national bank mdm initiative

National Bank MDM initiative

MDM & Data Governance Canada Summit

Raphael Colsenet – Manager, BI Data Modeling and Master Data Management

June 2011

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Agenda

MDM Canada Summit 2011

National Bank @ a glance

Why adopt MDM?

The proof is in the pilot

MDM goes corporate

Walking the MDM talk

Sustaining the success

Looking forward with MDM

MDM delivers results

Making MDM work for you (tips)

Sixth largest bank in Canada and leading bank in Québec Recognized as the strongest bank in North America Total assets in excess of 152 billion Net income for 2010: 1,034 billion 18,000 collaborators Complete range of services

– Banking and investment solutions– Securities brokerage– Insurance– Wealth management– Corporate and investment banking– Mutual fund

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Who we are @ a glance


NBC @ a glance

Bloomberg Markets – June 2011

Business’ 1 Client 1 Bank methodology– Provide best-in-class service regardless of client point of entry at the

bank– Eliminating silos and organizational boundaries– Implementation of the new SAP platform– New BI environment

Data perspective – Single version of the truth– Centralized application– Improved data quality

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Drivers for MDM adoption


Why Adopt MDM?

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Embracing MDM as a practice


Project Risk Compliance under Basel II EBX used for 3 types of data

– Master Data– Xref Data– System parameters

60 domains delivered at completion– Basel asset type– Exposure type– Currency– Country– …

Extremely successful initiative Reinforced our decision to use EBX as Corporate tool for MDM

Proof is in the Pilot

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Evolving MDM


More than 500 domains Exponential growth: from 60 to 500+ Domains Multi MDM project in parallel Dedicated MDM team Biggest challenge: Data governance

BI411 Domains

Basel60 Domains

CRM30 domains

….15 domains

Domains in EBX by applications

MDM goes Corporate

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MDM Multi domain


Domains are grouped by business units empower BU Share values between applications Enforce a single domain

owner that propagates to other business groups One central repository

Reusability Eliminating redundancy

Data StewardBI

BI Basel CRM ….

EBXData Steward

Personal Banking

Data StewardHR

Data StewardRisk

Data StewardCommercial

Banking

App

MDM goes Corporate

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BI benefits from the MDM approach


EBX is now the only data source for corporate dimensions

BI Organizational units Client segmentation Product Agreements Representative Currency Geography Industry Holiday

Data StewardHR

Data StewardPersonal Banking

Data StewardIT

Business units are responsible for data quality

MDM goes Corporate

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BI benefits from the MDM approach


MDM enables the propagation of conformed dimensions throughout the BI environment

Uniform terminology amongst all business units

BI / DWH Organizational units Client segmentation Product Agreements Representative Currency Geography Industry Holiday

Data StewardRisk DM

Finance DM

Mobile Sales force DM

….

EBX MDM

MDM goes Corporate

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Robust MDM Architecture


Single unified platform Reduce application foot print Improve data quality Reduce IT intervention

MDM HUB

DWH CRM Transactional applications

Web services

Walk the MDM Talk

ETL

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Agile implementation methodology


Iterative and rapid delivery cycles (Agile) Strong business unit implication Self training Easy to use technology enables rapid development Strong user adoption Reduce development cost by 40%

Production

Data StewardEBX TeamWorkflo

w

UI

Iterative mode

Walk the MDM Talk

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Post production methodology


MDM owned by business units Governance committee is in charge of coordinating the changes and evaluating the

impact analysis Workflow guarantees data integrity by ensuring cycle is respected Data validation rules ensure users respect input parameters (high data integrity) Versioning allows rollback in case of problems Flexible security model ensures that users have proper access Audit log satisfies SOX compliance Very few interventions by IT teams

Data Steward Business Owner Gatekeeper Production

Risk - Basel

Other…

SAP

BI Environment

Data Governance Committee

Sustain the Success

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Evolving the practice


Looking Forward

Real time MDM Platform

Propagate MDM vision to other business units

Expand the use of EBX to non MDM data

Eager to deploy EBX 5 ! Woo Hoo !

Business advantages• Improved MDM data quality

• Single MDM version

• Better governance

• Business assumes ownership of data and processes

IT advantages• Reduced number of applications

• Excellent integration with corporate architecture strategies

• Single web based product for developers and end users

• Extremely fast SDLC

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Benefits and ROI


MDM Delivers Results

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Tips for a successful initiative


Start with a small initiative Use the Agile method Involve partners in the process at the outset

Data governance committee Data quality team Data steward

MDM and You

Thank you

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national bank mdm initiative

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