National Bank MDM initiative

Transcription

1 National Bank MDM initiative MDM & Data Governance Canada Summit Raphael Colsenet Manager, BI Data Modeling and Master Data Management June 2011

2 Agenda National a glance Why adopt MDM? The proof is in the pilot MDM goes corporate Walking the MDM talk Sustaining the success Looking forward with MDM MDM delivers results Making MDM work for you (tips) 2

3 Who we a glance a glance Sixth largest bank in Canada and leading bank in Québec Recognized as the strongest bank in North America Total assets in excess of 152 billion Net income for 2010: 1,034 billion 18,000 collaborators Complete range of services Banking and investment solutions Securities brokerage Insurance Wealth management Corporate and investment banking Mutual fund Bloomberg Markets June

4 Drivers for MDM adoption Why Adopt MDM? Business 1 Client 1 Bank methodology Provide best-in-class service regardless of client point of entry at the bank Eliminating silos and organizational boundaries Implementation of the new SAP platform New BI environment Data perspective Single version of the truth Centralized application Improved data quality 4

5 Embracing MDM as a practice Proof is in the Pilot Project Risk Compliance under Basel II EBX used for 3 types of data Master Data Xref Data System parameters 60 domains delivered at completion Basel asset type Exposure type Currency Country Extremely successful initiative à Reinforced our decision to use EBX as Corporate tool for MDM 5

6 Evolving MDM MDM goes Corporate More than 500 domains Exponential growth: from 60 to 500+ Domains Multi MDM project in parallel Dedicated MDM team Biggest challenge: Data governance Basel 60 Domains Domains in EBX by applications BI 411 Domains CRM 30 domains. 15 domains 6

7 MDM Multi domain MDM goes Corporate Domains are grouped by business units à empower BU Share values between applications à Enforce a single domain owner that propagates to other business groups One central repository Reusability Eliminating redundancy EBX BI Risk HR Personal Banking Commercial Banking App BI Basel CRM. 7

8 BI benefits from the MDM approach MDM goes Corporate EBX is now the only data source for corporate dimensions Business units are responsible for data quality BI Organizational units Client segmentation Product Agreements Representative Currency Geography Industry Holiday HR Personal Banking IT 8

9 BI benefits from the MDM approach MDM goes Corporate MDM enables the propagation of conformed dimensions throughout the BI environment Uniform terminology amongst all business units EBX MDM BI / DWH Risk DM Organizational units Client segmentation Product Agreements Representative Currency Geography Industry Holiday Finance DM Mobile Sales force DM. 9

10 Robust MDM Architecture Walk the MDM Talk ETL MDM HUB Single unified platform Reduce application foot print Improve data quality Reduce IT intervention Web services DWH CRM Transactional applications 10

11 Agile implementation methodology Walk the MDM Talk Iterative and rapid delivery cycles (Agile) Strong business unit implication Self training Easy to use technology enables rapid development Strong user adoption Reduce development cost by 40% UI EBX Team Workflow Iterative mode Production 11

12 Post production methodology Sustain the Success MDM owned by business units Governance committee is in charge of coordinating the changes and evaluating the impact analysis Workflow guarantees data integrity by ensuring cycle is respected Data validation rules ensure users respect input parameters (high data integrity) Versioning allows rollback in case of problems Flexible security model ensures that users have proper access Audit log satisfies SOX compliance Very few interventions by IT teams Business Owner Gatekeeper Production BI Environment SAP Risk - Basel Other Data Governance Committee 12

13 Evolving the practice Looking Forward Real time MDM Platform Propagate MDM vision to other business units Expand the use of EBX to non MDM data Eager to deploy EBX 5! Woo Hoo! 13

14 Benefits and ROI Business advantages Improved MDM data quality Single MDM version Better governance Business assumes ownership of data and processes MDM Delivers Results IT advantages Reduced number of applications Excellent integration with corporate architecture strategies Single web based product for developers and end users Extremely fast SDLC 14

15 Tips for a successful initiative MDM and You Start with a small initiative Use the Agile method Involve partners in the process at the outset Data governance committee Data quality team Data steward 15

16 16 Thank you