IBM InfoSphere Master Data Management Leveraging Master Data Management across the business Doug Thompson MDM Architect 1 2008 IBM Corporation
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 2
The Trusted Information Problem isn t a just a data problem it s a process and function problem Business applications and business processes are the cause Web Site Contact Center Enterprise Systems Data Warehouse Root Cause Business Processes Business Processes Business Processes Business Processes Applications are not designed to manage data integrity Operational Functions Collaboration Operational Functions Collaboration Operational Functions Collaboration Operational Functions Collaboration Analytics Analytics Analytics Analytics Symptom Customer Customer / Shipping Customer Customer / Shipping Customer Data is out-of-synch, incomplete, and inaccurate in these apps Product Location Supplier Order Product Location Order Product Location Account Order Product Location Supplier Order Analytic / Insight Analytic / Insight Analytic / Insight Analytic / Insight 3
Your Organization Needs MDM Example BEFORE MDM AFTER MDM Web Si te Contact Center Branch Web Site Contact Center Branch Name: Jane Smith Address: 437 Easy Street Name: Address Name: Jane F. Smith Address: 123 Main Street MDM Business Service High value customer 10% off Sales History Product: 1234, 5748 Customer Value: High Preferences Sales History Product: 6574 High value customer doesn t get treatment consistent with her value to organization because of an incomplete view across channels Name: Jane F. Smith Address: Home - 123 Main St Billing 437 Easy St X-Sell Up-Sell: Items 5432, 4355 Privacy Preferences: Solicitation - No Sales History: Product 1234, 5748, 6574 Interaction History: Service Issue 4/23/06 Web Order 2/2/06 Store Order 1/5/06 Relationships Household: Daughter Jenny Husband John Employer IBM Customer Value: High Identifier IDs Demographics: Income - $100,000 Interests - Running Age - 41 Life Events: Daughters Birthday Wedding Anniversary Agreements & Contracts: Service Contract Warranty MDM provides every customer interaction point with the complete view of the customer so the customer is viewed and treated equally across channels 4
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 enterprisewide initiatives 5
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 Wide audience of users of master data Middleware & Business Processes Data warehouses & Analytics InfoSphere Master Data Management Server MDM Business Services Data Quality Management Intelligence Business Logic Components Data Governance & Security Knowledge MDM Domains (ie. Party, account, product) Data Stewards & MDM Users Data Stewardship & Admin 6
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 prepackaged 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 InfoSphere Master Data Management Server MDM Business Services Data Quality Management Intelligence Business Logic Components Data Governance & Security Knowledge MDM Domains (ie. Party, account, product) Data Stewards & MDM Users Data Stewardship & Admin 7
InfoSphere MDM Server 9.0 MDM Server Integrated Solutions 8 2008 IBM Corporation
InfoSphere MDM Server 9 Master Information Hub InfoSphere MDM Server Data Stewardship 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) Business Services Pre-built Customizable MDM Domains Party Account Product Custom Integration Content Data Analytics 9
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 10
Management of Master Information Existing Applications Master Information Master Information Existing Applications Document Library Existing Applications Master Information Hub New Applications Master Information Historical / Analytical Systems 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 11
InfoSphere Master Content for MDM Server Introduction 12
Value of Integrating Content Master Information Content 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 Master Data ECM 13
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. 14
InfoSphere Master Content Bridges ECM to MDM to create more complete views of entities 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 MDM Enterprise Content Management Traditional Data Sources 15 InfoSphere Master Content
InfoSphere Master Content Delivering Trusted Content For Advanced Case Management and other ECM Customer-Centric Applications ECM Master content & data published to MDM MDM Advanced Case Management & other business applications create and consume trusted content & data MDM cleanses, validates & stores new data and links. Creates more complete single-view of customer Single-view of customer published for use by ECM 16
Impact of master content 17
InfoSphere Master Information Analytics Introduction 18
Value of Integrating Analytics Leverage Master Data with business hierarchies to drive analytics and generate new insight Master Data 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 Cognos 8 Business Viewpoint Cognos 8 Business Intelligence 19
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 20
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 Viewpoint Cognos 8 Business Intelligence 21
Integration of Business Intelligence and Master Data Master Information Analytics InfoSphere MDM Cognos 8 Business Viewpoint Cognos 8 BI InfoSphere Industry Models InfoSphere Information Server Warehouse InfoSphere Warehouse 22
Value of Integrating Identity Insight 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 Master Data Identity Insight Global Name Recognition 23
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 24