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Product Evaluation Criteria & Field Reports for the Leading MDM (RDM) Solutions 10 th Annual MDM & Data Governance Summit Europe London May 18-21, 2015 Aaron Zornes Chief Research Officer The MDM Institute [email protected] www.linkedin.com/in/aaronzornes @azornes +1 650.743.2278
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Page 1: Product Evaluation Criteria & Field Reports for the …tcdii.com/PDF/Top 15 RDM Solutions FIELD REPORTS.pdfProduct Evaluation Criteria & Field Reports for the Leading MDM (RDM) Solutions10th

Product Evaluation Criteria & Field Reports for the

Leading MDM (RDM) Solutions10th Annual MDM & Data Governance Summit Europe

LondonMay 18-21, 2015

Aaron ZornesChief Research Officer

The MDM [email protected]

www.linkedin.com/in/aaronzornes@azornes

+1 650.743.2278

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MDM Working Definitions

Master Data Management (MDM)

Authoritative, reliable foundation for data used across many

applications & constituencies with goal to provide single view of truth

no matter where it lies.

CDI is mandatory first step for most organizations on journey to MDM

Product Information Mgmt

(PIM)

Processes & technologies for

recognizing PRODUCT,

SUPPLIER, & PRICING master

data

Customer Data Integration

(CDI)

Processes & technologies for

recognizing a customer & its

relationships at any touch-point

while aggregating, managing &

harmonizing accurate, up-to-date

knowledge about that customer to

deliver it ‘just in time’ in an

actionable form to touch-points.

© 2015 The MDM Institute www.the-MDM-Institute.com

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MDM Working Definitions - continued

Multi-Entity Master Data Management (MDM)

An MDM solution to concurrently manage

multiple, diverse master data domains

(customers, accounts, products) across intra-

and extra-enterprise business processes

Reference Data Management (RDM)

Non-volatile reference data shared across the

enterprise in context within applications (&

possibly within the industry via “exchanges”);

examples: units of measure; currency rates;

calendars; other look-up tables

Large enterprises assume MDM = multi-entity MDM when evaluating software; Managing “simple” reference data will prove to be a key sales entry point for large enterprises i.e., a "ramp up" point of entry for many organizations planning

for CUSTOMER, PRODUCT master & other domains

© 2015 The MDM Institute www.the-MDM-Institute.com

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What is Reference Data?

Reference data =“coded, semantically stable, relatively static data sets shared by multiple constituencies”

(people, systems, & other master data domains)

Customers

Product

Industry

Sales Person

Geo

Cost / Revenue

Acct

Business Unit ID

In the logical view, private & public forms of reference data connect domains & application; consistent values

(& semantics) required for multi-domain views & hierarchies

© 2015 The MDM Institute www.the-MDM-Institute.com

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Errors in reference data will ripple outwards affecting quality of master data in each domain, which in turn affects quality in all dependent transactional systems

RDM needed in both operational & analytical MDM use cases where capability often used to provide attributes, hierarchies & KPIs

Why Reference Data? Why Now?

Central role of reference data means RDM becoming“starting point” for many organizations planning MDM & MDG

SystemicFailure

Inconsistent Reporting

TransactionFailure

Regulatory Non-compliance

© 2015 The MDM Institute www.the-MDM-Institute.com

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RDM Prologue

In addition to MDM functionality, RDM systems also manage complex mappings btw different reference data representations & different data domains across the enterprise

Manual or custom RDM often lack change management, audit controls, & granular security/permissions

Because reference data is used to drive key business processes &application logic, errors in reference data can have a major negative & multiplicative business impact

Mismatches in reference data impact on data quality affect the integrity of BI reports and also are a common source of application integration failure

Just as businesses no longer build own CRM, ERP, &MDM systems, so too are organizations beginning to acquire

commercial RDM, which can be easily tailored or configured & have full ongoing support of major software vendor

© 2015 The MDM Institute www.the-MDM-Institute.com

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“Analytical MDM” ala “RDM for Big Data”

Analytical MDM” use case being reinvigorated as reference data in the form of dimensions (enterprise finance especially) being managed around Hadoop big data systems a.k.a. “monster marts”

Similar to the way that early commercial RDM systems were used to rationalize reporting data marts

© 2015 The MDM Institute www.the-MDM-Institute.com

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Reference Data CategoriesMulti-Domain

RDM Use CasesReal-Time / Transactional

RDM Use Cases

Public(External)

Countries & Subdivisions (FIPS10)Currencies (ISO 4217)Time Zones (ISO 8601)

Industry Classification (NAICS, ISIC)Security Prices

SWIFT BIC Codes (Payments)ICD-9/10 Codes (Healthcare)

ACORD/ISO Codes (Insurance)

Private(Internal)

Legal Entities Chart of Accounts

OrganizationsEmployees

(i.e., much of HR & Finance Data)

Reference data required fortransaction processing

Semi-Private? (Shared)

Customized Public Reference Standards (e.g. customized D&B)

Shared Private Data (Finance)

© 2015 The MDM Institute The-MDM-Institute.com

RDM programs need to support multiple domains (kinds) of reference data to avoid RDM silos

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Multi-Domain MDM

Multidomain RDM

Vendor RDM Approach Indicates Level of Multi-Domain Ability

Customers

Product

RDM

RDM

Two main approaches to RDM = Synchronization-driven (buy lots of ETL) vs. Multi-domain (buy commercial RDM) …

Synchronization-driven requires $$$ for data integration & lacks semantic stability/governance of hub approach

Suppliers

RDM

Synchronization-Centric

Private RD

RDM

ETL/DI

Private

Public

Customers

Product

Suppliers

RDM Hub or Multi-Domain MDM Implementation

© 2015 The MDM Institute The-MDM-Institute.com

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Why Manage Reference Data Independently?(“Hub of hubs”? Federated vs. Centralized?)

Customers

Product

Industry(NAICS, ISIC)

Sales Person

Geo(ISO3166,

FIPS)

Cost / Revenue

Acct

Business Unit ID

Geo

Geo

In the logical model, reference data connects domains & applications; in implementations local copies exist for each consumer; challenges include: governance, synchronizing,

versioning, & custom hierarchies/internationalizations

ERP

Finance HRBI/Analytics

GeoGeoGeo

Geo

© 2015 The MDM Institute www.the-MDM-Institute.com

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Critique of Current Approaches for Multi-Domain Reference Data

RDM Solution Drawback Recommendation

Custom-built, manual solutions

Heavy TCO burden Avoid unless reference data demands are truly unique

Spreadsheets Difficult to govern, secure, version, & audit; no modeling, poor hierarchy management

Distribute data in spreadsheets; govern data in RDM solution

Repurpose hierarchy management solution (MSFT MDS, ORCL DRM)

Poor cross-domain support, no classification mapping, few enterprise integration options

Seek out multi-domain RDM solution with hierarchy management

Customize existingdomain-specific MDM(Customer or Product)

Rudimentary data modeling, lifecycle mgmt capabilities, & governance features (esp. authoring & workflow)

Use multi-domain RDM solution to maintain connections & govern/update into CDI & PIM via data services

ERP / Enterprise Application

Limited governance, versioning, distribution; also reference data customized use in app may have limited appeal in other systems

Master in external platform. RDM can be used to govern baseline set, versions and adaptations

Real-time / industry-specific RDM

Premium priced R/T RDM solutions do not represent good economic sense

Leverage R/T RDM solutions for R/T use cases (trading, claims processing, payments)

© 2015 The MDM Institute www.the-MDM-Institute.com

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© 2015 The MDM Institute www.the-MDM-Institute.com

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“Top 10” RDM Technical Evaluation Criteria

1. Administration of diverse reference data types

2. Ability to map reference data

3. Management of reference data sets

4. Architecture/performance

5. Hierarchy management over reference data sets

6. Connectivity/integration

7. Import & export

8. Versioning support

9. Security & access control

10. E2E lifecycle management Coming to market are RDM solutions characterized by

multiple, diverse levels of integration w/ market-dominant MDM hubs as well as repackagings of existing mid-market

MDM solutions – HOW TO EVALUATE?© 2015 The MDM Institute www.the-MDM-Institute.com

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“Administration of Diverse Reference Data Types”

From R. Thompson,/Credit Suisse, “Multidomain Enterprise Reference Data,” 7th Annual MDM & Data Governance Summit New York 2013

Private Ref Data

Public Ref Data

RDM solution should support a wide mix of data structures from name:value pairs to hierarchies (see criteria #5)

RDM Top 10 Eval Criteria #1

© 2015 The MDM Institute www.the-MDM-Institute.com

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FINANCELOCATIONS

“Ability to Map Reference Data” – pt. 1 (cross-domain mapping)

Issuing Country (ISO3166)

Name ISO 4217Code

USA US Dollar USD

CHN Yuan Renminbi CNY

JPN Japanese Yen JPY

Official Currency

ISO3166

USD ASM

USD IOT

USD ECU

USD SLV

USD GUM

USD HTI

USD MHL

USD FSM

USD MNP

USD PLW

USD PAN

USD PRI

USD TLS

USD TCA

USD USA

USD VIR

CNY CHN

JPY JPN

ISO 3166Code

Name

USA United States of America

CHN People’s Republic of China

JPN Japan

ASM American Samoa

IOT British India Ocean Terr.

ECU Ecuador

SLV El Salvador

GUM Guam

HTI Haiti

MHL Marshall Islands

FSM Micronesia

MNP Northern Mariana Islands

PLW Palau

PAN Panama

PRI Puerto Rico

TLS East Timor

TCA Turks and Caicos Islands

VIR Virgin Islands

RDM solutions need to preserve values & mappings between reference data sets – both in domain and across domains.

RDM Top 10 Eval Criteria #2

LO

CA

TIO

N &

FIN

AN

CE

© 2015 The MDM Institute www.the-MDM-Institute.com

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2013 VERSION

2007 VERSION

“Ability to Map Reference Data” – pt. 2 (temporal referential integrity)

2013NAICS

Description

311224 Soybean and Other Oilseed Processing

221114 Solar Electric Power Generation

221115 Wind Electric Power Generation

221116 Geothermal Electric Power Generation

221117 Biomass Electric Power Generation

221118 Other Electric Power Generation

2007 NAICS

Description

311222 Soybean Processing

311223 Other Oilseed Processing

221119 Other Electric Power Generation - solar electric power generation

RDM solution needs to maintain links between versions, creating a migration path between versions of reference data … “Crosswalks”

are important for understanding how something changed.

MERGE

SPLIT

RDM Top 10 Eval Criteria #2

© 2015 The MDM Institute www.the-MDM-Institute.com

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RACI Tasks User

RUpdate sales hierarchies Rogers

RChange industry classifications Romanova

AApprove hierarchies and effective dates Stark

AApprove industry classifications Banner

A Approve merge into effective dated

Fury

“Mgmt of Reference Data Sets” (Governance workflows)

RDM Top 10 Eval Criteria #3

An RDM solution needs to support governance workflows; includes defining: responsible & accountable parties (including systems),

permissions & area of responsibility for each party (field, instance, container level), how parties interact/tasks & auditing/history…

Sequence of interactions

Permissions

Responsibilities

© 2015 The MDM Institute www.the-MDM-Institute.com

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“Hierarchy Management Over Reference Data Sets”

RDM solution should harness relationships between reference data sets & existing party or thing data to create hierarchies

SIC Codes

Customer & SIC Code Mapping

ICD-10 Codes

Active Ingredients & ICD-10 Mapping

Active Ingredients & Product Mapping

Viewing customers by industry classification

Viewing drugs by Active Ingredient interactions & ICD-10 Codes

RDM Top 10 Eval Criteria #5

© 2015 The MDM Institute www.the-MDM-Institute.com

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EMEA OPS

DEU Cost Ctr

FRA Cost Ctr

APLA OPS

TUR Cost Ctr

JPN Cost Ctr

MEX Cost Ctr

NA OPS

CAN Cost Ctr

USA Cost Ctr

“Versioning Support”(a.k.a. time travel)

EMEA OPS

TUR Cost Ctr

DEU Cost Ctr

FRA Cost Ctr

APLA OPS

JPN Cost Ctr

MEX Cost Ctr

NA OPS

CAN Cost Ctr

USA Cost Ctr

Cost Centers(as-of 2013 Q2)

EMEA OPS

DEU Cost Ctr

FRA Cost Ctr

AP OPS

TUR Cost Ctr

JPN Cost Ctr

CALA OPS MEX Cost Ctr

NA OPS

CAN Cost Ctr

USA Cost Ctr

RDM solution needs versioning & “as of” / effective dating to support recall of reference data values, relationships or hierarchies

(versioning has *major* implications for analytics/ BI!)

Cost Centers(Current)

Cost Centers(Effective 2013 Q1)

RDM Top 10 Eval Criteria #8

© 2015 The MDM Institute www.the-MDM-Institute.com

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Reference Data ManagementStrategic Planning Assumption

Through 2015, reference data will emerge as a key entry point for enterprises & in turn unduly influence choice of MDM for Customer, Product & other domains; large enterprises will continue to mandate that REFERENCE data be part of MDM platform's native entity types

During 2015-16, MDM vendors will begin to market RDM to apply an MDM approach for centralized governance, stewardship & control; Sis will move into this market via OEMing of Informatica & IBM MDM into "securities master" mkt under pricing umbrella of GoldenSource

By 2017, pervasive, low cost RDM will be commoditized via the efforts of Ataccama, Microsoft & Oracle

MDM MILESTONE

Managing “simple” reference data will prove to be a key sales entry point for MDM vendors

© 2015 The MDM Institute www.the-MDM-Institute.com

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Competition for Multi-Domain RDM

Custom-built, manual solutions

Hierarchy management system adaptations Do not readily support publish-subscribe, classification mapping,

etc.

Custom MDM domain type Lack of data modeling flexibility, rudimentary lifecycle

management capabilities & limited data governance features, esp. authoring & workflow

Multi-domain RDM RDBMS vs. semantic/OODBMS

Purpose-built or industry-specific RDM Premium priced real-time RDM solutions do not represent good

economic sense

Seek out multi-domain RDM solution providers that understand & have experience addressing complexity of reference data

© 2015 The MDM Institute www.the-MDM-Institute.com

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Reference Data Management Case Study:Mega Financial Svcs Provider - DnB NOR ASA

Need to manage reference data provided by external standard bodies

Reference data changes managed manually

No clear ownership of reference data across the business

Reference data must be entered, updated & managed in multiple places, yielding duplication & introducing errors

Manage & consolidate Reference Data for data warehouse load

Manage MDM code tables & map MDM codes to legacy systems codes

Publish reference data (changes) to consuming systems

Provide governance, process, security, audit control around reference data mastering

Apply commercial software (IBM RDM Hub Asset) rather than build

RDM is major step in longer term transformation of the bank to move from silo-driven business & IT culture to become “ONE – Group”

Business Issues Solution

© 2015 The MDM Institute www.the-MDM-Institute.com

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Reference Data Management Case Study:Mega Financial Svcs Provider – BNP Paribas

Need to integrate reference data into the bank's service-oriented architecture (SOA) infrastructure

Lack of harmonization & propagation of reference data across the bank's groups (lines of businesses)

Need to streamline the Data Governance process via a cross-business governance (group-level)

Evolve MDM capabilities "Think big but start small" orientation

Provide a controlled perimeter for master data & processes

Centralize the data governance function

Create value at the MDM level (point of truth = point of creation)

Manage scope Identify what’s in MDM and what’s not

& what is RDM

Manage master data & processes independently without requiring strong coupling with the business

Keep unstructured or transactional data out of MDM scope

Apply commercial software (Orchestra Networks EBX) rather than build

RDM is a key enabler of its MDM Shared Services Center COEwhose charter is to provide shared enterprise data services

Business Issues Solution

© 2015 The MDM Institute www.the-MDM-Institute.com

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MDM Institute Field Reports – RDM

ASG metaRDM

Ataccama RDM

Collibra RDM

IBM RDM Hub

iGate Patni RDM

Informatica RDM

Information Builders Omni CodeSet

Kalido

Microsoft RDM (to be announced)

Oracle Hyperion DRM

Orchestra EBX

Profisee Maestro

SAP MDG-R templates

Software AG WebMethods OneData

Teradata LRDM

TopBraid Reference Data Manager (RDM)

Vin MDM** General-purpose or multi-domain RDM, not industry-specific solutions such as capital markets, pharma, e.g., AIM, Asset Control, Eagle, Golden Source , Kingland Systems 360 Data & RSD © 2015 The MDM Institute www.the-MDM-Institute.com

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Reference Data Management“Top 10” Technical Evaluation Criteria

1. Ability to map reference data2. Administration of reference

data types3. Management of reference

data sets4. Architecture5. Hierarchy management over

sets of reference data6. Connectivity7. Import and export 8. Versioning support9. Security & access control10. E2E lifecycle management

Understanding scope, diversity & limitations of nascent RDM offerings is challenging

© 2015 The MDM Institute www.the-MDM-Institute.com

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Field Report:

ASG metaRDM

Strengths

Business user friendly solution, integrated/common UI across metaRDM, business glossary & Rochade metadata repository apps

Foundational compliance support via integrated data lineage & impact analysis capabilities, centralized governance/mgmt/stewardship & distribution

Strong taxonomy & hierarchical management of ref data via extensible Metamodel

Flagging & automated scanning of ref data within operational DBs

Caveats

Under invested in marketing

ASG metaRDM solution is relatively new to market

Lacks Cloud architecture & SaaS offering

© 2015 The MDM Institute www.the-MDM-Institute.com

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Field Report:

Collibra Reference Data Accelerator

Strengths

Centralized governance, mgmt, stewardship & distribution1

Business user friendly solution (similar to SFDC as portal for glossaries)

Strong taxonomy support & mappings

Model-driven ease of deployment, implementation & use (built-in process flows + semantic layer on RDBMS)

OOTB integration w/MDM (IBM,

INFA), Data Glossary (ASG Rochade,

IBM Business Glossary) & DQ (IBM Info Analyzer, Informatica IDQ, Trillium)

Cloud-based, SaaS option

Caveats

Nascent North American market presence 2

Relative shortage of Collibra-knowledgable consultancies

Vulnerability in rapidly evolving market crowded with mega vendors & other nouveau MDM vendors

Under invested in mktg1 - Large multi-national insurer, Independence Blue

Cross, COLT, ING Bank (group finance level), Kyivstar, NCR, …

2 - Major North American operations only began 2H2013

© 2015 The MDM Institute www.the-MDM-Institute.com

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Field Report:

IBM MDM Reference Data Mgmt Hub

Strengths

Purpose-built, commercially proven RDM

Utilizes IBM MDM foundation

Full function with strong taxonomy support & mappings

Ease of deployment, implementation, & use

Market momentum1

Caveats

Lack of BPM integration & workflow (needs configurable workflow)

Lacks Cloud architecture & SaaS offering

Perception of excessive software stack foundation

Missing adapters for other IBM software (Discovery,

etc.) & other major apps such as Oracle & SAP

1 – Achmea, ANZ Bank, BCBS of North Carolina, CIT, Citi Mortgage, DnB NOR ASA, IBM Office of the CIO, LabCorp, RBS Citizens, Standard Bank of South Africa and The CIT Group

© 2015 The MDM Institute www.the-MDM-Institute.com

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Field Report:

Kalido Reference Data Mgmt

Strengths

Rich visual modeling

Embedded workflow engine for stewardship & governance

Embedded domain-agnostic matching engine

Sophisticated time variance

Enterprise-scalable architecture

Data & workflow level security

Customizable user interfaces for business self-service (searching, authoring, etc.)

Significant consultancy support for Kalido RDM

Caveats

Lack of BPM integration

Lacks Cloud architecture & SaaS offering

Perception of loss of overall market momentum

Just beginning to explicitly market RDM capabilities

1 -- BP, Comcast, ERICO, GAFRI, GAIC, JNJ, N.F. Smith & Associates, Unilever, etc.

© 2015 The MDM Institute www.the-MDM-Institute.com

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Field Report:

Oracle Data Relationship Mgmt (DRM)

Strengths

Compatibility with Oracle EPM

Corallary DRG workflow engine for stewardship & governance

Sophisticated hierarchy management

Enterprise-scalable architecture

Data & workflow level security

Customizable user interfaces for business self-service (searching, authoring, etc.)

Considerable 3rd party consultancy support

Caveats

Lack of matching engine integration (Oracle RDQ or other 3rd party)

Lack of Oracle EPM integration

Lacks Cloud architecture & SaaS offering

Just beginning to explicitly market RDM capabilities

1 -- XXXX

© 2015 The MDM Institute www.the-MDM-Institute.com

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Field Report:

Orchestra Networks EBX5 for RDM

Strengths

● Fully integrated MDM/MDG/RDM

● Robust solution for centralized DG, mgmt, stewardship & distribution of reference data

● Enterprise-scalable RDM1

● Strong taxonomy support, hierarchy mgmt & graph views

● Model-driven ease of deployment, implementation, & use (built-in process flows + semantic DB underpinning)

● OOTB integration with Excel, EPM/Finance Solutions (Hyperion)

Caveats

● Nascent AP & LA presence

● Growing # of consultancies

● Rapidly evolving mkt crowded with mega vendors

● Under invested in mktg

1- Bank of New York Mellon, BNP Paribas, Citi, Credit Agricole, Credit Suisse, McDermott Int’l, Michelin, National Bank of Canada, Sabre, ...

© 2015 The MDM Institute www.the-MDM-Institute.com

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Field Report:

Profisee Maestro (Reference Data)

Strengths

Bundled as part of MDM product suite

Physical & logical industry models via ERwin & XML specification

Banking, insurance (ACORD), retail (ARTS), healthcare, gaming & hospitality

Strong support for selective merging of metadata from physical MDM reference metadata, logical models in ERwin & external data

Versioning (via Microsoft MDS)

Modeling & cross-walk of both reference & master data into collated models

Caveats

Under invested in marketing

Lacks Cloud architecture &SaaS offering(planned CY2015)

© 2015 The MDM Institute www.the-MDM-Institute.com

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Field Report:

Software AG webMethods OneData

Strengths

Robust solution for centralized DG, mgmt, stewardship, & distribution of enterprise reference data

Proven multi-domain RDM1

Deep cross-referencing/hierarchy capabilities w/impact analysis

Strong taxonomy support/ mappings for public & private reference data

Can ingest customer metadata models & UI wraps around model

Model-driven ease of deployment, implementation, & use (integration w/ BPM for SOA & MDM deployment)

Stable, deep pockets vendor 2

Caveats

Nascent market presence

Shortage of knowledgable consultancies

SaaS capabilities not marketed

Under invested in marketing

1 – Allianz, Chubb Insurance, General Electric, Givaudan, Nokia, Parexel, Pepsico, SwissGrid, US Office of Personnel Management, Wellpoint, …

2 – 2012 est. revenue $1.2B, 5K employees, 70 countries

© 2015 The MDM Institute www.the-MDM-Institute.com

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Field Report:

Teradata LRDM

Strengths

Teradata MDM always focused on reference data for EDW

Includes hierarchy management, workflow & versioning

Strong Excel integration

Ease of deployment, implementation & use

Market momentum1 within Teradata base

Caveats

Requires Teradata platform

Not fully multi-domain RDM due to EDW focus

1 – Intel, Lloyds TSB, Meredith, PepsiCo, Standard Chartered Bank, Swisscom, Target, Telstra, Vodafone Australia, Vodafone Netherlands …

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BOTTOM LINE

Impact of poor or non-existent RDM is profound

RDM is vital for analytical, transactional & operational systems— reflected in investment levels within the organization

Initial RDM investments are manageable— getting started won’t kill your budget like CRM, ERP, CDI or PIM

50% of successful MDM implementations happen on non-mega vendor solutions … RDM is tracking to the same market dynamics

RDM is independent from tradt’l MDM (CDI, PIM)—forward looking MDM providers have a distinct RDM strategy e.g., IBM, Oracle, Orchestra Networks

© 2015 The MDM Institute The-MDM-Institute.com

BUY DON’T BUILD RDM …Seek out multi-domain MDM providers with an RDM solution

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BOTTOM LINE

RDM is major IT initiative being undertaken by large # of market-leading global 5000 enterprises

Both as IT discipline & COTS software solution, RDM solutions are being brought to market at an increasing pace

Mega vendor MDM hubs (IBM, INFA, ORCL, SAP)

Repackagings of existing mid-market MDM capabilities (MSFT RDM product for MSFT MDS, ORCL DRM, etc.)

Best of breed multi-domain RDM (Ataccama, Orchestra Networks, Profisee, Software AG, …)

Expect to pay between $250K-$1M for commercial solution

RDM is good entry-level project to show success for initial MDM investment which can be built on as DG model

© 2015 The MDM Institute www.the-MDM-Institute.com

Seek out multi-domain RDM solution providers that understand & have experience addressing complexity of reference data

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Next Steps

Web research, blogs, investigate social media SIGs, RDM field reports on slide share & MDM Institute website

Read market studies, analyst reports, investigate academic resources, e.g., DAMA-DMBOK

Attend industry conferences & network with veteran RDM practitioners

© 2015 The MDM Institute The-MDM-Institute.com

Contact vendors & explore their solution … Unlike CDI & PIM, RDM can be tested

with real business data & users with very little setup

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MDM & Data Governance Summit™Conference Series

“More MDM programs get their successful start at MDM & Data Governance Summits than anywhere else”

MDM & Data Governance Summit Europe

London ▪ May 18-21, 2015

MDM & Data Governance Tokyo

Belle Salle Kanda– Tokyo ▪ June 2015

MDM & Data Governance Summit San Francisco

Hyatt Regency San Francisco– July 22-23, 2015

MDM & Data Governance Summit Asia-Pacific

Doltone House, Darling Island Wharf – Sydney ▪ July 28-30, 2015

MDM & Data Governance Summit Shanghai

Shanghai Int’l Convention Ctr ▪ Fall 2015

MDM & Data Governance Summit Canada

The Carlu – Toronto ▪ Fall 2015

MDM & Data Governance Summit New York

Sheraton Times Square ▪ October 4-6, 2015

© 2015 The MDM Institute www.the-MDM-Institute.com

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About the MDM Institute

Founded in 2004 to focus on MDM business drivers & technology challenges

MDM Advisory Council™of 150 Global 5000 IT organizations with unlimited advice to key individuals, e.g. CTOs, CIOs, data architects

MDM Business Council™ website access & email support to 35,000+ members

MDM Road Map & Milestones™annual strategic planning assumptions

MDM Alert™ newsletter

MDM Market Pulse™ monthly surveys

MDM Fast Track™ one-day public & onsite workshop rotating quarterly through major North American, European, & Asia-Pacific metro areas

MDM & DATA GOVERNANCE SUMMIT™ annual conferences in London, Madrid, NYC, San Francisco, Singapore, Sydney, Tokyo & Toronto

“Independent, Authoritative, & Relevant”

About Aaron Zornes Most quoted industry analyst authority on topics of MDM, RDM & Data Governance

Founder & Chief Research Officer of the MDM Institute Conference chair for Information Mgmt’s MDM & Data Governance Summit conferences

Founded & ran META Group’s largest research practice for 14 years M.S. in Management Information Systems from University of Arizona

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MDM Institute Advisory Council

Advisor agrees to provide Institute’s consultants with advice & insight regarding the use of MDM software & related business processes at Advisor’s convenience

Advisor agrees to participate in at least one fifteen (15) minute survey teleconference call every sixty (60) days

Optionally, Advisor may respond to the bi-monthly survey request via email or Internet-based survey fulfillment

Results of such MDM market research surveys shall be aggregated by the Institute & made available to all Advisory Council members

In no case, shall any Advisor-specific survey information be made available to other parties unless Advisor has specifically agreed to the release of such information in writing

150 organizations who receive unlimited MDM advice to key individuals, e.g. CTOs, CIOs, & MDM project leads

Representative Members

• 3M

• Bell Canada

• Caterpillar

• Cisco Systems

• Citizens Communications

• Doctors Without Borders

• Educational Testing Services

• GE Healthcare

• Honeywell

• Information Handling Services

• Intuit

• JC Penney

• McKesson

• Medtronic

• Microsoft

• Motorola

• National Australia Bank

• Nationwide Insurance

• Norwegian Cruise Lines

• Novartis

• Polycom

• Roche Labs

• Rogers Communications

• Scholastic

• SunTrust

• Sutter Health

• Visa

• Westpac

• Weyerhaeuser

© 2015 The MDM Institute www.The-MDM-Institute.com

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Authoritative

Relevant

Independent

Aaron ZornesFounder & Chief Research Officer

[email protected]

www.linkedin.com/in/aaronzornes

+1 650.743.2278 @azornes

© 2015 The MDM Institute www.The-MDM-Institute.com


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