Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] - MDM Platforms/Software - Aaron Zornes (NYC October 2014) v3

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Information about Best Practices Top 15 MDM Solutions Field Reports part 1 - [1 of 3] -...
Data & Analytics

Published on October 24, 2014

Author: azornes

Source: slideshare.net

Description

Review of top 15-20 MDM solutions

1. Field Reports for the Top 10 MDM Solutions 9th Annual MDM & Data Governance Summit New York October 5-7, 2014 Aaron Zornes Chief Research Officer The MDM Institute aaron.zornes@the-MDM-Institute.com www.linkedin.com/in/aaronzornes @azornes +1 650.743.2278

2. “Top 10” MDM Evaluation Criteria © 2014 The MDM Institute www.The-MDM-Institute.com

3. “Top 10” MDM Evaluation Criteria 1. Data model 2. Business services 3. Identity resolution 4. Data governance 5. Architecture 6. Data management 7. Infrastructure 8. Analytics 9. Developer productivity 10. Vendor integrity Infrastructure fracas will escalate as mega app vendors rush to dominate business services/processes & data models as high ground © 2014 The MDM Institute www.The-MDM-Institute.com

4. MDM Institute Field Reports – MDM**  Ataccama  Dell Boomi  IBM InfoSphere MDM  Informatica MDM  IBI Master Data Suite  Kalido MDM  Microsoft MDS  Oracle MDM  Orchestra Networks  Pitney Bowes  Profisee  Riversand  SAP MDM, MDG & MDS  SAS MDM  Semarchy  Software AG  Stibo  Talend  Teradata MDM  TIBCO MDM  Vin MDM  VisionWare ** Persisted © 2014 The MDM Institute www.The-MDM-Institute.com customer or product data hubs

5. Field Report: Dell Boomi MDM (April 2014)  Caveats  Early market for Cloud MDM  Nascent matching– primarily via partners D&B, Loqate & StrikeIron & hooks into IDQ (Similarity)  Nascent RDM & hierarchy mgmt  Lite PIM  Missing integrated/active Data Governance (“collaborative authoring”)  Limited BPM strategy  Limited references  Strengths  Significant support for next-gen MDM incl– multi-domain, R/T synch, bi-directional data flow & data enrichment (not just validation)  Integration of 3 key technologies: MDM, Data Quality & Data Integration– tightly coupled = consistent UX, ease of use & reduced training time  Crowd-sourced/collaborative domain modeling  Choice of pre-packaged, branded DQS2 from Boomi & SDK for public or private DQS  100% cloud-based solution bridges data silos between on-prem & cloud apps 1 – Dell Boomi AtomSphere Integration Platform as a Service (iPaaS), Dell Boomi MDM & Data Quality © 2014 The MDM Institute www.The-MDM-Institute.com Services (DQS)

6. Field Report: IBM InfoSphere MDM v11.3 (June 2014)  Caveats  Industry/use case-specific solutions just emerging (outside of traditional strengths of HC/FSI)  Market momentum slowing  Perceptions – large technical footprint & complex  Strengths  Integration of 3 best-of-breed technologies as multi-style, multi-domain MDM in single operational hub– MDM Server, Initiate MDS, MDM4PIM1, 2  Collaborative authoring – workflows for collaborative tasks  Strong solution for R/T processing with business services, MDM Application Toolkit & BPM Express  Real-time probabilistic search/match accuracy, scalability & performance  Strong emerging offerings in areas of Data Governance & RDM  Market share leader – strong in Fin Svcs, Public Sector, Healthcare & Retail 1 – Standard Edition (SE) & Advanced Edition (AE) now on same technical platform 2 – MDM Server family 2014-15 nomenclature ^ Collaborative Edition = Collaboration Server (formerly MDM Server for PIM) ^ Standard Edition = Initiate Master Data Service w/ 415+ sites ^ Advanced Edition= Initiate MDS + MDM Server w/ 300+ sites ^ Enterprise Edition = Collaboration Server + Initiate © 2014 The MDM Institute www.The-MDM-Institute.com MDS + MDM Server

7. Field Report: Informatica MDM 9.7.1 (2014)  Strengths  Extensible multi-domain support1 with linkage to (Heiler) omnichannel PIM/NPI app  High performance & scalability (as of 9.5)  Data versioning capability with effective dates  Multiple deployment – on-premise, cloud, hybrid … plus Cloud MDM3  Multiple implementation architectures/use cases – e.g., registry/transactional/coexistence  4th gen features: integrated BPM (Active Endpoints), cloud integration w/ strong integration w/ data integration, identity resolution (IIR), metadata & DQ  Support for Social & Big Data = substantial core MDM investment ongoing  Caveats  Nascent active (& packaged) Data Governance  Nascent RDM strategy  Universal MDM/Vibe strategy still emerging 1 - Products/Customers; B2B/B2C/B2B2C; 2 – Informatica Data Director (IDD) is data steward console application for entity lifecycle management 3 – Acquisition of DataScout rebadged as Cloud MDM; acquisition of Heiler rebranded as Informatica PIM 4 – Momentum 315+ sites for Customer domain= BBVA, China Southern Grid, Celgene, Chubb, Coca Cola, ConocoPhilips, Disney, Fannie Mae, FDA, Galderma, GE, Houghton Mifflin Harcourt, HP, Jones Lang LaSalle, LPL, MasterCard, McAfee, Metlife, QBE, Wyndham, Sutter Health, © 2014 The MDM Institute www.The-MDM-Institute.com Williams-Sonoma, ……

8. Field Report: iWay Master Data Suite (Information Builders)  Caveats  PIM capabilities evolving  Nascent data governance vision & roadmap  Nascent reference data strategy  No registry architecture solution  No BPM strategy  SI channel ramping up  Modest # of references  Strengths  Multi-domain MDM plus unified data integration/quality1  Exploits synergies between BI, DQ & MDM  Real-time data integration – including process-level integration with Oracle & SAP  Competitive price point & fast time-to-value  New name customer momentum2 resulting from  MDM as integral component of go-to-market BI strategy  OMNI industry apps– Healthcare, Retail 1 - Includes iWay Integration Suite (iWay Svc Mgr, Data Migrator, Monitoring) & iWay DQSuite (iDQ Server, Data Profiler, Data Remediation Portal) 2 – BNY Mellon, City of Brampton, City of Charlotte, City of Winnipeg, CNWL NHS, Henry Ford Health Systems, Ministry of Transportation (Ontario), Mt. Sinai Hospital, NextGear Capital, Noridian Mutual Insurance, RainTree Oncology Services, SABRE Marketing, State of Louisiana Department of Children & Family Services, © 2014 The MDM Institute www.The-MDM-Institute.com Vree Health …

9. Field Report: Kalido MDM 9.1  Caveats  Lack of awareness for Kalido’s operational use cases  Lacks native customer/ address standardization  Lack of strong major SI channel 1 – Customer, product, financial, supplier, employee, location, KPI, etc. 2 – Momentum in CPG, financial services, insurance, pharma, as well as established successes in AB InBev, Abbvie, Daymon Worldwide, Imperial Tobacco, JNJ, Post Office Ltd, Unilever, Virgin Media, VISA Europe, …  Strengths  Time-to-value/ROI  Multi-entity1  Reference data support  Broad use case support – including RDM, hierarchy mgmt, data harmonization, centralized authoring  Dedicated MDM consumer user interface  Visual business modeler  Process flows & workflow engine for data governance/stewardship  Model-driven user-specific customized interfaces w/no coding (incl mobile devices)  Enterprise scalable deployments across multiple domains © 2014 The MDM Institute www.The-MDM-Institute.com

10. Field Report: Microsoft SQL Server 2012 MDS*  Caveats  No Data Governance roadmap  RDM capabilities shelved  Lacks identity resolution  Not enterprise scalable  Lack of strong SI channel  Under invested in marketing * Master Data Services (MDS) ** Formerly Stratature +EDM (Enterprise Dimension Management)  Strengths  Hierarchy management  Customer, product, financial, supplier, employee, KPI, etc.  Integration with SharePoint, MS Office & Microsoft Dynamics ERP & CRM  Support for PSFT, SAP BW, R/3 hierarchy import  Low cost of ownership / SQL Server 2008/2012 bundling © 2014 The MDM Institute www.The-MDM-Institute.com

11. Field Report: Oracle Customer Data Hub v12.2 (Sept 2013)  Caveats  Minimal high-end references  Fair-to-meek customer recognition capability  Best fit is B2B & mid-market  Lack of industry-specific data models  Strengths  Multi-entity platform1  Trading Community Architecture  Mid-market references2  High-tech manufacturing expertise  Global ID generation, mgmt & x-ref  Integrated DQ & Analytics  Global reach3 1 - Parties, Products (PIM Hub), Locations (Site Hub) 2 – 400+ sites = Agrokor, Church Pension Group, Etat de Geneve, GGB, Hanjin Shipping, Kangwon Land, LG Telecom, Network Appliance, Rand Merchant Bank, Symantec,, … 3 - Security blanket for government, high tech, & manufacturing industries © 2014 The MDM Institute www.The-MDM-Institute.com

12. Field Report: Oracle Hyperion DRM 1,2 11.1.3  Strengths  Analytical MDM for sharing dimensions, hierarchies, & reporting  Operational MDM (Ledger Hub) for chart of accounts, cost centers, legal entities  Robust business rules engine (BPM)  Active data governance – i.e., change request/approval workflows, role-based access, granular security, model-driven  Deep integration with Oracle ERP/GLs, Hyperion EPM apps & others  Strength in both financials & Financial Services industry  Mature product, strategic technology3  Sold by HYSL & Oracle MDM sales force overlays  Caveats  Lack of CDI references  Minimal marketing of the solution  Oracle Hyperion EPM integration is add-on cost & effort 1 - Formerly Hyperion MDM … Fusion Edition V.11.1.2.1 2 - DRM = data relationship management 3 - Potential to provide hierarchical unification across CDH & UCM (as well as IBM, SAP, & others); frequent use as master reference data system © 2014 The MDM Institute www.The-MDM-Institute.com

13. Field Report: Oracle Customer Hub (Siebel 8.3 UCM)1 Caveats  Active Data Governance strategy emerging – Oracle Data Governance Manager = DQ workflows  Delay of Fusion MDM  Registry strategy still evolving  Strengths  Strong enterprise MDM vision & roadmap  Enterprise-strength vertical Hub applications  OOTB integration w/ both Oracle & non- Oracle apps  Momentum & expertise in Telco & Retail Banking  High-end production sites2  Integrated DQ & identity resolution (EDQ formerly Datanomics) & analytics  Strong SI channel 1 - Formerly Siebel Universal Customer Master 8.3 a.k.a. “UCM” 2 – 375+ sites = Areva T&D, Bank of Riyad, CSFB, Home Depot, Ikea, KPN, Liverpool, Nokia, Ontario MOT, NY Post, PNC, Qwest, Royal Caribbean Cruise Lines, Saudi Telecom, Sberbank, Toyota Financial Services, Westpac, Zebra Technologies, … © 2014 The MDM Institute www.The-MDM-Institute.com

14. Field Report: Orchestra Networks EBX 5  Strengths  Fully integrated MDM/MDG/RDM in one product  New capabilities – dashboarding, business glossary/metadata governance, graph visualizations  Natively multidomain – automatic sync w/ cross-domain links between party, thing & reference data  Easy-to-use browser-based UIs with workflow for business & IT  Strong hierarchy management – dynamic standard & alt hierarchies, inheritance, L10N  Support for as-of, effective dated & hypothetical versions  Integrated proactive DG – data models, DQ rules, workflow config, role-based security, Business Glossary…  Caveats  Modest marketing budget  Growing (but still small) SI channel  Small presence in AP & LA  Only modest references for B2C CDI 1 – Momentum w/ 100+ sites = Bank of New York Mellon; Burger King; BNP Paribas; Citi; Credit Suisse; Credit Agricole; Doctors Without Borders; McDermott; Michelin; National Bank of Canada; Paramount; Sabre; SunEdison;Technip; Toyota; UbiSoft; United Technologies Corp; Viacom;… © 2014 The MDM Institute www.The-MDM-Institute.com

15. Field Report: Pitney Bowes PB Spectrum MDM  Strengths  Caveats  Single unified framework for E2E customer data mgmt & analytical solutions family + Cloud/SaaS offering  OOTB big data support1 with built-in analytics2  Intuitive graph-oriented modeling for complex, connected data (vs. normalization & simple hierarchies)  Strong multi-entity, multi-domain support via semantic modeling & OO layer (vs. ERP/CRM data model / SQL orientation)  Support for rapid & agile model development + rollout w/ nimble/proven SOA architecture deployable on commodity hardware  Relatively new entrant in MDM space; one of mktshare leaders in DQ  Lack of SI channel – ACN, EMC, TCS, Deloitte & Wipro ramping up  Nascent Data Governance capabilities  Multi-domain support does not include deep PIM (NPI, PLM) or RDM  Brand challenged in driving thought leadership in space 1 – Large data volumes, 3rd-party reference data, social network data, unstructured data; high performance queries on complex, connected data 2 – Combination of predictive customer analytics with social network & spatial analytics © 2014 The MDM Institute www.The-MDM-Institute.com

16. Field Report: Profisee1 Maestro  Caveats  Lacks identity resolution  Modest enterprise scale references – many in 10M-50M range, few in 50M-200M range  Under invested in marketing 1 – Original team that built & sold Stratature +EDM (Enterprise Dimension Management) which became basis for MSFT Master Data Services (MDS) 2 – Momentum = Atkins, Altria, E&Y, Georgia-Pacific, Intel, Lowe’s, Micron, Revlon, Schlumberger, SunTrust, … 3 – “Duology” where IBM, Oracle & SAP used for Customer/Product/Supplier & MSFT MDS used for all other domains incl reference data  Strengths  Momentum2 as full function MDM hub leveraging MSFT MDS stack  Adjunct MDM Hub for “other domains” in duology3 context  Scales MSFT MDS up w/ better services, UI & load balancing  Provides quick-time-to-value via R/T UIs – vs. OOTB SilverLight-rendered UIs  Flexible pricing – unlimited domains & unlimited users  Innate workflow & data governance  Strong “Single View” golden record management: match, merge etc.  Upcoming “Federation Manager” © 2014 The MDM Institute www.The-MDM-Institute.com

17. Field Report: Riversand MDMCenter v7.6.11  Caveats  Nascent operational MDM for ‘customer/party’  Lags other vendors in deployments  Under invested in marketing  Current focus in NA  Ongoing channel conflict (minimal implementation partners)  New DQ partners as channel – CNET, D&B, Experian, LaCross, Loquate, Trillium  Strengths  Built-in data quality & data governance  Multi-entity MDM focus – product, supplier, material, location, …  Singular, modular, highly-integrated solution = better process orchestration  Deep comprehensive PIM functionality – well-integrated, search, digital asset mgmt, workflow, print publishing  Deterministic matching  Quantity of PIM references2  Retail, Petrochemical & Mfg expertise  Hosted model available 1 – PIM 7.6, MDM, & Plant MDM 2 – RETAIL: Donmino’s Fingerhut/Geddington, Overstock.com, PC Connection, VF Corp,; MFG: Cytec Industries, Dresser-Rand; Ingersoll-Rand, Saint- Gobain, Siemens, DISTRIBUTION: ScanSource, Schneider Electric; ENERGY: ConocoPhillips, ExxonMobil, Spectra Energy, BP; PHARMA: © 2014 The MDM Institute www.The-MDM-InstituTtee.vcao, mGHX

18. Field Report: SAP NetWeaver MDM v7.1  Caveats  Operational MDM for ‘customer/party’ not field proven  Did not support “full data” model until 7.13 & not limited number of MDG-C sites  Confusion over long term roadmap  SAP NW MDM = enterprise MDM for heterogeneous environments  SAP MDG – “embedded” w/ SAP solutions, starting w/ BOBJ; domain-specific MDM apps  SAP MDG Enterprise Edition (formerly MDF/MDS or master data svcs) – HANA-enabled MDM for real-time CDI  Registry strategy still maturing  No longer “strategic” platform  Strengths  Analytical MDM reporting for customer/party  Operational MDM for supplier & product  Quantity of MDM references1  Supply chain expertise  Multi-entity MDM focus2 & consistent product strategy  Integration with BOBJ data quality & integration (ETL)  SAP underpinnings for sys mgmt 1 – CDI-related = Adidas, Intel, Nortel, Whirlpool, … 1,600+ sites for PIM 2 - Including full PIM capability & support for material, vendor, etc. 3 –Very conservative ramp up; previously lacking due to party model limitations ; 2,500 total licenses w/ *only* 60% active © 2014 The MDM Institute www.The-MDM-Institute.com

19. Field Report: SAS MDM 4.1 (DataFlux qMDM v3.2)  Caveats  Missing Cloud capabilities  Modest support & references for PRODUCT master data  Relatively small # of customers adding product master to customer master  Lack of SI channels  Strengths  Graduated approach to MDM – DQ->DG->MDM  Quick time-to-value – no per-record or per-domain charges  Integrated DQ (incl entity resolution) + quality knowledge DBs  Flexible data model – domain-neutral & multi-entity- based  Commitment to active Data Governance & related work flow  SAS “deep pockets”, common data & workflow mgmt, channel & stability  Midmarket CDI references1 1 – 90+ sites = Accident Compensation Corp., Actelion BSN Medical, Carl Zeiss, Cosmopolitan Casino, CPP, Edwards Life Sciences, Feu Vert, Hyundai Capital, Invacare, Macy’s, MGM, Northern Virginia Electric Coop, Pep Boys, Salix, West Midlands Police, … © 2014 The MDM Institute www.The-MDM-Institute.com

20. Field Report: Semarchy Convergence for MDM 3.0 (July 2014)  Caveats  New entrant in MDM market  Growing # of references1  Under invested in marketing  Lack of strong major SI channel  Nascent RDM strategy 1 – Various domains & industries: industry (Araymond, Volkswagen Group France, Timac Agro), retail (Oakley, Beaumanoir), insurance (AG2R La Mondiale), healthcare (HUG), gov’t (ANFR), finance (PIMCO), high-tech (DiamondStream)  Strengths  Strong multi-entity, multi-domain, multi-styles support  Integrated modeling w/o code– Models, Rules, Security, Workflows, Business User UIs  Integrated platform covers most MDM functions – DI, DQ, standardization, matching, workflows, 100% Web UIs  "Evolutionary MDM" approach– non-intrusive, agile & iterative  Native versioning, lineage & metrics  Vision & Data Governance roadmap  Enterprise scalability, Cloud (AWS) & on-premise  "Proof-of-Value“ to start MDM programs © 2014 The MDM Institute www.The-MDM-Institute.com

21. Field Report: Software AG webMethods OneData v9.6  Caveats  Lack of market awareness of MDM acquisition  SI channel ramping up  Under invested in marketing  Modest number of CDI references 3  Process-oriented MDM approach is new to market  Strengths  Fully integrated multi-domain (incl RDM)1  Multiple architectural styles & use cases in one instance2  Data model flexibility  Sophisticated hierarchy mgmt— e.g., relationship charts, rules mgmt  Full lifecycle with DG framework  Internal DQ engine  Full SOA & in-memory capability  Integration of Software AG’s BPM strengths to MDM  Price & time to value via pre-packaged templates 1 – Enterprise data model covering all domains, or a portion, generates the framework of the MDM solution which can be extended or configured 2 – Supports all architectural styles except Registry; supports operational MDM & analytical MDM use cases 3 – Ahlstrom, GE, Givaudan, GSK, Outerwall, PAREXEL, ... © 2014 The MDM Institute www.The-MDM-Institute.com

22. Field Report: Stibo STEP 7.0 (November 2013)  Caveats  Emerging operational MDM for B2C ‘customer/party’ ... primarily B2B (customer & supplier) as of 1H2014  Pro-active (overarching) Data Governance missing  Entry-level RDM strategy needed  Government & Utilities marketing & expertise missing  Cloud strategy evolving ... private cloud currently (AMZN web services, etc.)  SI channel still ramping up2  Strengths  Deep functionality for PIM – comprehensive, well integrated (product, supplier, location)  PIM scalability  Golden Record for PRODUCT  Quantity of PIM references1  CPG, Retail, Travel & Hospitality expertise  Multi-entity MDM focus & consistent product strategy  Deep pockets/financial stability  Global sales & support 1 – Advance Auto Parts, BlueLynx, bol.com, Burberry, Fairchild Semiconductor, General Motors, Grainger, Hagemeyer, Home Depot, Kellogg Company, Marks & Spencer, Mitchells & Butlers, Netshoes, Office Depot, Oriental Trading Company, Sears, Sony, Stop N Shop, Target, … 2 – Acuity Group, ACN, Capgemini, CGI Group (Logica), Infosys, Sapient, Steria, TCS © 2014 The MDM Institute www.The-MDM-Institute.com

23. Field Report: Talend Enterprise MDM v5.4 (YE2013)  Caveats  Lacking "active data governance" (upstream)  Under invested in marketing  Uncertain strategy re: software-as-a-service MDM capability (iPaaS)  Strengths  XML-based MDM with non-intrusive SOA  Multi-entity MDM support – customers, suppliers, products, organization, employees, ...  Lower cost than proprietary MDM solutions  Integration with Talend open source DQ & data integration (ETL) capabilities; nascent BPM integration; data profiling  Rapidly evolving “big data” ETL-MDM alignment – e.g., Hortonworks  Proven commercial open source expertise & business model for open source data integration 1 – 170 installations worldwide … 100 active paying customers; 75+ for Custromer domain 2 – Agence Francaise Development; Axalta; BBC; BC Liquor Stores; BCBS Tennessee; Elsevier; European Commission; GDF Suez; Greenheck; Heartland Payment Systems; Irish Tax & Customs; Kiva Group; Kuoni Travel; Magellan Health Services; Ministère de la Défense et des Anciens Combattants; RTE; SAB Miller; SNCF; SourceMedia; St. Judes’s Research Hospital; Travelex, TUI UK, Unither; Veolia; VHA, Inc. … © 2014 The MDM Institute www.The-MDM-Institute.com

24. Field Report: Teradata MDM 3.3  Strengths  Single code base for analytical & operational MDM  Party, product, financial, location & RDM1, 2  Full lifecycle & process flows for multi-entity support  Consolidated EDW & MDM platform + focus on RDM for DW  Integration with Teradata DB, Profiler, Customer Interaction Mgr, et al  DQ integration with Loqate, Trillium, SAP DQM, SAS Data Quality, INFA for cleansing & matching  New in-database matching engine  Caveats  Modest # references3  Active data governance strategy evolving  SI support ramping up 1 – Packaged CDI Solution released with MDM 3.2 in June 2012 2 – Entry level package focused on RDM available as “LRDM” 3 – ANZ Bank; AU Dept of Agriculture, Fisheries & Forestry; BevMo!; Cornerstone; Electronic Arts; Hershey’s; Intel; large Indonesian mobile communications firm; Meredith; Metcash; MillerCoors; NAB; NCR; PepsiCo; Pratt & Whitney; P&G; Standard Chartered Bank; Telstra; Teradata; Vodafone Australia © 2014 The MDM Institute www.The-MDM-Institute.com

25. Field Report: TIBCO MDM1 8.3  Strengths  Caveats  Well-suited for both operational & collaborative MDM  Full lifecycle & process flows for multi-entity support + reference data  Multi-hub, multi-application MDM deployment w/ templates for many domains  Active data governance via integrated BPM/workflow for collaborative authoring & orchestration  Architecture fits well with real-time & distributed services nature of SOA + BPM  Integrated (Trillium) data discovery & data quality  MDM Analytics for business users (SpotFire)  Intelligent MDM-integrated search (Netrics)  Integrated analytics (JasperSoft)  Big data strategy not “in market”  No formal RDM  Under invested in mktg  Prof svcs org somewhat competitive vs. Sis  Declining s/w revenues = taken private by Vista Equity for $4.3B 1 – formerly Collaborative Information Mgr (CIM) 8.x 2 – 300+ sites incl 115+ for Customer domain = Alstom, Covance, Digikey, Essilor, GFI Group, Lafarge, Lion Nathan, Mahindra & Mahindra, RAC of WA, Rent-a-Center, Paul Hartmann AG, Sanofi Pasteur, State Compensation Insurance © 2014 The MDM Institute www.The-MDM-Institute.com Fund, Vodafone…

26. Field Report: Vinculum Vin MDM1  Strengths  Multi-domain MDM – OOTB support for CUSTOMER, PRODUCT, SUPPLIER & LOCATION  Flexible deployment modes/ architecture – registry/virtual & consolidation hub  Full lifecycle & process flows for multi-domain support + reference data  Single UI for ETL, MDM & BI  Active data governance via integrated workflow for distributed collaborative authoring & orchestration  Social MDM via integrated social media adapters – FB, Linked In, Twitter, etc.  Deterministic & probabilistic matching  Caveats  Nascent presence in North America  Nascent SI channel support  Under invested in marketing 1 – Vinculum (HQ in Singapore) is a venture-funded Indian company focused on supply chain solutions in retail, CPG & mfg industry verticals with some major customers — mainly in Asia-Pacific 2 – Customers include: Fiat, Jardine Shipping Services, Metro, Prudential, Ricoh, TESCO … © 2014 The MDM Institute www.The-MDM-Institute.com

27. Field Report: VisionWare MultiVue Identification Server  Strengths  Caveats  Analytical–capable + operational–focused MDM  Multi-domain – people, property & assets  Public sector, healthcare & insurance expertise  Sophisticated, yet well-packaged core MDM functionality – e.g., DB partitioning, web services, BPM  Mid-market pricing  Microsoft as channel  Microsoft software stack affinity  Enhanced integral Microsoft Dynamics CRM capability  UK centric; nascent US presence  Matching algorithms for data custodianship evolving – not automated self-tuning level yet  Registry-orientation more than persisted data hub 1 – Product tested up to 50 million records with no performance issues; additional future testing with Microsoft Scalability labs 2 – 100+ sites – all Customer domain © 2014 The MDM Institute www.The-MDM-Institute.com

28. Prologue  Understanding scope, diversity & limitations of current Data Governance solution offerings is tremendously challenging – even more so, given fast pace of M&A & complexities of integrating such diverse software portfolios  Nonetheless, business & IT leadership chartered with defining & executing MDM programs need help to understand & navigate through numerous Data Governance options  “Go governance, go early” is rallying cry of savvy enterprise & solution architects chartered with setting scope & direction of their enterprise’s data integration programs © 2014 The MDM Institute www.The-MDM-Institute.com

29. BOTTOM LINE  Acknowledge no single MDM vendor “does it all well”  CDI vs. PIM vs. RDM  Analytical vs. Operational vs. Collaborative MDM  B2B vs. B2C vs. B2B2C  Batch vs. real-time  Recognize that industry expertise matters  Test drive identity resolution/matching & consulting expertise  Reference check based on complexity of use case & scalability  Insist on Data Governance capabilities contractually with specific © 2014 The MDM Institute www.The-MDM-Institute.com deliverables

30. How to Leverage the MDM Institute  Kick start the “MDM evaluation process”  Attend public workshop  Bring workshop on-site  Fine tune in-process MDM strategies  Due diligence on reference checking & contract details  Stay ahead of curve via MDM Business Council  Re-qualify every 6 months via survey  Receive MDM Alerts & access to Web-hosted research  Increase your knowledge & negotiating strengths via MDM Advisory Council Membership  Participate in monthly email surveys & receive updated industry scorecard  Receive monthly MDM consultation via telephone “Independent, Authoritative, & Relevant” © 2014 The MDM Institute www.The-MDM-Institute.com

31. MDM & Data Governance Summit™ Conference Series MDM & Data Governance SSuummmmiitt NNeeww YYoorrkk SShheerraattoonn TTiimmeess SSqquuaarree ▪ OOccttoobbeerr 55--77,, 22001144 MMDDMM && DDaattaa GGoovveerrnnaannccee SSuummmmiitt SSaann FFrraanncciissccoo HHyyaatttt FFiisshheerrmmaann’’ss WWhhaarrff –– MMaayy 22001155 MMDDMM && DDaattaa GGoovveerrnnaannccee SSuummmmiitt EEuurrooppee LLoonnddoonn ▪ MMaayy 1188--2200,, 22001155 MMDDMM && DDaattaa GGoovveerrnnaannccee TTookkyyoo BBeellllee SSaallllee KKaannddaa–– TTookkyyoo ▪ JJuullyy 22001155 MMDDMM && DDaattaa GGoovveerrnnaannccee SSuummmmiitt CCaannaaddaa TThhee CCaarrlluu –– TToorroonnttoo ▪ JJuullyy 22001155 MMDDMM && DDaattaa GGoovveerrnnaannccee SSuummmmiitt AAssiiaa--PPaacciiffiicc DDoollttoonnee HHoouussee,, DDaarrlliinngg IIssllaanndd WWhhaarrff –– SSyyddnneeyy ▪ JJuullyy 2288--3300,, 22001155 MMDDMM && DDaattaa GGoovveerrnnaannccee SSuummmmiitt SShhaanngghhaaii Shanghai Int’l Convention Ctr ▪ Fall 2015 “More MDM programs get their successful start at MDM & Data Governance Summits than anywhere else” © 2014 The MDM Institute www.the-MDM-Institute.com

32. Aaron Zornes Founder & Chief Research Officer www.the-MDM-Institute.com aaron.zornes@the-MDM-Institute.com www.linkedin.com/in/aaronzornes +1 650.743.2278 @azornes Authoritative Independent Relevant © 2014 The MDM Institute www.The-MDM-Institute.com

33. About the MDM Institute  Founded in 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  MDM Road Map & Milestones™ annual strategic planning assumptions  MDM Alert™ newsletter  MDM Market Pulse™ monthly surveys  MDM Fast Track™ one-day 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 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 “Independent, Authoritative, & Relevant”

34. 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 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  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 1w5ri0tin ogrganizations who receive unlimited MDM advice to key individuals, e.g. CTOs, CIOs, & MDM project leads © 2014 The MDM Institute www.The-MDM-Institute.com

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