Best Practices Top 15 MDM Solutions Field Reports part 2 - [2 of 3] - Master Data Governance field reports - Aaron Zornes (NYC October 2014) v1

Product Evaluation Criteria & Field Reports for the

Leading MDM (MDG) 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

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

(Master) Data GovernanceStrategic Planning Assumption

Through 2014, most enterprises will struggle with enterprise DG while they initially focus on customer, vendor, or product; integrated DG that includes E2E data lifecycle will increasingly be mandated as a phase 1 deliverable

During 2014-15, major SIs & MDM boutiques will focus on productizing DG frameworks while mega MDM software providers struggle to link governance process with process hub technologies

By 2015-16, vendor MDM solutions will finally move from “passive-aggressive" mode to “proactive" Data Governance mode.

MDM MILESTONE

MDG *must* evolve from point products (i.e., to address customer or product MDG only) to enterprise data governance (supporting

multiple domains such as customer, product, supplier, location, price, etc.)


MDM Institute Field Reports – MDG

ASG Rochade Ataccama BackOffice Associates Collibra DGC DCR DataVantage Global IDs Master Data

Governance Suite Gaine Solutions DG Hub IBM MDPM IBI MD Center

Informatica IDD, MM Kalido DGD Microsoft DG Console Oracle DGF Orchestra Networks SAP MDG SAS Data Governance Software AG Varonis Winshuttle


Master Data Governance “Top 10” Technical Evaluation Criteria

1. Methodology2. Data exploration/profiling3. Data model, policy model

& business glossary mgmt4. Rules/policy mgmt5. Decision rights mgmt6. MDM hub integration7. Enterprise application

integration8. Integrated metrics9. Multi-level, role-based

security10. E2E data lifecycle support

Understanding scope, diversity & limitations of currently-marketed MDG offerings is tremendously challenging © 2014 The MDM Institute www.The-MDM-Institute.com

MDG = People, Process & Technology


"A fool with a tool is still a fool.“ Grady Booch, one of original authors of Unified Modeling Language (UML) &

IBM Chief Scientist for Software Engineering

Field Reports


Field Report: Collibra Data Governance Center 4.0

Strengths Web-based, collaborative

Data Governance platform Includes all key DG

functions– business semantics glossary, reference data accelerator & data stewardship manager

Configurable predefined, operating model

Embedded business metrics from Information Asset LLC

Supported by Cognizant & other major SIs

Caveats Modest proof points

for integration with IBM MDM & Informatica MDM

Limited market traction to date1

--

1 – Aspen Re, Barry Callebaut, COLT Technology Services, Eandis, ENTSO-E (European Network of Transmission System Operators for Electricity ), Flemish Government, HSBC, ING, Janssen Research, Johnson & Johnson, NetApp, Novo Nordisk, Philips, Spectrum Health, Standard & Poor’s, VDAB)


Field Report: IBM Master Data Policy Manager (MDPM)

Strengths Common DG layer

across Standard & Enterprise MDM Server editions

Ultimately will integrate with Guardium, Optim, et al

Ongoing integration w/BPM (BPMExpress a.k.a. Lombardi)

IBM BAO/GBS teams available w/w

Caveats Lack of integration w/

Reference Data asset Big IBM stack req’d Lack of integration

with Smart Governance Council assets

No longer a separate product, but instead is bundled w/ MDM Server


Field Report: Informatica Data Director (IDD)

Strengths Good for robust MDM administration

as data steward console Visualization of history & data lineage Master data dashboards for proactive

monitoring of data quality Dynamic masking of data for security Embeddable UI components within

CRM/ERP applications Supports centralized architecture

with direct input of master data Integration with MM & Business Glossary Externalization/integration via Controls

Caveats Easy for end users

to inadvertently downgrade hub performance with ill-advised queries

1 – Formerly Siperian Business Data Director

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


Field Report: Kalido Data Governance Director (DGD)

Strengths Business user focus UBM methodology Flexible decision rights via

mapping of roles & responsibilities

Export of policy compliance metrics

Policy-focused solution incl remediation processes

Proactive workflow for data & processes

Accenture heritage

Caveats Late-to-market

integration with Kalido MDM

One-way trip/export into Kalido MDM

Only supports Kalido BPM


Field Report: Orchestra Networks EBX5

Strengths● Fully integrated

MDM/MDG/RDM in one product● Supports business glossary,

metadata registry1, governance policies 2 (RACI), authoring, workflow & business rules

● OOTB business glossary integration w/MDM & RDM 3

● Governance policy (RACI)integration w/MDM & RDM

● OOTB performance reporting/dashboards/benchmarking

Caveats● Industry standards

not bundled (FIBO, NIEM, FIX, FpML)

● Small presence in AP & LA

● Modest marketing budget

1- Based on metadata registry standards (ISO/IEC 11179)

2 – Governance policy (RACI) integration with MDM/RDM – integration with permissions, workflow ...3 – Dynamic models, dictionary reuse, lifecycle management


Field Report: Orchestra Networks EBX5

Strengths● Supports business glossary, metadata

registry, governance policies 1 (RACI), authoring, workflow & business rules

● MDM data & workflow model lifecycle mgmt

● Business glossary integration with MDM/RDM 2

● Governance policy (RACI)integration w/MDM/RDM

● Based on metadata registry standards (ISO/IEC 11179)

● Data Quality dashboard (generic KPI framework on data objects, workflows)

Caveats● DG capabilities

(business glossary, DQ dashboard add-ons) integrated with MDM not standalone

● Industry standards not bundled (FIBO, NIEM, FIX, FpML)

● Small presence in AP & LA

● Modest marketing budget

1 – Governance policy (RACI) integration with MDM/RDM – integration with permissions, workflow ...2 – Dynamic models, dictionary reuse, lifecycle management


Field Report: SAP Master Data Governance (MDG)

Strengths Ready-to-use governance

applications integrated w/SAP ERP

Predefined & extensible data model

Prebuilt & flexible workflows

Multi-mode data replication Integration with HANA &

BOBJ DQ/ validation assets (cleansing, matching, & consolidation)

Verifiable audit trail

Caveats Late-to-market with B2C customer Lacks flexible hierarchical

management of data Lacks master data within

transactions Lacks identification of data pattern

profiles Nascent cloud-enablement &

integration Nascent big data & analytics

support for social CRM data

1 – SAP MDG 7.0 SP0 feature pack (May 2014)

2 – SAP MDG-F (finance), MDM-M (materials), MDG-S (suppliers), MDG-C (customers), MDG-X (reference data)© 2014 The MDM Institute www.The-MDM-Institute.com

Field Report: Utopia

Strengths Strong growth North America1

SAP, Open Text & ACN partnerships Utopia Lab/COEs, Uni Multiple entry points for sales in

migration, quality & governance Support (via Open Text) to

integrate unstructured Full E2E lifecycle methodology

(EDLM) – Assessment, Strategy, Roadmap

Cloud & HANA MENA2 depth

Caveats No longer sole

preferred partner for SAP MDM/MDG as of 2012

1 – Captaris, Coca Cola Enterprises, ConAgra, CSL Behring, CVS/Caremark, Dubai Aluminum, DuPont, ExxonMobil, Grainger, Harley-Davidson, John Deere, Kellogs’s, Kennametal, Kimberly-Clark, Kraft, Malaysia Airlines, Neptune Orient Lines, Newmont Mining, Pertamina, RasGas, Saudi Arabian Airlines, Suncor Energy, Tyco Electronics, Wolters Kluwer

2 – MENA = Middle-East & North Africa


Critique of Current MDG Capabilities

Mismatch of applying project-oriented methodology rather than asset-focused methodology

Methodologies missing the asset aspect of data … cost, decaying value, ROI for cleansing data, etc.

Frameworks not addressing “community” aspect of shared asset development – e.g. wikis for global corporate business vocabulary, etc.

Current MDG solutions do not provide systemic rigor nor E2E lifecycle support

“(Integrated/Proactive) Master Data Governance” market is a vacuum … nature hates a vacuum

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

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“Independent, Authoritative, & Relevant”© 2014 The MDM Institute www.the-MDM-Institute.com

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 Asia-Pacific MDM & Data Governance Summit Asia-Pacific Doltone House, Darling Island Wharf – Sydney ▪ July 29-31, 2014Doltone House, Darling Island Wharf – Sydney ▪ July 29-31, 2014

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 ShanghaiMDM & Data Governance Summit ShanghaiShanghai Int’l Convention Ctr ▪ Fall 2014

MDM & Data Governance Summit Europe MDM & Data Governance Summit Europe London ▪ May 2015London ▪ May 2015

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

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

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

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

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

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“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

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


Authoritative

Relevant

Independent

Aaron ZornesFounder & Chief Research

Officer www.the-MDM-Institute.com

[email protected]/in/aaronzornes

+1 650.743.2278 @azornes


Data & Analytics

Best Practices Top 15 MDM Solutions Field Reports part 2 - [2 of 3] - Master Data Governance field reports - Aaron Zornes (NYC October 2014) v1