© Talend 2014 1 MDM for Customer Data with Talend Platform for MDM Jean-Michel Franco
May 14, 2015
© Talend 2014 1
MDM for Customer Data with Talend Platform for MDM
Jean-Michel Franco
© Talend 2014 2
Agenda
• Talend’s profile
• MDM for Customer Data; what are the business benefits ?
• Talend’s MDM for Customer Dataa
- Overview of the solution
- Our ecosystem (customers, business partners, etc.)
• Demo: Augmenting MDM with a Customer Big Data Platform
• Questions & answers
© Talend 2014 3
Key Facts
• Founded in 2006
• 480+ employees in 7 countries
• Dual HQ in Los Altos, CA and Paris, France
• Open Core business model
• Subscription license
• Services & training
Talend Overview Disruptive Integration
2007 2008 2009 2010 2011 2012 2013
© Talend 2014 4
TALEND ENTERPRISE
Big Data Data Integration ESB
TALEND OPEN STUDIO for
Big Data Data Quality
Data Integration
MDM
ESB
TALEND PLATFORMS
• Bundles of Enterprise technologies
• Advanced features
• Platinum support
• Commercial license
• Subscription model
• Gold support included
• Open source license
• Free of charge
• Optional support
Talend Offerings
BPM
Big Data
Data Management
Data Services
MDM
Enterprise Integration
Hybrid Cloud
© Talend 2014 5
Agenda
• Talend’s profile
• MDM for Customer Data: what are the business benefits ?
• Talend’s MDM platform for Customer Dataa
- Overview of the solution
- Our ecosystem (customers, business partners, etc.)
• Demo: Augmenting MDM with a Customer Big Data Platform
• Questions & answers
© Talend 2014 6
Master Data Management is a cornerstone for data-driven processes
Know Your Customer
Know Your Products
Know Your Suppliers
© Talend 2014 7
Talend
MDM
Customers
Suppliers
Products
Assets Agencies Stores
Organiza-tions and Reference
Data
Employees
MDM is about creating and managing the golden records of your business
What ?
(44%)
Who ?
(33%) How ?
(21%)
Where ?
(3%) Number sources : Gartner
© Talend 2014 8
The journey from Data Integration to Information Governance
From a fully IT driven model… …to a federated and collaborative
responsibility model
IT Lines of Business
Evo
lutio
n p
ath
From Data Management… …to Information Governance
© Talend 2014 9
Master Data Management for Customer Data Brings Business Value
What is(are) your business case(s) ?
Shared definitions of Customer data
Collaborative data
governance
Managed Data
Accuracy
Actionability
Real time
recomman-
dations
Personalized
customer
experience
Efficient Service
and claim
management
Fraud Management
Personalized Inbound and
outbound targeting
Compliance and
Trust
MDM
platform
Accessibility
Efficient Service
and claim
management
© Talend 2014 10
Agenda
• Talend’s profile
• MDM for customer Data; what are the business benefits ?
• Talend’s MDM for Customer Data
- Overview of the solution
- Our ecosystem (customers, business partners, etc.)
• Demo: Augmenting MDM with a Customer Big Data Platform
• Questions & answers
© Talend 2014 11
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Talend Master Data Management The shortest path to trusted & actionable master data
Model
Explore & Cleanse
Enable stewardship
Consolidate & Enrich
Operatio-nalize
• True multi-domain
• Active data model
• Audit trails and controls
• Real time master
data services
• Enterprise-wide
application access
• Embedded data quality
• Standardization & matching
• Quality analytics and control
• Streamlined data hygiene
• Completely customizable
workflows
• Embedded data integration
• 800+ components &
connectors
• Augment with external data
© Talend 2014 12
Key differentiators
• Single MDM hub, rather than MDM silos
- Holistic: One hub, multiple-domain
- Integrated: Built-in data integration federates applications and 3rd party data
- Connected: Master data services enable real-time MDM
• Fastest time to business benefits
- Rapid: Intuitive and powerful modeling
- Progressive: Start small, expand fast
- Unified: One studio, one repository
• Lowest cost of ownership
- All in one: Single tool set across all MDM dimensions
- Affordable: Predictable pricing
• Ready for Big Data
© Talend 2014 13
Flexible modeling for any party data
Key Capabilities
• Flexible Data Model (XML Based)
• Business Rules (drools) and Data Validation
• Roles Based Access Controls
• Audit trail, rollbacks
• Empowered with search, hierarchies browsing
• Any implementation style is supported
Data
Modeling
capabilit
ies
Info
rmati
on q
uality
managem
ent
capabilit
ies
Busi
ness
serv
ices
and w
ork
flow
functi
onality
Loadin
g,
inte
gra
tion a
nd
synchro
niz
ati
on c
apabilit
ies
Ste
ward
ship
support
and s
erv
ices
© Talend 2014 14
Best of breed and integrated data quality
Key Capabilities
• Intuitive and visual Data Profiling
• Embedded parsing, standardization, reconciling and de-duplication
• Structured, semi structured, structured or multi structured data can be considered
• Strong capabilities for customer data and address management
Data
Modeling
capabilit
ies
Info
rmati
on q
uality
managem
ent
capabilit
ies
Busi
ness
serv
ices
and w
ork
flow
functi
onality
Loadin
g,
inte
gra
tion a
nd
synchro
niz
ati
on c
apabilit
ies
Ste
ward
ship
support
and s
erv
ices
© Talend 2014 15
• Talend MDM architecture for one
of our customer’s landscape
Connected to the IT landscape, batch or real time
Key Capabilities
• Data integration layer with 800+ connectors
• Legacy systems, enterprise applications
• Cloud applications, external sources
• Enterprise class MDM data services through embedded Enterprise Service Bus
Data
Modeling
capabilit
ies
Info
rmati
on q
uality
managem
ent
capabilit
ies
Busi
ness
serv
ices
and w
ork
flow
functi
onality
Loadin
g,
inte
gra
tion a
nd
synchro
niz
ati
on c
apabilit
ies
Ste
ward
ship
support
and s
erv
ices
Integration Services
Data StagingMetaDataRepository
Web Layer
Hybris
TCP/IP - Kereberos
Legend
Customer Data Management – Static Architecture
Integration Services
BatchAdaptors
Real-timeAdaptors
Real time data
services
File based
MasterRepository
@ComRes
ACDS
Pega
Tracs
VisionData Quality Services
Talend Integration Platform
Parsing& enrichment
(Experian)
MatchingServices Batch data
services
Data Layer
Master Data Governance
TalendAdministration
Data QualityDashboard
MigrationAdaptors
Standardisation Services
Inte
grat
ion
Lay
er
ActiveDirectory
SOAP over JMS
GetCustomerDetailsCore
GeCustomerinteractions
CreateCustomer
UpdateCustomer
PublishCustomer
GetCustomerEngagements
GetCustomerProfile
SearchCustomer
MatchCustomer
PublishCustomerMerge
Inte
grat
ion
Lay
er
MatchCustomerBulk
SOAP over Http
Talend ESB
• Examples of business connectors
© Talend 2014 16
Business Process Management
Key Capabilities
• Visual modeling of data gov. processes
• Multi-Lingual Support
• Custom Form Designer
• Delegation of Tasks
• Real-time Follow-up and Alerts, Real-time Activity Monitoring
• Business Activity Monitoring Dashboards
Data
Modeling
capabilit
ies
Info
rmati
on q
uality
managem
ent
capabilit
ies
Busi
ness
serv
ices
and w
ork
flow
functi
onality
Loadin
g,
inte
gra
tion a
nd
synchro
niz
ati
on c
apabilit
ies
Ste
ward
ship
support
and s
erv
ices
© Talend 2014 17
Web-based assistants and browsing interfaces for data stewards
Key Capabilities
• Stewardship console to organize data stewardship tasks by roles and users.
• Complete Web interface with embedded search engine to read, create, update and delete the master data.
• Survivorship and de-duplication of record.
• Audit trail for all operations performed on data resolution and integrity tasks
Data
Modeling
capabilit
ies
Info
rmati
on q
uality
managem
ent
capabilit
ies
Busi
ness
serv
ices
and w
ork
flow
functi
onality
Loadin
g,
inte
gra
tion a
nd
synchro
niz
ati
on c
apabilit
ies
Ste
ward
ship
support
and s
erv
ices
© Talend 2014 18
Data marketplaces and
third-party providers
A Platform for Total Data Management A
pp
lication
In
tegration
Data Governance Team
CRM
Implementation team
Billing ERP
LOBs users
Address Mgmt
Exchanges
E-com-merce
© Talend 2014 19
Talend Data Governance solutions are recognized by independant industry analysts
Data Quality (Gartner)
MDM (Forrester)
Customer MDM (Gartner)
© Talend 2014 20
Agenda
• Talend’s profile
• MDM for customer Data; what are the business benefits ?
• Talend’s MDM for Customer Data
- Overview of the solution
- Our ecosystem (customers, business partners, etc.)
• Demo: Augmenting MDM with a Customer Big Data Platform
• Questions & answers
© Talend 2014 21
Sample of our customers by MDM domain
Customers, members
citizens, patients…
Product and assets Organization &
Reference Data Mgmt
Parties (employees,
suppliers)
Multi domain
© Talend 2014 22
Customer case in Travel & Transportation: Bring
Actionable Customer Data across Touch Points
Challenge:
• Increasing competition from online agencies
• Drive a consistent view of the customer
across retail, online, and contact centre.
Why Talend:
• Ability to quickly create an integrated view of 15 million customers
• Real time integration to improve customer experience across touch points
Value:
Faster and more tailored service to customer
High touch local support with customer intimacy
© Talend 2014 23
Customer case: Taking care of the most precious
resource in a local government institution: the children
Challenge:
Need a single view of a child to provide top quality services and value for money on a one to one basis for the county's 2100.00+ children and their family
Why Talend:
• MDM masters the cross references between public services (education, social care…) and orchestrates data governance to effectively match, merge and un-merge incoming records.
• Complex Data Integration and Data Quality load routines provide sophisticated fuzzy matching.
Value:
Improved public service provided for child protection, through a shared knowledge of each child situation and context
© Talend 2014 24
Customer case: Re-engineering member relationship in a heavily regulated environment
Challenge:
• Disconnected systems and manual processes
• New member enrollment increasing from
hundreds to thousands a month
Why Talend:
• Quickly integrate and cleanse data to get a unified view of the customer
• Ability to comply with HIPAA standard • Ability to support cross system processes with
BPM and application integration
Value:
Grew membership by +250% in less than a year without increasing acquisition cost
Improved customer service through real time data exhanges with Partners and Regulatory
© Talend 2014 25
Nurturing our ecosystem to deliver on the promises of MDM
Business blueprint
Proof of concept
Imple-mentation
Go live a support
Continuous improvement
Talend MDM deep experts provide deep expertise at the key phases of MDM initiatives (POC,
architecture design, solution watch, go live checks) . e.g: Synotis, Artha Data Solutions
1
2
MDM program partners deliver end to end MDM programs. They have the capacity to deliver large projects with an affordable delivery model. They provide deep industry expertise and packaged offerings . Example : Virtusa, Bearing Point, Osscube, CGI , Micropole
Note: consider categories as roles; one partner may have multiple roles, depending on each customer situation
3
OEM or technology partners provides additional software . Technology partners provides add-ons. Example : Loqate, Melissa Data, QAS, Un iserv OEM partners use our MDM in the context of their enterprise application. Exemple : Kiva Group
4
MDM thought leaders help design the MDM program and establish the data governance org. for sustainable deployment of MDM programs ; e.g : Bearing Point, CGI Consulting, 1st San Francisco partners
© Talend 2014 26
Zoom on an OEM partner: KIVA Group, Inc.
Background:
• Founded in 1995; Corp. offices in Bedford NH, Sales offices in Texas and Egypt.
• KIVA Respect is a multi-channel CRM solution for retail financial institutions, and credit unions
• Manages transaction processing, sales and service and customer experience across customer touch-points
Why Talend MDM ?
• Real-time synchronization of multiple customer databases across multiple groups.
• Data governance ensures accurate customer data together with security and control related to its access and updates.
KIVA Group client rolls out unified CRM
• Reengineers customer interactions at contact center
• 400 users, 42000 interactions per month
© Talend 2014 27
Agenda
• Talend’s profile
• MDM for customer Data; what are the business benefits ?
• Talend’s MDM platform for MDM for customer data
- Overview of the solution
- Our ecosystem (customers, business partners, etc.)
• Demo: Augmenting MDM with a Customer Big Data Platform
• Questions & answers
© Talend 2014 28
Multiple customer touch points, but broken customer journeys
Demonstration : building the foundations for the customer data platform
Customer Data
Platform
Tradi-
tional
MDM
© Talend 2014 29
Building the “customer data platform” to get a true Customer 360° view
Customer Data Platform explained
Customer Data
Platform
Key capabilities • Use MDM to manage on line
customer identities, in real time
• Reconcile on-line and off-line identities to enrich the 360° with Big Data (intentions, sentiments…)
• Leverage data governance capabilities to manage privacy
Demo • Use MDM to manage master
record related to online visitors
• Match the “traditional” customer master with the visitor ID whenever applicable
• Establish Data Governance to manage customer opt-in / opt-out for personalization and privacy management
• Connect Big Data with MDM to link customer analytics and clickstreams.
© Talend 2014 30
Underlying architecture for the demo
Standard
Reports
Ad-hoc
Query Tools
Web Analytics & targeting
Legacy System
External Data
Sources
Web and online Apps
Online Visitor
Master data
Account
Master data
Customer
Master data
Data integration
With MDM
Data matching
With MDM
Data Quality and
governance
With MDM
Data enrichment
With MDM
CRM
Salesforce.com
Data Services
With MDM
© Talend 2014 31
Summary
Single MDM hub, rather than MDM silos • Holistic: One hub, multiple-domain
• Integrated: large set of applications are supported
• Connected: Master data services enable real-time MDM
Fastest time to business benefits • Rapid: Intuitive and powerful modeling
• Progressive: Start small, expand fast
• Unified: One studio, one repository
Lowest cost of ownership • All in one: Single tool set across all MDM dimensions
• Affordable: Predictable pricing
Ready for Big Data
Contact us:
Learn more:
www.talend.com.p
roduct/mdm
© Talend 2014 32
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