mdm presentation

Informatica PowerPoint Template

Informatica MDM - MultidomainHemang DesaiSoftpath

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AgendaIntroductionMDM FeaturesReference Data Management AcceleratorCompetitive IntelligenceEnablementSummary

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Completeness of VisionAbility to Execute

Source: Gartner Research (June 2011)VisionariesNiche PlayersChallengersLeaders

2011 Data Quality Magic QuadrantSource: Gartner Research (September 2011)

2011 Data Integration Magic Quadrant

VisionariesNiche PlayersChallengersLeadersSource: Gartner Research (October 2011)

2011 MDMMagic Quadrant

Proven Technology Leadership

VisionariesNiche PlayersChallengersLeaders

No 1 in Data IntegrationNo 1 Visionary in MDMNo 2 in DQ

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Informatica Success Story:Large Fashion Specialty Retail in the USHigh Impact 1:1 Relationship Marketing.KEY BUSINESS IMPERATIVE

Results / BenefitsImprove customer loyalty, KYC, SAT, Segmentation, Direct marketing, and Promotions. Increase Revenue & Expand market shareReduce IT operations costsInformatica AdvantageInformatica MDM system is used to:Gain a consolidated customer and employee golden record.Manage complex many-to-many relationships and hierarchies of parent customer, employees, and products.The ChallengeUnable to achieve goals because company didnt have a single view of the customer across multiple channels, nor did they capture key relationships across customers, products, and employees.

Full line StoresEnd Users

Business Use

Cross-sell/Up-sell1-1 Marketing

Item ClassesSalesMarketing

RackItems

WebCredit Card

Customer SAT

Household

ProductsEmployees

Channels360-degreeView of Customer

#Business Situation:Nordstrom provides a private label card, two Nordstrom VISA credit cards, and a debit card for Nordstrom purchases. Its credit and debit cards feature a shopping-based loyalty program. The company also designs and contracts to manufacture private label merchandise sold in its retail stores. As of March 19, 2010, it had 187 retail stores located in 28 states. The company was founded in 1901 and is based in Seattle, Washington

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The ChallengeIn their current environment, the company lost sight of single and trustworthy source for many of the product attributes, resulting in the creation many manual processes for distributing and sharing information about the product, often using different sources for the same attribute.As a result, the enterprise lacks a single version of the truth for the product.

Informatica AdvantageThe company is using Informatica MDM and Informatica Data Quality to create a single, trusted repository for films and television title information (products) and the delivery of that to the right people, at the right time, and in the right format.

Results / BenefitsInformatica MDM and Data Quality improved the accuracy and consistency of title information across the different systems.Informatica MDM and Data Quality dramatically improved the data governance of title information.

International Media GiantEnterprise MDM for Product Lifecycle ManagementInformatica Company Confidential Do Not Distribute

End UsersBusiness Use

ContentPublishing

Sales & MarketingDigital Media Creation & RegistrationProcess

Films andTelevisionSeries

ProductLifecycleBack End Systems/Applications

TheatricalReleaseCableNetworkPay Per View

$Editing , Content Developers

Rights MgntERPMediaMgntReportingMusicMgnt

Enterprise MDM for Product Lifecycle Management.KEY BUSINESS IMPERATIVE

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Informatica Success Story:Global 50 Leading Global Investment BankEnterprise-wide Multidomain MDM to Enable Straight through Processing.KEY BUSINESS IMPERATIVE

Results / BenefitsIncreased client satisfaction due to quicker trade execution.Risk managers are able to view risk concentrations fromany perspective.$11M savings annually, freeing $300M to be invested elsewhere.Informatica AdvantageBank deployed Counterparty Master MDM system to support Trade Execution and Credit Risk Management.MDM system will keep hundreds of downstream trading systems synchronized with the most accurate legal entity information, ensuring that trades flow automatically without manual intervention.The ChallengeBank faced two key business challenges:Maximizing trade automation (Straight-through processing)Managing credit risk across clients and internal investments

Private Sector

GlobalCorporationsMediumBusinessesSmallBusinessesPublic Sector

RiskManagersTraders

Business UseTradeSettlementCredit RiskManagement

Counterparties

End Users

#SITUATION:At this leading Global 50 investment bank, its CEO was getting complaints about failed and delayed trades.

BUSINESS PROBLEM:As a result, they faced two key business challenges: Maximizing trade automationLarge firms like this company have dozens or even hundreds of trading platforms. Due to business pressures to rapidly launch into new markets and products, most trading platforms maintain their own Security and Counterparty reference data which is critical to trade automation. As a result:- These platforms were difficult to keep up to date which made it difficult to leverage business process outsourcing - These platforms supported multiple external data service providers resulting in the need to buy more data than they needed Managing credit risk across clients and internal investments.With new regulations in the international banking community (e.g. Basel II), firms are required to measure credit risk using a worldwide standard of calculation. This calculation requires banks to accurately aggregate exposures within a legal entity hierarchy. As a result:- The company often did not use legal entity identifiers within these trading systems making it difficult to identify the exact party and its organizational relationships- There were no existing systems that were responsible for populating and tracking a comprehensive counterparty database.

ROOT CAUSE:There were two key factors that led to this situation: They lacked a centralized infrastructure to source legal entity and corporate organization data either internally or externally and to provide the processes and infrastructure to maintain high quality, trusted information. Because there was no centralized repository of trusted information, there was no way to cross reference that to the accounts and exposures throughout the firm.

SOLUTION:Informatica MDM worked with the companys IT department to deploy a Counterparty Master MDM system to address both of these challenges. In support of Trade Execution, the MDM system keeps hundreds (200+) of downstream trading systems synchronized with the most accurate legal entity information related to the securities traded within that system ensuring that trades flow through automatically without manual intervention. Further, this mater database will cross reference exposures to each legal entity and provide the ability to summarize the exposure rolling up to the global parent.

BENEFITS:By automating and centralizing the management of their counterparty reference data, the company has been able to reduce the amount of trade rework by 10% saving over $11 million annually in processing costs and freeing up over $300 million in capital to be invested elsewhere.

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Informatica MDMInformatica MDM helps you to Consolidate and rationalize master data from different systems across the enterprise to improve transactional and analytical processes. This reduces errors earlier in the process and increases the accuracy of reporting

#Most businesses rely on key pieces of data for their operational and reporting needs. This data represents the primary objects involved in most of the business transactions and planning that these business do things like customers, products, suppliers. These data objects might be different across vertical markets, such as (Patient, Provider, Hospitals in healthcare), (Customers, Locations, Financial Issues in financial services). But most businesses rely on a few very key objects to run their business and plan for the future.

The challenge is that the data describing these key objects are often stored across many different databases and systems throughout an enterprise. And since the identities of these objects are scattered across different systems and maintained differently there is often a large degree of variation in the data that described the object. So if, for example, customers in a business are known differently across the organization, its difficult to get a good clear view of the customer and how they interact with the business. Who are they, what do they buy? How often? What is the best way to market to this person and increase sales? What does his/her household look like? Are members of the household also customers?

There is a wealth of information locked away in the data that is currently scattered across the disparate systems in the organization. Informatica MDM helps to unlock the potential of this data by aggregating, consolidating and rationalizing it into master data that the organization can leverage to solve a whole host of business problems and improve operational efficiency.

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By leveraging a well-thought-out MDM strategy, we have been able to strengthen the customer experience and support our critical compliance efforts. Johnson & JohnsonProven Enterprise Deployments

#Informatica MDM customers experience improvements in many different business processes and operations by properly mastering their core data assets. From improved customer service to increased sales, to improved regulatory reporting compliance, MDM often benefits the entire business, across all operations, by delivering more consistent, more accurate, and more complete views of their customers, suppliers, products, etc.9

Price ManagementMerchandisingAnalyticsHuman ResourcesSupply ChainCustomerExperience

The Information ChallengeHow to streamline and govern data across silos & providersProductOrganizationSales Rep

PartnerOrganizationConsumer

EmployeeOrganizationSkills

ItemZoneServices

OrgsPricing

ExternalData Providers

?

?

DataGovernance

#10So, a typical business might look something like this picture from a integration perspective. We have different business operations at the top and several silod sources of data in various applications on the bottom of the slide. Many point-to-point interfaces have been developed over time to get data from the various applications to the business users that need the information.

[Click to bring up blue arrows] For example, the thick blue arrows from Customer Experience down to the silos depict what a business person has historically had to do -- To ping different systems to collect info.

[Click to bring up the horizontal blue arrows] SOA (Service Oriented Architectures) improved this a bit by fostering app-to-app communication, making the business persons job easier. But that still doesnt solve the problem of having disparate data in the silod systems [CLICK] like the product info in one system and the item info in another.

[Click to bring in reference data] And we still have the conundrum of how to bring in 3rd party data (from the left) and rationalize against the enterprise data.

[click to bring in Governance] And how do we bring data governance to all of this? Which version of the customer record is the truth? Which systems do we trust more? How do we keep all of the customer, supplier, and product information consistent? in sync?

Application LogicChallenge Redefined: Data in Siloed SystemsData

CustomerProduct

CRM

Product

Product Systems

Supplier

ERP/Finance

Customer

Internet/WebUser Interface

Location

Others

#11Historically, companies have built their IT systems to automate certain business tasks, [CLICK] thus piling up applications that would answer a particular business needs. Because most business processes share common data (master data), this ended up building multiple siloes of this reference data (customers, products, etc.)

Application LogicBreaking the SilosMaster

DataTransaction

CustomerProduct

CRM

Product

Product Systems

Supplier

ERP/Finance

Customer

Internet/WebUser Interface

Location

Others

ServiceOrientedArchitecture

#12To rationalize these processes, and because they tend to be more and more intricate, companies have tried to build an enterprise-wide process in order to automate the full chain in a consistent way. This has most commonly be achieved using a SOA approach by exposing modular application specific tasks (services) from each application to a transverse, company-wide, ESB orchestration layer. [CLICK] But reference data still remains unshared, unlike processes. And this STILL causes issues, as even the best company-wide process will produced mixed results using inconsistent or bad data, right?

Informatica Single Master Data PlatformApplication LogicDataUser Interface

Master Data Management

relationships

CustomerLocationProductCustomerSupplier

CRM

Product Systems

ERP/Finance

Internet/Web

Others

Single View of CustomerSpend ConsolidationOthers

Compliance and Risk Mgmt

#13So, trying to replicate the same strategy for reference data is what MDM is about.

The idea is to create reference data services that expose commonly shared data to be consume by the application services orchestrated by the Hub. [CLICK]

To expose these types of data services, you need to store that reference data in a single source of truth, where you can improve its quality, provide way to manage and govern that data, and finally integrate the data with the ESB and more widely with the rest of the IT environment.

Top business drivers for MDMAccording to Gartner Survey

Internal & Channel Partner use only

#MDM turns transactional data into real business information useful in not only improving customer relations but in improving critical decision making at all levels of an organization.

In a recent Gartner study, survey respondents overwhelmingly choose these two critical areas as top business drivers for MDM. In fact, if you look at the top 5 items in the survey, they all suggest improvements in efficiencies and processes as key drivers for MDM items that can only be accomplished with accurate mastered data.

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Why Informatica?

Horizontally Integrated Out-of-the-BoxOnly vendor whose platform integrates the 3 key areas, Out of the Box

#So Why Informatica? Well, one of our great strengths at Informatica is that our products connect to a common platform. This means that Informatica MDM has tightly coupled integration to our platform applications that are commonly used to support an MDM initiative. [CLICK]

Data Integration and Data Quality, for example, are often delivered with MDM as they support the overall implementation and onboarding of data into the Hub. Since these applications and others reside on the common Informatica platform, integration is ready to go - reducing risk, implementation time, and total cost of ownership.15

Vertically Integrated Out-of-the-BoxA complete MDM product from data model up through UI

Why Informatica?

#And Informatica MDM is integrated vertically as well bringing the rich set of data modeling and data quality capabilities you would expect in a world class MDM product (cleansing, matching, linking, relationship management), together with a complete role based security model, and a flexible and comprehensive data stewardship application. 16

Informatica Universal MDM

RegistryConsolidationCoexistenceCentralizedCustomerProductHouseholdOrganization

Data Domains

1Architectural Styles

2

On premiseCloudHybridDeployment Modes

3

Data IntegrationData QualityData Services

Data ProfilingUses

4Internal & Channel Partner use only

Universal MDM

#Now, most MDM vendors must turn to multiple, and disparate, MDM products to achieve the kind of comprehensive offering that Informatica MDM has out of the box.

For example, other vendors offer multiple MDM products to address different data domains .. or to deliver different architectural styles, like Registry, where records are linked in an index, or a centralized style where the data associated with the records are combined and merged into a single golden record for an entity.

Likewise, multiple products are often required, by our competition, to deploy MDM on premise vs in the cloud and the supporting applications that address Data Integration, Data Quality, etc are only available for use with the MDM product.

[CLICK]

Only with Informatica MDM can a customer accomplish true multi domain MDM across every architectural style and deployment model. And with a complete set of supporting applications that are tightly integrated, but stand alone products, that can be used for a whole host of data integration and data quality initiatives.

This is what we mean by Universal MDM. It all - really can be accomplished - with a single MDM product!17

Informatica MDM An Integrated Solution

Master Data Management

Operational

Analytical

CROsDataWarehouseData Marts

Portal/ DashboardBusiness Intelligence

CROs

ApplicationsApplicationsExternalThird PartyData

Cleanse

Deliver

Access

Recognize

Resolve

Relate

Govern

Model

MasterDataDeliver Timely, Trusted, Relevant Master Data

Discover

Homegrown Apps

#18181818So, how does it work?

MDM is designed to integrate with a variety of applications and data stores, both as a source of master data, and also as consumers of the master data. Informatica MDM is a lifecycle of capabilities that continually creates, enhances and delivers high quality master data.

This slide depicts, at a high level, how MDM starts with accessing the data from the package applications and legacy systems (using data integration), mastering, and then delivering it (using data integration and data services) to both operational and analytical systems.

A closer look reveals a Master Data Lifecycle consisting of 7 steps:

1. First, data is Discovered and profiled, to understand the content, structure and quality of the data. This will speed up the creation of master data model.

2. Next, we create the data model to store the master data and related metadata

3. Next we cleanse, correct, and standardize the master data

4. During the Recognize phase, our matching capabilities identify duplicate master data, and records that represent the same person or business, or other entity types and links those records together creating the cross reference of records that is presented in the Hub.

5. Next we resolve and combine the data by creating the best version of the truth (golden record) valuable, complete, and consistent information across multiple applications and lines of business

6. Next - Informatica MDM identifies relationships among business data entities, such as customers, products or accounts

7. Finally, we continually monitor and evaluate all the changes to master data within the MDM system based on configurable, user-defined governance rules and actions

Informatica MDM Hub - Detailed Functionality

Data MasteringModelCleanseEnrichMatchConsolidate

Relate

DataInteraction

GovernConsumeIntegrate

Data SecuritySecure

OrganizationDemographics

Deterministic& Fuzzy LogicInternationalization

AuthenticationRow &ColumnLevel Security

Authorization

MetadataContentHistoryLineageConfigurationMatchSurvivorshipValidation Rules

Multi-EntityPartyProduct

StandardizationData TransformationOpen Cleanse Architecture

WorkflowState Mgmt.

DataGovernance

SyncFederate

BusinessInteraction

Near Real-timeReal-timeBatch

Core Capabilities

Hub API Get Party Add Product Cleanse Address Standardize Product Name Get DnB Tree Get Axciom ID Search Party Search Product Merge Records UnMerge Records Add Product Relationship Delete Party Relationship Authenticate User Register User Get Matched Records Set Record State Create Customer Get Sales Transaction Schedule Group Get Batch Group Status

Party& Product

PartyProduct

LinkMergeTrust Framework

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The unique ability of handling multiple domains on the same platform is depicted well on this slide.

During implementation the Administrator will use the MDM config console. It has a series of workbenches, one for each layer of this architecture. You literally start with the workbench for the data model layer which is of course foundational to any data management system, and then work your way up thru the layers where youll configure DQ rules, match rules, merge rules, security and so on. But lets focus on the data model layer. It is 100% extensible or you can import your own data model.

The great thing is, all the layers above the data model are model-aware and conform their services to it. So, for example, when you go to configure match rules, the workbench for match rules will show you all of the attributes from the data model you have at your disposal for use in configuring match rules. The same is true for the other layers.

CLICK

Notice there are APIs that will be automatically generated and will reflect your specific configuration. So if you have a party entity in your data model, youll see a service in the API called Get Party, this type of awareness will occur across all the layers of the architecture.

So when we talk about Multi-Domain with the Informatica MDM Hub, unlike the other vendors products, we really mean Multi-Domain with no breakage from the rest of the platform.

3 mo8 mo9 mo6 mo

ClientAcross different styles

Across solutions

Across business divisions, geographies

To Securities, Assets, Locations

RegistryCoexistence Transaction Consolidated Start with MDM Hubs that can scale in many directions

Start small anywhere

scale in many ways

in months, not years

Proven and Pragmatic Approach to MDMCounterParty

Asset Management

Processes and Employees

Risk & Exposure

#2020MDM is a journey, and is best travelled in shorter, practical phases.

Start each phase with a specific set of business goals tied to a specific set of master data. This allows the project to show business value in a short time frame, and more importantly makes the implementation more agile, and able to react quickly to changing business requirements.

Unlike other solutions that force projects to take a longer timeline and fixed path due to inherent inflexibilities in those solutions, [CLICK] Informatica MDM allows organizations to start small, scale in any direction, domain, or implementation type. [CLICK] This has allowed our customers to identify, prioritize, and deliver on successful projects delivering business value in months, and not years.

Fortune 50 Global Wealth Management Firm Increasing Revenue with an Extended Customer View SituationImprove Financial Advisors (FA) productivity.Business Problem70% of FAs time spent on back office functions.Root CauseAccount-centric instead of customer-centric view.SolutionReal-time access to an Extended Customer View withintheir custom-built business application.BenefitsIncreased FA productivity by 30%, resulting in almost 10% increase in revenue per FA.Cross-sold Jumbo mortgage loans from retail bankingdivision to current customers.Increased sales of banking products from 35,000 to 80,000 among brokerage clients.

Counterparties

CustomersAccountsProspects

TrusteeOrganizationGrowthRetirementIncome

Individuals

Financial Advisors

End Users

Fin. AdvisorServices

ProfilingSame DayAcct. Opening

ContactMgmt.ComputerTelephony

#Lets look at a few real-life examples of MDM in action.

SITUATION:Faced with a corporate mandate to increase revenue, this Fortune 50 Global Wealth Management firms executive management was confronted with two options - increase the productivity of its current Financial Advisor workforce, - or grow revenue through an increase in headcount.

BUSINESS PROBLEM:Its executives learned that an average of 70% of a financial advisors time was spent on administrative activities, leaving them with only 30% to work on client facing activities. Because of this inefficient use of time and resources, the company was unable to benefit from various (cross-sell and up-sell) campaigns. Additionally, advisors often found it difficult to apply the right level of service to their current clients.

ROOT CAUSE:Due to historical business choices and reaction to compliance concerns, the firm designed its systems around an account-centric instead of a client-centric view. Because of this design, the firms financial advisors needed to enter contract information manually into each system that a client has an account. With this siloed approach, it just was not possible to determine the validity of a customers contact information without relying on third party data providers. Further, without a central repository of client or account information, it was not possible to know a clients combined financial position without relying on multiple pre-scheduled reports.

SOLUTION:So, the firm selected Informatica MDM to create a system of record to consolidate this information. It uniquely identifies master data and its relationships across distributed data sources and delivers unified views of customer account and profile information, while dynamically synchronizing master data changes throughout the enterprise.

It also identifies and manages relationships among business data entities such as customers, services and accounts across multiple applications and lines of business. These capabilities enable the organization to remove the barriers between its data repositories, sales force and account management systems - while providing instant visibility into all three.

By creating this single view of customer data across the enterprise, the business units financial advisors could now, from a single interface, access complete customer data at virtually any location in the enterprise in real-time.

BENEFITS:With this view, financial advisors could: Make better decisions on more timely information than they had previously Fully implement cross-sell and up-sell campaigns More effectively leverage institutional knowledge and information resources to address client needs and improve client services. Recalibrate service levels in order to meet customers needs and initiate customer contacts as needed.

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Fortune 500 Financial Services ProviderEnterprise-wide Multidomain MDM to Support ComplianceSituationIn 2004, the bank was identified by the Fed. Reserve to implement rigorous standards for capital management as identified by Basel II.Business ProblemUnable to uniquely identify counterparties at the legalentity level.Unable to link credit exposures to counterparties and aggregate them based on legal entity hierarchies.Root CauseCounterparties stored in multiple locations.Outsourced the cleansing and maintenance process, but challenges remained:Multiple login to different applicationsNon integrated workflowManual reconciliationSolutionInformatica MDM uniquely identifies counterparties and legal entity hierarchies.MDM system cross references exposures to each legal entity and provides the ability to summarize these exposures.BenefitsCompliance with Basel II requirements.Enables accurate calculation of capital requirements.Better decision making by management due to greaterinsight into businesses and associated capital costs.

Counterparties

CorporationsLtd. Partnerships

Cities

Insurance Companies

BanksBroker/Dealer

Lines ofBusinessEnt. RiskMgmt.

End Users

Business Use

RiskAnalyticsCreditAnalysis

CapitalEstimation

#SITUATION:In 2004, this company was indentified by the Federal Reserve as one of the 8 Core Banks in the US and was required to implement the most complex and rigorous standards for capital management as defined by the International Basel II Accord.

BUSINESS PROBLEM:Basel II requires that all Counterparties be uniquely identified at the legal entity level and be rated using the Banks internally developed rating models. It also requires that all credit exposures be linked to identify counterparties and aggregated based on legal entity hierarchy. Currently there is no international standard for linking legal entities and subsidiaries.

Prior to this mandate, the company was unable to uniquely identify these counterparties or link credit exposures to counterparties based on legal entity hierarchies.

ROOT CAUSE:The company discovered there were two key factors that lead to this situation:1. A problem we are very familiar with: Counterparty information was stored in multiple locations such as:- Automated Credit Approval Form (ACAF)- Foreign Exchange Credit Approval (FXCAS)- Counterparty Dealing Book (CPDB)- Credit File Library (CFL)- Foreign Exchange Dealing Book (FXDB)2. Even after a Business Process Optimization (BPO) implementation where they outsourced the cleansing and maintenance process, challenges remained:- Employees still needed to log into multiple applications- There were non-integrated workflows- Employees still needed to manually reconcile information from multiple databases

SOLUTION:The company implemented Informatica Multidomain MDM to support Basel II and Credit Risk Management. This MDM system uniquely identifies counterparties and legal entity hierarchies, as well as cross reference exposures to each legal entity, and provides the ability to summarize these exposures.

BENEFITS:Robust risk management framework and practices allows the company to comply with Basel II. Clean accurate counterparty data drives models which in turn drive capital estimates. This enables the company to calculate more accurate assessments of its capital requirements.

Further, management will gain greater insight to businesses and associated capital costs allowing them to leverage such concepts such as Risk Adjusted Return on Capital (RAROC) in their decision making process.22

Fortune 50 Pharmaceutical Services CompanyEnterprise-wide Multidomain MDM for Operational EfficiencySituationCompany had four key distinct business processes corporate account management, contract creation & administration, order to cash, rebates & reconciliation.Business ProblemThe four business processes were disconnectedHealth care professionals were not connected to accountsand contractsThe accounts were not connected to orders and contractsUnable to determine contract performance and execute rebate payments.Root CauseCompany had separate master data for each of the fourkey business processes.The master data lacked data quality and ownership.SolutionCompany developed five distinct core masters customer, affiliations, product and product hierarchies, list price, sales alignment.Master data is consumed through various applications including order entry, contracting by 14 operating companies.BenefitsCreate consistency and standardization across medical devices and pharmaceuticals divisions.Improved customer service efficiency and effectiveness.Ensure SOX validation and compliance.Establish a master data foundation for contract excellence.

End Users

ContractingOrder Entry

Compliance

R&DMarketingSalesOrder Entry

Contracting

Warehousing/Analytics

Core Masters

Sales AlignmentCustomersAffiliationsProduct/Product HierarchiesPricing

Business Use

#SITUATION:As a result of being a shared services company, this Global Pharmaceutical Services company had issues related to the consolidation and harmonization of four key processes across its order-to-cash and contracting environments corporate account management, contract creation and administration, order to cash, and rebates and reconciliation.

BUSINESS PROBLEM:Previously, these four business processes were disconnected. For example, it wanted to:- Connect healthcare professionals (influencers) to accounts and contracts- It also wanted to correctly identify accounts against created contacts and rosters of group purchasing organizations (GPOs), integrated delivery networks (IDNs) and the like.Connecting accounts to orders with accurate bill-to, ship-to, pay-from, invoice, and accounts receivable relationships was important, And it had to connect accounts back to contracts and rosters to determine performance, and execute complete compliant rebate payments.

ROOT CAUSE:The challenge was that each business process had its own master data. While the company was already managing master data at their respective sources, it lacked data quality, ownership, and coordination. Originally, the company planned to embark on two separate projects, one related to order-to cash, and the other related to contracting master data management, but consolidated both budgets into a single effort to avoid investing separately and creating multiple data masters for the same entities.

SOLUTION:To accomplish the overarching business objective of the perfect end-to-end commercial experience, the company used Informatica Multidomain MDM to develop 5 distinct and separate core masters across the enterprise that are used by 14 operating companies in four different regions. These include:Customer Master responsible for storing information regarding their domestic accountsGroup Membership Rosters responsible for storing group purchasing organization and integrated delivery networks dataProduct and Product Hierarchy Master responsible for defining their product families globallyPricing Master used to document their list prices. Sales Alignment Master the master that reconciles the other masters.

BENEFITS:So, in the end, they were able to deliver clean, consistent and standardized data across medical devices and pharmaceuticals divisions. Complete views of their customers and GPOs improved customer service efficiency and effectiveness.The entire effort helped to them to achieve Sarbanes Oxley validation and compliance, and has establish a master data foundation for contract excellence.23

Informatica MDM Business CriticalThe Ultimate Measure of SoftwareUptimeAccuracyReachROIApplications and even Trading Systems can have downtime but the MDM Hub cannot go downeverVery few systems can measure their ROI in the billionsIf we miss a match, youre risking peoples lives. Its that simpleChanging an application is hard - changing MDM requires redoing the entire IT landscape

US Intelligence Organization

#Time and again our customers demonstrate and validate the business value we bring to their organizations. Weve discussed some of the business problems our software has solved but keep in mind that the solution cannot impede an organizations ability to perform. And the clean consistent and valuable information that MDM delivers quickly becomes quite critical to a business and more and more parts of an organization come to rely on the solution.

So [CLICK] its our responsibility to deliver a highly available and reliable solution [CLICK] with a powerful and consistent ROI to our customers. And, [CLICK] each component of our MDM solution must be best in its class like our powerful and proven search and match capabilities. [CLICK] Mastering data goes beyond solving single point problems here and there in an organization. The clean complete views of information assets it produced, becomes like a rising tide that lifts all boats. The entire organization benefits.24

Informatica Trust FrameworkTMSources(Reference or Relationship Data)Consumers(Master Reference or Relationship Data)Data SourceETLMsg Queue/Services

LandingData ConsumerApplicationData WarehouseRules-based Configuration ToolsConsolidation ProcessTarget Data ModelMetadata

Auto Merge

Match

Manual Merge

Un-MergeInsert/UpdateInsert/UpdateNewNameProductAddressDynamic Cell-Level SurvivorshipMsg QueueETLXML/SOAPQueued for MergingQueued for Matching

RawReject

Staging

ApplicationManagement

RulesHierarchyValidationState MgmtWorkflowEvent Trigger

ContentHistoryLineageX RefTrust ScoreAuditEventsInformatica Master Data Process Flow

f(x)f(x)f(x)Delta Detection andCleansingDelta Detection andCleansingf(x)Apply Trust and ValidationApply Trust and Validation

f(x)

#25So lets look at how data flows in and out of the MDM solution. Starting at the top right this explains how data flows into the Hub and becomes the single source of truth in BATCH MODE.

Land Process: The landing process is where data enters the Informatica Hub from external sources that contain information (e.g. call center databases, billing applications, etc.). Data can be inserted into landing tables using any type of data movement tool (e.g. ETL, EAI, web services, etc.)

Stage Process: In the Staging process, data moves from the landing tables to staging tables after operations like delta detection, data cleansing, transformation and reject management.

Load Process: Next, the load process applies trust and validation rules to the data in a staging table and loads the resulting data into a table in the target data model. The load process updates existing records in the target data model and inserts any new records provided by the source system.

Match Process: Moving up in the Target Data Model part of the diagram, the Match Process applies a set of user-defined match rules that results in merge (or link) candidates.

Merge Process: Merge candidates are consolidated either automatically or with user input using Informatica Data Director.

One of the most powerful capabilities of the Informatica Hub is the way it dynamically computes at merge time (and at update time) the best information at cell-level from multiple sources and ensures survivorship of this information over time.

When two matched records are merged to create a consolidated record only one of the two values from the source records survive in each corresponding cell of the consolidated record. To ensure the most reliable information in every cell of the consolidated record, Informatica Trust Framework uses a concept of Trust that can be assigned for each column of the source systems.

The lower right section of the slide explains how data flows into the Hub in REAL TIME.

For the most part, the REAL TIME data flow process and the BATCH data flow process are similar with a few exceptions:

1. Records in message based transactions are processes one at a time, as you might expect.2. Instead of using landing and staging tables, the mappings are instantiated as web services with the defined input and output parameters on the Application Server.

Finally, Once these consolidated records are processed by the Hub, they are considered master records . These master records can then be consumed by analytical systems such as Data Warehouses or as a data source for operational systems (applications). The master records are sent to these different systems via web services, using message queues, or even using ETL tools.

Multi-Deployment: Informatica Data ControlsPower your existing applications with MDMInformatica data controls deliver and leverage the benefit of MDM to Business Users on any applicationCRM, SFA, ERP, Supply Chain and Legacy applicationsCapabilities:Provides Master Data In-Context for Business UsersEnhances the capabilities of existing application investmentsExamples:Hierarchy ManagerHistory ViewerDuplicate Detection

SFDC AccountIDC Hierarchy Management ControlInternal & Channel Partner use only

#Informatica Data Controls expose the powerful capabilities of the MDM solution out to where the business users are to the actual end user applications that the users work in most of the day. This means that users can leverage the benefit of MDM on any application, be it a CRM, ERP or SFA application.26

Multi-DeploymentWherever, Whenever, However

MDM in the Cloud Initial Loading Performance Bursting User Acceptance Testing Partner-driven processes/dataFederated MDM Different instances for various divisions (M&A, Regulatory,) Support cross-enterprise, cross-instance business processes Interoperability and ConsistencyMDM as a Service For Cloud Applications Shared dataset Shared business process Value added services

CustomerProduct

Internal & Channel Partner use only

#Being able to deploy MDM in multiple ways is a critical feature of any MDM solution because not all organizations want or need Master Data at the same place, same time, or use it the same way. With Informatica MDM our customers have options on how they can deploy and consume Master Data. A tradition on premise deployment can be expanded to include multiple federated hubs, kept in sync by a hub-of-hubs. This could be important to large financial organizations that cannot easily combine data from large disparate business units. We have deployed MDM instances in the cloud to assist in Initial loading and to provide convenient access to the product for our strategic partners.

And this has lead to an MDM as a Service offering to customers that deploy their products in the cloud today, like Salesforce.com and Workday.

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Why Customers Select Informatica for MDMComprehensive, Unified, Open, Economical MDMComprehensiveUnifiedEconomicalOpen

#28In summary Informatica MDM is the most comprehensive, unified, open, and economical MDM solution available today.

The solution is COMPREHENSIVE in its support for multiple data domains (like product, customer, account, location, and so on), as well as multiple architectural styles (like registry, consolidated, coexistence, and centralized [refer to definitions at end]), all on the same platform.

This helps companies to use Informatica MDM to solve any business problem in any industry.

Competitors like IBM and Oracle can only satisfy multidomain with different MDM applications separate MDM applications for customer and product data.------------------------------Informatica MDM unifies all MDM requirements on the same platform Data Integration, Data Quality, Identity Resolution, Address Validation, and Master Data Management.

This means there is No need to stitch together disparate technologies from different vendors thus delaying the go-live timeframe, and increasing implementation and maintenance costs.\

Competitors like IBM and Oracle do not have an integrated approach to satisfying all MDM requirements.

-------------------------

We provide OPEN integration with heterogeneous applications from different vendors, legacy systems and both internal and external data stores.

This means we do not lock the customer into supporting only specific vendor applications or technologies.

Competitors like Oracle and SAP MDM mostly support their own ERP and CRM applications and hence lock the customer to vendors own applications.--------------------------------

We provide an ECONOMICAL approach to MDM as Customers easily configure Informatica MDM to fit their business needs.

This Enables rapid time-to-value and low TCO.

Competitors like IBM and Oracle require coding to customize their MDM application. This requires high maintenance and complex migrations, thus delaying time-to-value and resulting in higher TCO.

Additionally, Informatica MDM is economical because it enables customers to start small with the most important business problem, deliver immediate value, and then scale to other business problems, departments, or regions using the same platform as business needs change. This leverages their investment using the same platform.

Competitors like IBM, Oracle, and SAP require big-bang implementations with the high risk of project failure before even going live.

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#Vendor Competitive SummaryInformaticaFirst Tier (Golden Source, Asset Control)Second Tier (Polar Lake, Cadis, Eagle Pace)Custom SolutionsOOB Data Model & RulesOOB Data Feed integrationSpecialized Financial Analysis AppsData Model and rules customizationData Feed customizationFlexible business UITime to ValueLicense and TCOScalability and performanceData Governance and Data Quality Services / APIs / IntegrationMulti-domain coverage

#

FS - Reference Data ManagementComprehensive data model: ~ 75 entity types, ~ 12 instrument types, ~ 40 relationship typesRobust Rules Package - Data Quality, Match, SurvivorshipOut-of-the-box business user interfaceOut-of the box analyst interface

#Talk about balance of data model while enforcing compliance and backward compatibility31

Counterparty Reference Data

The ChallengeInconsistent and inaccurate counterparty information in existing risk applicationsInaccurate risk rating and analysis = higher capital reservesNon-compliance with Basel requirementsInformatica AdvantageAbility to access existing counterparty information regardless of source and formatIdentify and address unforeseen data quality issuesAccurately recognize, resolve, and relate counterparties to each other with detailed hierarchiesSynchronize with downstream systems and databases

Expected BenefitsConsistent and accurate counterparty information to improve credit risk exposure analysis and reportingAchieve Basel and other regulations

KEY BUSINESS IMPERATIVEImprove Credit Risk Management Analysis and Regulatory Compliance (i.e. Basel, Dodd-Frank Act)Insurance CompaniesBroker/DealerLtd. Partnerships

BanksCities

Corporations

Insurance CompaniesBroker/DealerLtd. Partnerships

BanksCities

Corporations

Existing Data

Data Integration & Data QualityData Stewards

Market riskOperational risk

Credit risk

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Counterparty

DEF Mutual Funds----------------------GHI Bonds----------------------JKL Securities----------------------MNO Mortgage----------------------

PortfolioPortfolio

PositionPosition

Counterparty A

Counterparty BExposure

Issuer

ObligorCentralize, manage, and manipulate Counterparty relationships providing a global view of exposure

Global Ultimate

Rating

Rating

Subsidiary

Rating

Rating

#Now that you have the Golden Records and counterparty relationships, you can link it all together to have an integrated view of counterparty risk exposure

To achieve a high level of capital efficiency, institutions require the ability to provide a consistent global counterparty representation, a consistent rating across all product types and to aggregate counterparty risk throughout the counterpartys hierarchy of subsidiary entities accurately and rapidly. Furthermore, risk managers want to view aggregate exposures according to exposure mitigation techniques. This requires flexibility in risk analysis, reporting and drill down to consolidate exposure at different levels such as bank structure, asset class, geography, product attribute, and so on.

For example, a single unified counterparty view consolidates the complete credit exposure per ultimate based on the complete legal hierarchy. If there is a obligor behind the counterparty, the obligors creditworthiness must also be considered. A highly disciplined approach to data management is required to solve the ever increasing data volumes and sources and the complex nested structures covering many jurisdictions, and the linkage to increasingly complex credit instruments.

Managing Counterparty Reference Data with Informatica MDMExisting Counterparty Data in Different SystemsInsurance CompaniesBroker/DealerLtd. Partnerships

BanksCities

Corporations


BanksCities

Corporations

Golden RecordLegal Entity IdentificationDefine Relationship Hierarchies Insurance CompaniesBroker/DealerLtd. Partnerships

BanksCities

Corporations


BanksCities

Corporations

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#Internal & Channel Partner use onlyCompetitorCustomer PerceptionRiskInformatica DifferentiatorsHand-codingBuild an MDM solution using various data integration and data quality toolsMDM is a complex problem and very expensive to build & maintainCompanies that build their own solutions find they spend expensive resources to build case-level functionality that yield high cost and low valuePre-built, proven MDM product that can allow a customer to get rapid business value, while being able to support future requirements with a low TCOIBMScalable transactional MDM readymade for banking and insuranceFixed, inflexible data model required extensive coding & customization resulting in high risk, big-bang implementationsSpeed to deliver during the sales cycle as well as post sale is hindered by their excessive resourcing to executeInformatica supports multiple data domains (product, customer, account etc..)Informatica MDM unifies all MDM requirements on the same platformInformatica is easy to configure and change to accommodate new business needs

Initiate (IBM)Accurate matching with fast implementationsBlack box technology places continuous dependence on Initiates services for implementation and on-going maintenanceNot proven for use beyond indexingOracleIndustry-specific MDM solutions will enable faster go-liveMultiple overlapping MDM products that only address a single problem (e.g. customer) and do not always work togetherDifficult to use and requires complex codingImmature Fusion MDM releaseInformatica supports multiple data domains Informatica MDM unifies all MDM requirements on the same platformBecause MDM relies on our platform, it works with virtually any application or data sourceInformatica is easy to configure and change to accommodate new business needsSAPSingle provider of all enterprise softwareLeast proven of all MDM products with Product Data heritageCustomers face difficult adapting it for customer MDM since matching, merging and hierarchy management is poorBecause MDM relies on our platform, it works with virtually any application or data sourceInformatica is easy to configure and change to accommodate new business needs

#

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#MDM - EnablementQuick StartEducationServicesINFORMATICA Quickstart Page >> Resource Center >> MDM hubBusiness Data Director4 day MDM Multidomain edition3 day for SIF1 day IDD for Business Users3 day Configuring IDD2 week IPS lead boot camp

Register >>

More info >>Support Log Support Request Documentation Knowledge Base How to Library

Professional Services IPS if requiredEmail IPS for ramping

DELIVERYbeINFORMed >>Login RequiredNew Users >>Virtual AcademyOn-SitePublic coursesMyinformatica >>Login RequiredNew Users >>

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PowerCenter / PowerExchangeData Quality

XMLExceptionsPowerCenter Real TimeMetadata Manager

ApplicationsLegacyStructured

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Informatica SolutionDQ ScorecardB2B Data Exchange

RDBMS

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CEPProactive Monitoring

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MDM

MDM Data Governance

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