Agenda Today
What is iWayEIM
Copyright 2007, Information Builders. Slide 2
Copyright 2007, Information Builders. Slide 3
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
Copyright 2007, Information Builders. Slide 9
A Lesson From Calvin and Hobbs…. And you
Entreprise Infor-Mation Management
iWay SoftwareEIM Suite
Copyright 2007, Information Builders. Slide 10
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
Copyright 2007, Information Builders. Slide 26
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
Copyright 2007, Information Builders. Slide 26
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
Copyright 2007, Information Builders. Slide 29
High level architecture of the solution
Copyright 2007, Information Builders. Slide 30
SYSTEM A SYSTEM B
iWay Service Manager
iWay MDC
Process
Adapter Adapter
Event Update
MasterDB
MD services EventsTransform
Match Merge
Process
Verify
Enrich
High level architecture of the solution
Copyright 2007, Information Builders. Slide 31
SYSTEM A SYSTEM B
iWay Service Manager
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
Copyright 2007, Information Builders. Slide 32
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
Master Change Proposed
Source System Change Proposed
Collect Data
Apply Data Quality, Find out duplicates, Propose Golden Records, Propose changes to source systems
Apply changes to Source Systems
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
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
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
DATIX ESR JADE Sunrise Web SiteEPEX
MDM
JADE InterfaceESR InterfaceDATIX InterfaceEPEX Interface Sunrise Interface WebPages Interfae
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
DATIX ESR JADE Sunrise Web SiteEPEX
MDM
JADE InterfaceESR InterfaceDATIX InterfaceEPEX Interface Sunrise Interface WebPages Interfae
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
Copyright 2007, Information Builders. Slide 45
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