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‹#› © 2007 IBM Corporation 1 Ambuj Goyal General Manager IBM Information Management Software

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  • ‹#›© 2007 IBM Corporation 1

    Ambuj Goyal

    General Manager

    IBM Information Management Software

  • ‹#›© 2007 IBM Corporation 2

    Complexity: Can We Go Back in Time?Information is Everywhere

    DFK

    Data Warehouse

    General

    Ledger

    AP

    SalesCorrections

    POReceiving

    Return toVendor

    Warehouse

    Management

    Credit App

    EmployeeChange Notice

    OTHER APPS - PC

    ACCTS REC APPS - PCINVENTORY CONTROL APPS - PC INVENTORY CONTROL APPS - PC

    Journal Entry Tool Kit

    Scorecard

    Resource

    Scheduling

    P09 - P17Cyb.

    Millennium

    Millennuim 3.0

    Banks - ACH and Pos toPay

    Cobra

    StockStatus

    Polling

    On-line NewHire Entry

    CTS

    Plan Administrators(401K, PCS, Life)

    D01 Post LoadBilling

    HomeDeliveries

    -Transfers

    Planning

    PurchaseOrder

    SolutionSoftware

    Inventory Info

    Interface

    Sales Posting

    Price Management

    System

    Cycle PhysicalInventory

    SKUInformation

    Customer Repair

    TrackingI35 Early Warning

    System

    MerchandiseAnalysis

    I13- Auto

    Replenishment

    CTO

    Intercept

    Counts

    EmployeePurchase

    Tex A

    ACH

    Stock Options

    Customer Perceived

    In-Stock

    Tx

    SS

    CapitalProjects

    FixedAssets

    ReconFile

    Repair

    EDICoordinator

    Mesa DataNEW Soundscan

    Resumix

    Op.

    Store Budget

    Reporting

    Tally Sheet

    Cash Receipts/Credit

    HouseCharges

    Ad Expense

    -Promo

    Analysis

    PriceMarketing

    Support

    BMP - Busperformance Mngt

    StoreScorecard

    PriceTesting

    Media

    Bonus/HR

    Hand ScanApps

    Shows

    POS

    SalesTax

    A04 - CustRefund Chks

    Equifax

    Credit

    CellularRollover

    SatelliteSystem

    Scanning

    VAN

    SKU Rep

    Host to AS400Communication

    Layaways

    Bus Systems

    V04-SignSystem

    Count CorrectionsN.

    P01-EmployeeMasterfile

    CustomerOrder

    ABCCo

    Universal Account

    Reconcilliation

    DepositoryBanks

    CellPhones

    - ISPTracking

    AAS

    PO

    Cash Over/

    Short

    CoopSKU Selection

    Tool

    SKUPerformance

    SupplierCompliance

    1

    DRK

    ABBX

    Misc Accounting/Finance Apps - PC/NT

    AIMS

    Mngr Approval

    Batch ForcastingAd Measurement

    AIMSReportingAd

    Launcher

    MktReactions

    SpecSource

    website

    RebateTransfer

    SignSystem

    Writer

    Workspace

    PowerSuite

    StoreMonitor

    Calendar

    Stores & Mrkts

    Due Dates

    Smart Plus

    InsertionsOrders

    Budget

    Analysis Tool

    Print CostingInvoice App

    Reports

    BroadcastFilter

    Smart PlusLauncher

    GeneralMaintenance

    Printer PO

    PrinterMaintenance

    Vendor

    Maintenance

    Vendor Setup

    Connect 3

    Connect 3Reports

    Connect 3PDF Transfe

    Spec SourceSKU Tracking

    S20-SalesPolling

    Prodigy

    PSP

    In-HomeRepair

    WarrantyBillingSystem

    Process Servers

    (Imaging)

  • ‹#›© 2007 IBM Corporation 3

    … a service?

    A repeatable business task – e.g., check customer credit;

    open new account

    What is …..?

    … service orientation?

    A way of integrating your business as linked

    servicesand the outcomes that

    they bring

    … service oriented architecture (SOA)?

    An IT architectural style that supports service orientation

    … a composite application?

    A set of related & integrated services that

    support a business process built on an SOA

  • ‹#›© 2007 IBM Corporation

    SOC: Rapidly Creating Incorrect ResultsExposing The Information Problems Faster

    4

    Pierre Gallois, French General and Prolific Author, 1911 -

  • ‹#›© 2007 IBM Corporation 5

    Change And Improvement Have Been Daunting

    How do I

    deliver business

    flexibility ?

    Can Trusted Information Become a Service?

  • ‹#›© 2007 IBM Corporation 6

    Service Oriented Computing Information as a Service is Key

    …You will waste your investment in SOA unless you have enterprise

    information that SOA can exploit…Industry Analyst, 2005

    …An enterprise-wide information architecture increases the chance of

    success for service oriented architecture efforts by at least 70%...

    Industry Analyst, 2006

  • ‹#›© 2007 IBM Corporation 7

    Coffee Beans GTIN

    20012294219421

    CANCode : 21204

    USACode : 21192

    BR, CR, MEXCode : 21186

    CH, AUT, DE, UK, FR, BEL, NL, IT : Code : 21184

    DE, FIN, SWE, NOR, ESP, POR, Code : 21190

    BUL, YUG, CR, RO, SLOVCode : 19616

    ISRCode : 21204

    MidEaCode : 21204

    World TradeCode : 19619, 19616

    AUSCode : 21190

    HK, TAI, SIN, MAL, S.KORCode : 21188

    JAP, THAI, INDO, PHICode : 21189

    CZ, LIT, EST, SLOV, RUCode : 2002494

    Inconsistent Master Information is a Major HurdleImpacts Revenue, Cost, Agility and Compliance

    ARGCode : 21184

  • ‹#›© 2007 IBM Corporation 8

    Coffee Beans GTIN

    20012294219421

    CANCode : 21204

    USACode : 21192

    BR, CR, MEXCode : 21186

    CH, AUT, DE, UK, FR, BEL, NL, IT : Code : 21184

    DE, FIN, SWE, NOR, ESP, POR, Code : 21190

    BUL, YUG, CR, RO, SLOVCode : 19616

    ISRCode : 21204

    MidEaCode : 21204

    World TradeCode : 19619, 19616

    AUSCode : 21190

    HK, TAI, SIN, MAL, S.KORCode : 21188

    JAP, THAI, INDO, PHICode : 21189

    CZ, LIT, EST, SLOV, RUCode : 2002494

    Inconsistent Master Information is a Major HurdleImpacts Revenue, Cost, Agility and Compliance

    ARGCode : 21184

    Gaining control over product information results:

    27% improvement in optimized promotions

    23% improvement in maximizing product and brand

    management

    27% reduction in the number of call center questions

    regarding basic item information

    20% improvement in employee productivity

    Industry Drivers: RFID, Waste Electrical and Electronic

    Equipment Recycling, Product Information Exchange

    Standards, Return of Hazardous Substances, Global Data

    Synchronization, Sarbanes Oxley, etc.

  • ‹#›© 2007 IBM Corporation 9

    Information as a ServiceMoving From a Project-Based to a Flexible Architecture

    Deliver Information in

    Business Context

    In-context, In Line

    Effectively Governed

    Integrate Information

    Structured / Unstructured

    Timely & Accurate

    Manage Complexity

    Data Servers & Content Repositories

  • ‹#›© 2007 IBM Corporation 10

    Three Key Challenges

    The Information and Process Separation Problem

    The Semantic Reconciliation Problem

    The Speed Problem

  • ‹#›© 2007 IBM Corporation 11

    Tight Coupling of Data to Workflow Locks You In

    Inconsistency in sources

    Inconsistency in how data is derived

    Multiple points of maintenance

    No flexibility

    Process

    Flow

    Access

    Transform

    Cleanse

    Access

    Transform

    Cleanse

    DataWarehouse

    PackagedApplication

    LegacyApplication

    Process

    Flow

    Create Quote Create Estimate

    Trigger Trigger

  • ‹#›© 2007 IBM Corporation 12

    Process

    Flow

    Create Quote Create Estimate

    Process

    Flow

    Creating a Free Flow of Information

    Trusted view

    Consistent rules to data

    Centralized control and maintenance

    Flexibility to change information structure

    Accessibility

    Consistency

    Flexibility

    Control

    DataWarehouse

    PackagedApplication

    LegacyApplication

    Trigger Trigger

  • ‹#›© 2007 IBM Corporation 13

    Approaching the Challenges of ComplexityWhere Do Core Processes Go to Get Information?

  • ‹#›© 2007 IBM Corporation 14

    Core Processes

    Focus on Priority Processes

    Enable Flexibility

    Reuse…

    Process

    Server

    Approaching the Challenges of ComplexityWhere Do Core Processes Go to Get Information?

  • ‹#›© 2007 IBM Corporation 15

    Core Processes Core Information Entities

    Information

    Server

    Orthogonal,

    Complementary

    Trusted, Reusable

    Business Glossary, Meta Data Driven

    Process

    Server

    Approaching the Challenges of ComplexityWhere Do Core Processes Go to Get Information?

  • ‹#›© 2007 IBM Corporation 16

    Security

    Scalability

    Reliability

    Reuse

    Application ServersA Platform for Applications/Processes

    1996… A Historic Inflection Point

  • ‹#›© 2007 IBM Corporation 17

    Trust

    Productivity

    Scalability

    Reuse

    Today’s Inflection Point

    Information as a ServiceDeploying a Platform for Trusted Information

  • ‹#›© 2007 IBM Corporation 18

    Key to Success

    100 reusable objects and interfaces to integrate & transform data

    IT staff can evolve data attributes without impacting applications

    Result

    Reduced application integration time by up to 85 percent

    Integration costs are 3-6% of project budget vs. 30% industry average

    Accelerated time to market for new services

    Streamlined compliance and reporting processes

    Needed to integrate across several related

    businesses with 1,100 Stores & Gas Bars

    Tire Retail….Tire Financial Svcs…Petroleum

    “We need to provide accurate information

    wherever and whenever it’s needed.”

    Delivering Information as a ServiceDeploying a Flexible Architecture

  • ‹#›© 2007 IBM Corporation 19

    Three Key Challenges

    The Information and Process Separation Problem

    The Semantic Reconciliation Problem

    The Speed Problem

  • ‹#›© 2007 IBM Corporation 20

    Semantic Reconciliation: Associating Meaning

    What are the terms that describe the business?

    What do they mean?

    How are terms related to each other?

    Who is the steward for each term?

    What is the structure of data in these systems?

    What kind of data is in these systems? What is the format?

    How good is the data quality?

    How are these two systems related?

    What does the data in these systems mean?

    How are business terms implemented in these systems?

    Business Glossary Information AnalyzerCombined Value

  • ‹#›© 2007 IBM Corporation 21

    Developers

    Subject Matter Experts

    DataAnalysts

    BusinessUsers

    Architects

    DBAs

    Why aren’t my tools more integrated?

    How do I know that that I have an

    accurate view?

    How can I actively

    collaborate with

    developers?

    What about Governance, Security, Scalability?

    Simplify, Administer,

    deploy, maintain…

    I want the tools to work the way I

    do…

    Cacophony: Same Words, Different MeaningsMisunderstanding Semantics is the Source of Many Errors

  • ‹#›© 2007 IBM Corporation 22

    DevelopersSubject

    Matter ExpertsData

    AnalystsBusiness

    UsersArchitects DBAs

    Unified Metadata Management

    Information Server 8.0 – Generally Available

    • Simplify Integration • Increase trust and confidence in information

    • Increase compliance to standards

    • Facilitate change management & reuseDesignOperational

    Metadata: a Panacea?Interoperability, Collaboration and Governance

  • ‹#›© 2007 IBM Corporation 23

    Unlimited formats, structures & attributes all within the same meta-labels

    Source 1

    Source 2

    Source 3

    Personal Name Address Information

    Bob Christiansan 416 Columbus Ave #2, Boston, Massachusetts 02116

    Kate A. Roberts 4 New York Plaza Floor 23, Manhattan NY, 10036

    James Trenton 125-A Washington, Los Angeles, CA 90066

    Robert Christiansen Four sixteen Columbus Avenue APT2, Boston, Mass 02116

    Katherine Roberts Four NY Plaza, FL-23, New York New York, 10036

    Trenton, James 125 Washington Unit A, LA, California, 90066

    R.J. Christensen 416 Columbus Suite #2, Suffolk County 02116

    Mrs. K. Roberts 4 NY Plaza, LVL23, NYC 10036

    Mr & Mrs J.Trenton One-twenty-five Washington #A, Los Angeles Cnty 90066

    Semantic Reconciliation: Data Matching

  • ‹#›© 2007 IBM Corporation 24

    WILLIAM J HOLDEN 128 MAIN ST 02111 12/8/62

    WILLAIM JOHN HOLDEN 128 MAINE AVE 02110 12/8/62

    The weighted score is a

    relative measure of the

    probability of a match; it

    expresses the amount of

    information content for all

    of the fields compared

    The CUTOFF is the score

    above which good

    matches are found

    +5 +2 +14 +5 +4 -1 +5 +11 = 49

    Histogram of Scores

    0

    500

    1000

    1500

    2000

    2500

    3000

    3500

    4000

    -50 -40 -30 -20 -10 0 10 20 30 40 50 60

    # o

    f M

    atc

    h P

    air

    s

    UnMatched

    Matched

    The Matching Process: Statistical, Probabilistic Matching

    Weighted Score

    Matched data can be combined or cross-referenced

  • ‹#›© 2007 IBM Corporation 25

    Key to Success

    Information Flows Directly into Dealer Inventory Systems

    Result

    5,000 Staff days of Reuse in Integration Services Assets

    Automated Inventory and Data Quality Procedures Saves IT $400K Annually

    Optimized Leasing Programs, Tailored to Customer

    Needed to stock inventory and customize leasing

    program based on unified view of customer profiles

    Optimize supply chain through dynamic sourcing

    Increase effectiveness & efficiency of core functional

    areas: service, warrantees, monitoring, promotions…

    Information as a ServiceBuild Consistent Reusable Services for Trusted Information

  • ‹#›© 2007 IBM Corporation 26

    Information as a ServiceMoving From a Project-Based to a Flexible Architecture

    Deliver Information in

    Business Context

    In-context, In Line

    Effectively Governed

    Integrate Information

    Structured / Unstructured

    Timely & Accurate

    Manage Complexity

    Data Servers & Content Repositories

  • ‹#›© 2007 IBM Corporation 27

    Industry Models

    Service Oriented

    Applications

    Service

    Orchestration

    Standards-

    based

    Integration

  • ‹#›© 2007 IBM Corporation 28

    Business

    Glossary

    Analyze

    Sources

    Metadata

    LegacyDatabase

    LegacyDatabase

    LegacyDatabase

    LegacyDatabase

    Customer Data…

    ..

    Account Data…

    ..

    Data Model

    Process Model

    Publish

    Information

    Services

    Process, Service & Data Models Need to Cooperate

  • ‹#›© 2007 IBM Corporation 2929

    Key to Success

    Separation of information & process

    Result

    50X increase in requests for unified customer information

    $1M savings per new business unit needing a common view of the client

    M&A: No unified customer information…

    Across multiple business units

    Disparate technology environments…IBM, FileNet, Mobius….

    Unifying Customer InformationIncreases Value and Drives Savings

  • ‹#›© 2007 IBM Corporation 30

    Three Key Challenges

    The Information and Process Separation Problem

    The Semantic Reconciliation Problem

    The Speed Problem

  • ‹#›© 2007 IBM Corporation 31

    Information as a Service Enables Reuse……and Web2.0 will Dramatically Expand Usage Models

    Situational

    Information

    and Daily Tasks

    Enterprise-wide

    Information

    and Processes

    User

    Driven

    IT

    Driven

    Information

    as a Service

    Expanded

    Usage

    model,

    assemble, deploy,

    manage

    mash-up,

    take action,

    share

    trusted

    information

    as a service

    enterprise

    information

    situational

    information

  • ‹#›© 2007 IBM Corporation 32

    Information as a ServiceWeb2.0 Expands the Need for Service Orientation

    Statement

    Repositories

    Dispute

    Process

    Payables

    System

    Billing

    Systems

    Customer

    Master Data

    Application &

    Technology

    Infrastructure

    Web2.0 Based

    User Driven

    Productivity

    Business Users Can Easily Leverage

    IT Managed Systems & Trusted Information

    Business

    Users

  • ‹#›© 2007 IBM Corporation 33

    Three Key Challenges

    The Information and Process Separation Problem

    The Semantic Reconciliation Problem

    The Speed Problem

  • ‹#›© 2007 IBM Corporation 34