step 2
Step 1
Step 2
Step 1
Step 3
Step …
Plan for getting in control
Plan remaining next steps
Plan for getting in control
Establish Enterprise Information Model
foundation
Vision for
Information
ManagementImplement
Master Data Governance Policy
2010
Step …
Step 4
Step 4Step 2
© Platon
In summary
● The bad news
● There is no way around it – you need to climb the maturity latter
sooner or later. Your competitors will.
● Information Management is a complicated matter – many
dependencies
● ALWAYS focus your efforts on concrete business value, but don’t
ignore the long term focus.
● The good news
● The companies and the industry are maturing.
● Surprising similarities between challenges across countries and
industries.
● Master Data and data quality is a safe bet if you are looking for
business pain.
● You won’t be out of a job anytime soon
32
© Platon
Questions?
Kjell Wittmaack
Chief Knowledge Officer
Platon
© Platon 34
