ibm infosphere master data management · pdf fileinformation management software. 2. agenda...

© 2008 IBM Corporation1

IBM InfoSphere Master Data ManagementLeveraging Master Data Management across the business

Doug Thompson MDM Architect

Information Management Software

2

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


3

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


Collaboration

Analytics

ProductLocation

Order

Analytic / Insight

Customer / Shipping


Collaboration

Analytics

Customer

ProductLocation

Order

Analytic / Insight

Supplier


Collaboration

Analytics

Account


4

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


9

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



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

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