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Mastering the Fundamentals: “Master Data Governance” to Unify
MDM, RDM, Big Data, Cloud, Social, Mobile & Real-Time Programs
Governors Fidelity Investments Forrester Research Gaine Solutions Gartner Garza Data Consulting
A. Schulman A+E Networks AdvancedEPM Aflac Allianz of America Alpargatas S.A. American Express AmFam Amgen APG Asset Mgmt Arco-Iris Technologies AskGet.com Aspen-K2 Solutions AutoTrader.com Avaya AXA US Banque Nationale du
Canada Barclays Becton Dickenson Biogen Idec Bloomberg BNY Mellon CA Technologies Capital Group Cargill Caserta Concepts Caterpillar Celgene Cervello Chubb CIGNA Citi Citizens Financial Group Citrix CNA Coach Cognizant
GE Capital – Americas General Motors Genesys Getty Images GlaxoSmithKline Global IDs Great American
Insurance HBO Healthlink Dimensions HEB Horizon BCBS of NJ Houghton Mifflin
Harcourt HSBC Husky Energy IBM IDMA Independence Blue
Cross Information Asset Intel Corporation Intercontinental Hotel
Group (IHG) J. Crew Janssen
Pharmaceuticals JAS Worldwide Mgmt John Wiley & Sons Kellogg Co Kemper Insurance Kichler Lighting Knowledgent L&T Infotech M&T Bank Legrand Lumendata Kemper Insurance Kichler Lighting Knowledgent L&T Infotech
Legrand M&T Bank Macquarie Fund Grp Marriott Int’l Marsh & McLennan MassMutual Mayo Clinic McDermott Int’l Mediclinic Mercedes-Benz USA Mercer Michelin Micropole Microsoft Minnesota Historical
Society Moody's Morgan Stanley MultiPlan NASDAQ National Instruments NBCUniversal NBTY, Inc. Neiman Marcus North Shore LI Jewish Novation NTT Data Consulting Nucor Steel NYC Mayor's Office of
Operations - HHS Connect
NYU Langone Med Ctr NY Life Insurance Oaktree Capital Mgmt Omnicom Optum Oracle
Enterprise Architects, Data Architects, Directors of Data Governance, DQ Analysts… but not Master Mariners, Master Trainers, Master Barbers/Stylists, Station Masters, Sushi Masters or Master of the Universe
PwC Orchestra Networks Oriental Trading Co PIMCO PR Newswire Profisee Radiant Systems Ralph Lauren Raytheon Sabre salesforce.com Sanofi Pasteur SAS Scholastic Selective Insurance SKF SmartBase Solutions Softpath System SourceMedia Standard & Poor's Staples StarTech.com State Street Global
Advisors Steward Health Care
System Stibo Systems SunEdison Sunovion
Pharmaceutical SunTrust Sutter Health Swiss Reinsurance SwissRe America Synechron Sysveda America T Rowe Price
Millennium: The Takeda Oncology Company
Talend TD Ameritrade Techxtend The American Medical
Association The Carlyle Group The Knights of
Columbus The MDM Institute The Siemon Company TIAA-CREF TNT Express Tokyo Medical and
Dental University Toys R Us Tractor Supply Co Trillium Software Tyco Int’l Unilever United Health Group United Nations United Technologies University of Florida Vinculum Visum Technology
Group Volkswagen of
America Vree Health Wal-Mart ISD WWW Online
Enterprises Wyndham Hotel Group Yellow Pages Canada
About the MDM Institute Founded 2004 to focus on
MDM business drivers & technology challenges
MDM Advisory Council™ of 150 Global 5000 IT organizations with unlimited advice to key individuals, e.g. CTOs, CIOs, data architects
MDM Business Council™ website access & email support to 35,000+ members
150 organizations who receive unlimited MDM advice to key individuals, e.g. CTOs, CIOs, & MDM project leads
Representative Members NetApp Norwegian Cruise Lines Novartis PC Connection Polycom Pratt & Whitney Canada Qwest Roche Labs Rogers Communications Scholastic Stryker SunTrust Sutter Health TNT Express Telkom South Africa UCB Pharma UK Home Office Visa Europe W.W. Grainger Westpac Weyerhaeuser Woolworths Australia
3M Allergan BCD Travel Bell Canada Caterpillar Cisco Systems Citizens Communications COUNTRY Financials Educational Testing Svcs EMC GE Healthcare Honeywell Information Handling Svcs Intuit Loblaw McKesson Médecins Sans Frontières Medtronic Microsoft Motorola National Australia Bank Nationwide Insurance
Aaron Zornes
: 3M; Allergan; Bell Canada; Canadian Tire; Caterpillar; Cisco Systems; Citizens Communications; COUNTRY Financials; CSAA (AAA of Northern California); Educational Testing Services; GE Healthcare; Genentech; Honeywell; Information Handling Services; Intuit; Irish Permanent; McKesson; Medtronic; Microsoft; Motorola; National Australia Bank; Nationwide Insurance; NetApp; Norwegian Cruise Lines; Novartis; PC Connection; Qwest; Scholastic; Stryker; SunTrust; Sutter Health; Telkom South Africa; TNT Express; Union Chemie Belgique; Visa; W.W. Grainger; Westpac; Weyerhaeuser; and Woolworths Australia
MDM & Data Governance Summit™Conference Series
“More MDM programs get their successful start at MDM & Data Governance Summits than anywhere else”
MDM & Data Governance Summit New YorkMDM & Data Governance Summit New YorkSheraton Times Square ▪ October 5-7, 2014Sheraton Times Square ▪ October 5-7, 2014
MDM & Data Governance Summit San FranciscoMDM & Data Governance Summit San FranciscoHyatt Fisherman’s Wharf – May 2015Hyatt Fisherman’s Wharf – May 2015
MDM & Data Governance Summit Europe MDM & Data Governance Summit Europe London ▪ May 18-20, 2015London ▪ May 18-20, 2015
MDM & Data Governance Tokyo MDM & Data Governance Tokyo Belle Salle Kanda– Tokyo ▪ July 2015Belle Salle Kanda– Tokyo ▪ July 2015
MDM & Data Governance Summit Canada MDM & Data Governance Summit Canada The Carlu – Toronto ▪ July 2015The Carlu – Toronto ▪ July 2015
MDM & Data Governance Summit Asia-Pacific MDM & Data Governance Summit Asia-Pacific Doltone House, Darling Island Wharf – Sydney ▪ July 28-30, 2015Doltone House, Darling Island Wharf – Sydney ▪ July 28-30, 2015
MDM & Data Governance Summit ShanghaiMDM & Data Governance Summit ShanghaiShanghai Int’l Convention Ctr ▪ Fall 2015
Recent EMEA Uptake of MDM Rusatom RussiaEnergy Ruukki Sartorius Werkzeuge Sberbank Société Générale Sociale Verzekeringsbank Sogei S.p.A. Sonae Saint-Gobain Stallergenes Syngenta Swisscom SwissGrid Talk Talk Telecom Egypt Tesco Bank The Travel Group Travel Port TUI Van Marcke Veolia Viega Visa Europe Volvo Truck WIND Telecom
3 Suisses Achmea Accor Al Hilal Bank (UAE) Alstom Argos ASICS Banque Centrale Populaire (MO) Banco Santander BANKART Baumarkt Direkt Belastingdiens (Dutch Tax Office) Belgacom Belgium Post Berner (FI) Bluarancio BNP Paribas Boos (UK) Borough of Camden (UK) Bouygues Telecom Carrefour Credit Agricole Commune di Roma Compagnia Assicuratrice Dalkia Deutsche Telkom
DHL (DE) Dubai World DSV Eli Lilly UK Euroclear EADS Feu Vert Gazprombank Hypo Vereinsbank ING LaSer Cofinoga Lloyds Maersk Mitchells & Butlers Мир Книги Network Rail NFU Mutual Norway Post Orange Otto Group Ouest-France Peter Justesen Philips Medical Devices PPL Prisa Digital RTE
Queensland Health (AU) RAC Victoria (AU) RAC WA (AU) Samsung (KR) Samsung Life (KR) Shenzhen Development Bank (CN) Shanghai GM (CN) Shanghai Regional Community
Bank (CN) Simplot (AU) Suncorp (AU) Sydney Water (AU) Tai Kang Life (CN) Taiping Life (CN) Taiwan Mobile (TW) Telecom NZ (NZ) Telstra (AU) Tongshan Tax Bureau (CN) Tower Australia (AU) Tsingtao (CN) University of Sydney (AU) Westpac (AU) Woolworths (AU) Zhejiang Tailong Commercial
Bank (CN)
ANZ (AU) Asics (JP) ATO (AU) Alliance Bank Malaysia (MY) Bank Central Asia (ID) Bank Negara Indonesia (ID) Bank of China (CN) Bank of Commerce (CN) Bank Tenaga Negara (MY) Bendigo Bank (AU) BHP Billiton (AU) CBA (AU) Centrelink (AU) China CITIC Bank (CN) China Unicom (CN) Chongqing Changan Automobile
Co. (CN) Daihatsu Motor Co. (JP) Dept of Educ - SA Dept of Educ – WA FANCL (JP) Fujitsu (JP) GCG China (mobile) (CN) GE Money (AU) General Dept of Taxation (VN)
Huawei (CN) HK Trade Development Council IP Australia (AU) Japanese Research Institute (JRI) Korea Life Insurance (KR) Korea Telecom (KR) Krung Thai Bank (TH) KT&G (KR) Lion Nathan (AU) Macquarie Bank (AU) Ministry of Educ (SG) Ministry of Finance (CN) Ministry of Health (NZ) Ministry of Health (SG) Mitsubishi Motors (AU) Mizuho (JP) MLC (NAB) Mobily (SA) NAB (AU) New Zealand Customs (NZ) NTT (JP) Optus-Singtel (AU) Origin Energy (AU) Perodua Otomobil (ID) Rio Tinto (AU)
Recent North American Uptake of MDM NY Times Oppenheimer Funds Panera Bread Payless PetSmart Pitney Bowes Polycom Prudential PTC RadioShack Sabre Smith & Nephew Sony Pictures Entertainmento Spectrum Pharmaceuticals T-Mobile Target Teach for America TELUS
Time-Warner Cable TJ Max Toys R Us Travelport Union Bank US Bank Uti Visa Walt Disney Resorts Whataburger Whole Foods Wyndham
AARP ADP Allied World Assurance Co. (AWAC) Apria AutoTrader.com BB&T Belk BestBuy Biogen Idec BJ's Wholesale Club Blackstone Group BMC Software Bombardier BNY Mellon British Columbia Cooperative Canadian Border Security Agency Canada Revenue Agency CarFax Celgene Chartis Chevron Clorox Collective Brands Costco Covidien Desjardins Devon Energy Essilor
Federal Reserve Board Federated Co-Operatives, Ltd. FHA Frontier Communications First American Title Fox Global Hyatt Guy Carpenter HCA Hilton Worldwide Home Depot Canada Houghton Mifflin Harcourt
Huntington Bank Intact Financial John Wiley & Sons Jones Lang LaSalle JP Morgan Chase KeyBank Kroger Levi Strauss Logitech Maersk MassMutual McKesson MeadWestvaco Men’s Wearhouse Morgan Stanley Nextel Northern Trust
1.Market-leading enterprises are embarking on near-term gap analysis for next-gen MDM requirements to address Social Networks, Mobile, Cloud integration, & Big Data
2.Large enterprises have moved beyond CDI & PIM to focus on relationships & hierarchies btw different entities … & believe “legacy MDM” platforms lack this modeling capability
3.Large enterprises understand Big Data requires both MDM & Data Governance to be effective & sustainable
4.Despite reticence to host CUSTOMER & other master data in Cloud, economics & politics are mandating this & over-riding IT architectural/standards objections
Pervasive MDM (MDM as a Service)Strategic Planning Assumption
During 2014, enterprise application providers will continue to deploy en masse, the next generation of MDM-innate (as opposed to MDM-aware) applications
Concurrently SaaS vendors will struggle to provide integrated/native MDM; select SaaS providers will finesse this issue via strategic partnerships & investments in MDM
Through 2014-15, mega vendors Microsoft & Oracle will effectively give away departmental MDM– via Microsoft MDS & Oracle DRM respectively
By 2016, the market for MDM-innate applications will exceed that for MDM platform software
MDM MILESTONEMDM-innate (e.g. Fusion MDM) will overwhelm
MDM Institute Field Reports – MDM** Ataccama Dell Boomi IBM InfoSphere MDM Informatica MDM IBI MD Center Kalido MDM Microsoft MDS Oracle MDM Orchestra Networks Pitney Bowes Spectrum Profisee
Riversand SAP MDM & MDG EE SAS MDM Semarchy Software AG Stibo Talend Teradata MDM TIBCO MDM Vin MDM VisionWare
** Persisted customer or product data hubs
Working Definitions
Data Governance (DG) Formal orchestration of people,
process, & technology to enable an organization to leverage data as an
enterprise asset across different lines-of-business and IT systems
Passive Data Governance Data steward consoles & other
reactive data management capabilities focused on after-the-fact data compliance; often batch-
like & not integrated with MDM
Master Data Governance aligns IT-centric viewpoints & business-centric viewpoints regarding data quality; MDM & MDG are becoming
natural way of aligning data with business processes
Proactive Data Governance
Metrics-driven, crowd-sourced capability for business users & IT
to actively control their shared data across different lines of
business & IT systems
Active Data GovernanceMetrics-enabled, upstream data
policy enablement; replaces manual data admin processes with
Through 2014, most enterprises will struggle with enterprise DG while they initially focus on customer, vendor, or product; integrated DG that includes E2E data lifecycle will increasingly be mandated as a phase 1 deliverable
During 2014-15, major SIs & MDM boutiques will focus on productizing DG frameworks while mega MDM software providers struggle to link governance process with process hub technologies
By 2016, vendor MDM solutions will finally move from “passive-aggressive" mode to “proactive" Data Governance mode
During 2014-15, MDM evaluation teams will assume (& insist) that all MDM software platforms targeted for enterprise-level deployment or major role in mission-critical systems fully support both PARTY & THING entity types
Through 2015, mega vendors will continue to deploy separate CDI & PIM stacks while nouveau MDM vendors attempt to position this as "legacy MDM" failing
By 2015-16, all operational CDI hub vendors will add "PIM light" capabilities, & all PIM vendors will add B2C PARTY entity
MDM MILESTONE
Most PIM are multi-domain, not just PIM … always include SUPPLIER; CDI always has entitlements
Reference Data ManagementStrategic Planning Assumption
Through 2014, reference data will emerge as a key entry point for enterprises & in turn unduly influence choice of MDM for Customer, Product & other domains; large enterprises will continue to mandate that REFERENCE data be part of MDM platform's native entity types
During 2014-16, MDM vendors will begin to market RDM to apply an MDM approach for centralized governance, stewardship & control; Sis will move into this market via OEMing of Informatica & IBM MDM into "securities master" mkt under pricing umbrella of GoldenSource
By 2015, pervasive, low cost RDM will be commoditized via the efforts of Ataccama, Microsoft & Oracle
MDM MILESTONE
Managing “simple” reference data will prove to be a key sales entry point for MDM vendors
During 2014, single- & multi-tenant Cloud MDM will continue to attract SMBs to achieve MDM benefits without long-term project & major expense; while offering enticing entry point for large enterprises (opex vs. capex, federated architecture for geo-distributed organizations, POCs)
Through 2014-15, integration of on-premise MDM w/ SaaS apps will arrive via SFDC, SAP BBD, et al, however, enterprises will wrestle w/ DI issues btw on-premise & cloud w/ majority of orgs unwilling to house master data about CUSTOMERS/PRODUCTS/SUPPLIERS in public cloud
By 2015-16, Cloud-innate services for DQ & DG will be more prevalent; however, enterprise MDM will remain “on premise” w/ increasing integration to Cloud applications
MDM MILESTONEMDM-enabled apps will migrate to public Cloud, especially for
During 2014, 360° view of “X” will take on new meaning due to “data blind spots” of traditional MDM; enterprises will realize need to reconcile social identity with corporate/ household identity to provide authoritative master data to drive e-mktg & commerce within social networks
Through 2014-15, next-gen MDM will address “sphere of influence” to incorporate both extended & non-obvious relationships to grow share of wallet from individual to exo-ego network as disruptive sales strategy (vs. ego-centric mktg)
By 2015-16, mobile location-based services enhanced with location-specific customer info will raise ante for e-commerce within & outside major social networks
MDM MILESTONE
Data-related processes need to align with real world intricacies – especially complex relationships & hierarchies of
During 2014, MDM requirements will increasingly evolve from myriad of batch match/merge processes for evergreening master data into near real-time best of breed data consolidation architectures; mega vendor MDM platforms with RDBMS underpinnings will compete to outperform each other, while next-gen MDM solutions will lag due to overhead of semantic models
Through 2014-15, compliance & other corporate functions will increasingly mandate temporal MDM to view & manage entities & hierarchical relationships at a specific point in time (past, present or future)
By 2016, temporal MDM will be standard feature of majority of MDM platforms
Big Data (& In Memory)Strategic Planning Assumption
During 2014, performance of all major aspects of base MDM functionality will benefit from performance-enhancing capabilities of big memory configurations — from batch loading of MDM hubs to identity resolution to operational updates
Through 2014-15, Big Data will repatriate itself into MDM fabric via registry overlays as yet another source; mining of Big Data to populate Social MDM & perform entity matching on Big Data stores will help provision 360° view of entity from public, subscription &enterprise data.
By 2015-16, very large enterprises (e.g., fin svcs, large gov’t agencies) will look to r/t MDM flows & scaling of MDM solutions via elasticity of Cloud-based solutions, in-memory DBs, & next-generation ETL/MDM
MDM MILESTONEBig Data innately requires both MDM &
During 2014, the number of IT professionals trained in a specific MDM solution will increase 100% Y2Y, however, IT organisations & consultancies will struggle to recruit and retain MDM veterans who have had a major role in a successful MDM deployment
Through 2014-15, enterprises will continue to spend 3X to 4X in “plan” & “build” services vs. MDM software
By 2015-16, supply of MDM-experienced consultants will catch up w/ demand & SIs will scramble to find new opportunities for their expensively recruited & trained talent
MDM MILESTONE
Given substantial investment businesses undertake with SI partners, this area must be given scrutiny – not only to contain costs, but to
insure success of this vital infrastructure investment
Market for MDM & Data Governance services reached $2.5B during 2012 & will exceed $4 billion by 2015
Systems integrators are essential to success of majority of MDM projects, yet previously incumbent SIs usually are no longer so
Data Governance assistance from SIs will remain especially critical to success of MDM programs during 2014-15 as organizations deal w/ shortage of tools, experience, & tool expertise
Field Report: MDM & DG Specialists Adastra Affecto Arhis Attevo Black Watch Data Business & Decisions Consology Datpro Detica DATUM eCenta Edificio Entity Group First San Francisco
Partners GlobalSoft HighPoint Systems Hitachi/Sierra Atlantic
IMT Information Asset InfoTrellis Jibes Koeus Myers-Holum Project Performance
Plan now to realize economic value & competitive differentiation via multi-entity MDM during next 2-5 years
MDM & Data Governance Summit™Conference Series
“More MDM programs get their successful start at MDM & Data Governance Summits than anywhere else”
MDM & Data Governance Summit New YorkMDM & Data Governance Summit New YorkSheraton Times Square ▪ October 5-7, 2014Sheraton Times Square ▪ October 5-7, 2014
MDM & Data Governance Summit San FranciscoMDM & Data Governance Summit San FranciscoHyatt Fisherman’s Wharf – May 2015Hyatt Fisherman’s Wharf – May 2015
MDM & Data Governance Summit Europe MDM & Data Governance Summit Europe London ▪ May 18-20, 2015London ▪ May 18-20, 2015
MDM & Data Governance Tokyo MDM & Data Governance Tokyo Belle Salle Kanda– Tokyo ▪ July 2015Belle Salle Kanda– Tokyo ▪ July 2015
MDM & Data Governance Summit Canada MDM & Data Governance Summit Canada The Carlu – Toronto ▪ July 2015The Carlu – Toronto ▪ July 2015
MDM & Data Governance Summit Asia-Pacific MDM & Data Governance Summit Asia-Pacific Doltone House, Darling Island Wharf – Sydney ▪ July 28-30, 2015Doltone House, Darling Island Wharf – Sydney ▪ July 28-30, 2015
MDM & Data Governance Summit ShanghaiMDM & Data Governance Summit ShanghaiShanghai Int’l Convention Ctr ▪ Fall 2015
public & onsite workshop rotating quarterly through major North American, European, & Asia-Pacific metro areas
MDM & DATA GOVERNANCE SUMMIT™ annual conferences in London, Madrid, NYC, San Francisco, Singapore, Sydney, Tokyo & Toronto
“Independent, Authoritative, & Relevant”
About Aaron Zornes Most quoted industry analyst authority on topics of MDM, RDM & Data Governance
Founder & Chief Research Officer of the MDM Institute Conference chair for Information Mgmt’s MDM & Data Governance Summit conferences
Founded & ran META Group’s largest research practice for 14 years M.S. in Management Information Systems from University of Arizona
MDM Institute Advisory Council Advisor agrees to provide Institute’s
consultants with advice & insight regarding the use of MDM software & related business processes at Advisor’s convenience
Advisor agrees to participate in at least one fifteen (15) minute survey teleconference call every sixty (60) days
Optionally, Advisor may respond to the bi-monthly survey request via email or Internet-based survey fulfillment
Results of such MDM market research surveys shall be aggregated by the Institute & made available to all Advisory Council members
In no case, shall any Advisor-specific survey information be made available to other parties unless Advisor has specifically agreed to the release of such information in writing150 organizations who receive unlimited MDM advice to key
individuals, e.g. CTOs, CIOs, & MDM project leads
Representative Members• 3M• Bell Canada• Caterpillar• Cisco Systems• Citizens Communications• Doctors Without Borders• Educational Testing Services• GE Healthcare• Honeywell• Information Handling Services• Intuit• JC Penney• McKesson• Medtronic• Microsoft• Motorola• National Australia Bank• Nationwide Insurance• Norwegian Cruise Lines• Novartis• Polycom• Roche Labs • Rogers Communications• Scholastic• SunTrust• Sutter Health• Visa• Westpac• Weyerhaeuser