Ambuj Goyal General Manager IBM Information Management Software IBM # Corporation 1
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1 Ambuj Goyal General Manager IBM Information Management Software 2007 IBM # Corporation 1
2 Complexity: Can We Go Back in Time? Information is Everywhere 1 Vendor Setup Depository Banks Reports Due Dates Stores & Mrkts Smart Plus Smart Plus Launcher Tally Sheet Broadcast Filter Calendar General Maintenance Millennuim 3.0 Millennium Budget Analysis Tool Insertions Orders Invoice App Vendor Maintenance Printer Maintenance Printer PO Print Costing Cell Phones Process Servers (Imaging) S20-Sales Polling Interface D01 Post Load Billing Mesa Data NEW Soundscan Sales Corrections Shows Customer Order Sales Posting VAN Return to Vendor I13- Auto Replenishment PO Universal Account Reconcilliation Credit App Customer Perceived In-Stock Hand Scan Apps Warehouse Management Stock Options Resource Scheduling Employee Change Notice Equifax A04 - Cust Refund Chks Solution Software DFK Satellite System -Promo Analysis Resumix Cobra ACH Banks - ACH and Pos to Pay Plan Administrators (401K, PCS, Life) Bonus/HR Employee Purchase Scorecard CTS Prodigy On-line New Hire Entry P09 - P17 Cyb. Intercept Mkt Reactions POS Sales Tax Polling P01- Employee Masterfile Scanning ABC Co V04-Sign System Spec Source SKU Tracking Spec Source Price Management System AAS website CTO Stock Status Inventory Info Home Deliveries Counts Cycle Physical Inventory Layaways - ISP Tracking Price Testing Coop PO Receiving Price Marketing Support - Transfers Supplier Compliance Bus Systems Host to AS400 Communication SKU Performance SKU Selection Tool DRK ABBX Store Monitor Tex A Tx Rebate Transfer PowerSuite Sign System Writer Workspace SKU Rep General Ledger Merchandise Analysis SKU Information N. EDI Coordinator Customer Repair Tracking Count Corrections Purchase Order Media I35 Early Warning System Planning Ad Expense Store Scorecard Store Budget Reporting BMP - Bus performance Mngt Mngr Approval Batch Forcasting Ad Measurement AIMS AP Journal Entry Tool Kit Ad Launcher AIMS Reporting House Charges Cellular Rollover OTHER APPS - PC INVENTORY CONTROL APPS - PC INVENTORY CONTROL APPS - PC ACCTS REC APPS - PC Data Warehouse PSP In-Home Repair Warranty Billing System Repair Capital Projects Fixed Assets Op. SS Recon File Connect 3 Connect 3 Connect 3 PDF Transfe Reports Cash Over/ Short Credit Cash Receipts/Credit Misc Accounting/Finance Apps - PC/NT 2007 IBM # Corporation 2
3 What is..? a service? A repeatable business task e.g., check customer credit; open new account service orientation? A way of integrating your business as linked services and the outcomes that they bring service oriented architecture (SOA)? An IT architectural style that supports service orientation a composite application? A set of related & integrated services that support a business process built on an SOA 2007 IBM # Corporation 3
4 SOC: Rapidly Creating Incorrect Results Exposing The Information Problems Faster Pierre Gallois, French General and Prolific Author, IBM # Corporation 4
5 Change And Improvement Have Been Daunting How do I deliver business flexibility? Can Trusted Information Become a Service? 2007 IBM # Corporation 5
6 Service Oriented Computing Information as a Service is Key You will waste your investment in SOA unless you have enterprise information that SOA can exploit Industry Analyst, 2005 An enterprise-wide information architecture increases the chance of success for service oriented architecture efforts by at least 70%... Industry Analyst, IBM # Corporation 6
7 Inconsistent Master Information is a Major Hurdle Impacts Revenue, Cost, Agility and Compliance CAN Code : CH, AUT, DE, UK, FR, BEL, NL, IT : Code : CZ, LIT, EST, SLOV, RU Code : DE, FIN, SWE, NOR, ESP, POR, Code : BUL, YUG, CR, RO, SLOV Code : USA Code : JAP, THAI, INDO, PHI Code : BR, CR, MEX Code : Coffee Beans GTIN ISR Code : MidEa Code : HK, TAI, SIN, MAL, S.KOR Code : ARG Code : World Trade Code : 19619, AUS Code : IBM # Corporation 7
8 Inconsistent Master Information is a Major Hurdle Impacts Revenue, Cost, Agility and Compliance CAN Code : CH, AUT, DE, UK, FR, BEL, NL, IT : Code : Gaining control over product information results: 27% improvement in optimized promotions CZ, LIT, EST, SLOV, RU Code : % improvement in maximizing product and brand management DE, FIN, SWE, NOR, ESP, POR, Code : BUL, YUG, CR, RO, SLOV Code : USA Code : BR, CR, MEX Code : % reduction in the number of call center questions regarding basic item information 20% improvement in employee productivity ARG Code : ISR Code : Industry Drivers: RFID, Waste Electrical and Electronic Coffee Beans GTIN Equipment Recycling, Product Information Exchange Standards, Return of Hazardous Substances, MidEa Global Data Code : Synchronization, Sarbanes Oxley, etc. World Trade Code : 19619, JAP, THAI, INDO, PHI Code : HK, TAI, SIN, MAL, S.KOR Code : AUS Code : IBM # Corporation 8
9 Information as a Service Moving From a Project-Based to a Flexible Architecture Deliver Information in Business Context In-context, In Line Effectively Governed Integrate Information Structured / Unstructured Timely & Accurate Manage Complexity Data Servers & Content Repositories 2007 IBM # Corporation 9
10 Three Key Challenges The Information and Process Separation Problem The Semantic Reconciliation Problem The Speed Problem 2007 IBM # Corporation 10
11 Tight Coupling of Data to Workflow Locks You In Create Quote Create Estimate Trigger Process Flow Trigger Process Flow Access Transform Cleanse Access Transform Cleanse Legacy Application Data Warehouse Packaged Application Inconsistency in sources Inconsistency in how data is derived Multiple points of maintenance No flexibility 2007 IBM # Corporation 11
12 Creating a Free Flow of Information Create Quote Create Estimate Trigger Process Flow Trigger Process Flow Accessibility Flexibility Consistency Control Legacy Application Data Warehouse Packaged Application Trusted view Consistent rules to data Centralized control and maintenance Flexibility to change information structure 2007 IBM # Corporation 12
13 Approaching the Challenges of Complexity Where Do Core Processes Go to Get Information? 2007 IBM # Corporation 13
14 Approaching the Challenges of Complexity Where Do Core Processes Go to Get Information? Core Processes Focus on Priority Processes Enable Flexibility Reuse Process Server 2007 IBM # Corporation 14
15 Approaching the Challenges of Complexity Where Do Core Processes Go to Get Information? Core Processes Core Information Entities Orthogonal, Complementary Process Server Trusted, Reusable Business Glossary, Meta Data Driven Information Server 2007 IBM # Corporation 15
16 Application Servers A Platform for Applications/Processes 1996 A Historic Inflection Point Security Scalability Reliability Reuse 2007 IBM # Corporation 16
17 Information as a Service Deploying a Platform for Trusted Information Today s Inflection Point Trust Productivity Scalability Reuse 2007 IBM # Corporation 17
18 Delivering Information as a Service Deploying a Flexible Architecture Needed to integrate across several related businesses with 1,100 Stores & Gas Bars Tire Retail.Tire Financial Svcs Petroleum We need to provide accurate information wherever and whenever it s needed. Key to Success 100 reusable objects and interfaces to integrate & transform data IT staff can evolve data attributes without impacting applications Result Reduced application integration time by up to 85 percent Integration costs are 3-6% of project budget vs. 30% industry average Accelerated time to market for new services Streamlined compliance and reporting processes 2007 IBM # Corporation 18
19 Three Key Challenges The Information and Process Separation Problem The Semantic Reconciliation Problem The Speed Problem 2007 IBM # Corporation 19
20 Semantic Reconciliation: Associating Meaning Business Glossary What are the terms that describe the business? What do they mean? How are terms related to each other? Who is the steward for each term? Combined Value What does the data in these systems mean? How are business terms implemented in these systems? Information Analyzer What is the structure of data in these systems? What kind of data is in these systems? What is the format? How good is the data quality? How are these two systems related? 2007 IBM # Corporation 20
21 Cacophony: Same Words, Different Meanings Misunderstanding Semantics is the Source of Many Errors How do I know that that I have an accurate view? I want the tools to work the way I do Subject Matter Experts How can I actively collaborate with developers? Developers Business Users What about Governance, Security, Scalability? DBAs Data Analysts Why aren t my tools more integrated? Architects Simplify, Administer, deploy, maintain 2007 IBM # Corporation 21
22 Metadata: a Panacea? Interoperability, Collaboration and Governance Business Users Subject Matter Experts Architects Data Analysts Developers DBAs Unified Metadata Management Design Operational Simplify Integration Facilitate change management & reuse Increase trust and confidence in information Increase compliance to standards Information Server 8.0 Generally Available 2007 IBM # Corporation 22
23 Semantic Reconciliation: Data Matching Personal Name Address Information Bob Christiansan 416 Columbus Ave #2, Boston, Massachusetts Kate A. Roberts 4 New York Plaza Floor 23, Manhattan NY, James Trenton 125-A Washington, Los Angeles, CA Source 1 Robert Christiansen Four sixteen Columbus Avenue APT2, Boston, Mass Katherine Roberts Four NY Plaza, FL-23, New York New York, Trenton, James 125 Washington Unit A, LA, California, Source 2 R.J. Christensen 416 Columbus Suite #2, Suffolk County Mrs. K. Roberts 4 NY Plaza, LVL23, NYC Mr & Mrs J.Trenton One-twenty-five Washington #A, Los Angeles Cnty Source 3 Unlimited formats, structures & attributes all within the same meta-labels 2007 IBM # Corporation 23
24 # of Match Pairs The Matching Process: Statistical, Probabilistic Matching WILLIAM J HOLDEN 128 MAIN ST /8/62 WILLAIM JOHN HOLDEN 128 MAINE AVE /8/ = Histogram of Scores The weighted score is a relative measure of the probability of a match; it expresses the amount of information content for all of the fields compared UnMatched The CUTOFF is the score above which good matches are found 500 Matched Weighted Score Matched data can be combined or cross-referenced 2007 IBM # Corporation 24
25 Information as a Service Build Consistent Reusable Services for Trusted Information Needed to stock inventory and customize leasing program based on unified view of customer profiles Optimize supply chain through dynamic sourcing Increase effectiveness & efficiency of core functional areas: service, warrantees, monitoring, promotions Key to Success Information Flows Directly into Dealer Inventory Systems Result 5,000 Staff days of Reuse in Integration Services Assets Automated Inventory and Data Quality Procedures Saves IT $400K Annually Optimized Leasing Programs, Tailored to Customer 2007 IBM # Corporation 25
26 Information as a Service Moving From a Project-Based to a Flexible Architecture Deliver Information in Business Context In-context, In Line Effectively Governed Integrate Information Structured / Unstructured Timely & Accurate Manage Complexity Data Servers & Content Repositories 2007 IBM # Corporation 26
27 Industry Models Service Orchestration Service Oriented Applications Standardsbased Integration 2007 IBM # Corporation 27
28 Process, Service & Data Models Need to Cooperate Process Model Data Model Business Glossary Metadata Analyze Sources Publish Information Services Legacy Database.. Legacy Database Legacy Database.. Legacy Database Customer Data Account Data 2007 IBM # Corporation 28
29 Unifying Customer Information Increases Value and Drives Savings M&A: No unified customer information Across multiple business units Disparate technology environments IBM, FileNet, Mobius. Key to Success Separation of information & process Result 50X increase in requests for unified customer information $1M savings per new business unit needing a common view of the client IBM # Corporation 29
30 Three Key Challenges The Information and Process Separation Problem The Semantic Reconciliation Problem The Speed Problem 2007 IBM # Corporation 30
31 Information as a Service Enables Reuse and Web2.0 will Dramatically Expand Usage Models Information as a Service IT Driven User Driven model, assemble, deploy, manage enterprise information trusted information as a service situational information mash-up, take action, share Enterprise-wide Information and Processes Situational Information and Daily Tasks Expanded Usage 2007 IBM # Corporation 31
32 Information as a Service Web2.0 Expands the Need for Service Orientation Web2.0 Based User Driven Productivity Business Users Can Easily Leverage IT Managed Systems & Trusted Information Business Users Application & Technology Infrastructure Billing Systems Statement Repositories Payables System Customer Master Data Dispute Process 2007 IBM # Corporation 32
33 Three Key Challenges The Information and Process Separation Problem The Semantic Reconciliation Problem The Speed Problem 2007 IBM # Corporation 33
34 2007 IBM # Corporation 34
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