Empowering Information Governance: Be Masters of Your Information Kelvin Looi Worldwide Program Director, MDM Sales

Transcription

1 Empowering Information Governance: Be Masters of Your Information Kelvin Looi Worldwide Program Director, MDM Sales

2 Questions 1. Do you know what and where are your critical data 2. Do you know how clean your data is data quality dashboards 3. Do you have data governance in place 4. Do you centrally manage all your common key business entities like customer and product data 5. Do you have a single view of key business entities 6. Do you spend lots of time looking for information do you trust what you find (latest and correct) 7. Do you know what is Master Management (MDM) 1 in 3 Business leaders frequently make major decisions with information they don t trust 1 in 2 Business leaders don t have sufficient information from across their organizations to do their jobs 3 in 5 Organizations don t share critical information with partners and suppliers for mutual benefit Source: IBM Institute for Business Value - April 2009

3 Agenda What is IBM s Master Management (MDM) & how does it work MDM and Information Governance Who is using IBM MDM How will it benefit your business Why customers have chosen IBM s MDM Solutions

4 Non-Trusted Common in Disparate Systems Cause Quality Problems System A System B System C Supplier System Name: Nancy P.L. Lee Nancy Chan Mark Chan Nancy Chan Gender: Female F Male Female Birth Date: 1 Aug /8/1980 9/2/1963 8/1/80 Marital Status: Single Married Married M ID: Passport: BA26355 I/C: E I/C: D I/C: E Address: 1 Main St, 1 Main Street, No 1 Main St, 2 Main Street, ARE THEY THE SAME PERSON ARE THEY RELATED TO OTHER CUSTOMERS IS THE CUSTOMER ALSO A SUPPLIER WHICH ADDRESS IS CORRECT

5 Leaders Investing to Optimize Information Assets Clients Tell Us What They Are Looking For Trusted Insightful Derive meaning from information changes In Context Real-time delivery of relevant information when and where it s needed Complete Related information reconciled into a single and holistic view Accurate Complex and disparate data transformed, cleansed and delivered

6 What is Master Why is it Important A subset of all enterprise data High-value, common information for critical business processes Denotes customers, products, suppliers, partners, accounts Master data Core to every transaction, application and decision

7 What is Master Management (MDM) Disciplines, Technologies, Processes that accommodate, control and manage master data, across the organization to make the data trusted SOURCE SYSTEMS CRM Name: B. Jones Address: 35 West 15 th Street Address: Toledo, OH MASTER DATA MANAGEMENT First: INFORMATION Bill ENTERPRISE APPLICATIONS Sales ERP Last: Jones Name: William Jones Address: 35 West 15 th St. Address: Toledo, OH Address: City: State/Zip: 35 West 15 th Street Toledo OH / Customer Support Legacy Name: Billie Jones Gender: M Address: 36 West 15 th St. Address: Toledo, OH Age: DOB: 50 1/1/65 Claims Master Management Foundational to Information Governance

8 How to Get Started Leverage your IBM InfoSphere investment Transactional & Collaborative Applications Integrate Analyze Business Analytics Applications Big Manage Master Cubes External Information Sources Content Warehouses Streams Streaming Information Quality Govern Lifecycle Security & Privacy

9 How to Get Started Leverage your IBM InfoSphere investment Transactional & Collaborative Applications Integrate Analyze Business Analytics Applications Manage IBM InfoSphere MDM Big Cubes External Information Sources Content IBM InfoSphere Information Server IBM InfoSphere Warehouse Streams Streaming Information Govern IBM InfoSphere Optim IBM InfoSphere Guardium IBM InfoSphere Foundation Tools

10 How to Get Started Governance is critical to MDM Organization Assign Executive Sponsor & Form Board Align Stakeholders & Socialize Effort Enable Stewards Institute Accountability Technology Define Scope & Business Case Profile & Relationships Implement Solution Enable Security & Report Results Information Governance Process Define Scope of Policies & Metrics Write Policies, Procedures & Rules Manage Information Lifecycle & Enforce Alignment Implement Policies

11 Information Governance answers these questions for MDM What is Master, for your organization Who Why knows the most, cares the most about Master should the organization focus on MDM now Where is Master found, and how do we get it When can we first show results, and build on success How to get started

12 Information Governance and MDM A virtuous cycle Quality Lifecycle Mgmt Security & Privacy Master Governance MDM Platform

13 Information Governance and MDM A virtuous cycle binds policy and process Policy Quality Lifecycle Mgmt Security & Privacy Master Governance MDM Platform

14 Information Governance and MDM A virtuous cycle binds policy and process Policy Quality Lifecycle Mgmt Security & Privacy Master Governance MDM Platform Process

15 Information Governance and MDM A virtuous cycle iterates through business needs Control Access to Customer Standardize Customer Classification Register Compliance with KYC Policies Certify Suppliers against Ethical Guidelines Single Customer View Reference Enrichment Customer Account Onboarding

16 Information Governance and MDM A virtuous cycle creates order from chaos Customers Products Master Accounts Financials Fulfillment Locations

17 Information Governance creates order out of information chaos People Process Technology Executive Executive-Level Sponsorship Governance Risk Council Bodies Risk Governance Office (DGO) Governance Governance PMA Program Manager Quality Reporting Team Project Teams Virtual Teams Line of Business Stewardship Community Quality Reporting Liaison (1) Metadata Technical Liaison Liaisons (1) (4) Business Liaisons (4) Lead Steward Definition Stewardship Function Production Stewardship Function Usage Stewardship Function Quality Measurement Stewardship Function Extract Extract Extract Ensure information is understood and consistently defined. Increase the use and trust of information as an enterprise asset. Protect information, reduce risk and comply.

18 IBM MDM Across Verticals MOE/MOH Singapore Sogei Italy INPS Italy Rome Municipal IMSS Mexico NY HHS Puerto Rico Courts Washington State Prison Choice Hotels Intercontinental Hotel Group TravelPort Dell Adobe National Instruments Intel ReachForce Intuit Snap On Tools Boeing Panasonic Cardinal Health Ford LG Electronics Caterpillar Honeywell JPMC Key Bank Capital One Wells Fargo Huntington Bank Northern Trust MoneyGram Government Hospitality High Tech/MFG Grange Insurance Met Life Nationwide Allstate Western Union National Bank of Canada Rabobank Blackstone Group H&R Block Fifth Third Bank Bank of America Financial Services Insurance Sun Trust Guy Carpenter The Economical Group State Farm CSAA AWAC IBM InfoSphere MDM Taikang Insurance AXA Life Japan Samsung Life Erie Insurance Irish Life SMBC Tailong Bank Shanghai RCCB BNI BCA BT KT Bank ANZ NAB Retail Communication Business Services FedEx Deluxe Apollo Group Devry JDRF DLL JC Penney Safeway Wal-Mart Best Buy Lowe s Staples Neiman Marcus Target Sasktel Shaw Bell Canada AT&T Qwest Neustar 18

19 Drive Business Optimization With Positive ROI Reduce cost and improve customer satisfaction via once-and-done processing e.g. address change COST REDUCTION Reduce risk exposure via holistic view customer household and product holdings IMPROVE RISK MANAGMENT Improve up-sell and cross-sell with relevant offers meeting customer requirements IMPROVE SALES CAMPAIGN Comply with government regulations privacy act, risk exposure reporting, etc REGULATORY COMPLIANCE Forming a customer chassis to reduce M&A integration points and improve integration speed and cost ASSIST MERGER & ACQUISITION

20 Benefits of MDM Approach (ROI) Leading Financial Services Company Integrated over 50 applications leading to: Increased Sales Opportunity Improvements in Customer Service Differentiation in Client Management Reduction in IT costs Over $40M in benefit quantification A Large North American Telco... Built a full customer master to: Enhanced Customer Insight Improved incremental revenues Increased retention totaling over $47M Channel, Communication and Billing savings totaling over $14M Calculated Cumulative Benefits of $62.8M A Major US Retailer Has added a true multi-channel capability: Increasing customer acquisition rates Increasing conversion rates Increasing repeat sales Increasing basket size Conservative estimates of total impact is a 5 year net benefit of $37M A Major US Health Plan... Identified 2,328 Instances of SSNs associated with multiple DOBs, names and/or genders 186,725 Instances where a member number was shared by multiple individuals

21 IBM MDM Solution Portfolio IBM Initiate Master Service Virtual master registry for delivering single, trusted versions of master data & their relationships IBM InfoSphere Identity Insight Analytical capabilities to discover where threat & fraud exists to enable immediate action Governance Single View Common Components IBM InfoSphere MDM Server Physical master repository of customer, account & product data for the business to consume as services IBM InfoSphere MDM Server for PIM Authors, enriches and maintains product and other master data for a 360 degree view 21 21

22 Why Do Customers Choose IBM MDM IBM Master Management Experience customers in production across 10+ vertical markets Fully staffed implementation services Focused on MDM, PIM & CDI Time to Value Quick implementation, deployment, time-to-value Low total cost of ownership Future-proof as project grows IBM Industry Frameworks IBM industry Warehouse Models Accuracy Scientific approach to MDM Proven probabilistic algorithms that score & match data Matching tuned to customer s dataset Typically discover duplication rates of 15-30% in records cleaned by other vendors Performance & Scale Successfully deployed in complex, high-volume environments Installations from less than one million to hundreds of millions of records Search hundreds of millions of records in less than one second Non-invasive No modification to source data Co-exist with existing systems & overall architecture Deploy in any architectural style

23 Thank you! Any Questions 23 23