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Field Reports for the Top 10 MDM Solutions 9th Annual MDM & Data Governance Summit New York October 5-7, 2014 Aaron Zornes Chief Research Officer The MDM Institute [email protected] www.linkedin.com/in/aaronzornes @azornes +1 650.743.2278

Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

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Page 1: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Reports for the Top 10 MDM

Solutions 9th Annual MDM & Data Governance Summit

New YorkOctober 5-7, 2014

Aaron ZornesChief Research Officer

The MDM Institute [email protected]

www.linkedin.com/in/aaronzornes @azornes

+1 650.743.2278

Page 2: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

“Top 10” MDM Evaluation Criteria

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 3: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

“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

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 4: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

MDM Institute Field Reports – MDM**

Ataccama Dell Boomi IBM InfoSphere MDM Informatica MDM IBI Master Data Suite Kalido MDM Microsoft MDS Oracle MDM Orchestra Networks Pitney Bowes Profisee

Riversand SAP MDM, MDG & MDS SAS MDM Semarchy Software AG Stibo Talend Teradata MDM TIBCO MDM Vin MDM VisionWare

** Persisted customer or product data hubs© 2014 The MDM Institute www.The-MDM-Institute.com

Page 5: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Dell Boomi MDM (April 2014)

Caveats Early market for Cloud

MDM Nascent matching–

primarily via partners D&B, Loqate & StrikeIron & hooks into IDQ (Similarity)

Nascent RDM & hierarchy mgmt

Lite PIM Missing integrated/active

Data Governance (“collaborative authoring”)

Limited BPM strategy Limited references

Strengths Significant support for next-gen MDM

incl– multi-domain, R/T synch, bi-directional data flow & data enrichment (not just validation)

Integration of 3 key technologies: MDM, Data Quality & Data Integration– tightly coupled = consistent UX, ease of use & reduced training time

Crowd-sourced/collaborative domain modeling

Choice of pre-packaged, branded DQS2 from Boomi & SDK for public or private DQS

100% cloud-based solution bridges data silos between on-prem & cloud apps

1 – Dell Boomi AtomSphere Integration Platform as a Service (iPaaS), Dell Boomi MDM & Data Quality Services (DQS)© 2014 The MDM Institute www.The-MDM-Institute.com

Page 6: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: IBM InfoSphere MDM v11.3 (June 2014)

Caveats Industry/use case-

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

Market momentum slowing

Perceptions – large technical footprint & complex

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 (SE) & Advanced Edition (AE) now on same technical platform

2 – MDM Server family 2014-15 nomenclature

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

^ Standard Edition = Initiate Master Data Service w/ 415+ sites

^ Advanced Edition= Initiate MDS + MDM Server w/ 300+ sites

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

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 7: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Informatica MDM 9.7.1 (2014)

Strengths Extensible multi-domain support1 with

linkage to (Heiler) omnichannel PIM/NPI app

High performance & scalability (as of 9.5) Data versioning capability with effective

dates Multiple deployment – on-premise, cloud,

hybrid … plus Cloud MDM3

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

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

Support for Social & Big Data = substantial core MDM investment ongoing

Caveats Nascent active (&

packaged) Data Governance

Nascent RDM strategy

Universal MDM/Vibe strategy still emerging1 - 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 – Momentum 315+ sites for Customer domain= BBVA, China Southern Grid, Celgene, Chubb, Coca Cola, ConocoPhilips, Disney, Fannie Mae, FDA, Galderma, GE, Houghton Mifflin Harcourt, HP, Jones Lang LaSalle, LPL, MasterCard, McAfee, Metlife, QBE, Wyndham, Sutter Health, Williams-Sonoma, ……

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 8: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: iWay Master Data Suite (Information Builders)

Caveats PIM capabilities evolving Nascent data governance

vision & roadmap Nascent reference data

strategy No registry architecture

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

Strengths Multi-domain MDM plus unified data

integration/quality1

Exploits synergies between BI, DQ & MDM

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

Competitive price point & fast time-to-value

New name customer momentum2 resulting from

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

OMNI industry apps– Healthcare, Retail 1 - Includes iWay Integration Suite (iWay Svc Mgr, Data Migrator, Monitoring) & iWay DQSuite (iDQ Server, Data Profiler, Data Remediation Portal)

2 – BNY Mellon, City of Brampton, City of Charlotte, City of Winnipeg, CNWL NHS, Henry Ford Health Systems, Ministry of Transportation (Ontario), Mt. Sinai Hospital, NextGear Capital, Noridian Mutual Insurance, RainTree Oncology Services, SABRE Marketing, State of Louisiana Department of Children & Family Services, Vree Health … © 2014 The MDM Institute www.The-MDM-Institute.com

Page 9: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Kalido MDM 9.1

Caveats 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 – Momentum in CPG, financial services, insurance, pharma, as well as established successes in AB InBev, Abbvie, Daymon Worldwide, Imperial Tobacco, JNJ, Post Office Ltd, Unilever, Virgin Media, VISA Europe, …

Strengths Time-to-value/ROI Multi-entity1 Reference data support Broad use case support – including

RDM, hierarchy mgmt, data harmonization, centralized authoring

Dedicated MDM consumer user interface

Visual business modeler Process flows & workflow engine

for data governance/stewardship Model-driven user-specific

customized interfaces w/no coding (incl mobile devices)

Enterprise scalable deployments across multiple domains

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 10: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Microsoft SQL Server 2012 MDS*

Caveats No Data Governance

roadmap RDM capabilities

shelved Lacks identity resolution Not enterprise scalable Lack of strong SI

channel Under invested in

marketing

* Master Data Services (MDS) ** Formerly Stratature +EDM (Enterprise Dimension Management)

Strengths Hierarchy management

Customer, product, financial, supplier, employee, KPI, etc.

Integration with SharePoint, MS Office & Microsoft Dynamics ERP & CRM

Support for PSFT, SAP BW, R/3 hierarchy import

Low cost of ownership / SQL Server 2008/2012 bundling

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 11: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Oracle Customer Data Hub v12.2 (Sept 2013)

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 – 400+ sites = 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

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 12: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Oracle Hyperion DRM 1,2 11.1.3

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

Deep 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 Oracle Hyperion EPM

integration is add-on cost & effort

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© 2014 The MDM Institute www.The-MDM-Institute.com

Page 13: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Oracle Customer Hub (Siebel 8.3 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 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 (EDQ formerly Datanomics) & analytics

Strong SI channel

1 - Formerly Siebel Universal Customer Master 8.3 a.k.a. “UCM”

2 – 375+ sites = Areva T&D, Bank of Riyad, CSFB, Home Depot, Ikea, KPN, Liverpool, Nokia, Ontario MOT, NY Post, PNC, Qwest, Royal Caribbean Cruise Lines, Saudi Telecom, Sberbank, Toyota Financial Services, Westpac, Zebra Technologies, …

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 14: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Orchestra Networks EBX 5

Strengths Fully integrated MDM/MDG/RDM in

one product New capabilities – dashboarding, business

glossary/metadata governance, graph visualizations

Natively multidomain – automatic sync w/ cross-domain links between party, thing & reference data

Easy-to-use browser-based UIs with workflow for business & IT

Strong hierarchy management – dynamic standard & alt hierarchies, inheritance, L10N

Support for as-of, effective dated & hypothetical versions

Integrated proactive DG – data models, DQ rules, workflow config, role-based security, Business Glossary…

Caveats Modest marketing

budget Growing (but still small)

SI channel Small presence in AP

& LA Only modest

references for B2C CDI

1 – Momentum w/ 100+ sites = Bank of New York Mellon; Burger King; BNP Paribas; Citi; Credit Suisse; Credit Agricole; Doctors Without Borders; McDermott; Michelin; National Bank of Canada; Paramount; Sabre; SunEdison;Technip; Toyota; UbiSoft; United Technologies Corp; Viacom;…

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 15: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

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

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 16: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Profisee1 Maestro

Caveats Lacks identity resolution Modest enterprise scale

references – many in 10M-50M range, few in 50M-200M range

Under invested in marketing

1 – Original team that built & sold Stratature +EDM (Enterprise Dimension Management) which became basis for MSFT Master Data Services (MDS)

2 – Momentum = Atkins, Altria, E&Y, Georgia-Pacific, Intel, Lowe’s, Micron, Revlon, Schlumberger, SunTrust, …

3 – “Duology” where IBM, Oracle & SAP used for Customer/Product/Supplier & MSFT MDS used for all other domains incl reference data

Strengths Momentum2 as full function MDM hub

leveraging MSFT MDS stack Adjunct MDM Hub for “other domains” in

duology3 context Scales MSFT MDS up w/ better services, UI

& load balancing Provides quick-time-to-value via R/T UIs –

vs. OOTB SilverLight-rendered UIs

Flexible pricing – unlimited domains & unlimited users

Innate workflow & data governance Strong “Single View” golden record

management: match, merge etc. Upcoming “Federation Manager”

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 17: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Riversand MDMCenter v7.6.11

Caveats Nascent operational MDM

for ‘customer/party’ Lags other vendors in

deployments Under invested in

marketing Current focus in NA 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 7.6, MDM, & Plant MDM

2 – RETAIL: Donmino’s 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© 2014 The MDM Institute www.The-MDM-Institute.com

Page 18: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

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 No longer “strategic” platform

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, … 1,600+ 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 ; 2,500 total licenses w/ *only* 60% active© 2014 The MDM Institute www.The-MDM-Institute.com

Page 19: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

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 – 90+ sites = 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, …

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 20: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Semarchy Convergence for MDM 3.0 (July 2014)

Caveats New entrant in MDM

market Growing # of

references1

Under invested in marketing

Lack of strong major SI channel

Nascent RDM strategy1 – Various domains & industries: industry

(Araymond, Volkswagen Group France, Timac Agro), retail (Oakley, Beaumanoir), insurance (AG2R La Mondiale), healthcare (HUG), gov’t (ANFR), finance (PIMCO), high-tech (DiamondStream)

© 2014 The MDM Institute www.The-MDM-Institute.com

Strengths Strong multi-entity, multi-domain,

multi-styles support Integrated modeling w/o code–

Models, Rules, Security, Workflows, Business User UIs

Integrated platform covers most MDM functions – DI, DQ, standardization, matching, workflows, 100% Web UIs

"Evolutionary MDM" approach– non-intrusive, agile & iterative

Native versioning, lineage & metrics Vision & Data Governance roadmap Enterprise scalability, Cloud (AWS) &

on-premise "Proof-of-Value“ to start MDM

programs

Page 21: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Software AG webMethods OneData v9.6

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-domain

(incl RDM)1

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 Internal DQ engine Full SOA & in-memory capability 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 – Ahlstrom, GE, Givaudan, GSK, Outerwall, PAREXEL, ...

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 22: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Stibo STEP 7.0 (November 2013)

Caveats Emerging operational

MDM for B2C ‘customer/party’ ... primarily B2B (customer & supplier) as of 1H2014

Pro-active (overarching) Data Governance missing

Entry-level RDM strategy needed

Government & Utilities marketing & expertise missing

Cloud strategy evolving ... private cloud currently (AMZN web services, etc.)

SI channel still ramping up2

Strengths Deep functionality for PIM –

comprehensive, well integrated (product, supplier, location)

PIM scalability Golden Record for PRODUCT 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, bol.com, Burberry, Fairchild Semiconductor, General Motors, Grainger, Hagemeyer, Home Depot, Kellogg Company, Marks & Spencer, Mitchells & Butlers, Netshoes, Office Depot, Oriental Trading Company, Sears, Sony, Stop N Shop, Target, …

2 – Acuity Group, ACN, Capgemini, CGI Group (Logica), Infosys, Sapient, Steria, TCS

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 23: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Talend Enterprise MDM v5.4 (YE2013)

Caveats Lacking "active data

governance" (upstream)

Under invested in marketing

Uncertain strategy re: software-as-a-service MDM capability (iPaaS)

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

suppliers, products, organization, employees, ...

Lower cost than proprietary MDM solutions

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

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

Proven commercial open source expertise & business model for open source data integration

1 – 170 installations worldwide … 100 active paying customers; 75+ for Custromer domain

2 – Agence Francaise Development; Axalta; BBC; BC Liquor Stores; BCBS Tennessee; Elsevier; European Commission; GDF Suez; Greenheck; Heartland Payment Systems; Irish Tax & Customs; Kiva Group; Kuoni Travel; Magellan Health Services; Ministère de la Défense et des Anciens Combattants; RTE; SAB Miller; SNCF; SourceMedia; St. Judes’s Research Hospital; Travelex, TUI UK, Unither; Veolia; VHA, Inc. … © 2014 The MDM Institute www.The-MDM-Institute.com

Page 24: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Teradata MDM 3.3

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, Customer Interaction Mgr, et al

DQ integration with Loqate, 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 “LRDM”

3 – ANZ Bank; AU Dept of Agriculture, Fisheries & Forestry; BevMo!; Cornerstone; Electronic Arts; Hershey’s; Intel; large Indonesian mobile communications firm; Meredith; Metcash; MillerCoors; NAB; NCR; PepsiCo; Pratt & Whitney; P&G; Standard Chartered Bank; Telstra; Teradata; Vodafone Australia

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 25: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: TIBCO MDM1 8.3

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) Integrated analytics (JasperSoft)

Caveats Big data strategy not

“in market” No formal RDM Under invested in

mktg Prof svcs org

somewhat competitive vs. Sis

Declining s/w revenues = taken private by Vista Equity for $4.3B1 – formerly Collaborative Information Mgr

(CIM) 8.x

2 – 300+ sites incl 115+ for Customer domain = 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…

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 26: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: Vinculum Vin MDM1

Strengths Multi-domain MDM – OOTB support for

CUSTOMER, PRODUCT, SUPPLIER & LOCATION Flexible deployment modes/

architecture – registry/virtual & consolidation hub

Full lifecycle & process flows for multi-domain support + reference data

Single UI for ETL, MDM & BI Active data governance via

integrated workflow for distributed collaborative authoring & orchestration

Social MDM via integrated social media adapters – FB, Linked In, Twitter, etc.

Deterministic & probabilistic matching

Caveats Nascent presence

in North America Nascent SI channel

support Under invested in

marketing

1 – Vinculum (HQ in Singapore) is a venture-funded Indian company focused on supply chain solutions in retail, CPG & mfg industry verticals with some major customers — mainly in Asia-Pacific

2 – Customers include: Fiat, Jardine Shipping Services, Metro, Prudential, Ricoh, TESCO …

© 2014 The MDM Institute www.The-MDM-Institute.com

Page 27: Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

Field Report: VisionWare MultiVue Identification Server

Strengths Analytical–capable +

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

assets Public sector, healthcare &

insurance 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 Enhanced integral Microsoft

Dynamics CRM capability

Caveats UK centric; nascent US

presence Matching algorithms for

data custodianship evolving – not automated self-tuning level yet

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

2 – 100+ sites – all Customer domain

© 2014 The MDM Institute www.The-MDM-Institute.com

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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

© 2014 The MDM Institute www.The-MDM-Institute.com

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BOTTOM LINE

Acknowledge no single MDM vendor “does it all well”

CDI vs. PIM vs. RDM 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© 2014 The MDM Institute www.The-MDM-Institute.com

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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”© 2014 The MDM Institute www.The-MDM-Institute.com

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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 5-7, 2014Sheraton Times Square ▪ October 5-7, 2014

MDM & Data Governance Summit San FranciscoMDM & Data Governance Summit San FranciscoHyatt Fisherman’s Wharf – May 2015Hyatt Fisherman’s Wharf – May 2015

MDM & Data Governance Summit Europe MDM & Data Governance Summit Europe London ▪ May 18-20, 2015London ▪ May 18-20, 2015

MDM & Data Governance Tokyo MDM & Data Governance Tokyo Belle Salle Kanda– Tokyo ▪ July 2015Belle Salle Kanda– Tokyo ▪ July 2015

MDM & Data Governance Summit Canada MDM & Data Governance Summit Canada The Carlu – Toronto ▪ July 2015The Carlu – Toronto ▪ July 2015

MDM & Data Governance Summit Asia-Pacific MDM & Data Governance Summit Asia-Pacific Doltone House, Darling Island Wharf – Sydney ▪ July 28-30, 2015Doltone House, Darling Island Wharf – Sydney ▪ July 28-30, 2015

MDM & Data Governance Summit ShanghaiMDM & Data Governance Summit ShanghaiShanghai Int’l Convention Ctr ▪ Fall 2015

© 2014 The MDM Institute www.the-MDM-Institute.com

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Authoritative

Relevant

Independent

Aaron ZornesFounder & Chief Research

Officer www.the-MDM-Institute.com

[email protected]/in/aaronzornes

+1 650.743.2278 @azornes

© 2014 The MDM Institute www.The-MDM-Institute.com

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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

MDM Road Map & Milestones™ annual strategic planning assumptions

MDM Alert™ newsletter

MDM Market Pulse™ monthly surveys

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”

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

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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• Doctors Without Borders• 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

© 2014 The MDM Institute www.The-MDM-Institute.com