DataDelta Master Data Management (MDM) Workshop
Session 4:Session 4:MDM Technology, Software, Vendors & SIs
Aaron ZornesChief Research Officer
Ed AllburnPresident & CEOChief Research Officer
The CDI-MDM [email protected]
President & CEODataDelta, [email protected]
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Minor, Yet Relevant MDM, Players– Actuate/Nimble Technology (Data Lens,
Nimble Integration Suite)AptSoft (AptSoft Director)
– Group 1 (CDI Suite)– Harte-Hanks (AllLink, Trillium)
I f USA/D ll M k ti– AptSoft (AptSoft Director)– Blackrock Solutions– Business Objects (Data
Integrator/Firstlogic)
– InfoUSA/Donnelley Marketing (InfoConnect)
– Intelligent ResultsM t T i (R l Ti Vi ibilit S it )Integrator/Firstlogic)
– Celequest (Activity Suite)– Chordiant (Chordiant 5 Enterprise
Platform)
– MetaTomix (Real-Time Visibility Suite)– Modulant (Contextia™
Connection Server)N ll (C t O Vi )Platform)
– Contivo– DataMirror (Constellar Hub/
Transformation Server)
– Novell (Customer OneView)– Polk– Sedona (Intarsia)
Transformation Server)– E.Intelligence– eConvergent (eMerge)
E k t (E t i I i ht S it )
– Sun (SeeBeyond Business Integration Suite)
– Tibco/ObjectStar/Velosel– Enkata (Enterprise Insight Suite)– GoldenGate Software (Global Data
Synchronization)
– Vitria (Businessware)– Xoriant
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Competitive Field Reports**
• D&B Integration MgrD&B/Purisma Data Hub
• Kalido MDM Microsoft MDM• D&B/Purisma Data Hub
• DataFlux MDM• Data Foundations OneData
• Microsoft MDM• Oracle CDH• Oracle Hyperion DRM• Data Foundations OneData
• i2 MDM• IBM InfoSphere MDM Server
• Oracle Hyperion DRM• Oracle UCM• SAP NetWeaver MDM• IBM InfoSphere MDM Server
• Initiate Systems Master Data Services
• SAP NetWeaver MDM• Siperian MDM Hub• Teradata MDMTeradata MDM• TIBCO CIM• VisionWare MultiVue
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** Persisted customer data hubs with minimum 5 installs
Field Report: D&B Integration Managerg g
• StrengthsO ti l & l ti l MDM
• WeaknessesC f i iti i i t– Operational & analytical MDM
– Hub-extensible registry style– Pure CDI solutions – esp. mktg
– Confusing positioning in past – Active hierarchy mgmt will take
place in Purisma – not IMPure CDI solutions esp. mktg departments
– Best-in-class matching for business ID – e.g., match engine
– Lack of strong SI channel – 2nd tier MDM vendor alliances
evolvinge g , atc e g ewith B2B emphasis
– Reference-based matchingB2B hierarchy accelerator
evolving – Under invested in marketing – Performance/scaling – unless hosted – B2B hierarchy accelerator
– Hosting services available– ~$100M aggregate revenue within
on Acxiom grid
$1.7B DSP – References – Cisco, EMC, Microsoft Live,
Oracle, Sun Microsystems, …
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Field Report: D&B Purisma Data Hub 3.5
• Weaknesses• Strengths– Security at domain basis– Lacking integration with
other PIM or product
– Rapidly deployable, high performance matching engineB2B & B2C hierarchy other PIM or product
master hubs– Lack of strong SI channel
Under invested in
– B2B & B2C hierarchy management
– Global/Master reference data i – Under invested in
marketing & sales– Scarce references
as a service– Enterprise & appliance model
pricing/packaging– CDI = 1 of 3 strategic initiatives
announced to Wall Street by D&B 4Q2007
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Field Report: DataFlux MDM (CDI v1)( )
• Weaknesses• Strengths– High-end proof point– Corporate hierarchy B2B data
Minimal CDI references
– DQ-centric MDM– Multi-entity data model
SOA – Minimal CDI references– Lack of SI channels– Lack of BPM/workflow for
– SOA– Accelerators for customer & product
masters, DQ & identity management“policy hubs”– Data governance accelerators
– SAS “deep pockets”, channel & global reach
– MDM references – DSM, NMBS, WaMu
– Midmarket CDI references – American Heart Association, Aspect, Intrawest, , p , ,StorageTek/Sun
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Field Report: Data Foundations OneData 4.4
• Strengths • WeaknessesPrimarily a tool kit– Tool kit orientation rather than
packaged solution– Data model flexibility
– Primarily a tool kit – Process hub capabilities
evolving via new rules engine– Lack of data cleansing
– Focus on MDM & reference data – Integrated customer, product &
vendor master data
Lack of data cleansing integration
– Lack of strong SI channel – Under invested in marketing
– Fast time to value with pre-packaged templatesFull lifecycle with DG framework
– Lack of CDI references
– Full lifecycle with DG framework – Full SOA – References – Avon, Eurotax, Novartis,
P iC W ll i tPepsiCo, Wellpoint, …– Sophisticated hierarchy mgmt — e.g.,
relationship charts, rules mgmt P i
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– Price
Field Report: i2 Master Data Managementg
• Strengths • Weaknesses– Full lifecycle– Integrated enterprise MDM –
customer, product & vendor
– Lack of strong SI channel– Under investment in
marketing = name, p– Full SOA incl reference workflows– Retail, mfg, PIM & vendor mgmt
expertise
marketing name recognition & market awareness issues
– Lack of CDI referencesexpertise– Data model flexibility– Focus on MDM – 10+ years & over 1K
– Lack of CDI references– Long term vendor viability
issue yimplementations experience in data models, data semantics & data mgmt
– Separate division for Marketing & Sales MDM
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Field Report: IBM InfoSphere MDM Server 1IBM InfoSphere MDM Server
• WeaknessesData governance strategy
• StrengthsAnalytical operational & collaborative MDM – Data governance strategy
maturing– BPM strategy is maturing for
h b
– Analytical, operational & collaborative MDM with advanced “Party” data model
– Multi-domain/form/entity support for dynamic d t t i process hubs
– Registry strategy still maturingproduct mastering
– SOA architecture provides for hub swap-out & cross-domain services
– Industry model expertise & focus on “business-level services”
– Integration with Information Server pro-active 1 - Formerly IBM WebSphere Customer
Center (WCC) & DWL Customer2 - Momentum – 2007 new customers
DQ processing & data integration – Integration with Enterprise Analytics, Content
Management & FileNET
include: AEGON, Avery Dennison, Erie Indemnity, Jyske Bank, Nordea, Physicians Mutual, Standard Insurance, VW of America, Wal*Mart, WellPoint, Woolworths
– Market momentum 2
– High-end production sites – BCE, Citi, MetLife, …
– Channel leverage via IBM GBS channel +
Woolworths, …3 - Major SI Partners – Accenture;
BearingPoint; Capgemini; Cognizant; CSC; Deloitte; Infosys; Satyam; Sogeti; TCS; Wipro
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C a e e e age a G S c a e*major* SI partners 3
Field Report: Initiate Master Data Service™ – V8.1
• Weaknesses– Multi-entity support (esp ‘product’) &
• StrengthsFast time to value Multi entity support (esp. product ) &
more complex party relationships– DG strategy still maturing – esp.
distributed enterprise model
– Fast time-to-value – Real-time probabilistic match
scalability distributed enterprise model
– Hybrid/persistence strategy remains market-specific
– Scalable references – Humana, Intuit, Microsoft, Sun Int’l, Wells Fargo, …
– Healthcare/Heath Insurance1, – Industry-specific business services
capabilities just emerging– SI channel ramping up4
Hospitality, Retail Pharmacy, Government 2 expertise
– 50% growth in customer base –– Corporate hierarchy B2B data – Lack of formal integrated DQ
gfrom 100 to 140 customers3
– Data stewardship capabilities
1 - Healthcare, Heath Insurance expertise - BCBS of MN, BCBS of CA, BCBS of KS, Humana2 - Government expertise - HNRC State of ND Leeds City Council GCPD
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2 Government expertise HNRC, State of ND, Leeds City Council, GCPD 3 - New customers in 2007 – Barnes & Noble, CapOne, Countrywide, CSAA, Mitsubishi Motors, Snap-On…4 - SIs = Accenture, BearingPoint, Capgemeni, IBM GBS, Raytheon, …
Field Report:Kalido MDM 8.4
• Strengths– Time-to-value/ROI
• WeaknessesNot positioned as operationale o a ue/ O
– Analytical MDM focus w/ modest # operational MDM users
– Visual business modeler
– Not positioned as operational MDM
– Lack of strong SI channel Visual business modeler – OOTB multi-entity1
– Process flows & workflow engine for data governance/stewardship
– Marketing still ramping up for analytical MDMEnterprise DW positioning vsdata governance/stewardship
– Focus on MDM for analytics & corporate performance mgmt MDM th d l
– Enterprise DW positioning vs. early MDM proponent
– Performance/scaling – MDM methodology – Model flexibility for customization– Time variance support for change mgmt
1 - Customer, product, financial, supplier, – Momentum2 & references3
Custo e , p oduct, a c a , supp e ,employee, location, KPI, etc.
2 - The Hartford, P&G, Great American Financial Resource Inc., Bank Atlantic, …
3 - BAT, BP, Imperial Tobacco Group, Labatt,
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, , p p, ,Nationwide, Owens-Corning, Shell, …
Field Report:Microsoft MDM (Stratature +EDM)( )
• StrengthsHierarchy mgmt
• WeaknessesLacks identity resolution– Hierarchy mgmt
– Customer, product, financial, supplier, employee, KPI, etc.
– Lacks identity resolution– Not enterprise scalable– Lack of strong SI channel
– Microsoft software stack – Integration with SharePoint & MS
Office
Lack of strong SI channel– Under invested in marketing
Office– Support for dynamic ERP & CRM– Support for PSFT SAP BW R/3Support for PSFT, SAP BW, R/3
hierarchy import– Low cost of ownership
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** Enterprise Dimension Management
Field Report: Oracle Customer Data Hub v12.0
• Weaknessesf
• Strengths– High-end references– Fair-to-meek customer
recognition capability
– Strong enterprise MDM vision & roadmap
– Multi-entity platform1
– Best fit is B2B & mid-market – Lack of industry-specific data
models
Multi entity platform– Trading Community Architecture– Mid-market references2
models– High-tech mfg expertise– Global ID generation, mgmt & x-ref– Integrated DQ & Analytics– Global reach3
1 - Parties, Products, Locations– Upgrade path to Fusion MDM via
automation – not migration
a t es, oducts, ocat o s2 - BBC-TV, CIT Group, Co-Op, Etat de Geneve,
GGB, Hanjin Shipping, Network Appliance , 3 - Security blanket for government, high tech, &
manufacturing industries
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g
Field Report: Oracle Hyperion DRM 1,2 9.3y
• Strengths– Analytical MDM for sharing
• WeaknessesMinimal marketing of the– Analytical MDM for sharing
dimensions, hierarchies, & reporting– Operational MDM (Ledger Hub) for
cost centers legal entities etc
– Minimal marketing of the solution
– Potential future MDM t i ti f MDMcost centers, legal entities, etc.
– Mature product (due to Razza acquisition)– Hierarchy mgmt
R b t b i l i
restrictions of core MDM functionality
– Robust business rules engine – Intuitive change mgmt suitable for
business users– Strength in both financials & Financial
Services industry– Integration with Hyperion corporate 1- Formerly Hyperion MDMg yp p
performance mgmt apps & others– Potential registry-style offering in
MDM family
y yp2 - DRM = data relationship management3 - Potential to provide hierarchical
unification across CDH & UCM (as well as IBM, SAP, & others)
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y– Potential strategic technology3
Field Report: Oracle Universal Customer Master 1 v8
• Weaknesses– Data governance strategy
• Strengths– Strong enterprise MDM vision & – Data governance strategy
maturing
– Intelligent batch load scaling i 4
Strong enterprise MDM vision & roadmap
– First to market with process hub –Privacy Management Policy Hub
issues4
– Minimal marketing of the solution
– Momentum & expertise in Telco & Retail Banking
– High-end production sites2High end production sites– Proven performance– Integrated DQ & analytics
3– Integration architecture3
– Strong SI channel– Future Oracle DB integration
1 - Formerly Siebel Universal Customer Master (UCM)2 - Home Depot, KPN, Royal Caribbean Cruise Lines,
Toyota Financial Services, …ddl b l
Future Oracle DB integration– Upgrade path to Fusion MDM via
automation – not migration
3 – Fusion Middleware, Web Services & Application Integration Architecture
4 - Resolved by Oracle Data Integration Suite (a.k.a. Sunopsis)
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Field Report: SAP NetWeaver MDM v5.5 sp6 (Nov 2007)
• Weaknesses– Operational MDM for
• Strengths– Analytical MDM reporting for p
‘customer/party’ lacking due to party model limitations
• Does not support “full data” model until 4
Analytical MDM reporting for customer/party
– Operational MDM for supplier & product 7.14
– “Customer” data type still maturing • No party-based data model5 ... “business
partner” ≠ customer
product– Quantity of MDM references1
– Supply chain expertise partner ≠ customer
• Only simple 2 layer hierarchies – Multi-entity MDM focus2 & consistent product strategy
– Future integration with BOBJFuture integration with BOBJ data quality & integration (ETL)
– SAP underpinnings for systems/change mgmt
1 – CDI-related = Adidas, Intel, Nortel, Whirlpool, … 2 - Including full product information management (PIM)
capability & support for material, vendor, etc.systems/change mgmt – DG tools, structure & methodology3
capability & support for material, vendor, etc.3 – Workflow, modeling,& validation rules, etc .4 - High tech B2B exception with tentative release date
4Q2008 5 - MDM 5.5 data model does not fully support party
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5 MDM 5.5 data model does not fully support party concept; "business partner" = customer & is the model used in SAP CRM; however SAP NW MDM does not model "full" business partner today, hence this limitation
Field Report: Siperian MDM Hub
• StrengthsField tested multi entity support1
• WeaknessesSI & data service provider– Field-tested multi-entity support
– Entity lifecycle mgmt – esp. data governance
– SI & data service provider partnerships still maturing
– Under invested in marketing – Multiple implementation architectures – Federated architecture + high-speed
match & link
– Perceived as “pharma-centric”
– Lack of Financial Services – Strong partnership with Identity Systems – Pharma2 & Financial Services3
expertise/momentum
references – Lack of global presence
expertise/momentum– Multiple projects within same enterprise
1 - Products/Customers; B2B/B2C/B2B2C; Employee/Contractor/Clinical Protocol/Product
2 - Allergan, Astra Zeneca, Forest Labs, Johnson & Johnson, Pfizer, Shire
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3 - Deutsche Bank, Glitnir Bank, Merrill Lynch, State Street, Vhi
Field Report: Teradata MDM 2.0
• Strengths– Analytical & operational MDM + party &
• Weaknesses– Modest references1 given itsAnalytical & operational MDM + party &
product – Full lifecycle & process flows for multi-
entity support
– Modest references given its newness
– Operational DG strategy evolvingentity support
– Proven data models with industry expertise Consolidated EDW & MDM platform
evolving – App Dev environment moving
to Eclipse– Consolidated EDW & MDM platform– Integration with Teradata DB, Miner, et al – New hierarchy viewer flexibility & power
b d l ld DWbased on real world DW – New CDI application with strong leverage
of relationships – DQ integration with TS, BOBJ Firstlogic,
& (soon) DataFlux1 – Anheuser-Busch; Hershey; Intel; CZ
Bank; Wachovia
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Field Report: TIBCO Collaborative Information Manager g
• StrengthsO ti l & ll b ti MDM
• Weaknesses– Missing formal CDI solution– Operational & collaborative MDM
– Full lifecycle & process flows for multi-entity support
Missing formal CDI solution– Operational data governance
strategy evolvingMi i l f i it i– Multi-hub, multi-application MDM
deployment – Import/Export of hierarchical data
– Minimal references given it is a new solution
– Loss of Velosel product data hub t & ffrom multiple sources
simultaneously– Intelligent MDM-integrated search
momentum & references
g g– References – Brinka, Merck, Merrill Lynch,
Shell Oil, Wachovia, …
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Field Report: VisionWare MultiVue Identification Server
• Strengths • Weaknesses– Analytical–capable +
operational–focused MDM – Multi-entity – people, property & assets
– Strategy beyond public sector just beginning
– UK-centricu t e t ty peop e, p ope y & asse s– Public sector expertise– Sophisticated, yet well-packaged core
MDM functionality e g DB partitioning web
U ce t c– Currently mid-market scalability
– e.g., millions vs. 10s of millions of master recordsMDM functionality – e.g., DB partitioning, web
services, BPM
– Mid-market pricingMi ft h l
– Matching algorithms for data custodianship evolving – not automated self-tuning level yet
– Microsoft as channel – Microsoft software stack
affinity
– Operational data governance strategy evolving
– Registry-orientation more than – Longevity – e.g., 100+ installations
g ypersisted data hub
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Bottom Line
• Acknowledge no MDM single vendor “does it all well”Acknowledge no MDM single vendor does it all well– Analytical vs. Operational vs. Collaborative MDM– B2B vs. B2C vs. B2B2C– Batch vs. real-time
• Recognize that industry expertise matters g y p• Test drive identity resolution/matching & consulting expertise• Invest in data governance & MDM architecture for long-term
sustainability & ROI
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Session End
Questions & Answers
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