mdm field reports aaron zornes (nyc - october 2013) v2 print

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Criteria & Field Reports for the Leading MDM Solutions 8 th Annual MDM & Data Governance Summit New York October 20-22, 2013 Aaron Zornes Chief Research Officer The MDM Institute [email protected] www.linkedin.com/in/aaronzornes @azornes +1 650.743.2278

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Page 1: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Product Evaluation Criteria & Field Reports for theLeading MDM Solutions

8th Annual MDM & Data Governance Summit New York

October 20-22, 2013

Aaron ZornesChief Research Officer

The MDM Institute [email protected]

www.linkedin.com/in/aaronzornes @azornes

+1 650.743.2278

Page 2: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

“Top 10” MDM Evaluation Criteria

1. Data model2. Business services3. Identity resolution4. Data governance5. Architecture 6. Data management7. Infrastructure8. Analytics 9. Developer productivity10. Vendor integrity

Infrastructure fracas will escalate as mega app vendors rush to dominate business services/processes & data models as high ground

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 3: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

© 2013 The MDM Institute www.The-MDM-Institute.com

MDM Institute Field Reports – MDM**

Ataccama Dell Boomi IBM InfoSphere MDM Informatica MDM IBI MD Center Kalido MDM Microsoft MDS Oracle MDM Orchestra Networks

Pitney Bowes Riversand SAP MDM, MDG & MDS SAS MDM Semarchy Software AG Stibo Talend Teradata/Aprimo MDM TIBCO MDM

** Persisted customer or product data hubs

Page 4: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: IBM InfoSphere MDM v11 (June 2013)

Caveats Industry/use case-

specific solutions just emerging (outside of traditional strengths of HC/FSI)

Integration with other IBM products still emerging

Strengths Integration of 3 best-of-breed technologies as

multi-style, multi-domain MDM in single operational hub– MDM Server, Initiate MDS, MDM4PIM1, 2

Collaborative authoring – workflows for collaborative tasks

Strong solution for R/T processing with business services, MDM Application Toolkit & BPM Express

Real-time probabilistic search/match accuracy, scalability & performance

Strong emerging offerings in areas of Data Governance & RDM

Market share leader – strong in Fin Svcs, Public Sector, Healthcare & Retail

1 – Standard Edition & Advanced Edition now on same technical platform

2 – MDM Server family 2013-14 nomenclature

^ Collaborative Edition = Collaboration Server (formerly MDM Server for PIM)

^ Standard Edition = Initiate Master Data Service

^ Advanced Edition= Initiate MDS + MDM Server

^ Enterprise Edition = Collaboration Server + Initiate MDS + MDM Server

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 5: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Informatica MDM 9.6.1

Strengths Extensible multi-domain support1

High performance & scalability with in-memory processing

Data versioning capability with effective dates

Universal MDM architecture – scale to hub-of-hubs, support for social & Big Data

Multiple deployment – on-premise, cloud, hybrid … plus Cloud MDM3

Multiple implementation architectures/use cases – e.g., registry/transactional/coexistence

4th gen features: integrated BPM (Fujitsu), cloud integration w/ strong integration w/ data integration, identity resolution (IIR), metadata & DQ

Caveats Nascent active data

governance Nascent RDM

strategy Upgrade vs.

migration concerns Registry-to-Hub

migration1 - Products/Customers; B2B/B2C/B2B2C;

2 – Informatica Data Director (IDD) is data steward console application for entity lifecycle management

3 – Acquisition of DataScout rebadged as Cloud MDM; acquisition of Heiler rebranded as Informatica PIM

4 – 2012-13 momentum = BBVA, China Southern Grid, Celgene, Chubb, Coca Cola, Disney, Fannie Mae, FDA, Galderma, GE, Houghton Mifflin Harcourt, HP, Jones Lang LaSalle, MasterCard, McAfee, Metlife, Wyndham, Sutter Health, Williams-Sonoma, ……© 2013 The MDM Institute www.The-MDM-Institute.com

Page 6: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: IBI Master Data Center (MD Center)

Caveats PIM capabilities evolving Nascent data governance

vision & roadmap No reference data strategy No registry architecture

solution No BPM strategy SI channel ramping up Modest # of references

Strengths Proven multi-entity MDM– via OEMing of

Ataccama with addt’l deterministic matching & DQ Center

Real-time data integration1 – including process-level integration with Oracle & SAP

Integrated with iWay application & data adapters2

Integrated, separately marketed data profiling via DQ Center

New name customer momentum resulting from

MDM as integral component of go-to-market BI strategy3

OMNI industry apps– Healthcare, Retail 1 - B2B Suite (full E2E monitoring of B2B & B2B2Agent); BPA Suite; EIM Suite

2 - iWay Data Migrator iWay Service Mgr, iWay Search

3 – CNWL NHS, Henry Ford Health Systems, Ministry of Transportation (Ontario), Mt. Sinai Hospital, Noridian Mutual Insurance, SABRE Marketing, Topco, …

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 7: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Kalido MDM 9 sp2

Caveats Data governance needs

better integration (round-trip)

Lack of awareness for Kalido’s operational use cases

Lacks native customer/ address standardization

Lack of strong major SI channel

1 – Customer, product, financial, supplier, employee, location, KPI, etc.

2 – Recent European momentum in CPG, pharma, financial services, insurance, as well as established successes in Virgin Media, Visa Int'l, Imperial Tobacco, Post Office Limited, AB InBev, etc

© 2013 The MDM Institute www.The-MDM-Institute.com

Strengths Time-to-value/ROI Focus on active data

governance via data policy mgmt

Multi-entity1

Reference data support Visual business modeler Process flows & workflow

engine for data governance/stewardship

Model-driven user-specific customized interfaces w/no coding (incl mobile devices)

European momentum2

Page 8: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Microsoft Master Data Services (MDS)

Caveats No data governance

roadmap No roadmap for

integration with dynamic ERP & CRM

Lacks identity resolution Not enterprise scalable Lack of strong SI

channel Under invested in

marketing

**Formerly Stratature +EDM (Enterprise Dimension Management)

© 2013 The MDM Institute www.The-MDM-Institute.com

Strengths Hierarchy management Customer, product, financial,

supplier, employee, KPI, etc. Pending RDM capabilities Integration with SharePoint &

MS Office (Eventual) integration with MS Data

Quality Services (MS DQS) Support for PSFT, SAP BW, R/3

hierarchy import Low cost of ownership / SQL Server

2008 bundling

Page 9: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Oracle Customer Data Hub v12.1.3

Caveats Minimal high-end

references Fair-to-meek customer

recognition capability Best fit is B2B & mid-

market Lack of industry-specific

data models

Strengths Multi-entity platform1

Trading Community Architecture

Mid-market references2

High-tech manufacturing expertise

Global ID generation, mgmt & x-ref

Integrated DQ & Analytics Global reach3

1 - Parties, Products (PIM Hub), Locations (Site Hub)

2 - Agrokor, Church Pension Group, Etat de Geneve, GGB, Hanjin Shipping, Kangwon Land, LG Telecom, Network Appliance, Rand Merchant Bank, Symantec,, …

3 - Security blanket for government, high tech, & manufacturing industries© 2013 The MDM Institute www.The-MDM-Institute.com

Page 10: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Oracle Hyperion DRM 1,2 11.1.2.1

Strengths Analytical MDM for sharing

dimensions, hierarchies, & reporting

Operational MDM (Ledger Hub) for chart of accounts, cost centers, legal entities

Robust business rules engine (BPM)

Active data governance – i.e., change request/approval workflows, role-based access, granular security, model-driven

Integration with Oracle ERP/GLs, Hyperion EPM apps & others

Strength in both financials & Financial Services industry

Mature product, strategic technology3

Sold by HYSL & Oracle MDM sales force overlays

Caveats Lack of CDI

references Minimal marketing of

the solution

1 - Formerly Hyperion MDM … Fusion Edition V.11.1.2.1

2 - DRM = data relationship management

3 - Potential to provide hierarchical unification across CDH & UCM (as well as IBM, SAP, & others); frequent use as master reference data system© 2013 The MDM Institute www.The-MDM-Institute.com

Page 11: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Oracle Customer Hub (Siebel 8.2 UCM)1

Caveats Active data governance

strategy emerging – Oracle Data Governance Manager = DQ workflows

Delay of Fusion MDM Registry strategy still

evolving

Strengths Strong enterprise MDM & DG

vision & roadmap Enterprise-strength vertical Hub

applications OOTB integration w/ both Oracle

& non-Oracle apps Momentum & expertise in Telco

& Retail Banking High-end production sites2

Integrated DQ & identity resolution (Datanomics) & analytics

Strong SI channel

1 - Formerly Siebel Universal Customer Master 8.2 a.k.a. “UCM”

2 – Areva T&D, Bank of Riyad, CSFB, Home Depot, KPN, Nokia, Qwest, Royal Caribbean Cruise Lines, Saudi Telecom, Toyota Financial Services, Westpac, Zebra Technologies, …

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 12: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Oracle Healthcare Master Person Index1

Strengths Open source (Mural, JCAPS) SeeBeyond heritage Primarily supporting registry-

style approach High scalability – albeit via

toolkit approach Party data – customer,

supplier, & citizen 100+ installations of

SeeBeyond2

10+ of MDM Suite

Caveats Open source Under invested in

marketing Perceived as

“healthcare- & government-centric”

Staff reductions

1 – Formerly Sun Microsystems MDM Suite R6

2 – Geisinger Health Systems, Harrods, Harrow Council, Infonet, Los Angeles Department of Water & Power, Providence Health System, National Health Svc (UK)

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 13: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Orchestra Networks EBX 5

Strengths Integrated pro-active DG – data models,

DQ rules, workflow config, role-based security, …

Integrated matching in workflow Native support for party, product,

reference data Strong hierarchy management –

dynamic standard & alt hierarchies, inheritance

Strong multi-entity support via semantic modeling & OO layer (vs. relational) 2

Browser-based UIs for business & IT 3-way versioning – “what if?”, “as of?”,

“who did what?”

Standards-based, not 3rd party – Java, any RDBMS, any ETL

Cloud/SaaS offering, MDM Alliance

Caveats Modest marketing

budget Growing (but still small)

SI channel New DQ Dashboards,

MDG – upcoming Q4 2013

Small presence in AP & LA

Only modest references for high-end scalability3

1 – Citi, Credit Suisse, Paramount, McDermott, Sabre, BNP Paribas; Bolloré Africa Logistics; Credit Agricole; Geodis; La Poste; L'Oreal; Michelin; National Bank of Canada; netSpend; Oseo; Sabre; Technip; UBI Soft; United Technologies Corp; VUB Banka …

2 – Good for B2B use cases

3 – BNP Paribas, Geodis … not for high–end transactional MDM

© 2013 The MDM Institute www.T, he-MDM-Institute.com

Page 14: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Pitney Bowes PB Spectrum MDM

Strengths Single unified framework for E2E

customer data mgmt & analytical solutions family + Cloud/SaaS offering

OOTB big data support1 with built-in analytics2

Intuitive graph-oriented modeling for complex, connected data (vs. normalization & simple hierarchies)

Strong multi-entity, multi-domain support via semantic modeling & OO layer (vs. ERP/CRM data model / SQL orientation)

Support for rapid & agile model development + rollout w/ nimble/proven SOA architecture deployable on commodity hardware

Caveats Relatively new entrant

in MDM space; one of mktshare leaders in DQ

Lack of SI channel – ACN, EMC, TCS, Deloitte & Wipro ramping up

Nascent data governance capabilities

Multi-domain support does not include deep PIM (NPI, PLM) or RDM

Brand challenged in driving thought leadership in space1 – Large data volumes, 3rd-party reference data, social

network data, unstructured data; high performance queries on complex, connected data

2 – Combination of predictive customer analytics with social network & spatial analytics

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 15: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Riversand MDMCenter V6.11

Caveats Nascent operational MDM

for ‘customer/party’ Lags other vendors in

deployments Underinvested in marketing Current focus in NA but

expanding to EU (2012) & AP (India office 2011)

Ongoing channel conflict (minimal implementation partners)

New DQ partners as channel – CNET, D&B, Experian, LaCross, Loquate, Trillium

Strengths Built-in data quality & data governance Multi-entity MDM focus – product, supplier,

material, location, …

Singular, modular, highly-integrated solution = better process orchestration

Deep comprehensive PIM functionality – well-integrated, search, digital asset mgmt, workflow, print publishing

Deterministic matching Quantity of PIM references2 Retail, Petrochemical & Mfg expertise Hosted model available

1 – PIM 6.1, MDM, & Plant MDM

2 – RETAIL: Fingerhut/Geddington, Overstock.com, PC Connection, VF Corp,; MFG: Cytec Industries, Dresser-Rand; Ingersoll-Rand, Saint-Gobain, Siemens, DISTRIBUTION: ScanSource, Schneider Electric; ENERGY: ConocoPhillips, ExxonMobil, Spectra Energy, BP; PHARMA: Teva, GHX© 2013 The MDM Institute www.The-MDM-Institute.com

Page 16: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: SAP NetWeaver MDM v7.1

Caveats Operational MDM for

‘customer/party’ not field proven Did not support “full data” model

until 7.13 & not limited number of MDG-C sites

Confusion over long term roadmap

SAP NW MDM = enterprise MDM for heterogeneous environments

SAP MDG – “embedded” w/ SAP solutions, starting w/ BOBJ; domain-specific MDM apps

SAP MDG Enterprise Edition (formerly MDF/MDS or master data svcs) – HANA-enabled MDM for real-time CDI

Registry strategy still maturing

Strengths Analytical MDM reporting for

customer/party Operational MDM for supplier

& product Quantity of MDM references1

Supply chain expertise Multi-entity MDM focus2 &

consistent product strategy Integration with BOBJ

data quality & integration (ETL) SAP underpinnings for sys mgmt

1 – CDI-related = Adidas, Intel, Nortel, Whirlpool, … 800+ sites for PIM

2 - Including full PIM capability & support for material, vendor, etc.

3 –Very conservative ramp up; previously lacking due to party model limitations © 2013 The MDM I nstitute www.The-MDM-Institute.com

Page 17: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

© 2013 The MDM Institute www.The-MDM-Institute.com

Field Report: SAS MDM 4.1 (DataFlux qMDM v3.2)

Caveats Missing Cloud

capabilities Modest support &

references for PRODUCT master data

Relatively small # of customers adding product master to customer master

Lack of SI channels

Strengths Graduated approach to MDM –

DQ->DG->MDM Quick time-to-value – no

per-record or per-domain charges Integrated DQ (incl entity resolution) +

quality knowledge DBs Flexible data model – domain-neutral &

multi-entity-based Commitment to active Data Governance &

related work flow SAS “deep pockets”, common data &

workflow mgmt, channel & stability Midmarket CDI references1

1 – Accident Compensation Corp., Actelion BSN Medical, Carl Zeiss, Cosmopolitan Casino, CPP, Edwards Life Sciences, Feu Vert, Hyundai Capital, Invacare, Macy’s, MGM, Northern Virginia Electric Coop, Pep Boys, Salix, West Midlands Police, …

Page 18: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Semarchy Convergence for MDM 2.1

Caveats New entrant in MDM

market Modest # of references1

Under invested in marketing

Lack of strong major SI channel

Nascent RDM strategy

Strengths Strong multi-entity, multi-domain,

multi-styles support Integrated modeling w/o code–

Models, Rules, Security, Workflows, UIs Integrated platform covers most

MDM functions - DI, DQ, standardization, matching, workflows, 100% Web UIs

"Evolutionary MDM" approach– non-intrusive & iterative

Native versioning & lineage Vision & Data Governance

roadmap Enterprise scalability

1 1 – Various domains & industries: Industry (Araymond, Volkswagen Group France), Retail (Oakley), Insurance (AG2R La Mondiale), Healthcare (HUG), Gov’t (ANFR)

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 19: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Software AG webMethods OneData v8.2

Caveats Lack of market awareness

of MDM acquisition SI channel ramping up Under invested in

marketing Modest number of CDI

references 3

Process-oriented MDM approach is new to market

Strengths Fully integrated multi domain1

Multiple architectural styles & use cases in one instance2

Data model flexibility Sophisticated hierarchy mgmt— e.g.,

relationship charts, rules mgmt Full lifecycle with DG framework Integrated DQ engine (Trillium) Full SOA Future integration of Software AG’s

BPM strengths to MDM Price & time to value via pre-packaged

templates 1 – Enterprise data model covering all domains, or a portion, generates the framework of the MDM solution which can be extended or configured

2 – Supports all architectural styles except Registry; supports operational MDM & analytical MDM use cases

3 – Avon, Cargill, GE, Novartis, Paraexel, Wellpoint, ...

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 20: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Stibo STEP 6.0

Caveats Nascent operational MDM

for B2C ‘customer/party’ .. T.b.a. week of 27-Oct-203

Active Data Governance UI just emerging

Entry-level RDM strategy needed

Cloud strategy evolving SI channel ramping up2

Underinvested in marketing

Strengths Deep functionality for PIM –

comprehensive, well integrated (product, supplier, location)

PIM scalability Quantity of PIM references1 CPG, Retail, Travel & Hospitality

expertise Multi-entity MDM focus &

consistent product strategy Deep pockets/financial stability Global sales & support

1 – Advance Auto Parts , BlueLynx/GP, bol.com, Burberry, Fairchild Semiconductor, General Motors, Hagemeyer, Home Depot, Kellogg Company ,Mitchells & Butlers, Office Depot, Oriental Trading Company, Sears, Sony, Stop N Shop, Target, …

2– Acuity Group, ACN, Capgemini, Deloitte, EMC, Logica, Sapient, Steria, TCS

3 –STEP 6.0 is full-stream multi domain MDM with an all new entity model at the core© 2013 The MDM Institute www.The-MDM-Institute.com

Page 21: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Talend Enterprise MDM v5.x

Caveats Lacking "active data

governance" (upstream)

Lacking identity resolution

Under invested in marketing

Uncertain strategy re: software-as-a-service MDM capability

Strengths XML-based MDM with non-intrusive SOA Multi-entity MDM support – customers,

suppliers, products, organization, employees, ...

Lower cost than proprietary MDM solutions

Proven commercial open source expertise & business model from recognized market leader in open source data integration

Integration with Talend open source DQ & data integration (ETL) capabilities; nascent BPM integration

Rapidly evolving “big data” alignment – e.g., Hortonworks

© 2013 The MDM Institute www.The-MDM-Institute.com

1 – 80 projects worldwide using the 'free' version

2 – BBC; BCBS Tennessee, Berlingske; Boston College; Federal Reserve Board; Gendarmerie; Iron Mountain; Kuoni Travel; RTE; SAB Miller; SourceMedia; St. Judes’s Research Hospital; Swisscom; The Weather Channel; Time-Warner Cable; Travelex, TUI UK, Veolia; Vinco Group …

Page 22: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: Teradata MDM 3.2 (Aprimo)

Strengths Single code base for analytical &

operational MDM Party, product, financial, location &

RDM1, 2

Full lifecycle & process flows for multi-entity support

Consolidated EDW & MDM platform + focus on RDM for DW

Integration with Teradata DB, Profiler, Aprimo Relationship Mgr, et al

DQ integration with Trillium, SAP DQM, SAS Data Quality, INFA for cleansing & matching

New in-database matching engine

Caveats Modest #

references3

Active data governance strategy evolving

SI support ramping up1 – Packaged CDI Solution released with MDM 3.2 in June 2012

2 – Entry level package focused on RDM available as “Aprimo LRDM”

3 – ANZ Bank; AU Dept of Agriculture, Fisheries & Forestry ; BevMo!; Cornerstone ; top 3 global CPG Co.; top 10 global CPG Co.; Electronic Arts; Hershey’s; Intel; large Indonesian mobile communications firm; Meredith ; MillerCoors; NAB; NCR; Pratt & Whitney; Telstra; Teradata; Vodafone Australia© 2013 The MDM Institute www.The-MDM-Institute.com

Page 23: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: TIBCO MDM1

Strengths Well-suited for both operational &

collaborative MDM Full lifecycle & process flows for multi-

entity support + reference data Multi-hub, multi-application MDM

deployment w/ templates for many domains

Active data governance via integrated BPM/workflow for collaborative authoring & orchestration

Architecture fits well with real-time & distributed services nature of SOA + BPM

Integrated (Trillium) data discovery & data quality

MDM Analytics for business users (SpotFire) Intelligent MDM-integrated search (Netrics)

Caveats Big data strategy

well thought out but not “in market”

No formal Reference Data Mgmt product

Under invested in marketing

Prof svcs org somewhat competitive vs. SIs1 – formerly Collaborative

Information Mgr (CIM) 8.x

2 – Alstom, Covance, Digikey, Essilor, GFI Group, Lafarge, Lion Nathan, Mahindra & Mahindra, RAC of WA, Rent-a-Center, Paul Hartmann AG, Sanofi Pasteur, State Compensation Insurance Fund, Vodafone…

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 24: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Field Report: VisionWare MultiVue Identification Server

Strengths Analytical–capable +

operational–focused MDM Multi-entity – people, property &

assets Public sector expertise Sophisticated, yet well-

packaged core MDM functionality – e.g., DB partitioning, web services, BPM

Mid-market pricing Microsoft as channel Microsoft software stack

affinity Longevity – e.g., 100+ installations

Caveats Strategy beyond public

sector just beginning UK-centric Currently mid-market

scalability1 – e.g., millions vs. 10s of millions of master records

Matching algorithms for data custodianship evolving – not automated self-tuning level yet

Data governance strategy evolving

Registry-orientation more than persisted data hub 1 – Product tested up to 50 million records

with no performance issues; additional future testing with Microsoft Scalability labs © 2013 The MDM Institute www.the-MDM-Institute.com

Page 25: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Prologue

Understanding scope, diversity & limitations of current Data Governance solution offerings is tremendously challenging – even more so, given fast pace of M&A & complexities of integrating such diverse software portfolios

Nonetheless, business & IT leadership chartered with defining & executing MDM programs need help to understand & navigate through numerous Data Governance options

“Go governance, go early” is rallying cry of savvy enterprise & solution architects chartered with setting scope & direction of their enterprise’s data integration programs

© 2013 The MDM Institute www.the-MDM-Institute.com

Page 26: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

BOTTOM LINE

Acknowledge no single MDM vendor “does it all well”

CDI vs. PIM Analytical vs. Operational vs. Collaborative MDM B2B vs. B2C vs. B2B2C Batch vs. real-time

Recognize that industry expertise matters Test drive identity resolution/matching &

consulting expertise Reference check based on complexity of use

case & scalability Insist on Data Governance capabilities

contractually with specific deliverables© 2013 The MDM Institute www.The-MDM-Institute.com

Page 27: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

How to Leverage the MDM Institute

Kick start the “MDM evaluation process” Attend public workshop Bring workshop on-site

Fine tune in-process MDM strategies Due diligence on reference checking & contract details

Stay ahead of curve via MDM Business Council Re-qualify every 6 months via survey Receive MDM Alerts & access to Web-hosted research

Increase your knowledge & negotiatingstrengths via MDM Advisory Council Membership

Participate in monthly email surveys & receive updated industry scorecard Receive monthly MDM consultation via telephone

“Independent, Authoritative, & Relevant”© 2013 The MDM Institute www.The-MDM-Institute.com

Page 28: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

MDM & Data Governance Summit™Conference Series

“More MDM programs get their successful start at MDM & Data Governance Summits than anywhere else”

MDM & Data Governance Summit New YorkMDM & Data Governance Summit New YorkSheraton Times Square ▪ October 20-22, 2013Sheraton Times Square ▪ October 20-22, 2013

MDM & Data Governance Summit SingaporeMDM & Data Governance Summit SingaporeMarina Bay Sands Resort ▪ October 31-November 1, 2013Marina Bay Sands Resort ▪ October 31-November 1, 2013

•• MDM & Data Governance Summit Shanghai 2014 MDM & Data Governance Summit Shanghai 2014 Shanghai International Convention Center ▪ Spring 2014Shanghai International Convention Center ▪ Spring 2014

•• MDM & Data Governance Summit Europe 2014 MDM & Data Governance Summit Europe 2014 Radisson Portman BLU - London ▪ May 19-21, 2014Radisson Portman BLU - London ▪ May 19-21, 2014

•• MDM & Data Governance Summit Asia-Pacific 2014 MDM & Data Governance Summit Asia-Pacific 2014 Doltone House, Darling Island Wharf – Sydney ▪ May 2014Doltone House, Darling Island Wharf – Sydney ▪ May 2014

•• MDM & Data Governance Summit Tokyo 2014 MDM & Data Governance Summit Tokyo 2014 Belle Salle Iidabashi First – Tokyo ▪ June 2014Belle Salle Iidabashi First – Tokyo ▪ June 2014

MDM & Data Governance Summit TorontoMDM & Data Governance Summit TorontoThe Carlu ▪ June 2014The Carlu ▪ June 2014

MDM & Data Governance Summit San FranciscoMDM & Data Governance Summit San FranciscoSan Francisco ▪ July 2014San Francisco ▪ July 2014

© 2013 The MDM Institute www.the-MDM-Institute.com

Page 29: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

Authoritative

Relevant

Independent

Aaron ZornesFounder & Chief Research

Officer www.the-MDM-Institute.com

[email protected]/in/aaronzornes

+1 650.743.2278 @azornes

© 2013 The MDM Institute www.The-MDM-Institute.com

Page 30: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

About the MDM Institute

Founded in 2004 to focus on MDM business drivers & technology challenges

MDM Advisory Council™ of 150 Global 5000 IT organizations with unlimited advice to key individuals, e.g. CTOs, CIOs, data architects

MDM Business Council™ website access & email support to 35,000+ members

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MDM Alert™ newsletter

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MDM Fast Track™ one-day public & onsite workshop rotating quarterly through major North American, European, & Asia-Pacific metro areas

MDM & DATA GOVERNANCE SUMMIT™ annual conferences in London, Madrid, NYC, San Francisco, Singapore, Sydney, Tokyo & Toronto

“Independent, Authoritative, & Relevant”© 2013 The MDM Institute www.The-MDM-Institute.com

About Aaron Zornes Most quoted industry analyst authority on topics of MDM, RDM & Data Governance

Founder & Chief Research Officer of the MDM Institute Conference chair for Information Mgmt’s MDM & Data Governance Summit

conferences Founded & ran META Group’s largest research practice for 14 years M.S. in Management Information Systems from University of Arizona

Page 31: Mdm field reports   aaron zornes (nyc - october 2013) v2 print

MDM Institute Advisory Council

Advisor agrees to provide Institute’s consultants with advice & insight regarding the use of MDM software & related business processes at Advisor’s convenience

Advisor agrees to participate in at least one fifteen (15) minute survey teleconference call every sixty (60) days

Optionally, Advisor may respond to the bi-monthly survey request via email or Internet-based survey fulfillment

Results of such MDM market research surveys shall be aggregated by the Institute & made available to all Advisory Council members

In no case, shall any Advisor-specific survey information be made available to other parties unless Advisor has specifically agreed to the release of such information in writing150 organizations who receive unlimited MDM advice to key

individuals, e.g. CTOs, CIOs, & MDM project leads

Representative Members• 3M• Bell Canada• Caterpillar• Cisco Systems• Citizens Communications• COUNTRY Financials• Educational Testing Services• GE Healthcare• Honeywell• Information Handling Services• Intuit• JC Penney• McKesson• Medtronic• Microsoft• Motorola• National Australia Bank• Nationwide Insurance• Norwegian Cruise Lines• Novartis• Polycom• Roche Labs • Rogers Communications• Scholastic• SunTrust• Sutter Health• Visa• Westpac• Weyerhaeuser

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