InfoTrellis Consulting & Professional Services Overview

InfoTrellis Services Overview

Michael F. Harris

Software Solutions Sales | InfoTrellis Inc.

December 22, 2016

Agenda

InfoTrellis History

• A Timeline of Success

• Corporate Background

• Corporate Employees

• Thought Leadership

Services Portfolio

Technical and Functional Practices

SMART MDM Delivery Methodology

SMART MDM Phases

Service Accelerators

Data Governance Approach

Roles & Responsibilities

InfoTrellis Leadership Team

A Timeline of Success

LAUNCH OF RDM & PIM PRACTICESPartnering with customers through all phases of

their MDM journeyGLOBAL REACH CAPABILITY

Continuation of customer successes through new global delivery team

DWL LAUNCHES FIRST CDI SOLUTIONInfoTrellis founders are the lead architects

LAUNCH OF ‘SMART MDM’A highly successful multi-phase MDM

Implementation methodologyIBM ACQUIRES DWL

InfoTrellis founders are integral part of the roadmap from CDI to MDM

EXPANDING INTO NEW GEOS AND INDUSTRIESNew Manufacturing, Hi-Tech and Telecom clients

INFOTRELLIS FOUNDEDHelping businesses realize the true value of MDM value of MDM

PRODUCT DIVISION ESTABLISHEDIntroduction of Master Data Analytics (Veriscope) supporting Data Governance

DWL CDI SOLUTION RECOGNIZED AS ‘VISIONARY’Becomes #1 CDI application globally

LAUNCH OF BIG DATA SOLUTIONS POWERED BY ALLSIGHTCustomer ConnectID

EXPANDING INTO NEW INDUSTRIESEntry into Insurance, Banking industries

ANALYTICS IN ACTIONCustomers extracting actionable value from their big data sets

2012

2008

2010

2005

1999

2014

2013

2009

2011

2007

2003

2015

2016BIG DATA CONSULTING PRACTICE ESTABLISHED

Expanding Big Data solutions across multiple vendor distributions and usecases

InfoTrellis was started in 2007 by three original MDM Architects who developed IBM MDM Server while at IBM/DWL Inc. in Toronto

We have a track record of 100% success in all our Master data implementations

Our services range from strategic planning to execution and maintenance of our client’s initiatives

We help clients define their data strategy (MDM,DQ, EDW, Reporting) that allows them to use data in the most efficient way to run their business

We have served leading clients from the banking, insurance, healthcare, retail, automotive, public sector and telecom industries across US, Canada, Greece and South Africa

We have deep expertise on multiple vendor platforms –Informatica, IBM, Talend, Microsoft, Cloudera, Hortonworks and more

Background

People

Investing heavily in hiring and training the best people for our various practices across geographies; 225+ consultants in Canada, US , India and growing

Our hiring philosophy is not to hire when in doubt; our hire to reject ratio is 1:50; once selected consultants undergo focused training and certification process

We have a very healthy mix of senior, intermediate and junior resources across competencies, with over 90% retention rate which is one of the best in the industry

We are a diverse team with more than half a dozen nationalities, who have lived and worked in various continents including North America, Europe, Asia and Africa

Thought Leadership

Given our long history in this space, we bring a holistic yet practical thought leadership to data management programs that aligns our clients in the right strategic direction for their business

Our competence in MDM ecosystems is unparalleled and we blend technology with the right skills of management in our SMART MDM TM process that allows us to be successful 100% of the time

We took a common problem of data quality faced by a number of our clients and designed a critical reporting product (InfoTrellis MDM Veriscope ) to offer a unique reporting & operational monitoring on MDM which was greatly helpful to our clients

We have been continuously improving since our inception and our experience from our many successful MDM implementations is captured and made available in assets such as Smart MDM™ (our MDM Solution Delivery Methodology), Service Tester™ tool, 100’s of MDM Server test cases

Due to our vast experience in the data management space, we provide the right advise to our clients in terms of enterprise tool selection, deciding on a “build vs buy” strategy , executing product evaluations and determining the right solution architecture in the form of strategic assessments

Services Portfolio

Data Integration

BigData

Data Quality

& Profiling

Master Data

Management

Information Management

Implementation

DESIGN AND IMPLEMENTATION

DESIGN AND IMPLEMENTATION

SOLUTION UPGRADESOLUTION UPGRADE

SOLUTION ARCHITECTURE

SOLUTION ARCHITECTURE

HEALTH CHECK

HEALTH CHECK

PRODUCTION SUPPORT

PRODUCTION SUPPORT

PERFORMANCETUNING

PERFORMANCETUNING

NEEDS ASSESSMENT

NEEDS ASSESSMENT

PROGRAM STRATEGYPROGRAM STRATEGY

PROGRAM ROADMAPPROGRAM ROADMAP

Technical and Functional Practices

Program ManagementProgram Management

Business AnalysisBusiness Analysis

Quality AssuranceQuality Assurance

Customer Master

Product Master

Account Master

Supplier Master

Reference Data

Master Data Management

InfoSphere DataStage

Netezza

Informatica Powercenter

Microsoft SSIS

WebSphere Cast Iron

SAP PI

Data Integration

InfoTrellis AllSight

Cloudera

Hortonworks

BigInsights

Apache Hadoop

Big Data

InfoTrellis Veriscope

InfoSphere Information Analyzer

Informatica Data Quality

Data Quality & Profiling

SMART MDM™ Delivery Methodology

Smart MDM™ delivery

methodology benefits

Deliver value early and often

Client satisfaction managed

more closely

Encourages collaboration

between business and IT

Greater ability to respond to change

Tried and tested approach

on multiple projects

Keeps solution connected to the

business value





Deliver value early and often

Client satisfaction managed

more closely

Encourages collaboration

between business and IT

Greater ability to respond to change

Tried and tested approach

on multiple projects

Keeps solution connected to the

business value

1

2

3

4

5

6

InfoTrellis Smart MDM™ is a common sense approach based on parts of Rational Unified Process (RUP) and Agile development methodologies

It blends deliverables with accountability and requires customer focused teams to collaborate and deliver a high-quality MDM solution

It provides tried and tested methods to ensure success for MDM programs

… Phase nPhase 1

InfoTrellis DeliverablesInfoTrellis Deliverables

Smart MDM™ Phases

Identify Master Entities Define Business Case Define MDM Program

Strategy Get Stake-holder buy-in MDM Solution POC

Define high-level functional & technical requirements

Analyze Existing Data Quality

Identify MDM Process flows

Define MDM Data and Process Metrics

Identify Integration Points Perform MDM Solution

Gap analysis Define Project Scope

Discovery & Assessment Scope & Approach Analysis & Design Development & QA Deployment

Final Client UAT Roll-out Preparation Production Data Load Production

Deployment Post Production

Support Review Solution

against MDM Data and Process Metrics

Final Client Acceptance

MDM Business Case MDM Program Strategy

Project Scope Statement High-level Business

Requirements Project Plan

Detail Functional Requirements

System Architecture Document Feature Design Documents Updated Project Plan

Staging Ready System Functional and Performance

Test Case Matrices Test Results

Deployed Software Solution Data Load Statistics Client Acceptance Results

Project Management

Quality Assurance & Training

Document Use Cases Document MDM Data &

Process Flows Define MDM

Governance Rules Define Source to MDM

Data Mapping Define System

Architecture Design MDM Solution

Customizations & Configuration

Design ETL Rules

Develop MDM Solution Customizations

Develop ETL Routines Develop System

Integrations Perform Unit Testing Document Test Matrices Functional and

Integration QA Performance Testing Client UAT User Documentation Data Stewardship

Training

Iteration 1

… Iteration n


Master Data Management ITLS MDM Unit Test ToolMaster Data Management ITLS MDM Unit Test Tool

Enterprise Data Integration ITLS ETL Code Review

Tool ITLS Unit Test Data

Generator

Enterprise Data Integration ITLS ETL Code Review

Tool ITLS Unit Test Data

Generator

Quality Assurance ITLS Service Tester ITLS XML Generator ITLS Batch XML Validator ITLS Comparator ITLS Auto UI ITLS DB Reporter

Quality Assurance ITLS Service Tester ITLS XML Generator ITLS Batch XML Validator ITLS Comparator ITLS Auto UI ITLS DB Reporter

Service AcceleratorsProprietary Best-in-Industry tools that get put to work in our consulting engagements. These assets give us a head-start in our projects and help us in meeting ambitious timelines and helps customers realize the benefits of their programs faster

• ETL Code Review tools – Code review tools for Informatica and DataStage that address common issues found in ETL code and ensure high quality deliverables

• Pre-built ETL packages for MDM integrations – Pre-built DataStage and Informatica packages to speed up ETL work for MDM projects

• ITLS Service Tester– A stand-alone Java based tool enabling QA teams to automate MDM functional testing. MDM projects involve testing hundreds of test cases and

each test case would involve validating multiple XMLs and this greatly enhances the QA team’s ability to test complex test cases effectively. ITLS Service Tester can be extremely useful during regression runs and BVTs

• ITLS XML Generator– XML generator is java based solution that can be used to create hundreds of XML files with a click of a button. This helps create MDM XMLs from

raw data excel files, a format that the business users are comfortable with for sharing test data. This tool is also highly effective in generating test data for the MDM test cases

• ITLS XML Validator– This is a stand-alone utility to validate MDM batch XMLs against the underlying XSDs. This utility supports validation of individual/group of XMLs

and generates a detailed report on the results

• ITLS XML Comparator– XML Comparator is a stand-alone java utility that helps to automatically validate the MDM request XMLs generated by the ETL subsystems. The

primary advantage of this utility is its ability to compare XMLs with elements in different order

• ITLS DSUI Automation Tool– The DSUI Automation tool is a stand-alone java based solution used to automate functional testing of DSUI. Unlike other UI automation tools

available in the market, this is simple to set up and use and the learning curve is very minimal for the users. This tools is shipped with pre-built automated scripts to validate all the screens of OOTB DSUI and these can be customized for specific needs within hours

• ITLS DB Reporter– DB Reporter is a Simple, stand-alone java utility that extracts values from MDM DB and create Excel reports for easy consumption by business

users. It is used extensively by InfoTrellis QA Teams to prepare and present test results in a standard format to business analysts, who find it very handy especially during UAT phase. It is shipped with pre-built SQL scripts to extract data from OOTB MDM database and has the flexibility to execute custom queries as well.


Data Governance Approach

• Industry content packs are made available to accelerate data governance programs, catering to market specific needs and helping derive maximum value in a timely manner without reinventing the wheel– Data governance charter – Data quality metrics – Critical business terms – Membership of the data governance council – Membership of the data governance working group – Business cases – Data governance policies – Mappings of data governance policies to business processes – Considerations for big data governance

• Services offered include the following:– Data governance training that is tailored by industry – Data governance consulting – Pre-built data governance artifacts in Collibra – Pre-built mappings of data governance policies to business processes in IBM Business Process

Manager Express along with notations to represent the linkage to the IBM InfoSphere tooling

InfoTrellis Roles & Responsibilities

Role Responsibilities

Strategy ConsultantStrategy Consultant

Build vs. buy decision Define MDM hub style Define roadmap for desired goals Oversees the overall solution

Solution ArchitectSolution Architect

Offers in-depth knowledge of the MDM and ETL products Provides architecture perspective at enterprise scale Provides mentorship for strategic results

MDM Sr. Product ConsultantMDM Sr. Product Consultant

Offers insights for MDM data model, services & business usage Responsible for creation of master data entities business views Works with client’s data management group Provides analysis for matching, quality and standardization rules of legacy enterprise master data

MDM Lead MDM Lead Highly experienced in MDM implementations Establish overall implementation view, identify major system interfaces and development of

reusable modules Highly knowledgeable with MDM services, data model & technical features Highly Skilled in tuning matching algorithms

MDM DeveloperMDM Developer Hands-on experience with MDM implementations Responsible for build, tuning and testing of customized MDM applications Ability to resolve coding and other integration issues Provides documentations where applicable

Roles and Responsibilities


Build EngineerBuild Engineer Experienced with release management and related processes. Works with development and test teams to provide builds for project deliveries

ETL LeadETL Lead Highly experienced with ETL implementation and data quality process Experienced with ETL tools like DataStage, Informatica Highly knowledgeable with MDM data model and MDM physical layer constraints

ETL DeveloperETL Developer Experienced with ETL implementation and data quality process Experienced with ETL tools like IIS – DataStage, Informatica Good understanding of MDM data model and MDM physical layer constraints

QA LeadQA Lead Experienced in QA strategy, Planning Test cases and executions and running UATs Expert in developing and executing MDM test cases Experienced in SOA testing methodology Extensive experience with test tools and test result analysis

Project ManagerProject Manager Accountable for successful MDM solution delivery Works with Clients Project manager to manage project cycle


QA TesterQA Tester Experienced in developing and executing MDM test cases Experienced in SOA testing methodology Hands-on experience with test tools and test result analysis


PrincipalPrincipal Overall accountability for the project Liaises with client leadership and InfoTrellis leadership and delivery teams to steer the program Client advocate within InfoTrellis Initiates and Leads discussions on CRs and SOWs 1st point of escalation for any issues in the program Very Experienced Delivery Manager

ESB LeadESB Lead Experienced in Distributed Computing, Enterprise Application Integration (EAI), Service Oriented

Architecture (SOA), Enterprise Service Bus (ESB) Knowledgeable with MDM data model and MDM physical layer constraints. Knowledgeable with real time, near real time and batch integration frameworks

DQ LeadDQ Lead Experienced in Data Profiling tools such as Information Analyzer, Informatica Data Quality and

MDM Veriscope. Strong SQL and database skills Highly knowledgeable in Data Quality issues and solutions

Infrastructure LeadInfrastructure Lead

Installation, administration, troubleshooting, maintenance, and performance-tuning of the MDM Server environment

Setup and tune Dev, QA, Pre Prod and Production environments for MDM Server Experience in the technical design and capacity planning on application platforms Experience in administrating IBM WebSphere application server (WAS) Experience in High Availability implementation


Moo Abbas – CEO & Co-Founder

Sachin Wadhwa – COO & Cofounder

Zahid Naeem – CTO & Cofounder

Dave Borean – VP Products

Kumaran Sasikanthan – VP Consulting Services

Leadership Team

Moo Abbas – CEO & Co-Founder

CEO & Cofounder

Mahmood Abbas

Mahmood Abbas (Moo) is the Chief Executive Officer and Co-Founder of InfoTrellis. He has many years of experience in enterprise software development. Prior to founding InfoTrellis, Moo guided both product delivery and architecture of the leading MDM product solution in the master data industry, IBM’s InfoSphere Master Data Management Server. At IBM, Moo led a 150-person global development team (Canada, USA, India, UK). He had earlier joined IBM as part of its acquisition of Toronto-based DWL, where he was the Chief Architect and was instrumental in shaping the CDI space.

Moo specializes in undertaking technical due diligence and has helped clients across various industries with their MDM strategy and implementations. He sets the vision and direction of InfoTrellis globally and is responsible for the overall company strategy covering customers, partners and employees. Moo holds a degree in Mathematics from York University and a diploma in Computer Sciences from Seneca College of Applied Arts and Technology.

Corporate Strategy Technology Strategy Program and Project Leadership MDM Strategy and Solution Architecture

Functional Experience

Zahid Naeem – CTO & Cofounder

CTO & Cofounder

Zahid Naeem

Zahid is the Chief Technology Officer and Co-Founder of InfoTrellis. He has many years of experience in enterprise software development and consulting. Prior to founding InfoTrellis, Zahid was the Lead Architect at IBM, working on InfoSphere™ MDM Server. At IBM, he played a major role in product development and provided consulting services to help clients maximize MDM Server capabilities to realize their CDI/MDM strategy. Zahid joined IBM as part of its part of its acquisition of Toronto-based DWL, where he was the Lead Architect and was instrumental in shaping the CDI space.At InfoTrellis, Zahid defines our technology vision and roadmap. He sets the standards for our service delivery and drives various global initiatives across competencies to maintain and enhance our technical leadership. He sets the standards for our services and product delivery and drives various global initiatives across competencies to maintain and enhance our technical leadership. Zahid holds a Master of Science degree in Industrial Engineering from State University of New York at Buffalo and a Bachelors of Science degree in Mechanical Engineering from University of Engineering and Technology, Lahore.

Technology Leadership and Strategy Program and Project Leadership MDM Strategy and Solution Architecture Big Data Strategy and Mentorship Sales Enablement and Customer Adoption Programs


Sachin Wadhwa – COO & Cofounder

COO & Cofounder

Sachin Wadhwa

Sachin is the Chief Operating Officer and Co-Founder of InfoTrellis. He has many years of experience in enterprise application architecture and product development in the Customer Data Integration and Master Data Management space. Prior to founding InfoTrellis, he worked at IBM, guiding product delivery and some of the first deployments of IBM InfoSphere MDM Sever. Sachin had earlier joined IBM as part of its acquisition of Toronto-based DWL, where he was the lead Architect and was instrumental in shaping the CDI space.

At InfoTrellis, Sachin leads our global operations covering finance, administration and human resources. He defines the processes and policies for global operations and doubles up as a program director, helping clients from various industries in defining and implementing their MDM strategy. Sachin holds a Master of Business Administration degree from Rotman Business School and a Master of Science in Computer Science from University of Delhi.

Corporate Finance and Global Operations Global Delivery Strategy and Execution MDM Strategy and Solution Architecture Program and Project Leadership


Dave Borean – VP Products

VP Products

Dave Borean

Dave is the Vice President of Products at InfoTrellis. He has many years of experience working on the architecture and development of mission-critical enterprise applications in both the product and custom solution spaces. Dave came from IBM where he was a Senior Technical Staff Member responsible for leading the InfoSphere MDM portfolio of products and working directly with clients from around the world.

At InfoTrellis, Dave heads the Products division, driving the strategy, conception, development, launch and marketing of our Products. In this role he manages our relationships with customers, partners and analysts.

He designs and runs the sales enablement and customer adoption programs of our products; he also guides the product development team in the architecture, design and development of our products. Dave holds a degree in Math and Computer Science from University of Waterloo.

Product Strategy and Marketing Development and Launch of New Products Sales Enablement and Customer Adoption Programs MDM Strategy & Solution Architecture Big Data Strategy and Architecture


Kumaran Sasikanthan – VP Consulting Services

VP Consulting Services

Kumaran Sasikanthan

Kumaran heads the InfoTrellis Consulting Services division. He has many years of experience in software product management, marketing, enterprise application consulting and software development. Prior to InfoTrellis, he was a Senior Manager for Product Management and Marketing at Software AG where he helped launch multiple releases of market leading SOA Governance products. Over the years, he has worked with clients across a range of industries from North America, EMEA and Asia.

At InfoTrellis, Kumaran defines and executes the strategy for the company’s services division. In addition to leading our global services teams, he doubles up as the head of our office in India. He holds an MBA from INSEAD and an MS in Computer Science from Delhi University.

Building High Performing teams Product Management and Marketing Program Management Enterprise Applications Consulting


Data & Analytics

InfoTrellis Consulting & Professional Services Overview