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1Page:
Oracle Master Data ManagementMDM Summit San Francisco
March 25th 2007
Haidong SongPrincipal Product Strategy Manager Master Data Management Strategy
2Page:
Master Data Management: What is it and what is it for?
Oracle Master Data Management Solution
Customer Success Stories
Agenda
3Page:
PartnerFusionApps
Web siteSFA Call
Center
ERP 1 SCM HRFusionApps Legacy
Ever proliferating island of information
…in disparate applications covering multiple channels, divisions &
functions…duplicated, incomplete, inaccurate,
expensive to integrate & maintain
Impact operations efficiencyPrevent effective marketing, sales
& customer retention activitiesHide risk & fraud and makes
regulatory compliance harder
Slow enterprise agilityNeed to be dealt with at each
project
Typical Enterprise Topology
PartnerFusionApps
Web siteSFA Call
Center
ERP 1 SCM HRFusionApps Legacy
4Page:
Datawarehouse / BI projects provide enterprise with an analytical single view of
customers, products, … along with transaction data
Yet, this does not solve the problem in operational applications
Links are expensive to build and maintain
Data quality, consolidation of data, cross referencing has to be dealt with at each project
BI provide an analytical single view of master objects but fall short of solving the problem operationally
BI/DWBI/DW
PartnerFusionApps
Web siteSFA Call
Center
ERP 1 SCM HRFusionApps Legacy
ETL
ETL
5Page:
BI/DWBI/DW
PartnerFusionApps
Web siteSFA Call
Center
ERP 1 SCM HRFusionApps Legacy
Middleware
ETL
ETL
Real-time / near real-time Master Data
MDMMDM
Real-time / near real-time Master Data
MDM provides the ability to…
Consolidate/Federate master & shared information into one place
Cleanse and Enrich data centrally
Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems
Integrated Best of Breed -Consistency in a siloed environment
Enterprise agility (easier migration ability)
BI Accelerator
MDM Definition & Value Proposition
6Page:
BI/DWBI/DW
PartnerFusionApps
Web siteSFA Call
Center
ERP 1 SCM HRFusionApps Legacy
Middleware
ETL
ETL
Real-time / near real-time Master Data
MDMMDM
Real-time / near real-time Master Data
Event in operational apps (e.g. new address)
MatchCleanse &
EnrichConsolidate
(Dedup & build golden record)
X-reference
MDM provides the ability to…
Consolidate/Federate master & shared information into one place
Cleanse and Enrich data centrally
Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems
Integrated Best of Breed -Consistency in a siloed environment
Enterprise agility (easier migration ability)
BI Accelerator
Information Flow
7Page:
BI/DWBI/DW
PartnerFusionApps
Web siteSFA Call
Center
ERP 1 SCM HRFusionApps Legacy
Middleware
ETL
ETL
Real-time / near real-time Master Data
MDMMDM
Real-time / near real-time Master Data
Distribution of clean, consolidated, complete master object to all subscribing applications
Update BI Dashboard maps and DW cross reference
MDM provides the ability to…
Consolidate/Federate master & shared information into one place
Cleanse and Enrich data centrally
Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems
Integrated Best of Breed -Consistency in a siloed environment
Enterprise agility (easier migration ability)
BI Accelerator
Information Flow – Push Mode
8Page:
BI/DWBI/DW
PartnerFusionApps
Web siteSFA Call
Center
ERP 1 SCM HRFusionApps Legacy
Middleware
ETL
ETL
Real-time / near real-time Master Data
MDMMDM
Real-time / near real-time Master Data
Need clean & up to date info to support specific business process
MDM provides real time web
services to access master data (match / request entire
profile / request selected info)
MDM provides the ability to…
Consolidate/Federate master & shared information into one place
Cleanse and Enrich data centrally
Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems
Integrated Best of Breed -Consistency in a siloed environment
Enterprise agility (easier migration ability)
BI Accelerator
Information Flow – Pull Mode
9Page:
MDM : ERP Foundation
MDM as a CRM / ERP Foundation
BI/DWBI/DW
ERP SCM PLM FINS Legacy
Middleware
ETL
ETL
Real-time / near real-time Master Data
Real-time / near real-time Master Data
MDM provides the ability to…
Consolidate/Federate master & shared information into one place
Cleanse and Enrich data centrally
Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems
Can be deployed single instanced with CRM / ERP
WebPRMMarkSales Service
MDM : CRM Foundation
10Page:
ConsolidateConsolidate//FederateFederate master information from disparate systems and business lines into one repository
DistributeDistribute data as a service as a single point of truth to consuming applications, enterprise business processes and decision supportsystems
Cleanse and EnrichCleanse and Enrich data centrally
MDM solutions provide the ability to…
Key Business BenefitsEnhanced IT Agility by building an enterprise-wide data management foundationIncreased customer revenue & customer retention ability (CRM Foundation)Accelerated new product introduction and order mgt process (ERP/SCM Foundation)Enhance ability to comply with regulations & manage business risk
Master Data Management - Definition
11Page:
No sound master data management impacts key enterprise functions and processes
Marketing and Sales
Marketing and Sales ServiceService Supply chain &
OperationsSupply chain &
OperationsFinance and
controlFinance and
control
Customer Data
Customer Data
Product Data
Product Data
Effective upsell& cross-sell
Advertising & Promotion spend
Differentiated Service Delivery
Customer Retention
Risk & Collection Mgt
Legislative compliance
Fraud MgtBusiness
AnalysisPrivacy Mgt
1st Time Accurate Deliveries
Operations & IT costs
New product Introduction
Catalog alignment across channels
Adherence to regulatory standards
Business Analysis
Efficient Service delivery
Management of claims & customer dissatisfaction
Flawless Order Mgt process
Sourcing & Manufacturing process
12Page:
• Increase accuracy and completeness of customer information
• Ensure consistency and accuracy across operational systems
Improve Improve Customer Customer
Data QualityData Quality
• Make informed decisions during customer interactions
• Detect and manage customer events
Utilize Utilize Customer Customer
Insight Insight
• Centralize customer information management
• Automate error handling, account setup & other administration costs
Reduce Data Reduce Data Management Management
CostsCosts
• Shift from product centric to customer centric view
• Gain complete understanding of customer’s relationships & hierarchies
Understand Understand CustomersCustomers
• Meet regulations such as Gramm-Leach-Bliley Privacy Act, etc.
• Enforce security and permissions across value chain
Comply with Comply with RegulationsRegulations
CustomerCustomer
Strategic Objectives Require Customer Data Integration
13Page:
Industry Scenario• Convergence• New Product Introduction Acceleration• CRM Foundation• Case management• Single view of Taxpayer / Citizen / Terrorist
• Compliance and Risk Management• Service and Policy management
• Strategic product sourcing and GDSN• Assortment and Space planning• CRM Foundation• Improve order accuracy and reduce inventory• Hierarchy Management capabilities for B2B• Product introduction, compliance and sourcing
Communications, Media & Utilities
Public Sector
Banking
Retail
High-Technology & Manufacturing
Industry Drivers
14Page:
Master Data Management: What is it and what is it for?
Oracle Master Data Management Solution
Customer Success Stories
Agenda
15Page:
• Solve inconsistent master data definitions across the enterprise
• Model complex relationships& hierarchies
• Find consistent solution for key master entities
• Use the data for my analysis and events management needs
• Implement reusable MDM framework (Customer, Product, …)
• Assemble different technology components
• Operate reliable, scalable, available & secure system
Obstacles to achieve MDM
Data Data Migration, Migration,
Integration & Integration & QualityQuality
FunctionalFunctional
• Extract, clean & consolidate multiple sources of data
• Solve data duplication & missing information
• Determine surviving best record& manage suspect record
• Find right skills & implementation best practices
• Define MDM phases to achieve visible ROI along the journey
• Manage project & operations governance
InfrastructureInfrastructure
• Maintain cross referencing• Integrate with enterprise
business processes / apps
ImplementationImplementation
16Page:
• Comprehensive data model & web services set that can plug to
CRM, ERP, SCM & BI appsCovering key master & transactional
dataIndustry tailoredManaging complex hierarchiesEasily extensible
• Functionally rich master solution (survivorship, security, .)
• Comprehensive Data Stewardsolution to support central governance function
• Integrated MDM BI and rules engine solution
• MDM framework grounded in rich tech stack• Application Heritage (User Interface, Easy install,
Configuration, Operation, Upgrades, Performance, Usability, Reliability, Test, Integration,..)
Data Data Migration, Migration,
Integration & Integration & QualityQuality
FunctionalFunctional
• Solution that fit into enterprise application solution map (integrated best of breed)
• Data Migration framework
• Pre-built integration processes running on best integration technology
• Embedded DQ
• MDM Implementation Methodology & Best Practice including Data Governance Model• Trained SI ecosystem
InfrastructureInfrastructure ImplementationImplementation
Key needs & vendor selection criteria
17Page:
Oracle MDM Solution
Industry Solutio
n Sets
CPG
MDM Implementation Best PracticeData Governance Model
Telecommunication
Public Sector
EnergyRetail
Financials Services
Manufacturing
MDM Foundation
Fusion Middleware
Analytics Server
Business Process
Orchestration
DataMigration
PolicyEngine
DataQuality
Registry Service
MDM Foundation Services
MDM Applications
Shared ComponentsCustomer H
ub
MDM Analytics
Web Services
Pre-built End to
End
Integration Processes
Product Hub
Location H
ub
Supplier Hub
Asset Hub
Employee Hub
Policy HubsSiebelPFST
EBS
Roadmap
18Page:
Oracle Customer Hub provides a leading CDI solution
Creates and maintains a unique, complete and accurate customer information across the enterprise
Distributes customer information to all operational applications just in time
Customer Hub enables organizations to:
• Know your customers• Improve data quality• Utilize customer insight during all
customer interactions• Comply with privacy and regulatory
requirements• Reduce data management costs
19Page:
MDMMDM
Common Common ObjectObjectModelModel
SieSiebelbel
PFPFSTST
EBSEBS
JDEJDE
PoPortartall
iFlexiFlex
SieSiebelbel
PFPFSTST
EBSEBS
JDEJDE
PorPortaltal
iFlexiFlex
1. Comprehensive• Best in class Customer & Product Hub• Industry specific & extensible schema &
web services• Cutting edge capabilities (Privacy, …)
Oracle MDM Differentiators
Data Infrastructure
WWSS||
MMAANNAAGGEERRApplications
Business Services
Business Processes
2. Operational• Scalable, Reliable, Secure, …• Unmatched deployment options• SOA Foundation
3. Integrated• Hot pluggable with CRM & ERP• Open & Integrated with Oracle Tech &
Apps stack
4. Insightful• BI EE dashboards
5. Proven• Proven large scale deployment• Unrivalved consulting experience, methodology & best practices
20Page:
Selected Oracle MDM CustomersMore than 250 Customers, more than 1 Billion records mastered
21Page:
Master Data Management: What is it and what is it for?
Oracle Master Data Management Solution
Customer Success Stories
Agenda
22Page:
Durham ConstabularyCUSTOMER PERSPECTIVE“We have lot of confidence in Oracle. Both the product and the company, Durham Constabulary is a small organization but we felt we were Oracle’s only customer. A lot of the success was due to the Oracle staff on site. Their attitude was all about what needed to be done to make the project a success.”Ron Richardson, Head of Information Systems and Technology
ORGANISATION OVERVIEW• Durham Constabulary polices the area of County
Durham and Darlington Borough, which covers an area of 2,232 sq. km.
• The area is predominantly rural with 12 main towns and over 260 small towns and villages
• The population of the force area is estimated to be 595,308 (2001 Census data)
CHALLENGES/OPPORTUNITIES• Durham has a mixture of niche local systems and
access to national and regional systems.• Records are created in different local systems,
which can lead to data being entered differently• Information feeds from several police intelligence
databases into a cross-border intelligence system• A system was required to help improve the quality
of data held and shared across police forces, as recommended by the Bichard Inquiry final report
SOLUTIONS• Customer Hub (CDH)• Fusion Middleware for Integration
RESULTS
• Ready to implement the Bichard Inquiry report recommendations
• Enables rich clean & normalized citizenship data in one single database able to serve the regional/national systems
• Data integrity and quality delivering better analytics and profiling
23Page:
UMB Financial CorporationCUSTOMER PERSPECTIVE“It is easy to make fact-based decisions when the facts are right in front of you. That is what ClientLink does, It puts the facts in front of you.”Kevin Kramer, Senior Vice President, Enterprise Sales
COMPANY OVERVIEW• One of the largest independent banks in America • Complete banking and financial services to
individuals and business customers• UMB’s vision: “Unparalleled customer experience”• Over US$8 Billion in Assets, over 3,500 associates• Over 140 branch locations in 8 US states
CHALLENGES/OPPORTUNITIES• Multiple sources of customer information and
multiple versions of the truth• Wanted a flexible platform• Empower associates” To know our customers and
anticipate their needs; advocate and advise; innovate and surprise”
SOLUTIONS• Customer Hub (UCM), Siebel CRM
RESULTS
• Increased efficiencies of associates: increase research time available for associates to quantify the customer relationship
• Improved cross sale opportunities due to complete customer view
• Successful blending of nightly batch updates and real-time integration leveraging MQ Series