Site/Location Hubs - A Hot Trend In Master Data Management (MDM)

©2009 Rhapsody Technologies, Inc., All rights reserved.Bringing People, Processes and Technologies together

1

MDM – Site/Location Hubs – A Hot trend in Master Data ManagementVersion 1.0

Mani Kumar MandaRhapsody Technologies, Inc.

MDM the Americas Summit 2009San Francisco, CaliforniaAugust 24-26, 2009


2

Learning Objectives• As a result of this presentation, you will

be able to learn:What is Site/Location Hub?Who needs Site/Location Hub?Key capabilitiesThe Location “Dilemma”Use CasesThe Market Place

Vendors and Solutions

Parting “Thoughts”


3

Speaker’s QualificationsFor over fifteen years, Mr. Manda had been helping in

implementing technology solutions for clients in many industries

Mani Kumar Manda is the President and Founder of Rhapsody Technologies, Inc., a consulting firm with specialization in implementing Master Data Management solutions

Mr. Manda is an active and frequent speaker of topics associated with Master Data Management (Customer, Product, Site, Supplier, Account, etc., domains)

Mr. Manda is also the founder and chair for Customer Data Management SIG


4

About Rhapsody■ Founded in 1998

■ A niche firm in implementing Master Data Management solutions

■ Offers Customer Data Quality Assessment Services

■ Offers MDM Auditing/Evaluation Services

■ Offers Onsite Seminars that include Customer Data Management, Customer Data Hub, TCA, Implementation strategies, Customer DataModeling, etc.■ Provides half day and one day CDI awareness sessions for C level executives,

functional/departmental heads.■ Provides a week long training on ‘Functional fundamentals of Customer Data

Management’ covering topics such as challenges of customer data management,best practices, tasks that need to be considered, TCA and the features of the Oracle Customer Data Hub product.


5

About RhapsodyPartial list of our Customers

Some of Our Partners

ADP DoubleClick Motorola

Haworth Hologic KCI

Office Depot Overland Storage Hologic

Oracle Dun & Bradstreet

Trillium Deloitte Consulting

Hub Solution Designs Transitions II

Partial list of IndustriesRetail Advertising Manufacturing

High-Tech Healthcare Services


6

What is a Site/Location Hub?


7

Site/Location Hubis an MDM solution for mastering site/location data in an

enterprise to facilitate the management of enterprise wide (single) view of locations and associated information with key MDM features such as Data Quality, Extensibility, etc., built in.


8

Who needs Site Hub?


9

Attributes, More Attributes and Lots of Attributes

Any business in any industry that need to keep track of lots and lots of attributes

of some thing (e.g., building, equipment, store, asset, property, etc.) that is tied to

a location, which is cleansed and de-duped and facilitates the

operationalization of such information for analysis and effective decision

making.


10

Who needs Site Hub?

Customers in following industries• Utilities

– Equipment – Capabilities, Maintenance Schedule, …

– Properties – Size, Leasing, Demographics, …

• Retail– Stores – Size, Leasing,

Demographics, …– Properties – Size, Leasing,

Demographics, Projects, …

• Real Estate– Asset – Size, Leasing,

Demographics, Projects …

• Public Sector– Federal, State, and Local– Postal Services– Transportation

• Financial – Banking• Transportation• Telecom• Healthcare• Equipment Rental• Etc


11

Key Capabilities of a Site/Location mastering solution


12

Key Capabilities of Site/Location Hub• Site Mastering

– Site Data Quality• Duplicate resolution, Address

Cleansing, …– Site Hierarchies and rollups– Site Attributes– Site Grouping

• Trade Areas, Clustering, Campuses, etc.

• Site Life Cycle Management– Site Selection– Lease Administration– Project Management– Facilities/Asset Management

• Site Mapping– Integration with Mapping software

• Site Association– Customers– Products– Suppliers– Assets– Properties– Leases– Contracts– Etc.

• Site Analytics– What if Scenarios– Site Comparisons

• Integration enablement– SOA– Web Services

• Data Governance


13

The Location “Dilemma”


14

Location “Dilemma”

Primary (Independent) Domain

• Location though exists in the context of Product, Customer, Supplier, Asset, Payer, it can be modeled independently and then associated with any of the above domains as per business requirements.

Secondary (Dependent) Domain

• Location doesn’t exist by itself and hence an MDM solution focusing on Location as a primary MDM domain is not required. Rather location need to be modeled to work with all other independent domains.


15

Use Cases for Site Hub!


16

Utility Industry

1. Property is the Customer, Owner/Occupant is the payer• In regulated markets – some one has to pay the bill

• Owners change• Owner may not be the Occupant• Property is the Customer

• In deregulated markets• owning the utility pipe• Servicer, if not the Provider

2. Asset Management• Buildings

• Lease Management• Construction/Renovation Projects• Location Metrics – Size, Power, etc.

• Equipment such as Power Stations for example• Location related attributes• Capability


17

Retail Sector

1. Retail Site Management• Company Owned Outlets• Franchised Locations• Prospective Locations• Competitor Information• Growth & Retrenchment• M&A

2. Asset Management• Buildings

• Lease Management• Construction/Renovation Projects• Location Metrics – Size, Power, etc.

• Equipment• Plants


18

Public Sector – Local Government – Counties

1. Property Taxes – Property is the Customer, Owner/Occupant is the payer• Some one has to pay the taxes

• Usually Owners pay for Residential Properties• Often Tenants pay for Commercial Properties• Owner may not necessarily is the Occupant

2. Asset Management• Buildings• Equipment


19

Vendors and Solutions

in the

Market Place


20

Major Vendor Solutions Vertical Solutions

•AccruentReal Estate Performance Management

Solution

•TririgaWorkplace Enterprise Management Solution

•Siterra•Claritas•ESRI•MapInfo

•AccruentReal Estate Performance Management

Solution

•TririgaWorkplace Enterprise Management Solution

•Siterra•Claritas•ESRI•MapInfo

•IBMInfosphere MDM Server

•OracleSite Hub

•IBMInfosphere MDM Server

•OracleSite Hub

Vendors and their Products for Site Hub


21

Multi-Domain Solutions Other Solutions

•DMTI Spatial, Inc.Location Hub

•DMTI Spatial, Inc.Location Hub

•Initiate

•Siperian

•Initiate

•Siperian

Vendors and their Products for Site Hub


22

A Close look at the Vendors

and their Products


23

IBM


24

CUSTOMER to ACCOUNTRelationship

PRODUCT to LOCATIONRelationship

CU

STO

ME

R to

PR

OD

UC

TR

elat

ions

hip

ACC

OU

NT

to L

OC

ATIO

N

Rel

atio

nshi

p

CUSTOMER to ACCOUNTRelationship

PRODUCT to LOCATIONRelationship

CU

STO

ME

R to

PR

OD

UC

TR

elat

ions

hip

ACC

OU

NT

to L

OC

ATIO

N

Rel

atio

nshi

p

Single view ofCUSTOMER

Single view ofPRODUCT

Master ACCOUNT

record

Single view ofLOCATION

Account ProductLocation

Customer

AccountLocation

ProductLocation Account ProductCustomer

CustomerAccountAccount ProductProductLocationLocation

CustomerCustomer

AccountAccountLocationLocation

ProductProductLocationLocation AccountAccount ProductProductCustomerCustomer

CustomerCustomer

• IBM WebSphere product can be used as a solution for Location Mastering

• IBM seriously views Location as one of the primary MDM domains

• Currently provides Location as Secondary domain in the context of Customer, Account and Product domains

• Strategically working on providing more Location specific solutions in the context of Asset Management

Image Courtesy: IBM

IBM


25

Oracle


26

Where is Oracle “Site Hub”?

AnalyticalMDM AppsOperational MDM Applications

Oracle eBusiness Suite

CD

H

Site

Hub

PIM

Siebel

UC

M

HyperionDRM

Fina

ncia

l Hub

Ana

lytic

al H

ub

CustomerCustomer

Supplier Sites/Locations Product COA COA

MDMDomains

MDMApps

BizApps


27

Customer List

• Posten Norge• General Dynamics Land Systems• Vodafone


28

Key features in R12.1

• Site Search• Extensible Attributes• Hierarchies & Clusters• Trade Area Groups• Google Map Integration• Site Comparisons• TCA Architecture• Contacts• Excel Import-Export

• Web Services• TCA Relations & Parties• Site Attachments• Site Associations

• Property Manager• Asset Management• Inventory Management

• Business Events Support• Templates for easier Site Creation


29

Future Directions

• Advanced Hierarchy Management• Role based security• Enhanced Integration with Property

Manager• Enhanced Integration with Projects• Enhanced Integration with EAM• Enhanced Web Services • Document Management Integration

- With Stellant and AutoVue• Enhanced Integration with CDH• Enhanced Integration with

Inventory Management / PIM

• Advanced Spatial Analysis• Data Quality Management• Source System Management• Site Integration to Projects• Site History & Versioning• Change Management, Workflow, &

approval management• Site as an AIA object• Integration with data providers• Integration with Retek• Integration with JDE real estate

solution

R12.2 Site Hub R12.2+ Site Hub


30

Initiate


31

Initiate

• Product– As a multi-domain MDM product, Initiate can adapt to the

requirements of Site/Location Domain– Current Location cleansing and matching capabilities of the Initiate

product can be used

• Customers– Walgreens


32

Siperian


33

Siperian

• Product– As a multi-domain MDM product, Siperian can adapt to the

requirements of Site/Location Domain– The flexible Modeling capabilities facilitate the mastering of Location

data– The matching engine powered by Identity Systems can be leveraged

to match Sites/Locations


34

Accruent


35

Accruent• Enterprise Location Management Solutions portfolio

– Real Estate Performance Management– Enterprise Facility Management– Integrated Work Place Management System

• Primarily popular with Retail industry– with management of Real Estate and Facilities for the management of entire

life cycle of real estate activities such as Market Planning, Strategic Planning, Site Selection, Project management, Lease management and Maintenance Management

– Also targets other industries such as Higher Education (Campus Management), Public Sector, and multitude of Hybrid Industries for Real Estate and Facilities Management

• Customers– Retail: Rite Aid, Staples, Radio Shack, etc.– Higher Education: University of Southern California, Santa Clara University,

etc.– Public Sector: Commonwealth of Massachusetts


36

Tririga


37

Tririga• Products

– Tririga Workplace Performance Management– Tririga Integrated Workplace Management– Tririga Trees

• Primarily focuses on Real Estate and Workplace Management solutions addressing– Real Estate– Project Management– Facilities Management– Maintenance Operations

• Customers– Retail: Canadian Tire– Utilities: BC Hydro, Woodside Energy, etc.– Public Sector: The Pentagon, NASA, Texas Health and Human Services

Commission, Orange County Sheriff’s Department, etc.– Other: Nokia, GE, Teradyne, etc.


38



39


• Location/Site Hub will be a big domain of MDM by this time next year

• Major Vendors are seriously investing in this domain• There is a serious problem to solve in the market place and

there isn’t any perfect solution• The Scope of the Location domain continue to grow• An important domain to take into consideration as part of an

enterprise level strategy for MDM initiatives


40

Q U E S T I O N SQ U E S T I O N SA N S W E R SA N S W E R S


41

Can be reached at: Mani Kumar MandaRhapsody Technologies, Inc.1700 Park Street, Suite 205Naperville IL 60563

Phone: 630-717-1809Email: [email protected]

Latest Versions can be obtained from:http://www.rhaptech.com/resources.html

AQ&Q U E S T I O N SQ U E S T I O N SA N S W E R SA N S W E R SQ&Q U E S T I O N SQ U E S T I O N S

A N S W E R SA N S W E R S

Special Interest Groups:http://groups.yahoo.com/group/cdi-mdm-jobs


42

Appendix


43

In the absence of an application like Site Hub

• Site information is spread across multiple disparate applications

• Custom applications are used to maintain Site information such as Stores for example in Retail Sector

• Often lot of site information is maintained in excel documents

• Integration of Site information in a flexible manner across heterogeneous applications is a major challenge


44

Cost of Poor Quality Site/Location Data• Marketing

– Poor location data reduces the effectiveness of marketing campaigns with wastage of valuable resources in mailed catalogues, lost sales opportunities, etc.

• Sales– Poor location data results in reduced sales effectiveness due to misdirected sales

resources assignments• Service

– Poor location data results in reduced service personnel effectiveness due to misdirected personnel levels

• Finance– Duplicate records hide proper revenue recognition, inaccurate reserves for bad debt,

introduce credit and collection risk, etc.• Corporate Governance

– Higher risk exposure for executive management due to inaccuracies in location data• Location Planning

– Invalid location attributes results in increased resource usages leading to higher costs in Supply Chain management and reduced response times


45

Key Questions?

• Does your organization deal with lot of sites?• Do you need to keep track your customer, competitor, or

partner sites and their capabilities?• How do you currently track and manage your sites?• Is managing your real-estate portfolio a big concern?• Do you have a 360 ° view of all your sites?• Can you perform effective site-driven business processes

with your current applications?


46

Oracle Site Hub is integrated with

• Oracle Inventory

– Site Hub enables you to create and maintain Oracle Inventory organizations associated with sites.

• Oracle Property Manager

– You can access Oracle Property Manager directly from Site Hub to manage property locations and leases associated with sites.

• Oracle Enterprise Asset Management

– Enterprise Asset Management enables maintenance of an organization's sites assets such as machines, fixtures, and anything requiring maintenance.

• Oracle Trading Community Architecture (TCA)

– Trading Community Architecture enables Site Hub to store party relationships, and capture contact attributes associated with the site. This includes TCA entities such as parties, party sites, party relationships, and contacts.

Technology

Site/Location Hubs - A Hot Trend In Master Data Management (MDM)