Transcript Informatica PowerPoint Template

Informatica MDM - Multidomain
Hemang Desai
Softpath
1
Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
2
Proven Technology Leadership
No 1 Visionary in MDM
No 1 in Data Integration
No 2 in DQ
2011 MDM
2011 Data Integration
2011 Data Quality
Magic Quadrant
Magic Quadrant
Magic Quadrant
Leaders
Challengers
Leaders
Challengers
Leaders
Niche Players
Visionaries
Niche Players
Visionaries
Ability to Execute
Challengers
Niche Players
Visionaries
Source: Gartner Research (October 2011)
Source: Gartner Research (September 2011)
Source: Gartner Research (June 2011)
Completeness of Vision
3
Informatica Success Story:
Large Fashion Specialty Retail in the US
KEY BUSINESS IMPERATIVE
High Impact 1:1 Relationship Marketing.
The Challenge
Channels
• Unable to achieve goals because company didn’t
have a single view of the customer across
multiple channels, nor did they capture key
relationships across customers, products, and
employees.
Informatica Advantage
• Informatica MDM system is used to:
Full line Stores
Results / Benefits
• Improve customer loyalty, KYC, SAT,
Segmentation, Direct marketing, and Promotions.
• Increase Revenue & Expand market share
• Reduce IT operations costs
Web
Credit Card
360-degree
View of
Customer
Household
• Gain a consolidated customer and employee golden
record.
• Manage complex many-to-many relationships and
hierarchies of parent customer, employees, and
products.
Rack
Employees
Products
Items
Item Classes
Business Use
End Users
Customer SAT
Cross-sell/
Up-sell
Sales
Marketing
1-1 Marketing
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International Media Giant
Enterprise MDM for Product Lifecycle Management
KEY BUSINESS IMPERATIVE
Enterprise MDM for Product Lifecycle Management.
The Challenge
• In their current environment, the company lost sight of single and
trustworthy source for many of the product attributes, resulting in
the creation many manual processes for distributing and sharing
information about the product, often using different sources for
the same attribute.
• As a result, the enterprise lacks a single version of the truth for
the product.
Informatica Advantage
• The company is using Informatica MDM and Informatica Data
Quality to create a single, trusted repository for films and
television title information (products) and the delivery of that to the
right people, at the right time, and in the right format.
Product
Lifecycle
Theatrical
Release
Back –End
Systems/
Applications
Rights
Mgnt
Results / Benefits
• Informatica MDM and Data Quality dramatically improved the
data governance of title information.
Cable
Network
Films and
Television
Series
Business Use
• Informatica MDM and Data Quality improved the accuracy and
consistency of title information across the different systems.
Pay Per View
$
Digital Media
Creation &
Registration
Process
Content
Publishing
Informatica Company Confidential – Do Not Distribute
ERP
Media Music
Mgnt Mgnt
Reporting
End Users
Sales &
Marketing
Editing ,
Content
Developers
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Informatica Success Story:
Global 50 Leading Global Investment Bank
KEY BUSINESS IMPERATIVE
Enterprise-wide Multidomain MDM to Enable Straight through Processing.
Counterparties
The Challenge
• Bank faced two key business challenges:
Global
Corporations
• Maximizing trade automation (Straight-through processing)
Medium
Businesses
Small
Businesses
• Managing credit risk across clients and internal investments
Informatica Advantage
• Bank deployed Counterparty Master MDM system to support
Trade Execution and Credit Risk Management.
• MDM system will keep hundreds of downstream trading
systems synchronized with the most accurate legal entity
information, ensuring that trades flow automatically without
manual intervention.
Results / Benefits
• Increased client satisfaction due to quicker trade execution.
• Risk managers are able to view risk concentrations from
any perspective.
• $11M savings annually, freeing $300M to be invested
elsewhere.
Public Sector
Business Use
Trade
Settlement
Credit Risk
Management
Private Sector
End Users
Risk
Managers
Traders
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
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Informatica MDM
Informatica MDM helps you to…
Consolidate and rationalize master data
from different systems across the
enterprise to improve transactional and
analytical processes. This reduces errors
earlier in the process and increases the
accuracy of reporting
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Proven Enterprise Deployments
“By leveraging a well-thought-out MDM
strategy, we have been able to strengthen
the customer experience and support our
critical compliance efforts.”
— Johnson & Johnson
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The Information Challenge
How to streamline and govern data across silos & providers
Merchandising
Analytics
External
Data Providers
Human
Resources
Price
Management
Customer
Experience
Supply Chain
?
?
Product
Partner
Orgs
Employee
Item
Organization
Organization
Pricing
Organization
Zone
Sales Rep
Consumer
Skills
Services
Data
Governance
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Challenge Redefined: Data in Siloed Systems
User
Interface
CRM
Product Systems
ERP/Finance
Internet/Web
Others …
Application
Logic
Data
Customer
Product
Product
Supplier
Customer
Location
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Breaking the Silos…
User
Interface
CRM
Product Systems
ERP/Finance
Internet/Web
Others …
Application
Logic
Service
Oriented
Architecture
Data
Customer
Product
Product
Supplier
Customer
Location
Master
Transaction
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Informatica – Single Master Data Platform
User
Interface
CRM
Product Systems
ERP/Finance
Internet/Web
Others …
Application
Logic
Single View
of Customer
Data
Customer
Spend
Consolidation
Location
Compliance and
Risk Mgmt
Product
Supplier
Others…
…
Customer
relationships
Master Data Management
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Top business drivers for MDM
According to Gartner Survey
Internal & Channel Partner use only
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Why Informatica?
Horizontally Integrated Out-of-the-Box
Only vendor whose platform integrates the 3 key areas, Out of the Box
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Why Informatica?
Vertically Integrated Out-of-the-Box
A complete MDM product from data model up through UI
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Informatica – Universal MDM
1
Data Domains
Customer
Product
Household
3
2
Architectural Styles
Registry
Consolidation
Organization
Centralized
Universal Coexistence
MDM
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Uses
Deployment Modes
On premise
Data Integration
Data Quality
Data Profiling
Data Services
Cloud
Hybrid
Internal & Channel Partner use only
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Informatica MDM
An Integrated Solution
Applications
Operational
Master Data Management
Deliver Timely, Trusted, Relevant Master Data
Applications
Model
Cleanse
Homegrown
Apps
Discover
External
Recognize
Deliver
Access
CRO’s
CRO’s
Analytical
Govern
Portal/
Dashboard
Third Party
Data
Relate
Data Marts
Resolve
Business
Data
Intelligence
Warehouse
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Informatica MDM Hub - Detailed Functionality
Core Capabilities
Data
Interaction
Integrate
Batch
Consume
Business
Interaction
Govern
Data
Security
Secure
Near
Real-time
Sync
Data
Governance
Workflow
Row &
Column
Level Security
• Schedule Group
• Get Batch Group Status…
Federate
• Create Customer
• Get Sales Transaction…
Authorization
Relate
Party
Real-time
State Mgmt.
Authentication
Product
Match
Merge
Deterministic
& Fuzzy Logic
Trust
Framework
• Merge Records
• UnMerge Records…
Internationalization
Demographics
Data
Mastering
Cleanse
Open
Cleanse
Architecture
Data
Transformation
Standardization
Multi-Entity
History
Lineage
Party
Product
• Search Party
• Search Product…
• Get DnB Tree
• Get Axciom ID…
• Cleanse Address
• Standardize Product Name…
Metadata
Content
Model
• Authenticate User
• Register User…
• Add Product Relationship
• Delete Party Relationship…
Enrich
Organization
• Get Matched Records
• Set Record State…
Party
& Product
Consolidate
Link
Hub API
Configuration
Match
Survivorship
Validation
Rules
• Get Party
• Add Product…
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Proven and Pragmatic Approach to MDM
Start with MDM Hubs that can scale in many directions…
Start small
anywhere …
scale in many
ways…
Transaction
Registry
3 mo
in months,
not years
Coexistence
Consolidated
Client
8 mo
CounterParty
6 mo
Across
different
styles
To Securities,
Assets,
Locations…
9 mo
Risk & Exposure
Asset Management
Processes and
Employees
Across solutions
Across business divisions, geographies
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Fortune 50 Global Wealth Management Firm
Increasing Revenue with an Extended Customer View
Situation
• Improve Financial Advisors’ (FA) productivity.
Business Problem
Counterparties
Customers
• 70% of FAs’ time spent on back office functions.
Root Cause
• Account-centric instead of customer-centric view.
Accounts
Trustee Organization Growth
Solution
• Real-time access to an Extended Customer View within
their custom-built business application.
Benefits
• Increased FA productivity by 30%, resulting in almost 10%
increase in revenue per FA.
• Cross-sold Jumbo mortgage loans from retail banking
division to current customers.
• Increased sales of banking products from 35,000 to 80,000
among brokerage clients.
Retirement Income
Prospects
Individuals
Fin. Advisor
Services
Contact
Mgmt.
End Users
Same Day
Acct. Opening
Financial
Advisors
Computer
Telephony
Profiling
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Fortune 500 Financial Services Provider
Enterprise-wide Multidomain MDM to Support Compliance
Situation
Counterparties
• In 2004, the bank was identified by the Fed. Reserve to
implement rigorous standards for capital management as
identified by Basel II.
Business Problem
• Unable to uniquely identify counterparties at the legal
entity level.
• Unable to link credit exposures to counterparties and
aggregate them based on legal entity hierarchies.
Corporations
Cities
Banks
Ltd. Partnerships
Insurance
Companies
Broker/Dealer
Root Cause
• Counterparties stored in multiple locations.
• Outsourced the cleansing and maintenance process, but
challenges remained:
• Multiple login to different applications
• Non integrated workflow
• Manual reconciliation
Business Use
End Users
Solution
• Informatica MDM uniquely identifies counterparties and legal
entity hierarchies.
• MDM system cross references exposures to each legal entity
and provides the ability to summarize these exposures.
Risk
Analytics
Capital
Estimation
Credit
Analysis
Lines of
Business
Ent. Risk
Mgmt.
Benefits
• Compliance with Basel II requirements.
• Enables accurate calculation of capital requirements.
• Better decision making by management due to greater
insight into businesses and associated capital costs.
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Fortune 50 Pharmaceutical Services Company
Enterprise-wide Multidomain MDM for Operational Efficiency
Situation
Core Masters
• Company had four key distinct business processes –
corporate account management, contract creation &
administration, order to cash, rebates & reconciliation.
Business Problem
Customers
Affiliations
Product/
Product Hierarchies
Pricing
• The four business processes were disconnected
• Health care professionals were not connected to accounts
and contracts
• The accounts were not connected to orders and contracts
• Unable to determine contract performance and execute
rebate payments.
Root Cause
• Company had separate master data for each of the four
key business processes.
• The master data lacked data quality and ownership.
Solution
• Company developed five distinct core masters – customer,
affiliations, product and product hierarchies, list price, sales
alignment.
• Master data is consumed through various applications
including order entry, contracting by 14 operating companies.
Sales Alignment
End Users
Business Use
Contracting
Order Entry
Order Entry
Warehousing/
Analytics
Compliance
Sales
Contracting
Marketing
R&D
Benefits
• Create consistency and standardization across medical
devices and pharmaceuticals divisions.
• Improved customer service efficiency and effectiveness.
• Ensure SOX validation and compliance.
• Establish a master data foundation for contract excellence.
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Informatica MDM – Business Critical
The Ultimate Measure of Software
“Applications and even Trading
Systems can have downtime – but
the MDM Hub cannot go down…ever”
Uptime
“Very few systems can measure
their ROI in the billions…”
ROI
Accuracy
Reach
US Intelligence
Organization
“If we miss a match, you’re risking
people’s lives. It’s that simple…”
“Changing an application is hard changing MDM requires redoing the
entire IT landscape”
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Informatica Master Data Process Flow
Informatica Trust FrameworkTM
Rules-based Configuration Tools
Sources
Consumers
(Master Reference or
Relationship Data)
(Reference or
Relationship Data)
Consolidation Process
Staging
Landing
Queued for
Merging
ETL
f(x)
Insert/
Update
Data Source
Delta Detection and
Cleansing
f(x)
Raw
f(x)
Reject
Management
Auto Merge
Manual Merge
Match
Un-Merge
Queued for
Matching
Target Data Model
Apply Trust and
Validation
Name
New
Msg Queue/
f(x)
Services
Application
f(x)
Product
Insert/
Update
Dynamic
Cell-Level
Survivorship
Events
Msg Queue
Data Consumer
Address
Metadata
Rules
Delta Detection and
Cleansing
Data Warehouse
Hierarchy
Validation
State Mgmt
Workflow
Event Trigger
Content
History
Lineage
X Ref
Trust Score
Audit
Application
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Multi-Deployment: Informatica Data Controls
Power your existing applications with MDM
• Informatica data controls deliver and leverage the benefit of MDM
to Business Users on any application
• CRM, SFA, ERP, Supply Chain and Legacy applications
• Capabilities:
• Provides Master Data ‘In-Context’ for Business Users
• Enhances the capabilities of existing application investments
• Examples:
• Hierarchy Manager
• History Viewer
SFDC
Account
• Duplicate Detection
IDC
Hierarchy
Management
Control
Internal & Channel Partner use only
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Multi-Deployment
Wherever, Whenever, However…
Federated MDM
• Different instances for various divisions (M&A, Regulatory,…)
• Support cross-enterprise, cross-instance business processes
• Interoperability and Consistency
MDM in the Cloud
• Initial Loading
• Performance Bursting
• User Acceptance Testing
• Partner-driven processes/data
MDM as a Service
Customer
Product
…
• For Cloud Applications
• Shared dataset
• Shared business process
• Value added services
Internal & Channel Partner use only
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Why Customers Select Informatica for MDM
Comprehensive, Unified, Open, Economical MDM
Comprehe
nsive
Start small quickly and expand as needs grow
• Comprehensive support for all MDM requirements – Data Integration, data
profiling, data quality, master data management, data services
Solve any MDM-related business problem
Unified
• Unified MDM architecture for managing multiple data domains using multiple
architectural styles
Leverage existing technology investments and skills
Open
• Open support for heterogeneous applications from different vendors, legacy
systems, and both internal and external data stores
Economic
al
Realize faster time-to-value, lower TCO, and superior ROI
• Rapidly implement and easily configure to quickly accommodate ever
changing business needs
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
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Vendor – Competitive Summary
Informatica
First Tier
(Golden Source,
Asset Control)
Second Tier
(Polar Lake,
Cadis, Eagle
Pace)
Custom
Solutions
OOB Data Model & Rules
OOB Data Feed integration
Specialized Financial Analysis Apps
Data Model and rules customization
Data Feed customization
Flexible business UI
Time to Value
License and TCO
Scalability and performance
Data Governance and Data Quality
Services / APIs / Integration
Multi-domain coverage
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 Comprehensive data model:
~ 75 entity types,
~ 12 instrument types,
~ 40 relationship types
 Robust Rules Package Data Quality, Match,
Survivorship
 Out-of-the-box business user
interface
 Out-of the box analyst
interface
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Counterparty Reference Data
KEY BUSINESS IMPERATIVE
Improve Credit Risk Management Analysis and Regulatory Compliance (i.e. Basel, Dodd-Frank
Act)
The Challenge
• Inconsistent and inaccurate counterparty
information in existing risk applications
• Inaccurate risk rating and analysis = higher
capital reserves
• Non-compliance with Basel requirements
Credit risk
Informatica Advantage
• Ability to access existing counterparty
information regardless of source and format
• Identify and address unforeseen data quality
issues
• Accurately recognize, resolve, and relate
counterparties to each other with detailed
hierarchies
• Synchronize with downstream systems and
databases
Expected Benefits
• Consistent and accurate counterparty
information to improve credit risk
exposure analysis and reporting
• Achieve Basel and other regulations
Market risk
Operational risk
Data Stewards
Data Integration & Data Quality
Existing Data
Cities
Corporations
Cities
Banks
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
Corporations
Banks
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
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Counterparty
Centralize, manage, and manipulate Counterparty relationships
providing a global view of exposure
Rating
Exposure
Counterparty B
Counterparty A
Global Ultimate
Rating
Position
Position
Rating
Subsidiary
Portfolio
Portfolio
Obligor
Issuer
DEF Mutual Funds
---------------------
GHI Bonds
---------------------
JKL Securities
---------------------
MNO Mortgage
---------------------
Rating
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Managing Counterparty Reference Data with
Informatica MDM
Existing Counterparty Data in
Different Systems
Cities
Banks
Corporations
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
Cities
Banks
Corporations
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
Cities
Banks
Corporations
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
Cities
Corporations
•Golden Record
•Legal Entity Identification
•Define Relationship Hierarchies
Banks
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
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Competitor
Customer
Perception
Risk
•
Handcoding
Build an MDM
solution using various
data integration and
data quality tools
•
•
IBM
Scalable transactional
MDM readymade for
banking and
insurance
Initiate
(IBM)
Accurate matching
with fast
implementations
•
•
•
•
Oracle
Industry-specific MDM
solutions will enable
faster go-live
•
•
•
SAP
Single provider of all
enterprise software
•
MDM is a complex problem and very
expensive to build & maintain
Companies that build their own solutions
find they spend expensive resources to
build case-level functionality that yield high
cost and low value
Fixed, inflexible data model required
extensive coding & customization resulting
in high risk, big-bang implementations
Speed to deliver during the sales cycle as
well as post sale is hindered by their
excessive resourcing to execute
Informatica Differentiators
•
Pre-built, proven MDM product that can allow a
customer to get rapid business value, while being
able to support future requirements with a low TCO
•
Informatica supports multiple data domains
(product, customer, account etc..)
Informatica MDM unifies all MDM requirements on
the same platform
Informatica is easy to configure and change to
accommodate new business needs
•
•
Black box technology places continuous
dependence on Initiate’s services for
implementation and on-going maintenance
Not proven for use beyond indexing
Multiple overlapping MDM products that
only address a single problem (e.g.
customer) and do not always work together
Difficult to use and requires complex
coding
Immature Fusion MDM release
Least proven of all MDM products with
Product Data heritage
Customers face difficult adapting it for
customer MDM since matching, merging
and hierarchy management is poor
•
•
•
•
•
•
Informatica supports multiple data domains
Informatica MDM unifies all MDM requirements on
the same platform
Because MDM relies on our platform, it works with
virtually any application or data source
Informatica is easy to configure and change to
accommodate new business needs
Because MDM relies on our platform, it works with
virtually any application or data source
Informatica is easy to configure and change to
accommodate new business needs
Internal & Channel Partner use only
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
38
MDM - Enablement
Quick Start
Education
Services
INFORMATICA
• Quickstart Page >>
• Resource Center >>
MDM hub
Business Data Director
4 day MDM Multidomain edition
3 day for SIF
1 day IDD for Business Users
3 day Configuring IDD
2 week IPS lead boot camp
Register >>
Support
• Log Support Request
• Documentation
• Knowledge Base
• How to Library
Professional Services
• IPS if required
Email IPS for ramping
More info >>
DELIVERY
beINFORMed >>
Login Required
New Users >>
Virtual Academy
On-Site
Public courses
Myinformatica >>
Login Required
New Users >>
39
Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
40
Business
Users
Informatica Solution
Applications
XML
DQ Scorecard
Exceptions
MDM – Data Governance
Data Quality
RDBMS
CEP
Proactive
Monitoring
MDM
PowerCenter Real Time
Structured
B2B Data Exchange
Legacy
PowerCenter / PowerExchange
BI
Applications
Legacy
Metadata Manager
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