IWay Awareness Francis Beausoleil iWay Account Manager [email protected]

iWay Awareness

Francis Beausoleil

iWay Account Manager

[email protected]

Agenda Today

What is iWayEIM

Copyright 2007, Information Builders. Slide 2


Information BuildersWho is iWay Software?

Founded in 1991 as the Enterprise Data Access Division of Information Builders dely used data access middleware in the 1990s

Re-branded/re-launched as ‘iWay Software’ in 2001 $65M annual software license revenues 3,500 production software sites world-wide

DNA Universal Adapter Suite (resold by 90+ cies) Real-time integration (SOA, ESB, EAI,etc) Data Migration (ETL++) Business Process Automation (BPA) Business Activity Monitoring (BAM) Business 2 Business (B2B) Entreprise Information Management (EIM)

iWay Software

68% of leading Integration and Platform Software Vendors successfully use iWay Adapters

• more & better adapters• time to market• buy versus build• lower TCO• worldwide service• focus on core business

iWay Enterprise Information Management

iWay Software Integrates the Extended Enterprise

ProcessesTransactionsDocuments

Suppliers, Partners, Customers, Exchanges

DataWarehouse,Data MartWorkflow,

Portals

EnterpriseSearch

iWay Software’s Patented Universal Adapter Suite

iWay Software’s Integration Server

B2B BPA EIM Suite

Mainframe andLegacy Data, Applications andTransactions

ERP, CRM, HR, SCM, SFA, SaaS, Help Desk

OperationalDatabase, DataWarehouse, Data Marts

Documents, Files, E-Mails, ContentManagement

Messages,Transactions,Java, .NET,CORBA

EDI Formats,Protocols, HL7,SWIFT, FIX, ACORD

BIReal-TimeDashboard

OperationalDatabase, DataWarehouse, Data Marts

iWay Software’s Patented Universal Adapter Suite

Definition of Enterprise Information Management

Enterprise information management (EIM) is an integrative discipline for structuring, describing and governing information assets, regardless of organizational and technological boundaries, to improve operational efficiency, promote transparency and enable business insight.

Gartner G00143330

iWay EIM Approach

I have to say that I like this approach. Not just in terms of the CEP engine but also the whole idea of embedding capabilities into an ESB. In effect, this is a turn-around from traditional approaches. Other vendors in this space primarily started as batch vendors and now offer real-time or near-real-time extensions but they are still basically batch products. iWay, on the other hand, has designed its EIM to target real-time requirements and, yes, it can do batch too. Companies whose primary requirements are for real-time processing could do worse than to take a good look at iWay EIM.

Philip Howard – Bloor Research


A Lesson From Calvin and Hobbs…. And you

Entreprise Infor-Mation Management

iWay SoftwareEIM Suite


On-line, real-time and batch processingNot “yet another” Data Warehouse Up-stream, In-stream and Down-stream processing Integrated Data Quality, Data Profiling and Master Data

Management Integrated ETL and ESBChange Data CaptureEvent CaptureRich Data Profiling solution built with WebFOCUSMinimal to no codingEnterprise Information Governance

iWay EIM Server

Enable online, real-time, near real-time and batch integration Event based Push Pull Scheduled

Transformation services Intelligent routingCorrelation of informationMultiple protocol supportTransactional update of end systemsGuaranteed delivery of messages

EIM Drivers

Accuracy Correct Information

Completeness Thorough Information

Consistency Uniform Information

Relevance Useful Information

Upstream Data

Data Enters from Multiple Points Manual Data Entry B2B Gateway Call Center Self-Service Portal

EIM Issues Accuracy Completeness Business Rule Validation Correlation

In-stream Data

Data is a Flowing, Dynamic thing, (ERP, Invoicing, etc.) Complex Processes Derived Data Evolving Semantics Operational BI

EIM Issues Error Detection and Correction Lost or Mismatched Information Duplication Validation as Evolves

Downstream Data

Data is collected, manipulated, and analyzed DM/DW/Cubes/Analytical BI Performance Management Compliance Auditing

EIM Issues Access Accuracy Completeness Mismatched Semantics

iWay Software EIM Suite

CRM

iWay Service Manager

SFA Content

ERP FIN B2B EAI Legacy

BI

IndentifyMerge

MDMRegistry

Sync

Validate Enrich

Parse Cleanse Standardize

Match

Profile

ProfileData Mart

ETL

iWay Software EIM Suite

iWay Master Data Centre

Integrated with iWay Service Manager and iWay Adapters

Support operational and analytical MDM

Support all data domains – customer, supplier, product, financial, HR etc

Consolidation and Registry styles of MDM


iWay Software Information ManagementSynergy With webFOCUS

Real-time Data Warehousing Operational Data Access Real-time Business Activity Monitoring 3rd Party Data Access Data Federation (Multi-source data access) Data Quality Management Master Data Management Search Index Management (Real-time) Data Geo-coding


iWay Software EIM Suite Benefits

Open, flexible, configurable

Rules

Reference data

Integration options

Technology platforms

Fast and Scalable

Milions of records in minutes

Scales up to hundreds of millions

Real-time in miliseconds

Real-time, Online, and Batch

Data Validation

Data Cleansing

Matching, Identification

Enrichment

DQ now, MDM later

Start with iWay DQC

Upgrade to iWay MDC

Protects your investments

Single engine for DQ and MDM

iWay Master Data Center:Architecture and Simple demo

Outline

Architecture of the solutionHow we extract data from source and load it into the MDC DBHow the data is cleansedHow the data is matched and merged


High level architecture of the solution


SYSTEM A SYSTEM B


iWay MDC

Process

Adapter Adapter

Event Update

MasterDB

MD services EventsTransform

Match Merge

Process

Verify

Enrich

High level architecture of the solution


SYSTEM A SYSTEM B


iWay MDC

Process

Adapters Adapters

Event Update

MasterDB

MD services EventsTransform

Match Merge

Process

Verify

Enrich

Update Event

2 LIFE

1 CRM iWay MDC

Master DC Demo


CRM_ID A1Jane Smith . Ms134 Hampstead Road London NW1 9QYSSN: 123456789

LIFE_ID B2Dr Smith Jane134 Hampstead Rd London NW1 9QYSSN: 1234 5678-9

Dr Jane Smith134 Hampstead Road

London NW1 9QY SSN: 123456789

Ms Jane Smith134 Hampstead Road

London NW1 9QYSSN: 123456789

Master_ID 111Ms Jane Smith

134 Hampstead Road London NW1 9QYSSN: 123456789

Source Data Master Data

Jane Smith . Ms134 Hampstead Road London NW1 9QYSSN: 1234 56789

Dr Smith Jane134 Hampstead Rd London NW1 9QYSSN: 1234 5678-9

Cleansed Data

iWay SM listening event and load

iWay MDC Cleansing rules:

•Split Title, First Name, Last Name

•Check against dictionaries (names, first names, titles)

•Clean SSN number and check the length

iWay MDC Match:

100% match of SSN OR 100% match of ID card AND relative match of Full Name

iWay MDC Merge:

Use the latest value for title, Name, First Name

Source Systems EIM

Master_ID 111Dr Jane Smith

134 Hampstead Road London NW1 9QYSSN: 123456789

Mapping:Master ID 111 CRM A1

Mapping:Master ID 111 CRM A1Master ID 111 LIFE B2

Introduction to Master Data Management ProjectCNWL and IBI

Introducing CNWL Services

Range of mental health, substance misuse and learning disability services across 100 sites

Span 9 boroughs in central and north west London Last year CNWL provided:

community care for approx 41,000 local people inpatient care for approx 3,600 local people

Annual turnover approaching £210 million 23 inpatient units with 881 bedsCommunity care is today’s emphasis on services

Master Data

“Master data are the critical nouns of a business and fall generally into four groupings: people, things, places, and concepts” (Source: Microsoft)

CNWL is focusing on data relating to:Patients (e.g. names, addresses, NHS no., ethnicity)Staff (e.g. names, locations, job titles, team)Organizational units (e.g. names, locations, services)

Overview

Few Examples: Team 1 in system used by doctors and CNWL staff … is Team ABC in

Finance system James in patient system 1 is known as John in patient system 2 When a member of staff is leaving, deactivated from HR system… what

about the IT system? Payroll system? If a person gets married and change her name in local system… what

about the name in HR, Finance and Incident reporting? Previously:

Costly connections between systems, heavy maintenance Manual process: paper forms, calls

MDM solution

DATIX ESR JADE Sunrise Web SiteEPEX

Master DB

JADE InterfaceESR InterfaceDATIX InterfaceEPEX Interface Sunrise Interface WebPages Interface

Master Change Proposed

Source System Change Proposed

iWay SM: Collect Data: BATCH LOAD or REAL TIME

iWay MDC: Apply Data Quality, Find out duplicates, Propose Golden Records, Propose changes to source systems:CLEANSE, MATCH, MERGE, PROPOSE

iWay SM: Apply changes to Source SystemsPROPAGATE

Team

Team Interface

MDMMDM

MDM Application!

MDM solution

DATIX ESR JADE Sunrise Web Site TEAMEPEX

MDM

JADE InterfaceESR InterfaceDATIX InterfaceEPEX Interface Sunrise Interface WebPages Interfae



Collect Data

Apply Data Quality, Find out duplicates, Propose Golden Records, Propose changes to source systems

Apply changes to Source Systems

MDM solution


Master DB







Team

Team Interface

MDM solution


Master DB







Team

Team Interface

MDM Process

Update Staff/Patient/TeamUpdate Staff/Patient/Team

Collect Data Daily (~)Collect Data Daily (~)

Propose change

to Master

Propose change

to Master

Master Administrator

Master Administrator

Validate/ Refuse

/Edit

Validate/ Refuse

/Edit

ApplyApplyPropagatePropagate

Propose change

to Source System

Propose change

to Source System

Validate

Or

Acknowledge

Validate

Or

Acknowledge

Apply Manually

Apply Manually

Apply Automatically

Apply Automatically

Source Administrator

Source Administrator

CompareCompare


MDM


Team

Team Interface

Example : create master and mapping

Dr Jane Smith

NW8 0EH

EID1234

EP1

Dr Jane Smith

NW8 0EH

EID1234

EP1

Mrs Jane

Smith-Baker

EID1234

ESR1

Mrs Jane

Smith-Baker

EID1234

ESR1

Mrs Jane Smith-Baker

02 089 765 432

WS1

Mrs Jane Smith-Baker

02 089 765 432

WS1

ID Title First Name

MaidenName

Surname Employee ID

Address Post Code Phone

1 Dr Jane Smith Baker EID1234 15-19, Blenheim Terrace NW8 0EH 020 8976 5432

J. Baker

15-19, Blenheim Terace

ZZZ9999

J1

J. Baker

15-19, Blenheim Terace

ZZZ9999

J1

Master ID

Source

System

ssID

1 EPEX EP11 ESR ESR11 JADE J11 WebSite WS1


MDM


Team

Team Interface

Example: propagate the change

Dr Jane Baker

NW8 0EH

EID1234

EP1

Dr Jane Baker

NW8 0EH

EID1234

EP1

Dr Jane

Smith-Baker

EID1234

ESR1

Dr Jane

Smith-Baker

EID1234

ESR1

Dr Jane Smith-Baker

02 089 765 432

WS1

Dr Jane Smith-Baker

02 089 765 432

WS1

ID Title First Name

MaidenName

Surname Employee ID

Address Post Code Phone

1 Dr Jane Smith Baker EID1234 15-19, Blenheim Terrace NW8 0EH 020 8976 5432

Jane Baker

15-19, Blenheim Terrace

EID1234

J1

Jane Baker

15-19, Blenheim Terrace

EID1234

J1

Master ID

Source

System

ssID

1 EPEX EP11 ESR ESR11 JADE J11 WebSite WS1

Benefits of all this?

Change management application: One central system containing complete, accurate and clean data for

dimensional data: Patient Staff Team

No discrepancy in between source systems data No duplicates within system Duplicates across system mapped to a single golden record Data quality for patient, staff and team dimensional data on source

systems (JADE, EPEX, ESR,Sunrise, DATIX, EFIN, SAPPS, TEAM, Trustnet, CNWL website) improving significantly!

And finally, efficiency in creating accurate reports about patient, staff and team from the new data warehouse reporting interface


EIM Value Proposition

Increase marketing and cross selling opportunities Improve business processes and decision making Respond quicker to competitive pressure Establish a single view of your customers Detect important trends in your enterprise data Enrich your data with additional information Improve the integrity of your enterprise data

Accuracy – correct information Consistency – uniform information Completeness – thorough information Relevance – useful information

Questions?

Merci / Thank you!

[email protected]

514.213.7565

mailto:[email protected]