© 2008 IBM Corporation1
IBM InfoSphere Master Data ManagementLeveraging Master Data Management across the business
Doug Thompson MDM Architect
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Agenda
• The Growing Need for Trusted Information
• What is MDM?
• IBM InfoSphere™ MDM Server Overview
• What is In Version 9 that adds leverage for your business?
• New ability to add Master Data Domains• Leveraging Enterprise Content• Managing Hierarchies for better analytics
• Why choose MDM from IBM
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The Trusted Information Problem isn’t a just a data problem… it’s a process and function problem
Root CauseApplications are not designed to manage data integrity
Symptom
Data is out-of-synch, incomplete, and inaccurate in these apps
Business applications and business processes are the cause
Web Site Contact Center Enterprise Systems Data Warehouse
Customer
ProductLocation
Order
Analytic / Insight
Supplier
Customer / Shipping
BusinessProcessesOperationalFunctions
Collaboration
Analytics
Customer
ProductLocation
Order
Analytic / Insight
BusinessProcessesOperationalFunctions
Collaboration
Analytics
ProductLocation
Order
Analytic / Insight
Customer / Shipping
BusinessProcessesOperationalFunctions
Collaboration
Analytics
Customer
ProductLocation
Order
Analytic / Insight
Supplier
BusinessProcessesOperationalFunctions
Collaboration
Analytics
Account
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High value customer doesn’t get treatment consistent with her value to organization because of an incomplete view across channels
Your Organization Needs MDM Example
Name: Jane F. Smith
Web Si te
Name: Jane Smith
Address: 437 Easy Street
Address: 123 Main Street
Sales History Product: 1234, 5748
Sales HistoryProduct: 6574
Customer Value: High
Preferences
Name:Address
High value customer 10% off
BranchContactCenter
BEFORE MDM
MDM Business Service
Privacy Preferences: Solicitation - No
Sales History: Product 1234, 5748, 6574
Name: Jane F. Smith
RelationshipsHousehold:
Daughter – Jenny Husband – JohnEmployer – IBM
Life Events:Daughters Birthday
Wedding Anniversary
Demographics:Income - $100,000
Interests - RunningAge - 41
Identifier IDs
Agreements & Contracts:
Service ContractWarranty
X-Sell Up-Sell: Items 5432, 4355
Web Site BranchContact Center
Interaction History:Service Issue 4/23/06
Web Order 2/2/06Store Order 1/5/06
Customer Value: High
Address: Home - 123 Main StBilling – 437 Easy St
AFTER MDM
MDM provides every customer interaction point with the complete view of the customer so the customer is viewed and treated equally across channels
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What is MDM Server?
• Single source of Truth for master data for all applications• Maintains quality and integrity of your master data
• Works with ALL types of master data – Single View• Customer, product, item, supplier, vendor, account,
employee, location, etc..
• Provides greater insight to the business by understanding complex relationships between master data
• Easily aligns and integrates into your business processes
• Supports tactical projects to enterprise- wide initiatives
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What Is MDM Server?
• There are many users of master data• They have very different usage
requirements for master data• 6 key requirements for MDM
• Unified multi-domain master data base
• SOA – business services designed from the user’s POV (not a database POV)
• Data stewardship and admin applications designed for MDM users
• Data Quality & logic to maintain data
• Proactive business logic to make MDM an active participant in the data lifecycle
• Data Governance capabilities to enforce both transaction & data access security
Operational Applications
Middleware & Business
Processes
Data warehouses &
Analytics
Data Stewards & MDM Users
Wide audience of users of master data
MDM Business Services
Data Quality Management
Intelligence Business Logic
Components
Data Governance & Security
KnowledgeMDM Domains (ie. Party, account, product) D
ata
Stew
ards
hip
& A
dmin
InfoSphere™ Master Data Management Server
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IBM InfoSphere MDM Server Value Proposition
• The first multi-domain, multi-function MDM product in the market
• Packaged to address all types of MDM implementations
• From small “registry” projects through to strategic “transaction-hub” deployments
• Allows clients to grow as required by implementing existing functionality
• Significantly lowers client risk and time/cost to implement
• Enabled as an SOA Library - 800 pre- packaged business services
• Significant out of the box product functionality
• Reduces total cost of ownership• Provides leading performance & scalability
Operational Applications
Middleware & Business
Processes
Data warehouses &
Analytics
Data Stewards & MDM Users
MDM Business Services
Data Quality Management
Intelligence Business Logic
Components
Data Governance & Security
KnowledgeMDM Domains (ie. Party, account, product) D
ata
Stew
ards
hip
& A
dmin
InfoSphere™ Master Data Management Server
© 2008 IBM Corporation8
InfoSphere MDM Server 9.0
MDM Server – Integrated Solutions
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Enables clients to custom build new domains• “Things” (e.g. bridges, dams etc.)• Securities (e.g. Kingland Systems)• Code tables (e.g. Infectious disease
codes)• Time (e.g. Supplier calendar
schedule)
InfoSphere MDM Server 9 Master Information Hub
MDM Domains
Business Services
Pre-built Customizable
Data Stewardship
Party Account Product Custom
Integration
Content Data Analytics
InfoSphere MDM ServerInfoSphere MDM Server
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What is Master Information?
Definition of Master Information• Any operational data that needs to be managed and distributed
across the operational systems• It can be master, reference or transactional data
Benefits of managing master information• Ensure consistent master information across transactional and
analytical systems• Addresses key issues such as data quality and consistency
proactively rather than “after the fact” in the data warehouse• Decouples master information from individual applications• Becomes a central, application independent resource• Simplifies ongoing integration tasks and new app development
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Management of Master Information
• Applications need Master Information to operate correctly
• Applications can share Master Information directly
• Data Warehouses traditionally provide the aggregated view
• Master Information Hubs provide aggregated views of Master Information for operational systems
• Existing applications
• And new applications
• And content management systems
Existing Applications
Existing Applications
Existing Applications
Historical / Analytical Systems
Historical / Analytical Systems
MasterInformation
Hub
MasterInformation
Hub
NewApplications
DocumentLibrary
Master Information
Master Information
Master Information
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InfoSphere Master Content for MDM Server
Introduction
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Master Content creates more complete views of customers leading to smarter business outcomes• Augment and enhance master data to
create richer views, drawing together both content and data – all types of information
• Identifies, establishes and maintains links between enterprise content and master record
• Unified access to data and content for MDM based business applications
Value of Integrating Content Master Information Content
ECM
Master Data
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Master Content Bridges ECM to MDM Creating a more in-depth, more complete single version of the truth
• ECM provides trusted content• Federation and collection to integrate content into a master catalog• Business processes and lifecycle management to maintain content
quality• Classification and metadata tools to improve content quality
• MDM provides an information hub and business entity definition• Connections to sources of information about key business entities• Tools and processes to define master entities, reconcile information, &
create master entity records• Services to deliver master information to consuming applications
• IBM InfoSphere Master Content for Master Data Management Server incorporates information, including content and its associated attributes and properties, from IBM FileNet Content Manager into master data stored by InfoSphere Master Data Management Server.
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Key Features• Captures document creation and change events as they occur
• Creates linkages between master data and ECM based on data from ECM
• Augments master data entries (or creates new entries) with trusted content to create more complete single-views of customers
• Unified access to data and content for MDM based business applications
InfoSphere Master Content Bridges ECM to MDM to create more complete views of entities
MDMMDM
Traditional Data SourcesTraditional Data SourcesEnterprise Content ManagementEnterprise Content Management
InfoSphere Master InfoSphere Master ContentContent
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InfoSphere Master Content – Delivering Trusted Content For Advanced Case Management and other ECM Customer-Centric Applications
ECM MDMMaster content & data published to MDM
MDM cleanses, validates & stores new data and links. Creates more complete single-view of customer
Advanced Case Management & other business applications
create and consume trusted content &
data
Single-view of customer published for use by ECM
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Impact of master content
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InfoSphere Master Information Analytics
Introduction
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Leverage Master Data with business hierarchies to drive analytics and generate new insight
• Cognos 8 Business Viewpoint enables the business to maintain, govern and share current and future hierarchies and attributes needed to drive analytics.
• Business Intelligence enables decisions-makers to gain insight to drive better business outcomes based on a complete and trusted view of information
Value of Integrating Analytics
Master Data
Cognos 8 Business Viewpoint
Cognos 8 Business Intelligence
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What Is Master Information Analytics?
• Master Information Analytics is the ability to view, create and manage dimension data and the creation and consolidation of hierarchies• Master Information Analytics must be able to address ‘what if’
requirements from changes to dimension data on analytics and reports for performance management
• In many cases, clients will also want to manage the correctness and quality of their dimension data and hierarchies via cleansing and deduplication
• Master Information Analytics is a distinct category of Master Data Management
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Cognos 8 Business Viewpoint and Cognos 8 BI Leverage Master Data with business hierarchies to drive analytics and generate new insight
• Cognos 8 Business Viewpoint enables the business to maintain, govern and share current and future hierarchies and attributes needed to drive analytics.• Integration with InfoSphere MDM
available in 8.4.1 September, 2009
• Business Intelligence enables decisions-makers to gain insight to drive better business outcomes based on a complete and trusted view of information
Cognos 8 Business ViewpointCognos 8 Business Viewpoint
Cognos 8 Business IntelligenceCognos 8 Business Intelligence
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WarehouseWarehouse
InfoSphere Warehouse
Integration of Business Intelligence and Master Data Master Information Analytics
Cognos 8 BI
InfoSphere Information
Server
InfoSphere Industry Models
Cognos 8Business ViewpointInfoSphere MDM
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Leverage ability to do identity and relationship analysis (who is who, who knows who and who does what)
• InfoSphere Identity Insight and InfoSphere Global Name Recognition enables an organization better understand who they are doing business with which helps • Prevent fraud and financial crimes• Adhere to Compliance and
Governance• Protect Public Safety• Improve Efficiency
Value of Integrating Identity Insight
Master Data
Identity Insight Global Name Recognition
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Why IBM InfoSphere MDM Server?
• The most experience - numerous proven high volume MDM implementations
• Ranked as leader by industry analysts
• The most complete MDM application available to the market - significant out-of-the box MDM application functionality
• Enables any MDM strategy - simple or the most complex – or anything in between
• Allows for phased, multi-style, multi-phased implementation
• Begin with our proven rapid deployment implementation
• Evolve to any level of complexity and scale using the same platform, technology and skills