<Insert Picture Here> Oracle Master Data Management Overview

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1 <Insert Picture Here> Oracle Master Data Management Overview Des Leverton Director, MDM Western Europe Oracle Corporation

2 <Insert Picture Here> I hope you like knitting!! Orthopaedic Surgeon Oracle Master Data Management Overview Des Leverton Director, MDM Western Europe Oracle Corporation

3 The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle.

4 Changing Information Presents a Challenge Master Data Facts Companies Individuals Products In one hour In one hour In one year 240 businesses will change addresses 150 business telephone numbers will change or be disconnected 112 directorship (CEO, CFO, etc.) changes will occur 20 corporations will fail 12 new businesses will open their doors 4 companies will change their name 5,769 individuals in the US will change jobs 2,748 individuals will change address 515 individuals will get married 263 individuals will get divorced 186 individuals will declare a personal bankruptcy On average 20% duplicates in product data 90% product introductions fail Retailers lost 40 billion or 3.5% of total sales lost each year due to item info inefficiencies 60% error rate for all invoices generated Global Data Sync will realize 30% lower IT costs Source: D&B, US Census Bureau, US Department of Health and Human Services, Administrative Office of the US Courts, Bureau of Labor Statistics, Gartner, A.T Kearney, GMA Invoice Accuracy Study Master data changes at rate of 2% per month. Compounded, 2% monthly change is 27% per year, 61% in two years, 104% in three years!!! 2009 Oracle Corporation

5 If Only Things Were Simple! If there were only one system, capturing and managing change would be easy! Name: William S. Varchy Customer ID: YTD Sales: $873,900 Last Contact: 9/27/2009 ETL CRM OD Report: Top Customers by YTD Sales 360º View of the Customer BI/ DW Rank Name Compnay YTD Sales 1 Sam Smith Westco 1,215,234 2 Becky Jones NAB William S. Varchy Church Pension Group 873,900 4 Danny Ratliff JCI 754,302 5 Larry Shull Hoovers 735,039 6 Sean Oneil Chesapeake 651,850 7 Andrea Nichols Symantec 618,934 8 Mark Elliot AIG 515, Oracle Corporation

6 Most Organizations Are Complex Changes occur anywhere and everywhere, leading to information disparity Name: William S. Varchy Customer ID: YTD Sales: $873,900 Last Contact: 9/27/2009 ETL Name: Rev. Bill Varchy Customer ID: AP YTD Sales: $745,038 Last Contact: 8/03/2009 CRM OD Call Center Self Service Fusion App Partner Portal Report: Top Customers by YTD Sales 360º View of Sales Activity by Internal Sales Team Name: Varchy, Bill S. Customer ID: AR YTD Sales: $813,094 Statement: 10/14/ º View of Partner Interactions with Customers Name: APR / Bill Varchy Customer ID: APR YTD Sales: $745,038 Contract: 8/15/2009 BI/ DW Rank Name Compnay YTD Sales 1 Sam Smith Westco 1,215,234 2 Becky Jones NAB William S. Varchy Church Pension Group 873,900 4 Danny Ratliff JCI 754,302 5 Rev. Bill Varchy Church Pension Group 745,038 6 Sean Oneil Chesapeake 651,850 7 Andrea Nichols Symantec 618,934 8 Mark Elliot AIG 515,253 ERP 1 Billing Mktg Contracts Legacy Creating a Top Customers report is easy, but can you really trust the results? ETL 2009 Oracle Corporation 360º View of Billing & Payment History 360º View of Partner Contract Submissions

7 Fragmentation Slows Business Progress Organizations with no master data management strategy are Not achieving expected returns on existing IT investments Negatively impacting new application suite deployments Increasing compliance costs & risk Reducing business agility

8 The Solution Eliminate the Fragmentation Consolidate the master data Create one version of the truth to support all business functions Cleanse & Standardize Correct errors, eliminate duplicates, augment, Govern Tie GRC to the clean data and maintain it according to corporate rules Share the master data as a service Connect to all operational Applications, enterprise Business Processes, and Analytical systems

9 MDM Brings It All Together Consolidate, Cleanse, Standardize, Cross-Reference, Govern, and Share Each department and system is sharing the same information easily understand the total customer relationship. ETL CRM OD Call Center Self Service Fusion App Partner Portal Report: Top Customers by YTD Sales Name: Rev. Bill Varchy Middleware Global ID: U Application Integration Architecture CRM ID: CRM Contact: 9/27/2009 MDM Rank Name Compnay YTD Sales 1 Rev. Bill Varchy Chruch Pension 1,618,938 Name: Rev. Bill Varchy2 Sam Smith Westco 1,201,039 Global BI/ ID: U Becky Jones NAB Danny Ratliff JCI 754,302 Partner ID: AP DW 5 Michael Smith Windham Invest 638,403 Last Contact: 8/03/20096 Sean Oneil Chesapeake 651,850 7 Andrea Nichols Symantec 618,934 8 Mark Elliot AIG 515,253 ERP 1 Billing Name: Rev. Bill Varchy Global ID: U ERP 2 Contracts Billing ID: AR Statement: 10/14/2009 Legacy ETL Name: Rev. Bill Varchy Global ID U Contract ID: APR Contract: 8/15/2009 A global, reliable cross reference makes consolidating information from disparate systems both easy and accurate Oracle Corporation

10 MDM: The source of clean data for the enterprise Nurture one of your most valuable asset Event in operational apps (e.g. new address) Consolidate/Federate shared information into one place ETL Cleanse data centrally ETM Call Center Web site CRM Partner Share data as a single point of truth as a service ERP 1 Middleware Application Integration Architecture ERP2 Call SCM Fusion App Legacy MDM ETL BI/ DW Match Cleanse & Enrich Consolidate (Dedup & build golden record) X-reference

11 MDM: The source of clean data for the enterprise Nurture one of your most valuable asset ETM Distribution of clean, consolidated, complete master object to all subscribing applications Call Center Web site CRM Partner ETL Consolidate/Federate shared information into one place Cleanse data centrally Share data as a single point of truth as a service Middleware Application Integration Architecture MDM BI/ DW ERP 1 ERP2 Call SCM Fusion App Legacy ETL Update BI Dashboard maps and DW cross reference

12 MDM: The source of clean data for the enterprise Nurture one of your most valuable asset Need clean & up to date info to support specific business process ETM Call Center Web site CRM Partner ETL Consolidate/Federate shared information into one place Cleanse data centrally Share data as a single point of truth as a service ERP 1 Middleware Application Integration Architecture ERP2 Call SCM Fusion App Legacy MDM BI/ DW MDM provides real time web services to access master data (match / request entire profile / ETL request selected info) Consistency siloed environments (Integrated Best of Breed) Lower data management costs Better reporting Enterprise foundation for agility & innovation

13 Master Data Entities by Domain Operational MDM Financial & Typical Customer Customer (business) Customer Partner (individual) Supplier Vendor Supplier Product Product (Finished Good) Component Bill of Materials Store Site Restaurant Bank Branch Trading Area Analytical MDM Chart of Accounts - Account - Cost Center - Entity Dimensions Mappings* Somewhat Common Student Employee Citizen Service Material Promotion Package Distribution Center Delivery Location Postal Address Reporting Hierarchies Sales Territories Product Classifications Fringe Contractor Resource Ward Inmate Instrument or Investment Security Structures Terrorist 13 *Mappings are often cross-domain, such as product to sales channel

14 Domain Specific Requirements CDI (Company, Individual) Standardize / parse address & phone information Validate addresses Data enrichment (Axciom, Dun & Bradstreet) Support party model B2C and B2B Suppliers (Supplier, Vendor) Supplier onboarding Supplier selfservice Validate addresses Data enrichment (Dun & Bradstreet) Attribution by supplier type PIM (Product, Service) Standardize product descriptions & attributes Conclusions: Rich content (e.g. images) Trading partner integration (e.g. 1Sync, Transora) Sites (Store, Branch, Facility) Site within a site Trade areas Geocoding Manage geographical hierarchies 1) It takes more than an extensible data Product change model to support different MDM management domains Map Integration Site visualization 2) Enterprise MDM is not a one size Site lifecycle fits all management solution All Domains Financial & Analytical Dimensions Cross-domain relationships & mappings Visually manage hierarchies Align different financial perspectives (US GAAP, etc.) Provide historical and future, whatif versioning Build golden record Cleanse and remove duplicates Survivorship rules Multiple deployment modes Integration services Trusted Master Data 14

15 Foundational MDM Business Drivers Growth IT agility Process efficiently Increases Cross-sell/Up-sell Improves campaign response rate Improves call center productivity Improves customer retention Reduces integration costs Reduces cost by sun-setting legacy systems Reduces time to market for new projects Reduces Report Generation Costs Reduces sales order error Accelerate New Product Introduction Improves efficiency of financial close Reduces data management costs Compliance Reduces non-compliance risk Reduces credit risk costs Reduces Fraud Management risks 2006 Oracle Corporation

16 Party Vendor Product Service Locations Financial Analytical Oracle Enterprise Master Data Management Software.Hardware.Complete Data Governance Operational Systems Operational MDM Apps Analytical MDM Apps Analytical Systems Siebel DW EBS BI &Datamarts PeopleSoft Planning JDE Oracle Customer Hub Oracle Supplier Hub Oracle Product Hub Oracle Site Hub Oracle Hyperion Data Relationship Management Financial Consolidation SAP, Custom, 3 rd Party Oracle Fusion Middleware/AIA Exadata/Real Application Clusters/Oracle Database Budgeting

17 Key Components of Oracle Hub Products The source of clean data for your enterprise Siebel Siebel EBS EBS SAP JDE PSFT Trusted Master Data SAP JDE PSFT Custom Apps Custom Apps Other BI Consolidate & maintain a unique, complete and accurate master information across the enterprise for customer, supplier, employee, product, asset, site & financials data Distributes this information as a single point of truth to all operational & analytical applications just in time 2006 Oracle Corporation

18 Oracle Customer Hub Import Workbench Identification & Cross- Reference Source Data History Survivorship History & Audit Profile & Correct Events & Policies Privacy Mgmt Trusted Customer Data Roles & Relationships Party Vertical Variants Related Data Entities Cleanse & Standardize Parse Manage Decay Match & Merge / Unmerge Web Services Library Enrich Publish & Subscribe Transports & Connectors Authorization Registry Single view of Customer, Client, Patient, Citizen, Student, Built in Data Governance Built in Analytics End-to-End Application Integration and Data Quality Best in Class Hierarchy Management with DRM Improve Cross-Sell and Up-Sell Efficiency Improve Customer Retention

19 Customer Data Quality vs. Product Data Quality Different problems, different technologies Customer Product (part, SKU, item, asset etc.) Single format/ country Over 30,000 categories Name & Address Data Relatively fixed syntax Mis-spellings and name equivalents Match based on probabilities Product Data No fixed syntax few standards Infinite variability format, content, syntax Different rules for each product category Pattern-based tools work well Must have semantic understanding and ability to learn new domains quickly 19

20 Customer/Party Data Relatively structured, error-prone, must match to de-duplicate Subject to country-specific rules Who / Where is this? Matching Records Non Standard formats Name Address City State Zip Phone Bob Williams 36 Jones Avenue Newton MA bob.williams@yahoo.com Robert Williams 36 Jones Av. MA Burkes, Mike and Ilda 38 Jones av. Nweton MA mburkes@gmail.com Jason Bourne, Bourne & Cie. 76 East 51 st Newton MA Multiple Names Mixed business and contact names Typos Missing Data Mis-fielded data

21 Product/Item Data Missing, inconsistent, unstructured, unpredictable mis-classified Subject to category-specific rules What is this? Inconsistent names Rich information, but mostly non-standard and unpredictable Attributes non-standard, missing or invalid Product ID Manufacturer Description Product Type Power Voltage Mount ABC123 AA Inc. 10hp motor 115V Yoke mount Motor, AC/DC 10hp 115V Yoke abc-123 A.A. mtr, ac(115) 10 horsepower 115volts AC/DC Motor AC. ABC/123/Q AA/Craft 10 Caballos, Motor, 115 Voltios Mot-AC 10 H-pow 115 QA-ST5 Craft TEAO HP = RPM 115V 48YZ YOKE MTR Z99 Z99 MOT-10,115V,48YZ,YOKE Z99 Motor powered pulley, 3/4" Motor Widespread duplication (often hard to spot) Inconsistent formats Mis-classified items Inconsistent classifications & misclassifications 21

22 Pillars to Data Quality Best of Breed solutions from Oracle Cleanse Party master data Cleanse Item master data Profile, Standardize, Cleanse, Match and De-duplicate Party and Address data Customer, Supplier, Partner, Distributor, Regulator, Contact, Organization, Family, Constituent, etc. Within an MDM Hub, on entry to MDM Hubs, at Application data entry (for MDM Aware applications) Profile, Standardize, Cleanse, Match and De-duplicate Item data in any system or process Product, Item, Catalog, Medical Procedure, Calling Plan, Asset, Parts, SKU, Service, etc. Within the MDM Product Hub, on entry to MDM Product Hub, at Application data entry (for MDM Aware applications) Oracle DQ Profiling Server, Parsing & Standardization Server, Matching Server, and Addr Validation Server (via Informatica DQ OEM) Oracle Product Data Quality (built on Silver Creek DataLens technology)

23 Oracle MDM Strategy for Customer Data Quality Complete and Open Embedded best in class Data Quality Open framework & connectors Best of Breed Data Quality Matching and Cleansing Matching uses fuzzy logic and a unique two-stage approach to overcome the limitations of traditional techniques for 52 languages Cleansing Contains postal address information for 240 countries and territories Parsing & Standardisation- input data into component pieces and, optionally, standardizes them Profiling - discovers the quality, characteristics and potential problems of source data Universal DQ Connector End to end connector available for selected vendors 2006 Oracle Corporation

24 Oracle Product Hub Import Workbench Identification & Cross- Reference Source Data History Blended Record Change Management Profile & Correct Catalog Admin & Security Trusted Product Data Attributes Policies Trading Partners Catalogs Documents Events & Policies Standardize Validate Parse Match & De-Duplicate Enrich Access & Search Publish & Subscribe Registry Transports & Connectors Reporting Single view of Product, Service, Catalog, BOM, Asset, End-to-End Data Quality Built in GDSN 1 Sync Support Buy-Side, Sell-Side & In- Side business processes Multi-Channel Commerce Mass Maintenance Automated processes for product induction and change management Retail and Comms versions

25 Comprehensive Product MDM Solution Embedded Data Quality Engine fully Integrated with Oracle Product Hub Consolidate Govern Siebel EBS Trusted Product Data Share Users Siebel SAP Cleanse EBS GDSN Other Product Hub SAP Custom Apps Product Data Quality BI Standardize Std. Classification(s) Std. Attributes Std. Descriptions Translate (inbound) Quality Governance Data Steward Dashboard Exception Management Validation & Remediation Match De-duplicate Merge Enrich Classify Extract/append info Repurpose Translate (outbound) (Re-)classify (Re-)standardize (Re-)format Semantic Recognition Contextual understanding & learning Product Data Quality (Silver Creek Acquisition) Integrated capability to recognize, cleanse, match, govern, validate, correct and repurpose product data from any source to any target

26 Oracle Supplier Hub Single view of Supplier, Vendor, Partner, Distributor, Trusted Supplier Data Identity Contacts Profile Locations Products Diversity Services Bank Category Controls D&B Integration for complete Supplier knowledge Supplier Lifecycle Management integration Optimize Enterprise Spend Analysis & Control Supports Self service supplier management Monitor and enforce standards

27 Oracle Site Hub Centralized Data Model Manual Creation Bulk Load Site Visualization Lease Administration Standardize Auto Gen Trusted Site Data Site Location Attributes Trade Areas Site Inventory Mgmt. Enterprise Asset Mgmt. Duplicate Resolution Validation Access & Search Web Services Reporting Single view of Site, Location Site Lifecycle Management Advanced Site Hierarchy Management Manage Sites without addresses Relational mapping of site information such as competitor Site mapping and view using Google Maps Ability to integrate to site systems such as property or asset

28 Oracle Hyperion DRM Bulk Import Blender` Incremental Updates Application Templates Version Control Change Requests SOAP / COM APIs Query & Compare Rules & Validations Approvals & Workflow Granular Security Trusted Master Data Data Model Agnostic Master Data Repository Business User Interface Wizard-driven Configuration Attribute Management Hierarchy Management Impact Analysis History & Audit Derived Attributes Merge Changes Web Services Export Profiles Export Metadata Books Reports Aligned view of Reference Data, Enterprise Dimensions & Hierarchies Deep EPM Integration Proactive Data Governance Intuitive easy to use Business user interface Supports financial structure alignment across the enterprise IT departments are able to enforce business processes

29 Categories of MDM Benefits We Have Benchmarked From Our Customers Implementations GROWTH Improve CRM performance to increase revenue and market share EFFICIENCY Operational efficiency across multi-functions of an enterprise IT AGILITY Increase IT resiliency in a changing business landscape COMPLIANCE Reduce operational risk and improve regulatory compliance CUSTOMERS ON AVERAGE GENERATED 2%-5% INCREASED REVENUE FROM SALES WITH MDM EFFICIENCY OF OPERATIONS INCREASE WITH IMPROVED PROCESSES AND DATA GOVERNANCE EFFICIENCY OF IT OPERATIONS RESULTING IN GREATER AGILITY OF BUSINESS MODELS OPERATIONAL RISK SCORING AND SHORTER REGULATORY REPORTING CYCLES 2006 Oracle Corporation

30 MDM Benefits Benchmarks of Oracle MDM Customer Implementations A Large Global Insurer 2 % increase in insurance premium collected 12 % reduction in marketing reach costs 5% increase in cross-sell/up-sell A Large US Grocery Chain A Leading Manufacturer of Bearings A Large Telecom Manufacturer Improved marketing response resulting in increased gift card sales by 5% Increased Sales from Loyalty cards customers by 1% Improved Inventory levels by 5% Reduced order lead times by 2% Reduced order returns by 15% Retired 6 legacy apps Reduced Integration costs by 20% A major Big Box Retailer Improved marketing campaign response by 15% Reduced Sales Order Errors by 20% A Leader in Electricity Transmission & Distribution 96% reduction in risk dealing with denied Parties 5% reduction in capital allocated to delinquencies ROI over 4 years 106%, Payback Period 2.1yrs

31 1075+ Oracle MDM Customers Across Diverse Industries Communications, Media & Utilities High Technology Manufacturing & Distribution Public Sector Financial Services Life Sciences and Healthcare Bogota Mayor s Office (Sperbank) Retail & CPG Health Administration Corp CH PIM DRM Site Hub Supplier Hub

32 The Pillars of Success Key Projects Risks Governance & Project Control Scope & Business Requirements Data Quality & Data Migration Integration, Processes & Workflow Technology & Architecture Data Center & Operational Considerations Governance Model MDM Vision & Mission Mgmt. Support Project Mgmt Office MDM Resources Availability System & Data Owners Alignment Enterprise Data Model ownership Data Governance & Stewardship Plan Change Mgmt Process Phasing Objects/Entities Data Sources Integrated Feeding Application Integrated Consuming Applications Organizations impacted /Channels Globalization (Language, Country, Currency, Time zones) Data segments Data volumes DQ in Data Sources Data Quality Targets Cleansing Rules Matching Rules Survivorship Rules Centralized or Decentralized Correction Process Cross Reference ID s Third Party DQ Tools Third Party Data Sources Connectivity / Standards Master / Slave Data Structure Mapping Process Flow Coordination Error Handling Cross Referencing Security (B2B) Reliability Performance / Scalability Flexibility / Cost of Maintenance Upgrades Network / Bandwidth Migration Technology Integration Technology Analytical / BI Technology Sovereign Instance Vs. Joint instance Federation Process Orchestration Guaranteed Messaging and Persistence Performance & Scalability 24 x 7 Availability SLA s Business Continuity Disaster Recovery High Availability Monitoring Production Guidelines Exception Handling Backup and Replication Capacity Planning Production Migration and Multiple Environments Training / Education BI / Reporting

33 MDM Partner Program Critical for your MDM program s success An ecosystem of 75+ SI s globally providing global and regional (DQ) expertise Skilled and experienced in priming Oracle MDM projects or augmenting for niche skills such as DG, DQ, Industry knowledge full spectrum Product co-development partnerships deliver deep implementation expertise and supported products Augmentation from Oracle Consulting

34 Oracle MDM: Investment and Differentiation Areas Fusion MDM Platform & Fusion MDM Fusion Alignment Industry Tailored for Industry Targeted towards Pain Points Integration Pre-Cabled, MDM Aware Foundation Components Governance & Content Information Data Governance Enrich with 3 rd Party Content Enterprise Grade Published Benchmarks Faster Deployments, Upgrades Thought Leadership Cloud, Social, Semantic MDM Additional Hubs / Domains

35 Oracle MDM Wrap up Impactful, fast to deploy & lowest TCO MDM solution of the market Enterprise grade, flexible, verticalized Hub Applications Pre-Integrated & MDM Aware Pervasive Data Quality in all MDM Processes and Services Best in class Data Governance Solution Expansion of MDM Suite HECH, Supplier Hub/SLM Continued Investments in Existing and New Product lines and above all strong Customer momentum and references

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37 Track Agenda Value of Analyzing and Mastering your business information