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Product Evaluation Criteria &Field Reports for the
Leading MDM & MDG Solutions7th Annual MDM & Data Governance Summit
Canada – June 27-28, 2012
Aaron ZornesChief Research Officer
The MDM [email protected] www.linkedin.com/in/aaronzornes
@azornes
+1 650.743.2278
mailto:[email protected]://www.linkedin.com/in/aaronzorneshttp://twitter.com/azorneshttp://twitter.com/azorneshttp://www.linkedin.com/in/aaronzornesmailto:[email protected]
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“Top 10” MDM Evaluation Criteria
1. Data model2. Business services
3. Identity resolution
4. Data governance
5. Architecture6. Data management
7. Infrastructure
8. Analytics
9. Developer productivity10. Vendor integrity
I n f r a s t r u c t u r e f r a c a s w i l l es ca l a t e a s m e g a a p p v e n d o r s r u s h t od o m i n a t e b u s in e s s se r v i ce s / p r o c e ss es & d a t a m o d e l s a s h i g h g r o u n d
© 2012 The MDM Institute www.The-MDM-Institute.com
http://www.mattwardman.com/blog/wp-content/uploads/20070411-old-scrummage-2.jpg
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© 2012 The MDM Institute www.The-MDM-Institute.com
MDM Institute Field Reports – MDM**
DataFlux Heiler
IBM MDM Server
Informatica MDM
IBI MD Center
Kalido MDM
Microsoft MDS
Oracle MDM
Orchestra Networks
Pitney Bowes Riversand
SAP MDM & MDG
Software AG
Stibo
Talend
Teradata MDM
TIBCO MDM
Visionware
** Persisted customer or product data hubs
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© 2012 The MDM Institute www.The-MDM-Institute.com
Field Report:
DataFlux qMDM v3.0
Caveats Modest # of MDM references
– DSM, NMBS/Belgian Railways, PPL,The Travel Group, …
Modest support & referencesfor product master data
Relatively small # ofcustomers adding productmaster to customer master
No references for registry orhigh-volume transactionalMDM implementations
Lack of SI channels
Nascent BPM/workflow for “policy hubs”
Strengths Graduated approach to MDM –
DQ->DG->MDM
Quick time-to-value – noper-record or per-domain charges
Integrated DQ (incl entityresolution) + quality knowledge DBs
Flexible data model – domain-neutral & multi-entity-based
Commitment to active data
governance & related work flow SAS “deep pockets”, common data
mgmt, channel & stability
Midmarket CDI references1
1 – Accident Compensation Corporation, Actelion BSN Medical, Carl Zeiss, CPP, Edwards LifeSciences, Hyundai, Invacare, Northern Virginia Electric Cooperative, West Midlands Police,…
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© 2012 The MDM Institute www.The-MDM-Institute.com
Field Report:
Heiler Software Product Manager 6
Caveats Focus on PIM – missing CDI, just
adding B2B supplier
Lack of inheritance/OOfundamentals in data model
Nascent SI channel strategy –Logica & Sapient best partners
Strengths Focus on multi-commerce MDM
– multi-channel + int’l multi-shop
Expertise in aftermarket/MRO,CPG & life sciences
Rich workflow-oriented UI withflexible data model – e.g., built-indata governance & dashboards
“PIM 360” – a.k.a. Prometheusmethodology
App Suites – Catalog Mgr, DigitalMedia Mgr, Print Mgr, BusinessCatalog, Supplier Portal
Scalability & complexity1
International focus2
Momentum
3
1 – High SKU count (25 000 products or more); complexproducts (250+ data elements, multi-level product / SKU);
2 – Multi-lingual; distributed data governance3 – Baumark Direkt, General Motors, Harman, Otto, Мир Книги,
Music Group, Puma, Saks Fifth Avenue, Sartorius Werkzeuge,Tommy Hilfiger, Universal Music , …
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Field Report:
IBM InfoSphere MDM
Caveats Integration of MDM
technologies still in early stages
Industry/use case-specificsolutions just emerging
(outside of traditional strengthsof HC/FSI)
Integration with other IBMproducts still emerging
Strengths Comprehensive – Integration of 3
best-of-breed technologies – MDMServer, Initiate MDS, MDM4PIM
Collaborative authoring – workflows
for collaborative tasks Strong solution for R/T processing
with business services, MDM Application Toolkit & BPM Express
Real-time probabilistic search/match
accuracy, scalability & performance Strong emerging offerings in areas
of Data Governance & RDM
Market share leader – strong in FinSvcs, Public Sector, Healthcare & Retail
1 – MDM Server family 2012 nomenclature^ Collaborative Edition = Collaboration Server
(formerly MDM Server for PIM)^ Standard Edition = Initiate Master Data Service^ Advanced Edition= Initiate MDS + MDM Server^ Enterprise Edition = Collaboration Server +
Initiate MDS + MDM Server1 – Financial Services - BofA, Barclays, Capital One2 – Government – London Borough of Brent, State of
North Dakota, HMRC3 – Healthcare – UPMC, Wellpoint, BCBS NC/KS/MN
4 – SIs = Kingland, dbMotion, Cognizant, Capgemini,Perficient, Stream Integration, IBM GBS, …© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
Informatica MDM 9.5
Strengths
Extensible multi-entity/domain support1
Data governance console (IDD2)
Multiple deployment – on-premise,cloud, hybrid
Multiple implementationarchitectures/use cases – e.g.,registry/transactional/coexistence
4th gen features: integrated BPM(Fujitsu), cloud integration, …
Strong integration with: dataintegration, identity resolution (IIR),metadata & DQ
Partnerships with ACN, CAP, CTSH,CSC, EMC, IBM GBS, TCS & WIT
Caveats
Nascent active datagovernance
Nascent reference datastrategy
Scalability concerns Registry-to-Hub
migration
1 - Products/Customers;B2B/B2C/B2B2C;
Employee/Contractor/ClinicalProtocol/Product
2 – Informatica Data Director (IDD) isdata steward console application forentity lifecycle management
3 – 2012 momentum = 20th Century Fox, Aviva USA, BMC Software, DevonEnergy, Global Hyatt, IP Australia,
Logitech, Outback, Polycom,Printemps, …© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
IBI Master Data Center (MD Center)
Caveats
Under invested in marketing
Nascent data governancevision & roadmap
No reference data strategy
No BPM strategy Lack of industry data models –
data model agnostic mostly, just starting with healthcaredata model
SI channel ramping up
Modest # of references
Strengths
Proven multi-entity MDM product – via OEMing of Ataccama withaddt’l upgraded deterministicmatching & DQ Center
Real-time data integration1 –
including process-level integrationwith Oracle & SAP
Integrated with iWay application& data adapters2
Integrated, separately marketeddata profiling via DQ Center
New name customer momentumresulting from MDM as integralcomponent of 2012 go-to-market BI strategy3
1 - B2B Suite (full E2E monitoring of B2B &B2B2Agent); BPA Suite; EIM Suite
2 - iWay Data Migrator iWay Service Mgr, iWay Search3 – CNWL NHS, Ministry of Transportation (Ontario),
Mt. Sinai Hospital, SABRE Marketing, …
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
Kalido MDM 9.0
Caveats
Data governance needsbetter integration (round-trip)
Lack of awareness forKalido’s operational usecases
Lacks native customer/address standardization
Lack of strong major SIchannel
1 – Customer, product, financial, supplier,employee, location, KPI, etc.
2 – Recent European momentum in CPG,pharma, financial services, insurance, as wellas established successes in Virgin Media, VisaInt'l, Imperial Tobacco, Post Office Limited,
AB InBev, etc
© 2012 The MDM Institute www.The-MDM-Institute.com
Strengths Time-to-value/ROI Focus on active data governance
via data policy mgmt
Multi-entity1
Reference data support Visual business modeler
Process flows & workflow enginefor data governance/stewardship
Model-driven user-specific
customized interfaces w/nocoding
European momentum2
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Field Report:
Microsoft Master Data Services
Caveats
No data governanceroadmap
No roadmap for integrationwithdynamic ERP & CRM
Lacks identity resolution
Not enterprise scalable
Lack of strong SI channel
Under invested inmarketing
**Formerly Stratature +EDM
(Enterprise Dimension Management)© 2012 The MDM Institute www.The-MDM-Institute.com
Strengths Hierarchy management
Customer, product, financial,supplier, employee, KPI, etc.
Pending RDM capabilities 2H2012
Integration with SharePoint &MS Office
(Eventual) integration with MSData Quality Services (MS DQS)
Support for PSFT, SAP BW, R/3hierarchy import
Low cost of ownership / SQLServer 2008 bundling
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Field Report:
Oracle Customer Data Hub v12.1.1
Caveats
Minimal high-endreferences
Fair-to-meek customerrecognition capability
Best fit is B2B & mid-market
Lack of industry-specificdata models
Strengths Multi-entity platform1
Trading Community Architecture
Mid-market references2
High-tech manufacturing expertise Global ID generation, mgmt & x-
ref
Integrated DQ & Analytics
Global reach3 1 - Parties, Products (PIM Hub), Locations (Site
Hub)
2 - Agrokor, Church Pension Group, Etat deGeneve, GGB, Hanjin Shipping, KangwonLand, LG Telecom, Network Appliance, RandMerchant Bank, Symantec,, …
3 - Security blanket for government, high tech, &
manufacturing industries
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
Oracle Hyperion DRM 1,2 11.1.2.x
Strengths Analytical MDM for sharingdimensions, hierarchies, & reporting Operational MDM (Ledger Hub) for
chart of accounts, cost centers, legalentities
Robust business rules engine (BPM) Active data governance – i.e., changerequest/approval workflows, role-based access,
granular security, model-driven
Integration with Oracle ERP/GLs,Hyperion EPM apps & others
Strength in both financials & FinancialServices industry
Mature product, strategic technology3 Sold by HYSL & Oracle MDM sales
force overlays
Caveats Lack of CDI references Minimal marketing of the
solution
1 - Formerly Hyperion MDM
2 - DRM = data relationship management
3 - Potential to provide hierarchicalunification across CDH & UCM (as well asIBM, SAP, & others); frequent use asmaster reference data system
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
Oracle Customer Hub1
Caveats
Active data governancestrategy emerging – OracleData Governance Manager= DQ workflows
Delay of Fusion MDM
Registry strategy stillevolving
Strengths
Strong enterprise MDM & DGvision & roadmap
Enterprise-strength vertical Hubapplications
OOTB integration w/ both Oracle& non-Oracle apps
Momentum & expertise in Telco &Retail Banking
High-end production sites2
Integrated DQ & identityresolution (Datanomics) &analytics
Strong SI channel
1 - Formerly Siebel Universal Customer Master 8.2a.k.a. “UCM”
2 – Areva T&D, Bank of Riyad, CSFB, Home Depot,KPN, Nokia, Qwest, Royal Caribbean Cruise Lines,Saudi Telecom, Toyota Financial Services, Westpac,Zebra Technologies, …
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
Oracle Healthcare Master Person Index1
Strengths
Open source (Mural, JCAPS)
SeeBeyond heritage
Primarily supporting registry-styleapproach
High scalability – albeit via toolkitapproach
Party data – customer,supplier, & citizen
100+ installations of SeeBeyond
2
10+ of MDM Suite
Caveats
Open source
Under invested inmarketing
Perceived as “healthcare-
& government-centric” Staff reductions
1 – Formerly Sun Microsystems MDM Suite R6
2 – Geisinger Health Systems, Harrods, Harrow Council,Infonet, Los Angeles Department of Water & Power,Providence Health System, National Health Svc (UK)
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
Orchestra Networks EBX 5
Strengths
Integrated pro-active datagovernance – data models, DQ rules,workflow config, role-based security, …
Native support for party & product+ reference master
Strong multi-entity support viasemantic modeling & OO layer (vs.relational orientation of others)
100% web-based UIs for business& IT
3-way versioning – “what if?”, “as of?”, “who did what?”
Standards-based, not 3rd party –Java, any RDBMS, any ETL
Cloud/SaaS offering, MDM Alliance
Caveats
Modest marketing budget
Lack of SI channel
Lack of momentumoutside France1
Matching – new in EBX 5 Only modest references
for high-end scalability2
1 – BNP Paribas; Bolloré Africa Logistics;Credit Agricole; Geodis; La Poste;L'Oreal; Michelin; National Bank ofCanada; netSpend; Oseo; Technip; UBISoft; United Technologies Corp; VUBBanka …
2 – BNP Paribas, Geodis
© 2012 The MDM Institute www.T, he-MDM-Institute.com
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Field Report:
Pitney Bowes Master Data Hub
Strengths Short time-to-value
Entry-level with scalability
Graph-DB foundation enables
Complex hierarchy analysis of big data& social media-integration
Location context support
Visual analytics
Built-in social network analysis
Built-in social network analysis
Proactively understand influentialentities within network to enhance 360°customer view
Built-in Data Governanceframework
Caveats New to market
Modest marketing budget
More Social MDM thanclassic MDM
Lack of SI channel
© 2012 The MDM Institute www.T, he-MDM-Institute.com
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Field Report:
Riversand PIM 6.1, MDM, & Plant MDM
Caveats Nascent operational MDM
for ‘customer/party’
Lags other vendors indeployments
Underinvested in marketing
Current focus in NA butexpanding to EU (2012) & AP (India office 2011)
Ongoing channel conflict(minimal implementation partners)
New DQ partners as
channel – CNET, D&B, Experian,LaCross, Loquate, Trillium
Strengths
Built-in data quality & data governance
Multi-entity MDM focus – product, supplier,material, location, …
Singular, modular, highly-integratedsolution = better process orchestration
Deep comprehensive PIM functionality – well-integrated, search, digital asset mgmt,workflow, print publishing
Deterministic matching
Quantity of PIM references1
Retail, Petrochemical & Mfg expertise
Hosted model available1 – RETAIL: Fingerhut/Geddington, Overstock.com, PC Connection, VF Corp,;
MFG: Cytec Industries, Dresser-Rand; Ingersoll-Rand, Saint-Gobain,Siemens, DISTRIBUTION: ScanSource, Schneider Electric; ENERGY:ConocoPhillips, ExxonMobil, Spectra Energy, BP; PHARMA: Teva, GHX
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
SAP NetWeaver MDM v7.1
Caveats Operational MDM for
‘customer/party’ not field proven Did not support “full data”
model until 7.13
Confusion/concern over longterm roadmap/viability SAP NW MDM = enterprise MDM
for heterogeneous environments
SAP MDG – “embedded” w/ SAPsolutions, starting w/ BOBJ;domain-specific MDM apps
SAP MDF/MDS (master datasvcs) – HANA-enabled MDM forreal-time CDI
Registry strategy still maturing
Strengths
Analytical MDM reporting forcustomer/party
Operational MDM for supplier& product
Quantity of MDM references1
Supply chain expertise
Multi-entity MDM focus2 &consistent product strategy
Integration with BOBJ
data quality & integration (ETL)
SAP underpinnings for sys mgmt
1 – CDI-related = Adidas, Intel, Nortel, Whirlpool, … 800+ sites for PIM
2 - Including full product information management (PIM) capability & support for material, vendor, etc.
3 –Very conservative ramp up; Previously lacking due to party model limitations
© 2012 The MDM I nstitute www.The-MDM-Institute.com
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Field Report:
Software AG webMethods OneData v8.2
Caveats Lack of market awareness of
MDM acquisition
SI channel ramping up
Under invested in marketing
Modest number of CDI
references3
Process-oriented MDMapproach is new to market
Strengths
Fully integrated multi domain1
Multiple architectural styles & usecases in one instance2
Data model flexibility
Sophisticated hierarchy mgmt—e.g., relationship charts, rulesmgmt
Full lifecycle with DG framework
Integrated DQ engine (Trillium)
Full SOA
Future integration of Software AG’s BPM strengths to MDM
Price & time to value via pre-
packaged templates
1 – Enterprise data model covering all domains, or aportion, generates the framework of the MDMsolution which can be extended or configured
2 – Supports all architectural styles except Registry;supports operational MDM & analytical MDM usecases
3 – Avon, Cargill, GE, Novartis, Paraexel, Wellpoint,
...© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
Stibo Systems STEP 5.2
Caveats Nascent operational MDM for
‘customer/party’
Active data governancecapabilities just emerging
Registry strategy still
maturing BPM strategy evolving
Reference data strategyneeded
SI channel ramping up2
Underinvested in marketing Ongoing channel conflict
(minimal implementation partners)
Strengths
Deep functionality for PIM –comprehensive, well integrated(product, supplier, location)
PIM scalability
Quantity of PIM references1
Retail, Travel & Hospitalityexpertise
Multi-entity MDM focus&consistent product strategy
Deep pockets/financial stability Global sales & support
1 – BlueLynx/GP, bol.com, Fairchild Semiconductor, General Motors, Hagemeyer, HomeDepot, Mitchells & Butlers, Office Depot, Oriental Trading Company, Sears, Target, …
2– Acuity Group, ACN, Deloitte, EMC, Logica, Platon, Sapient, Steria
3 –STEP 5.3 is full-stream multi domain MDM with an all new entity model at the core
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
Talend Enterprise MDM v5.x
Caveats
Lacking "active datagovernance" (upstream)
Lacking identity resolution
Under invested in
marketing Uncertain strategy re:
software-as-a-serviceMDM capability
Strengths
XML-based MDM with non-intrusiveSOA
Multi-entity MDM support – customers,suppliers, products, organization, employees, ...
Lower cost than proprietaryMDM solutions
Proven commercial open sourceexpertise & business model fromrecognized market leader in opensource data integration
Integration with Talend open sourceDQ & data integration (ETL)capabilities; nascent BPM integration
Rapidly evolving “big data” alignment
– e.g., Hortonworks© 2012 The MDM Institute www.The-MDM-Institute.com
1 – 80 projects worldwide using the 'free'
version
2 – BBC; Berlingske; Boston College; FederalReserve Board; Gendarmerie; IronMountain; RTE; SAB Miller; SourceMedia; St.Judes’s Research Hospital; Swisscom; TheWeather Channel; Time-Warner Cable;
Veolia; Vinco Group …
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Field Report:
Teradata|Aprimo MDM 3.1
Strengths Analytical & operational MDM
+ party & product & financial & RDM
Full lifecycle & process flows formulti-entity support
Consolidated EDW & MDM platform +focus on reference data mgmt for DW
Integration with Teradata DB, Profiler, Aprimo Relationship Manager, et al
CDI & PIM accelerators
DQ integration with Trillium, SAP DQM,SAS DataFlux, Informatica IdentityResolution (matching)
Packaged CDI Solution planned for MDM3.2 for release in June 2012
Caveats Modest # references1
Active datagovernance strategyevolving
SI support ramping up
1 – ANZ Bank; top 3 W/W CPG Co.;Electronic Arts; Hershey’s; Intel;
large Indonesian mobilecommunications firm; MillerCoors;NAB; NCR; Pratt & Whitney; Telstra;Teradata; Vodafone Australia
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
TIBCO MDM1
Strengths Well-suited for both operational &
collaborative MDM
Full lifecycle & process flows for multi-entity support + reference data
Multi-hub, multi-application MDM
deployment Active data governance via integrated
BPM/workflow for collaborative authoring& orchestration
Integrated (Trillium) Data Discovery &
Data Quality Architecture fits well with real-time &
distributed services nature of SOA + BPM
Import/export of hierarchical data frommultiple sources simultaneously
Intelligent MDM-integrated search
Caveats Missing formal CDI
solution – i.e. packagedmore as a “kit” ... verticalCDI solutions due 2H2012
BPM dominates MDM
within TIBCO Under invested in
marketing
Prof svcs orgsomewhat
competitive vs. SIs1 – formerly Collaborative
Information Mgr (CIM) 8.x
2 – Covance, Digikey, GFI Group,Lafarge, Lion Nathan, Mahindra &Mahindra, RAC of WA, Rent-a-Center, Paul Hartmann AG, SanofiPasteur, State CompensationInsurance Fund, Vodafone…
© 2012 The MDM Institute www.The-MDM-Institute.com
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© 2012 The MDM Institute www.The-MDM-Institute.com
Field Report:
VisionWare MultiVue Identification Server
Strengths
Analytical–capable +operational–focused MDM
Multi-entity – people, property &assets
Public sector expertise
Sophisticated, yet well-packagedcore MDM functionality – e.g., DBpartitioning, web services, BPM
Mid-market pricing
Microsoft as channel Microsoft software stack
affinity
Longevity – e.g., 100+ installations
Caveats
Strategy beyond public sector just beginning
UK-centric
Currently mid-marketscalability1 – e.g., millions vs.10s of millions of master records
Matching algorithms for datacustodianship evolving – notautomated self-tuning level yet
Data governance strategy
evolving Registry-orientation more
than persisted data hub
1 – Product tested up to 50 million records withno performance issues; additional futuretesting with Microsoft Scalability labs
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© 2012 The MDM Institute www.The-MDM-Institute.com
MDM Institute Field Reports – MDG
ASG BackOffice Associates
Black Watch Data
Cognizant + Collibra
DataFlux
EMC/RSA/Archer
IBM MDPH
IBI MD Center
Informatica IDD
Kalido DGD Microsoft DG Console
Oracle DGF
Orchestra Networks
SAP MDG
Software AG
Utopia
Varonis
** Persisted customer or product data hubs
G
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Master Data Governance “Top 10” Technical Evaluation Criteria
1. Methodology2. Data exploration/profiling3. Data model, policy model
& business glossary mgmt4. Rules/policy mgmt
5. Decision rights mgmt6. MDM hub integration7. Enterprise application
integration8. Integrated metrics
9. Multi-level, role-based security10.E2E data lifecycle support
© 2010 The MDM Institute www.The-MDM-Institute.com
Un ders tand ing scope , d i ve r s it y l im i t a t ions
o f cu r ren t ly -m arke ted M DG o f fe r ings i s tr em endou s l y cha l l eng ing
http://www.mattwardman.com/blog/wp-content/uploads/20070411-old-scrummage-2.jpg
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© 2010 The MDM Institute www.The-MDM-Institute.com
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© 2010 The MDM Institute www.The-MDM-Institute.com
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Field Report:
IBM Master Data Policy Hub (MDPH)
Strengths Common DG layer across
Standard & EnterpriseMDM Server editions
Ultimate integration withGuardium, Optim, et al
Ongoing integrationw/BPM (BPMExpressa.k.a. Lombardi)
IBM BAO/GBS teamsavailable w/w
Caveats Lack of integration w/
Reference Data asset
Big IBM stack req’d
Lack of integration withSmart GovernanceCouncil assets
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
Informatica Data Director (IDD)
Strengths Good for fundamental
MDM administration asdata steward console
Task-oriented & businessprocess-driven
Access to history & datalineage
Optimized around DQ
anomalies Flexible security model
Caveats Out-of-step with main
INFA MDM process flow
Too easy for end users to
trash performance withill-advised queries
© 2012 The MDM Institute www.The-MDM-Institute.com
1 – Formerly Siperian Business DataDirector
2 – Informatica Data Director (IDD) isdata steward console application forentity lifecycle management
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Field Report:
Kalido Data Governance Director (DGD)
Strengths
Visionary leader
UBM methodology
Flexible decision rights viamapping of roles &
responsibilities Export of policy
compliance metrics
Policy-focused solution
incl remediationprocesses
Proactive workflow fordata & processes
Accenture heritage
Caveats
Late-to-marketintegration with KalidoMDM
One-way trip/export into
Kalido MDM Only supports Kalido BPM
© 2012 The MDM Institute www.The-MDM-Institute.com
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Field Report:
SAP Master Data Governance (MDG)
Strengths
Ready-to-use governanceapplications integratedw/SAP ERP
Predefined & extensible
data model Prebuilt & flexible
workflows
Multi-mode data replication
Integration with BOBJdata quality/validationassets (cleansing, matching, &consolidation)
Verifiable audit trail
Caveats
Late-to-market with B2Ccustomer
Lacks flexible hierarchicalmanagement of data
Lacks master data withintransactions
Lacks identification ofdata pattern profiles
Nascent cloud-enablement & integration
Nascent big data &analytics support forsocial CRM data
© 2012 The MDM Institute www.The-MDM-Institute.com1 – SAP MDG-F (finance), MDM-M (materials), MDG-S (suppliers), MDG-C
(customers)
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Field Report:
Utopia
Strengths
Strong growth North America1, 2
SAP, Open Text & ACNpartnerships
Utopia Lab/COEs, Uni
Multiple entry points for sales inmigration, quality & governance
Support (via Open Text) tointegrate unstructured
Full E2E lifecycle methodology(EDLM) – Assessment, Strategy,Roadmap
Cloud & HANA
MENA3 depth
Caveats
No longer sole preferredpartner for SAPMDM/MDG as of 2012
© 2012 The MDM Institute www.The-MDM-Institute.com
1 – 250% growth despite torpid economy
2 – Captaris, Coca Cola Enterprises, ConAgra,CSL Behring, CVS/Caremark, Dubai
Aluminum, DuPont, ExxonMobil, Grainger,
Harley-Davidson, John Deere, Kellogs’s,Kennametal, Kimberly-Clark, Kraft, Malaysia
Airlines, Neptune Orient Lines, NewmontMining, Pertamina, RasGas, Saudi Arabian
Airlines, Suncor Energy, Tyco Electronics,Wolters Kluwer
3 – MENA = Middle-East & North Africa
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© 2012 The MDM Institute www.The-MDM-Institute.com
MDM Institute Field Reports – RDM
Aprimo LRDM(Teradata)
ASG ROCHADE(Metadata-driven RDM)
DataFlux qMDM IBM MDM RDM Hub
Informatica RDM
Kalido
Microsoft RDM(to be announced)
Oracle Hyperion DRM
Orchestra Ebx
Profisee
SAP MDG-R
Software AG
WebMethods OneData
** 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, and RSD
Reference Data Management
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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 sets
4. Architecture5. Hierarchy management oversets of reference data
6. Connectivity7. Import and export
8. Versioning support9. Security & access control10. E2E lifecycle management
© 2010 The MDM Institute www.The-MDM-Institute.com
Un ders tand ing scope , d i ve r s it y l im i t a t ions
o f nascen t R DM o f fe r ings is cha l l eng ing
Field Repo t
http://www.mattwardman.com/blog/wp-content/uploads/20070411-old-scrummage-2.jpg
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Field Report:
IBM MDM Reference Data Mgmt Hub
Strengths
Purpose-built,commercially proven RDM
Utilizes IBM MDMfoundation
Full function with strongtaxonomy support &mappings
Ease of deployment,implementation, & use
Market momentum1
Caveats
Lack of BPM integration &workflow (needs configurableworkflow)
Lacks Cloud architecture
& SaaS offering Perception of excessive
software stack foundation
Missing adapters for otherIBM software (Discovery,etc.) & other major appssuch as Oracle & SAP
© 2012 The MDM Institute www.The-MDM-Institute.com
1 – Achmea, ANZ Bank, BCBS of North Carolina, Citi Mortgage, DnB NOR ASA, IBM Officeof the CIO, LabCorp, Standard Bank of South Africa and The CIT Group
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BOTTOM LINE
Acknowledge no single MDM vendor “does it all well” CDI vs. PIM
Analytical vs. Operational vs. Collaborative MDM
B2B vs. B2C vs. B2B2C
Batch vs. real-time Recognize that industry expertise matters
Test drive identity resolution/matching & consultingexpertise
Reference check based on complexity of use case &scalability
Invest on data governance capabilities contractuallywith specific deliverables
© 2012 The MDM Institute www.The-MDM-Institute.com
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“Lessons Learned” 1H2012
Promote MDM as essential business strategy
with IT deliverables to leverage high-valueinfo used repeatedly across many businessprocesses
Position MDM as enabler of key business
activities such as improving customercommunication & reporting – rather than animportant infrastructure upgrade
Begin MDM projects focused on eithercustomer-centricity or product/service
optimization Plan for multi-entity MDM solutions evolving
from “early adopter” status into “competitivebusiness strategy” during 2012
© 2012 The MDM Institute www.The-MDM-Institute.com
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How to Leverage the MDM Institute
Kick start the “MDM evaluation process” Attend public workshop
Bring workshop on-site
Fine tune in-process MDM strategies Due diligence on reference checking & contract details
Stay ahead of curve via MDM Business Council Re-qualify every 6 months via survey
Receive MDM Alerts & access to Web-hosted research
Increase your knowledge & negotiatingstrengths via MDM Advisory Council Membership Participate in monthly email surveys & receive updated industry scorecard
Receive monthly MDM consultation via telephone
“ I n d e p e n d e n t , A u t h o r i t a t i v e , & Re le v a n t ”
© 2012 The MDM Institute www.The-MDM-Institute.com
MDM & Data Governance Summit™
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MDM & Data Governance SummitConference Series
MDM & Data Governance Summit CanadaThe Carlu – Toronto ▪ June 27-28
MDM & Data Governance Summit Americas Marriott Marquis NYC Times Square ▪ October 14-16
MDM & Data Governance Summit Singapore Marina Bay Sands Resort ▪ November 27-28
MDM & Data Governance Summit Shanghai Shanghai International Convention Center ▪ March 2013
MDM & Data Governance Summit EuropeRadisson BLU – London ▪ April 13-15, 2013
MDM & Data Governance Summit Asia-PacificFour Points Darling Harbour– Sydney ▪ May 20-21, 2013
MDM & Data Governance TokyoBelle Salle Kanda– Tokyo ▪ June 14, 2013
MDM & Data Governance Summit San Francisco Hyatt Embarcadero – San Francisco ▪ June 2013
© 2012 The MDM Institute www.The-MDM-Institute.com
“ M o r e MDM p r o g r a m s g e t t h e i r su c ce ss f u l s t a r t a t MDM& D a t a Go v e r n a n c e Sum m i t s t h a n a n y w h e r e e l se ”
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Authoritative
Relevant
Independent
Aaron ZornesFounder & Chief Research Officer
www.linkedin.com/in/aaronzornes
+1 650.743.2278 @azornes
© 2012 The MDM Institute www.The-MDM-Institute.com
mailto:[email protected]://www.linkedin.com/in/aaronzorneshttp://twitter.com/azorneshttp://twitter.com/azorneshttp://www.linkedin.com/in/aaronzornesmailto:[email protected]
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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 withunlimited advice to key individuals, e.g.CTOs, CIOs, data architects
MDM Business Council™ websiteaccess & email support to 35,000+ members
MDM Road Map & Milestones™ annual strategic planning assumptions
MDM Alert™ newsletter
MDM Market Pulse™ monthlysurveys
MDM Fast Track™ one-daypublic & onsite workshop rotatingquarterly through major North American, European, & Asia-Pacific
metro areas MDM SUMMIT™ annual
conferences in London, Madrid, NYC,San Francisco, Singapore, Sydney,Tokyo & Toronto
“ I n d e p e n d e n t , A u t h o r i t a t i v e , & R e le v a n t ”
About Aaron Zornes Most quoted industry analyst authority on topics of MDM & CDI
Founder & Chief Research Officer of the MDM Institute Conference chairman for DM Review’s MDM SUMMIT conference series Founded & ran META Group’s largest research practice for 14 years M.S. in Management Information Systems from University of Arizona
© 2012 The MDM Institute www.The-MDM-Institute.com
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MDM Institute Advisory Council
Advisor agrees to provide Institute’s
consultants with advice & insight regardingthe use of MDM software & related businessprocesses at Advisor’s convenience
Advisor agrees to participate in at least onefifteen (15) minute survey teleconference callevery 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 researchsurveys shall be aggregated by the Institute& made available to all Advisory Councilmembers
In no case, shall any Advisor-specific surveyinformation be made available to otherparties unless Advisor has specifically agreedto the release of such information in writing
1 5 0 o r g a n i z a t io n s w h o r e c e iv e u n l i m i t e d MDM a d v i c e t o k e yi n d i v i d u a l s , e .g . CTOs , CI O s , & MDM p r o j e c t l e a d s
R ep r e s e n t a t i v e M em b e r s
• 3M
• Bell Canada
• Caterpillar
• Cisco Systems
• Citizens Communications
• COUNTRY Financials
• 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
• Westpac
• Weyerhaeuser