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1 Gartner Master Data Management Summit 2012 April 4 – 5 | Los Angeles, CA | gartner.com/us/mdm Optimal Business Outcomes Through Trusted Master Data © 2012 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. For more information, email [email protected] or visit gartner.com. Trip Report The Gartner Master Data Management Summit 2012 was held April 4 – 5, at the JW Marriott L.A. LIVE in Los Angeles, CA. This report provides highlights from the event, including: Key Summit Take-Aways ............................................................................................. Page 2 Conference Highlights ................................................................................................. Page 3 Top-of-Mind Concerns (What Attendees Asked About) ................................................ Page 3 Keynote Addresses ..................................................................................................... Page 4 Snapshot of Attendees ................................................................................................ Page 6 Sponsors...................................................................................................................... Page 7 OVERVIEW At the Gartner Master Data Management Summit 2012, attendees — many at the initial stage of an MDM initiative — were full steam ahead when it comes to using MDM as a driver for agility, enhanced customer experience and competitiveness. Their big questions: How do I get the business engaged? Once that happens, how do I get governance going as well as recognize and deal with organizational barriers before they become road blocks? Their take-away: a truly effective MDM program requires business-led vision and strategy. In other words, MDM shouldn’t be about an IT infrastructure project that the business doesn’t understand or want to buy into. For more experienced attendees looking to move up the maturity curve, questions and concerns took a different tack: How can BPM improve master data consistency? What should I consider when implementing a second data domain? What best practices can I rely on when designing an MDM program for a complex application landscape? Whether attendees were poised for their next move or ready to take their first dive into the world of MDM, the summit provided plenty of actionable guidance to help them achieve substantial gains. SAVE THE DATE — NEW LOCATION! The Gartner Master Data Management Summit 2013 will be held March 20 – 22, at the Gaylord Texan in Grapevine, TX (Dallas area). Be sure to bookmark gartner.com/us/mdm and check back in the coming months for event details. TWO SUMMITS — ONE WEEK OF POWERFUL CONTENT Gartner Business Intelligence Summit 2013 March 18 – 20, Grapevine, TX (Dallas area) Come early or send a colleague to the Business Intelligence Summit 2013, and divide and conquer both agendas!

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Gartner Master Data Management Summit 2012April 4 – 5 | Los Angeles, CA | gartner.com/us/mdm

Optimal Business Outcomes Through Trusted Master Data

© 2012 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. For more information, email [email protected] or visit gartner.com.

Trip ReportThe Gartner Master Data Management Summit 2012 was held April 4 – 5,

at the JW Marriott L.A. LIVE in Los Angeles, CA. This report provides highlights

from the event, including:

Key Summit Take-Aways ............................................................................................. Page 2

Conference Highlights ................................................................................................. Page 3

Top-of-Mind Concerns (What Attendees Asked About) ................................................ Page 3

Keynote Addresses ..................................................................................................... Page 4

Snapshot of Attendees ................................................................................................ Page 6

Sponsors ......................................................................................................................Page 7

Overview

At the Gartner Master Data Management Summit 2012, attendees — many at the initial stage of an MDM initiative — were full steam ahead when it comes to using MDM as a driver for agility, enhanced customer experience and competitiveness. Their big questions: How do I get the business engaged? Once that happens, how do I get governance going as well as recognize and deal with organizational barriers before they become road blocks? Their take-away: a truly effective MDM program requires business-led vision and strategy. In other words, MDM shouldn’t be about an IT infrastructure project that the business doesn’t understand or want to buy into.

For more experienced attendees looking to move up the maturity curve, questions and concerns took a different tack: How can BPM improve master data consistency? What should I consider when implementing a second data domain? What best practices can I rely on when designing an MDM program for a complex application landscape?

Whether attendees were poised for their next move or ready to take their first dive into the world of MDM, the summit provided plenty of actionable guidance to help them achieve substantial gains.

SAve THe DATe — New LOCATiON!The Gartner Master Data Management Summit 2013 will be held March 20 – 22, at the Gaylord Texan in Grapevine, TX (Dallas area). Be sure to bookmark gartner.com/us/mdm and check back in the coming months for event details.

TwO SUMMiTS — ONe weeK OF POwerFUL CONTeNTGartner Business Intelligence Summit 2013 March 18 – 20, Grapevine, TX (Dallas area)

Come early or send a colleague to the Business Intelligence Summit 2013, and divide and conquer both agendas!

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© 2012 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. For more information, email [email protected] or visit gartner.com.

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Gartner Master Data Management Summit 2012April 4 – 5 | Los Angeles, CA | gartner.com/us/mdm

Optimal Business Outcomes Through Trusted Master Data

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KeY SUMMiT TAKe-AwAYS• Organizationsshouldtreat MDM as a high priority. There is significant business value to

be gained in terms of improved risk management and compliance, improved cost optimization and efficiency, and enablement of growth in revenue and profits.

• Don’twaitforthe“perfectstorm”whencontemplatingifandwhenMDMisneeded.Ifyoucan find a business-led, value-driven sponsor, start the selling process early. Instead of usingtheterm“MDM,”focus on a business phrasesuchas“customer360.”

• The biggest challenge for MDM program managers is harnessing people to set the vision for, fund, manage and execute on MDM goals. A matrixed organization with clear roles and responsibilities is the best bet to build and operationalize an MDM plan.

• WhenundertakinganMDMprogram,besuretoclearlyprioritize the business processes that are most important to the organization for the duration of the MDM program.

• Thebusiness case is a value-added process that can increase the success of new programs. Use it to monitor and manage the MDM initiative throughout its entire life cycle.

• Before selecting metrics, develop an understanding of the relationships existing between business strategy, operational performance and financial results. Use pre-defined performance metrics to quantify the benefits with all the stakeholders. (29 words)

• “Governance of master data” is a form of information governance – though very focused andnarrowlyorientedonmasterdata.Embed“governanceofmasterdata”withinanoverall information governance program, linked to enterprise information management (EIM). Recognize that information governance is part of a bigger picture, too. Reuse resources and organizational and technology constructs as much as you can.

• MDM is always a long journey because of the necessary reconciliation of many different versions of vital corporate data. Communication with the involved parties and frequent progress reports are key to keeping MDM programs going and to retaining or renewing the necessary funding.

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© 2012 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. For more information, email [email protected] or visit gartner.com.

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Gartner Master Data Management Summit 2012April 4 – 5 | Los Angeles, CA | gartner.com/us/mdm

Optimal Business Outcomes Through Trusted Master Data

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CONFereNCe HigHLigHTSInarecordturnout,morethan600ITandbusinessexecutivesgatheredinLosAngelesfortwo and a half days of strategic recommendations and practical guidance delivered across threetracksand30+sessions.ThirteenGartneranalystswereon-sitetakingthehelmattracksessions, moderating analyst-user roundtables and consulting with attendees at scores of one-on-one meetings.

Hot topics included:

Creating business-driven MDM

Advancing master data governance

Exploring technology infrastructure for MDM

Leveraging the right implementation

Expanding into different domains

Aligning MDM, BI and BPM

This year’s summit also offered a new practitioner’s track with real-world case studies and panel discussions led by MDM practitioners, special sessions designed for the healthcare industry,GartnerMagicQuadrantpresentationsandend-userworkshops.

TOP-OF-MiND CONCerNS (wHAT ATTeNDeeS ASKeD AbOUT)• WhatstepsshouldItaketocreateatechnologyinfrastructureforMDMsuccess?

• Howdoenterpriseinformationarchitecture(EIA),enterpriseinformationmanagement (EIM) and MDM relate?

• WhenbuildingtheMDMbusinesscase,what’sthebestwaytomeasurefinancialbenefits?

• InthecontextofMDM,whatdoesgovernancemean?

• HowcanMDMhelpwithbusinessintelligenceefforts?

• WhichcriteriashouldIconsiderwhenselectingthebesttechnologypartner(s)foran MDM initiative?

• WithbigdataandMDM,whatshouldIbemostconcernedabout?

• HowcanIsellmultidomainMDMtothebusiness?

• What’stheimpactofpace-layeredapplicationstrategiesonMDM?

CUSTOMizAbLe POST-eveNT wOrKSHeeTTake a moment to complete your own post-event trip report, a valuable resource for future reference and a great way to share what you learned with colleagues. Visit gartner.com/us/mdm and click the Justify Your Attendance button to access the customizable trip report.

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© 2012 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. For more information, email [email protected] or visit gartner.com.

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Gartner Master Data Management Summit 2012April 4 – 5 | Los Angeles, CA | gartner.com/us/mdm

Optimal Business Outcomes Through Trusted Master Data

KeYNOTe ADDreSSeSGartner Opening Keynote: Optimizing Business Outcomes With Trusted Master DataAndrew White, Vice President and Conference Chair; John Radcliffe, Vice President

Independent of today’s economic conditions, interest in the technology-enabled business discipline of master data management (MDM), which can enable a range of diverse efforts inbothITandinthebusiness,continuestogrow.Inthisopeningkeynote,GartneranalystsJohn Radcliffe and Andrew White explored three key technology trends — social media, big data and cloud — that are dictating a new way to manage and govern information. Because governing your application assets will impact how you leverage information, organizations should use a pace-layering strategy to create meaningful links to business value derived from strategic opportunities presented by social media, big data and cloud. The speakers went on to note that every organization starts its MDM journey from a unique position,soitisnotsurprisingthatthe“nextsteps”differfromorganizationtoorganization.However, if an MDM program is not led by an explicit business goal, then the MDM initiative willdevolveinto“yetanother”dataintegrationeffortforIT.MDMsuccessrequiresaclearbusiness case, business stakeholder buy-in and a focus on nontechnical challenges such as governance and measurable business value. Once your MDM program is firmly established, you will need to grow your enterprise information management program beyond MDM to sustain repeatable business value from business processes, analytics and data outside your control.

Guest Keynote: The Art of Business Influence — Selling Without Selling Mark Jeffries, Author and Communications Expert

It is more important than ever to influence multiple stakeholders: departments, teams, and the organization as a whole. In his keynote address, Mark Jeffries, who has consulted with such organizations as Microsoft, IBM, Johnson & Johnson and Boeing, delivered a simple yet vital message: Communications excellence leads to increased credibility and more successful projects. From building and maintaining valuable relationships to the subtleties of word power toleveragingnetworkingsecrets,Jeffriessharedhowtheintangibleskillsof“tailoredcommunication”canhelponebettermanagethechallengesfacedeverydaywithprojectsponsors, colleagues and team members.

Andrew White

Mark Jeffries

John Radcliffe

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© 2012 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. For more information, email [email protected] or visit gartner.com.

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Gartner Master Data Management Summit 2012April 4 – 5 | Los Angeles, CA | gartner.com/us/mdm

Optimal Business Outcomes Through Trusted Master Data

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KeYNOTe ADDreSSeS (CONTiNUeD)

Gartner Closing Town Hall: Take It Home, Make It WorkAndrew White, Vice President and Conference Chair; Ted Friedman, Vice President and Distinguished Analyst; John Radcliffe, Vice President

Attendeesgottoheartheirpeers“aha”moments,aswellasthosefromGartneranalystsatthe closing keynote. Up for discussion were the most significant findings that emerged over the conference’s two and half days. Here are the session’s key take-aways:

For beginners looking to build their MDM program

• Besureyou’reclearlysolvingabusinessproblemthatsomeonewantssolving,andthatyour MDM initiative is a program run jointly by the business and IT

• Buildthebusinesscasebasedonbusinessoutcomesandgettherightexecutivesponsorship

• Sortoutthegovernanceandorganizationalrolesandworkoutwhattechnologyandarchitecture you need to enable this

For intermediate practitioners moving beyond first domain

• What’snextafteryouhaveone(ormaybetwo)domainsundercontrol?Setanappropriatescope for evolution

• RecognizethatMDMispartofsomethingmuchlarger:Informationgovernanceandmanagement as a discipline (EIM)

• MDMcannotstandalone:Linkittootherkeyinitiatives(BI/analytics,BPM,contentmanagement)

• Harnesstheforcesofbigdata:ConsideritamandateforbetterinformationgovernancethatrequiresafirmMDMfoundationandexpandsyourscope/reach

Andrew White

John Radcliffe

Ted Friedman

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© 2012 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. For more information, email [email protected] or visit gartner.com.

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Gartner Master Data Management Summit 2012April 4 – 5 | Los Angeles, CA | gartner.com/us/mdm

Optimal Business Outcomes Through Trusted Master Data

SNAPSHOT OF ATTeNDeeS

Industry Sector

Bankin

g, F

inanc

e

and In

sura

nce

Educat

ion

Energ

y and

Utili

ties

Gover

nmen

t

Health

care

Man

ufac

turin

g

Med

ia

Misc

ellan

eous

Retail

Servic

es

Tech

nolog

y and

Telec

om

Trans

porta

tion

14%

1%4%

9%

11%

18%

3%6% 5%

10%

18%

1%

20%

14%16%18%

12%10%8%6%4%2%0%

CIO

0%

1%

3%

12%

19%

29%

7%

12%

0%

2%

1%

10%

5%

10%5% 15% 20% 25% 30% 35%

C-Level

VP

Director

Management

Analyst

Architect

Engineer

Consultant

Specialist

Other

No Title

Job Title Breakdown

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© 2012 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. or its affiliates. For more information, email [email protected] or visit gartner.com.

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Gartner Master Data Management Summit 2012April 4 – 5 | Los Angeles, CA | gartner.com/us/mdm

Optimal Business Outcomes Through Trusted Master Data

OUr gArTNer MASTer DATA MANAgeMeNT SUMMiT 2012 SPONSOrSThroughout the conference, the show floor was buzzing with activity as attendees met with 25 solution providers to discuss the latest innovations, services and product offerings. Many thankstooursponsorsforhelpingmakethe2012summitaterrificandrewardingexperience.

Silver Sponsors1SYNC

Ataccama Corporation

DataFlux

Dun & Bradstreet

GlobalIDs

Heiler Software

Hub Designs

Pitney Bowes Software

Profisee

Riversand Technologies Inc.

SoftwareAG

Talend

Utopia, Inc.

Wipro Technologies

Premier Sponsors

Kiosk SponsorsBlack Watch Data

Platinum Sponsors

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GartnerMaster Data Management Summit2013

The 2013 date is set!Register for this must-attend MDM event at gartner.com/us/mdm or call 1 866 405 2511

March 20 – 22 | Gaylord Texan | Grapevine, TX

Register by May 9, 2012, to enjoy: •Raffledrawingforacomplimentary2013registration •$50AmericanExpressgiftcardon-siteatnextyear’sevent •$300discountonstandardregistrationfee

Double up on savings! TheGartnerMDMSummitisback-to-backin2013 withtheGartnerBusinessIntelligenceSummit

©2012Gartner,Inc.and/oritsaffiliates.Allrightsreserved. GartnerisaregisteredtrademarkofGartner,Inc.oritsaffiliates. For more information, email [email protected] or visit gartner.com.