master data - mastech infotrellis infosphere mdm – industry leading mdm product ibm infosphere®...

Master Data Management Services

Gain Competitive Advantage From Your Enterprise Data

Master

DATAManagement

CONTENTS

1. Master Data Management Solution Overview

2. Data Driven Challenges

3. Why Master Data Management?

4. MDM Implementation Challenges

5. IBM InfoSphere MDM – Industry Leading MDM Product

®6. Mastech InfoTrellis – A Premium Partner for IBM InfoSphere Implementations

7. Case Study-1: Leading US Retailer with over 1100 stores

8. Case Study-2: One of the world’s largest Auto Manufacturer 9. Case Study-3: World’s leading Medical Device Manufacturer

10. Case Study-4: South African Insurance Services Provider

11. Case Study-5: Leading Greek Bank

12. Case Study-6: Multinational Hi-Tech Company

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Master Data Management Solution Overview

Master Data Management (MDM) is a technology enabled discipline

in which Business and IT work together to ensure the uniformity,

accuracy, semantic consistency and accountability of the

enterprise's official shared master data assets.

In other terms, MDM is a comprehensive process of linking all data

critical for enterprise, into a master file. MDM streamlines data

sharing across the enterprise.

Data Driven Challenges

Poorly managed customer data can result in unnecessary risk and can put significant

cost savings out of reach. There are number of critical challenges an organization

faces, in order to derive meaningful value from the customer data that is managed

within their source systems.

Some key challenges are:

Mastech InfoTrellis Master Data Management Services1

Customer data is

managed in disparate

source systems.

Delayed updates from

source systems result

in out of date and stale

data being fed into

marketing and

customer touch points.

Management

does not get a

single version

of truth.

Compliance regulations like FACTA,

FDA-GUDID, and GDSN are not

adhered to due to factors such as

Data decay

Multiple versions of customer

data across different source

systems.

Legacy CIF with rigid

architecture which

was out of sync with

Agile Environments.

Mergers and acquisitions

compound existing

challenges by bringing in

more source systems

along with customer data.

Exponential growth

of data results in bad

data quality affecting

decision making.

Why Master Data Management?

Master Data

Management

addresses core

data challenges

every enterprise

faces and

ensures effective

management of

data as an

enterprise asset.

Golden Copy of the Master Record sourced from multiple

data providing systems.

Process driven real time data updates ensure improved

accuracy of data.

Accurate and reliable internal and external reporting, with

reduced compliance risk.

Streamlined data operations and efficient data

architecture that ensures the right data is available for the

right system at the right time.

Reduced complexity in retrieving data from multiple

systems, thus supporting agile environments.

Reduced cost of ownership (personnel & infrastructure)

since the data is centrally managed.

Faster management decisions, since data required for

management information reports is centrally available in

the master data management repository.

MDM Implementation Challenges

There are a number of challenges faced by teams implementing MDM Solutions.

Stakeholder Engagement - Like the problems faced by any back-end system, MDM

programs are impacted by a lack of stakeholder commitment as MDM is seen as a pure IT

initiative. It is very important for any MDM implementation project to develop a plan to

engage business users very early to make them understand the benefits MDM will bring to

their daily functions.

Executive Sponsorship - Since MDM involves lot of change management, obtaining and

sustaining executive sponsorship throughout the implementation phase is key to adoption.

It is necessary to show quick wins by integrating reporting and CRM systems as a priority.

Key Challenges are

Key Benefits of Master Data Management


IBM InfoSphere MDM – Industry Leading MDM Product

®I B M I n f o S p h e re M a s t e r D a t a

Management (MDM) is a complete,

flexible, and proven MDM solution that

creates trusted views to improve

operational business processes, and

analytics. IBM MDM supports all

domains, architectural styles, and use

cases across all industries. It offers

quick time to value through pre-built

and customizable data models and

business services. The solution is

optimized for big data and real-time

integration and provides the ability to

b e t t e r u n d e r s t a n d c u s t o m e r

behaviors, thus enabling an improved

customer experience.

IBM Master Data Management

continues to provide new capabilities

and significant enhancements with its

latest release to support enterprise big

data, industry solutions and hybrid

computing initiatives.

P e r s o n a - b a s e d f ra m ew o r k f o r

Collaborative Edition provides a

tailored work method for specific

p e r s o n a s a n d e n h a n c e d u s e r

interfaces for product information

management.

IBM Stewardship Center for MDM

includes probabilistic search, potential

duplicate task management, and

advanced relationship and hierarchy

visualization. It delivers an enhanced,

collaborative and task-oriented user

experience.

Advanced capabilities to identify and

manage household groupings with

probabilistic algorithms to identify

persons living in the same household

for marketing and compliance use

cases.

Enhanced integrat ion with IBM

DataStage for data extract and easy

p u b l i s h i n g o f M D M d a t a t o

downstream systems and business

processes.

® IBM InfoSphere Master Data Management has

solutions to address every flavor of Enterprise Data

be it Customer, Contract or Products.

The current MDM Landscape consists of Enterprise

Edition, Advanced Edition, Standard Edition and

Collaborative Edition.

Enterprise Edition is the version which addresses

all your MDM needs with a single comprehensive

solution. It encapsulates goodness of Advanced

Edition and Standard Edition which was formerly

called Master Data Service or Initiate. It also

includes Reference Data Management and MDM

Collaborative Edition also called MDM PIM.

Advanced Edition formerly called MDM Server,

has been repackaged to include the features of

Standard Edition as well. IBM has invested in

harmonizing the technical and functional features

of MDM Server and Standard Edition.

Reference Data Management helps customers

manage and define reference data as an

Enterprise standard. If you are interested in

knowing more about RDM, please visit our

webpage, to access www.infotrellis.com/webinar/

the webcast “IBM Reference Data Management”.

Collaborative Edition helps customers to

streamline authoring and managing product

information for enterprise use.

Customers can opt to either host their MDM

solution on premise or on a hosted cloud

environment.

Product Editions


http://www.infotrellis.com/webinar/

Mastech InfoTrellis – A Premium Partner for ®IBM InfoSphere Implementations

Mastech InfoTrellis is a premier Master Data Management Company who specialize in ®

delivering the InfoSphere range of products for customers across industry verticals. ®

Mastech InfoTrellis prides in having a 100% success rate in delivering InfoSphere MDM

Solutions in 25% faster time with 25% smaller teams.

Company People

Our Pride is our PeopleFounded in 2007 by 3 Original MDM Architects who

were part of the team which developed the early ®version of InfoSphere

®Successful ly del ivered InfoSphere MDM

implementations for Fortune 500 companies from

Financial Services, Banking, Insurance, Hi-Tech,

L i f e S c i e n c e s , R e t a i l , A u t o m o t i v e ,

Telecommunications, and Manufacturing

Employ Over 250 Employees with a variety of

technical and functional backgrounds with diverse

skill set and industry backgrounds

Managed successful deployments in all editions of ®InfoSphere namely Standard Edition (Initiate),

Advanced Edition (MDM Server) and Collaborative

Edition (MDM-PIM)

We are a diverse team with more than half a dozen

nationalities, who have lived and worked in various

continents including North America, Europe, Asia

and Africa

®Mastech InfoTrellis – InfoSphere MDM Portfolio

Implementation | Support | Strategy

INFORMATION MANAGEMENT

Design & Development Health

Check

Production Support

Strategy & Roadmap

i


Mastech InfoTrellis Key Differentiators

Mastech InfoTrellis SMART MDM™ delivery methodology is the secret sauce for all our MDM Projects,

whether it is a New Implementation or Migration to newer versions of InfoSphere MDM.

Mastech InfoTrellis SMART MDM™ is a common sense approach based on part of the Rational Unified

Process and Agile Development Methodologies. This model blends deliverables with accountability to

ensure a high-quality MDM deployment. www.infotrellis.com/blog/

Key Accomplishments

For a Top Retail Company - Migrated 120 Million

customers and 185 touch-points to new CDI

architecture using MDM Server

For a Large Auto Manufacturer – Created a

Master Data Hub with 200 million Customers

which has become a Trusted Source for all

Customer Data Needs

For a Medical Device Manufacturer –Delivered a UDI

solution that submitted 30,000 records successfully

with the FDA GUDID system within 3 weeks which is

200% above 10,000 records benchmark expected for

this process

Analytics

Dashboards & Reports

Over 15 parameterdriven reports

Alerts

Ad hoc Queries

Prescriptive star schema

Actionable

Directly supports IT, Stewards, Councils

Extendible

Open architecture

Tooling makes it simple

Consumable

Short time to value (4 weeks)

Multi-channelnotification

100+preconfigured scans

For a Multinational Hi-Tech Company - ®Implemented IBM InfoSphere MDM solution

and migrated over 1.2 billion customer

records sourced from more than 20 source

systems and 2 new downstream systems

across AMER, LATAM, APAC and EMEA regions

TMMastech InfoTrellis MDM Veriscope provides reporting and monitoring functionality that existing MDM

solutions lack, giving you the transparency and accountability you need to govern the health and

productivity of your MDM investment. It provides businesses with flexible analytics, customizable reports,

intuitive dashboards, configurable alerting and ad hoc queries.

Deliver value early and often

Greater ability to respond to

change

Keeps solution connected to the

business value

Client satisfaction managed more

closely

Tried and testedapproach on

multiple projects

Encourages collaboration

between business and IT


http://www.infotrellis.com/blog/

Client owned a legacy CIF (mainframe) with an

architecture that was cumbersome to modify,

requiring long running IT projects. This legacy

system needed significant changes to meet

future business needs

Customer updates were delayed resulting in stale

data for customer touch-points, marketing and

analysis

Excessive time was spent in customer setup for

online application and there were delays in

modifying business rules

B u s i n e s s n e e d e d a s i n g l e , a c c u r a t e ,

comprehensive and up-to-date view of the

customer that is shareable across various lines of

business

Mastech InfoTrellis Process

Helped with the tool selection and assisted the

client in various POC’s

Defined the business & technology roadmap,

planned a multi-phased multi-year program sun

setting existing mainframe application

Built their MDM solution from scratch which

integrated with 185 touch points and successfully

upgraded the solution to the latest IBM MDM

version

Provided new CDI Solution

which sits in the middle of

the core IT enterprise stack

that supports the busy

eCommerce site and feeds

near real time data to

Teradata for analytics

M i g r a t e d 1 2 0 M i l l i o n

customers and 185 touch-

p o i n t s t o n e w C D I

architecture using MDM

Server

Cut client’s IT spending on

MDM program to 1/3rd of

the original budget by

efficient use of onsite and

offshore teams

Business Situation

Case Study 1

Leading US Retailer with over 1100 stores

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One of the world’s largest Auto Manufacturer

Client had a home grown mainframe based

customer master repository, which was to be

replaced with an MDM solution based on IBM

MDM Server 8.5

Client’s MDM roadmap included a Customer 360

Portal, Consolidated Consumer-Vehicle data

viewer, Dealer-Vehicle data viewer and Central

repository for call center information. All were

required for enhanced customer service and

more targeted cross/up selling

The key challenges were to integrate the

customer vehicle sales data and client ’s

consumer credit contract data into a single hub,

de-duplicate and standardize the consumer data

present across different source systems.

Integrations with external systems such as NCOA

were also required to be built

How Mastech InfoTrellis

helped

Designed, developed and executed ETL programs

to perform initial and delta load of all existing

customers from legacy application to MDM and

delta load from MDM to downstream systems

Conducted MDM workshops to train client

resources on advanced MDM Server concepts

Developed Trillium adapters for Name and

Address Standardization

Integrations with external systems such as NCOA

were also built

Business Situation

Case Study 2

Implemented the MDM hub

that manages more than 200

million customers and is

now considered the trusted

source for all customer data

Built CIQ Schema based

Integration layer to integrate

t h e M D M s y s t e m w i t h

e x t e r n a l v e n d o r s a n d

internal legacy systems

T M Using the Smart MDM

methodology, executed

MDM program over multiple

releases within 18 months

which was about 30%

faster than their original

plan

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World’s leading Medical Device Manufacturer

The client had embarked on the path to Supply

Chain 2020. Some of the key initiatives of this

program were better Product L i fecycle

Management, Accurate Product Forecasting,

Analytics and streamlining the Supply Chain

On its way to becoming the world’s leading

medical device manufacturer, the client had

acquired var ious other medical device

companies. The product information was flowing

from various disparate sources and in different

formats. Given the wide and ever-expanding

range of products, getting a single unified view of

the product was a vital need for the client’s Supply

chain 2020 program

Also, there was a need to automate the

submission process of regulatory information to

FDA server, in order to comply with the FDA

GUDID regulations


helped

Defined the Program Strategy and Roadmap for

the client

In the first Phase, a solution was provided which

involved a global Item repository that supports

the Supply chain 2020 program using IBM ®InfoSphere Collaborative Edition

In the second phase of the program, customized

the MDM data model and services to persist the

labelling and regulatory information related to

the products. BPM workflows were developed to

ensure the sanctity of data being sent to the FDA

GUDID servers

The 3rd Phase of the project is in progress, During

which, each of the client’s major data sources to

be integrated with the MDM solution

Business Situation

Case Study 3

Designed and developed the

MDM item repository and

the integration layer using

SAP PI. Customized the

OOTB Product UI and Admin

UI for product management

MDM and SAP PI codes were

t u n e d f o r o p t i m u m

performance based on the

i n s i g h t s g a i n e d f r o m

Performance testing

The UDI solution submitted

3 0 , 0 0 0 r e c o r d s

successfully with the FDA

GUDID system within 3

weeks which is 200%

above 10 ,000 records

benchmark expected for

this process

NPI process with multiple

l e v e l s o f a p p r o v e r s

d e v e l o p e d u s i n g B P M

workflows

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South African Insurance Services Provider


helped

Defined program strategy and program

architecture for their MDM program

Played the lead role in defining the overall

solution architecture for implementing IBM MDM

Server

B u i l t t h e M D M F o u n d a t i o n t o e n a b l e

synchronization of customer and intermediary

data between the legacy system and MDM which

offered real time services based on SOA

framework

Contributed to all facets of the program including

design, architecture, development and

deployment activities

Client had home grown (GIS & GCS) applications

that were cumbersome to modify, requiring

lengthy IT projects. They required significant

changes to meet future business needs

Create a single, accurate, comprehensive and up-

to-date view of the customer and intermediary

that is sharable across various lines of business.

Backlogs of duplicate customer and intermediary

that need manual remediation

Create a SOA type solution to provide standard

access via a set of well defined and managed

services to customer and intermediary master

data

Requirement for co-existence of legacy and the

new MDM to support both legacy application and

new applications

Business Situation

Case Study 4

Implemented the MDM hub

that manages more than 20

million customers

Built extensions/additions

to the MDM Data Model with

the i r f ine gra ined and

c o m p o s i t e s e r v i c e s

accessible in real-time, near

r e a l - t i m e , a n d b a t c h

modes

TM Using the Smart MDM

Methodology, we executed

the MDM program over

multiple releases within

budget

Established ourselves as the

client’s trusted vendor for

MDM and assisted them in

program strategy, program

architecture for their MDM

program

Integration with client`s

Enterprise Service Bus to

provide real-time access to

customer and intermediary

master data

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Leading Greek Bank

Business Situation

Client was implementing Data Warehouse to

provide reporting and analytic capabilities to

Business Users and provide compliance with

BASEL III norms.

Due to large number of Disparate Source

Systems, keeping track of Metadata was

becoming cumbersome and was leading to

inconsistent data lineage across the data

integration processes


helped

Helped the Bank implement the IBM Banking

Solution to comply with BASEL III norms

Populated technical metadata for various source

data loaded into the data warehouse and further

to the data marts

Populated the bus iness metadata and

established the link for the business definitions

of corresponding technical metadata across

source systems and downstream systems

Captured the operational metadata and the

corresponding transformations undergone

within the integration processes

Case Study 5

Built the Data warehouse

based on the IBM Banking

Solution data model

Created Three Data marts

populated from the data

warehouse

Created Data L ineage

R e p o r t s f o r B u s i n e s s

Analysts, Data Governance

Te a m a n d E n t e r p r i s e

Architecture Group

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Multinational Hi-Tech Company

Business Situation

Keeping Customer experience as a key focus

area, the client had initiated the Customer MDM

program to improve the quality of service

The client had data records numbering in billions,

coming in from 20 source systems across the

world. This data had the typical MDM data issues

and needed to be cleaned, standardized & de-

duplicated. The Probabilistic matching algorithm

from their initial attempt was not delivering the

desired results

During the initial attempt to create the Customer

Hub, IBM Initiate was selected. However, the

limitations introduced in the MDM program

roadmap inhibited optimum results and key

stakeholders were reluctant to adopt the new

system


helped

Engaged to evaluate the enterprise customer

hub solution provided by another vendor. Based

on the detailed assessment report, the client

requested Mastech InfoTrellis to take ownership

of the MDM program and define the MDM

roadmap

Devised a first of a kind solution which involved

combining the power of Probabilistic matching

provided by IBM Initiate with precision and

robustness of IBM MDM AE Server design for

more than 1bn. customers and also built ETL

routines for both Initial & Delta loads

Developed a Process to showcase the results of

Bulk Cross Matching and further tune the

Probabil istic Matching Algorithm across

geographies

Case Study 6

Implemented an MDM solution

u s i n g I B M M D M A E a n d

migrated over 1.2 bi l l ion

customer and organization

records, setting a record for one

o f t h e l a r g e s t M D M

implementations worldwide

Given the amount of data, the

solution was delivered in a

record one years time

Built integrations with more

than 20 source systems and 2

new downstream systems

while laying foundation for

future development moving

towards a Service Oriented

Architecture (SOA)

P r o b a b i l i s t i c M a t c h i n g

Algorithm was designed and

tuned to meet the c l ient

expectations in each major

Geographic location – AMER,

LATAM, APAC and EMEA by

conduct ing mul t ip le user

workshops across the different

geographies

Customer Account Master

(CAM) implemented on a

separate MDM v11 platform –

O u t c o m e o f s u c c e s s f u l

implementation of AE hub

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10 Carlson Court, Suite 610,

Toronto, Ontario, M9W 6L2,

Canada

+1-416-619-0797

CANADA

11044 Research Blvd, Ste #A-430,

Austin, Texas, 78759,

United States

+1-512-580-2442

USA

Module 43, 4th Floor, TS 140 Block,

2&9 Rajiv Gandhi Salai,Taramani,

Chennai, 600113, India

+91-44-22543966

INDIA

[email protected] www.mastechinfotrellis.com

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