InfoSphere MDM What s new in Standard Edition/Advanced Edition

Transcription

1 InfoSphere MDM What s new in Standard Edition/Advanced Edition July 2013

2 Topics for this session What is MDM? A very brief refresher InfoSphere MDM Editions/Components What s New in InfoSphere MDM v 8.x Standard Edition What s New in InfoSphere MDM v11.0 Bundled Software Supporting Programs Technology Stack What has changed?

3 IBM INFOSPHERE PRODUCT STRUCTURE

4 What is Master Data? Why is it important? What is Master Data? Master data is the high-value, core information used to support critical business processes across the enterprise Master Data is business critical information about customers, suppliers, partners, products, materials, employees, accounts and more Why is it important? Master Data is at the heart of every business transaction, application and decision Quality of data degrades over time and negatively impacts key business processes if Master Data is inaccurate, missing, duplicated or incomplete Company Service Customer Provider Organization Agreement Citizen Financial Account Member Supplier Distributor Product Locations Contract Trading Partner Employee Office Vendor Person Prospect Manufactured Goods Assets 4 4

5 Critical business processes leverage master data Optimizing the business with righttime information Client Self Service Client Service/ Care Maximizing client satisfaction & revenue opportunities Billing Marketing/Sales Interactions Tools Enrich Authoring Security End to End Master Data Management Hierarchies Operational Financial Planning Back office Systems Search Stewardship Fraud Avoidance Ensuring all systems have consistent & complete information in real time Understanding the choices & planning with accurate information Regulatory Compliance New Product Introduction 5 5

6 Align MDM goals to key business priorities Improve Client Service e.g. Reduce time to search for clients by 58% Comply with Regulations e.g. Improve privacy preference compliance by 10% What business issues matter most to your clients? Optimize Cross-Sell & Up-Sell Processes e.g. Increase average deal size by 2% New Market & Product Strategy e.g. Increase campaign yields by 5% Improve Business Agility e.g. Integrate new systems (M&A) in weeks Lower Operational Costs e.g. Decommission 2 of 3 CRM systems 6 6

7 Address key IT initiatives with MDM Reports based on missing or incorrect information Duplicate data in customer/product master database Incorrect customer addresses used for invoicing process What IT issues reduce trust? Enterprise processes using untrusted, inaccurate information result in inefficiency and low quality decisions Incomplete and inconsistent master data Aging systems that are difficult to decommission 7 7

8 IBM InfoSphere MDM v11 Product Structure Editions and Components IBM InfoSphere Master Data Management Editions Enterprise Edition Comprehensive address all your MDM needs with a single comprehensive solution Advanced Edition Strategic strategically transform your organization through improved business processes and applications Standard Edition Registry delivers business value for MDM projects with the quickest time to value Collaborative Edition Collaborative Authoring streamline workflow activities across users involved in authoring and defining master information Chargeable Components Custom Domain Hub Stand Alone Enables delivery of trusted information based on custom data domains Reference Data Management Manage and define reference data as an enterprise standard

9 IBM InfoSphere MDM A Comprehensive Offering IBM InfoSphere MDM Enterprise Edition Individual Hub Organization Hub Product Hub Advanced Edition Individual Hub Patient Hub Organization Hub Provider Hub Standard Edition Individual Hub Patient Hub Organization Hub Provider Hub Collaborative Edition Collaborative Hub Chargeable Components (independent of editions) Custom Domain Hub Stand Alone Reference Data Management Hub Account Hub Custom Domain Hub Product Hub Account Hub Custom Domain Hub Product Hub Account Hub Custom Domain Hub

10 InfoSphere MDM Match use case requirements with Editions All common MDM domains customer, citizen, supplier, employee, product or service, asset, financial, location All MDM Implementation styles virtual, hybrid or physical master repository, collaborative authoring MDM Powered Solutions Framework Fully pre-built, modifiable pre-built, or build-it-yourself platform Physical (persisted) and Virtual master registry master repository Pre-built and extensible data models data and relationships Business Services enable processes to easily leverage master data Master Data Engine highly accurate probabilistic matching and search MDM Powered Solutions Framework Virtual master registry master repository Flexible and Extensible Data Model built and optimized for MDM Master Data Engine highly accurate probabilistic matching and search MDM Powered Solutions Framework Collaborative Processes workflows for collaborative authoring tasks Flexible Data Model Catalogs, Category Hierarchies, Attributes, Relationships Extendable Authoring UI business user interface for authoring / search Data Synchronization imports and exports with deltas and versioning

11 InfoSphere MDM SE and AE core offerings for Operational MDM Physical (persisted) and Virtual master registry master repository Pre-built and extensible data models data and relationships Business Services enable processes to easily leverage master data Master Data Engine highly accurate probabilistic matching and search MDM Powered Solutions Framework Virtual master registry master repository Flexible and Extensible Data Model built and optimized for MDM Master Data Engine highly accurate probabilistic matching and search MDM Powered Solutions Framework

12 WHAT S NEW IN INFOSPHERE MDM V 8.X STANDARD EDITION

13 What s New in InfoSphere MDM v 8.x Standard Edition IBM InfoSphere MDM Standard Edition Data Stewardship Master Data Engine Data Model Data Stewardship Enhancements Inspector Usability Data Manager Capability Implementation-Defined Tasks Operational Reports Solutions Framework Integration Components Blueprints SOA Java.Net Industry Information Consumption Enhanced BPM Integration -- Governance and Data Stewardship work flows MDM Application Toolkit Enhancements Master Data Governance New Master Data Policy Management including Policy Enforcement and Monitoring Core MDM Capabilities Event Management Information Server (IA, Discovery) bundled

14 Data Stewardship Inspector Usability enhancements Inbox Search by Linkage status Ability to compare records and view match score Ability to define and resolve custom tasks Examples: tasks for data that is missing, invalid, or conflicting Data Manager role Create tags to categorize tasks Use tags to assign tasks to specific users/groups New operational reports Duplicate Summary Statistics Outstanding Task Count by Source and Task Type Assigned Task Count by Owner and Task Type Task Count by Tag Type

15 Custom Task Examples Provider: NPI Discrepancy Location: Departmental Move 15

16 Information Consumption: MDM Provides Trust to the Chaos Master Data Customer Service MDM 1. 1 Trust your data 2. 2 Ensure completeness 3. 3 Collaboratively author 4. 4 Reduce data errors and improve consistency 5. 5 Manage customer privacy preferences 6. 6 Manage risk 7. 7 Introduce new products quickly 8. 8 Identify key relationships and hierarchies 9. 9 Identify high value customers Real-time visibility Customer Benefits: Increase revenue Reduce costs Increase Agility Decrease risk / Improve Compliance

17 BPM Brings Order to the Chaos Customer Service Data Steward Account Administration Executive Management 1. 1 Automate workflow & decision making 2. 2 Reduce errors and improve consistency 3. 3 Standardize resolution across geographies 4. 4 Leverage existing systems and data RULES 5. 5 Monitor for business events and initiate actions PROCESS 6. 6 Real-time visibility and process control Customer Benefits: Huge Reduction in Manual Work, Errors Faster, More Consistent Issue Resolution Easier to Manage the Business Consistent Case Handling

18 BPM Express Process Designer

19 Master Data Policy Monitoring & Enforcement Policy Monitoring InfoSphere MDM Cognos Policy Enforcement InfoSphere MDM BPM Express Administer Policy as KPI & Metrics Administer Policy as Business Rules Monitor master data Early issues recognition Inform remediation policies Workload distribution & assignment OOTB Remediation processes and activities Integration Toolkit 19

20 Policy Monitor Summary Report 20

21 Example of System-To-Golden-Consistency Report Describes how well records from a source compare to the Golden view of your entities Shows how this can change over time

22 Event Notification Goals Need a real-time way of publishing out entity changes Need notification when a member attribute changes for batch processing Entity A Entity B Entity C Entity D Hub Event Notification Messages WebSphere MQ Queue 1 Queue 2 Queue 3

23 Event Notification: Logic Diagram Hub Generates Event Notification Messages Users Entity A Entity B Entity C Entity D.... Record A Record B Record C Record D Record E Record F Record G.... List of Events: Member: create, update, merge, unmerge, delete, undelete, drop, link, unlink Entity: create, update, delete Task: create, update, delete, resolve 23

24 Configuration Updates: -Entity Manager -SDK Event Queue Hub Event Manager Event Handler Log History Event Work Manager Configuration Filter Options Event Type Composite View Other Items What types of events are interesting to the organization? Member: create, update, merge, unmerge, delete, undelete, drop, link, unlink Entity: create, update, delete Task: create, update, delete, resolve The Composite View for notification messages (and change detection) (T/F)Publish only if the notification is not a duplicate of a previously sent message (T/F)Publish only those attributes that have changed since the last message was sent. (T/F)Include members that comprise the entity 24

25 What s New in IBM InfoSphere Master Data Management v11 25

26 InfoSphere MDM Strategy Designed for Big Data Accelerate Time-to- Value Govern Inside & Out Single Solution Embrace New Era of Computing

27 InfoSphere MDM Strategy Designed for Big Data Scale into the billions of records Combine structured master data with insights from unstructured data Integrate with IBM s capabilities for exploring and visualizing big data Accelerate Time-to-Value Simplify implementation process Pre-built accelerators Easily adjust MDM implementation style Built into broader IBM solution offerings Govern Inside & Out Built-in governance capabilities unique to MDM Integrated to IBM InfoSphere Support both passive and active governance of master data Support OOTB governance policies + client-unique policies New Era of Computing MDM patterns for IBM Pure Application System Expose master data easily to mobile platforms Exploit mobile-device generated data as part of master data (e.g. geolocation)

28 Transforming InfoSphere MDM into a unified MDM solution V9 V10 V11 Initiate MDS MDM Server Initiate MDS MDM Server Operational Server Virtual & Physical Modules MDMS for PIM Collaboration Server Collaboration Server InfoSphere MDM InfoSphere MDM Separate products targeted to different MDM use cases Best of breed acquisitions Single MDM offering Common matching engine Advanced Catalog Management for attachment to WebSphere Commerce Unified virtual and physical technology into single server capable of supporting multiple MDM use cases Hybrid MDM Modularity 28

29 InfoSphere MDM V11 New Features & Functionality Accelerate Time to Value Virtual, physical and hybrid MDM styles in a single instance Modular implementations and upgrades Collaborative authoring UI enhancements Designed for Big Data Augment master data with unstructured text Expanded patient hub to include clinical attributes Governance Inside & Out Data quality via integration with InfoSphere Information Server Enhanced hierarchy support for reference data Dashboard for collaborative authoring workflow Task KPIs to monitor master data quality 29

30 Accelerate Time to Value 30

31 Unification of MDM Virtual & Physical Multi-style, multi-domain MDM in a single operational hub Single database instance and schema Engine co-residence (WAS container) Simplified deployment and management (based on OSGi) Unified MDS/MDMS workbench for configuration and customization Unified MDS/MDMS installer Integration with IBM Support Assistant Data Collector 31

32 Business Use Cases Benefit from Hybrid MDM Thin amount of prospect attributes Registry Approach Persist large number of customer attributes Centralized Approach Prospect Hub Customer Hub 32 InfoSphere MDM Maintain and move prospect and customer information seamlessly in a single solution; persist information Hybrid Approach

33 Business Use Cases Benefit from Hybrid MDM Thin amount of prospect attributes Registry Approach Persist large number of customer attributes Centralized Approach Immediately Post Acquisition Business Processes Integrated 33 InfoSphere MDM Maintain and move prospect and customer information seamlessly in a single solution; persist information Hybrid Approach

34 Designed for Big Data 34

35 MDM and Big Data Must Work Together Master Data Management Core Big Data Technologies MDM creates context for big data. MDM system provides trusted information and operationalizes insights from big data Big data creates context for MDM. Big data provides new insights from social media and other sources for customer profile

36 The 5 Key Use Cases Big Data Exploration Find, visualize, understand all big data to improve decision making Enhanced 360 o View of the Customer Extend existing customer views (MDM, CRM, etc) by incorporating additional internal and external information sources Security/Intelligence Extension Lower risk, detect fraud and monitor cyber security in real-time 36 Operations Analysis Analyze a variety of machine data for improved business results Data Warehouse Augmentation Integrate big data and data warehouse capabilities to increase operational efficiency

37 InfoSphere MDM Correlating Unstructured Data Structured Data Unstructured Data Orders CRM ERP Name Address Phone number Purchase history Customer sentiment Contact history Issue resolution status InfoSphere MDM Discover linkages between text and relevant master data entities Link to additional information Investigative tool for text analysis Complete, accurate and timely views Benefits Enhanced customer service Quicker, more accurate issue resolution Increased upsell/cross opportunity 37

38 Governance Inside & Out 40

39 Policy Monitoring and Policy Enforcement are Coming Together In this example AL = 19.0 and the Completeness Score = 18.5 The record does not meet criteria SSC Completeness > AL + Delta 41

40 Master Data Governance in MDM 11 Business Processes require trusted data Trusted data requires data governance IBM providing capabilities to facilitate construction and adoption of these applications MDM Application Toolkit (MDAT) - Improved Master Data Policy Monitoring (MDPM) Improved Master Data Policy Remediation (MDPR) - Improved Enforce Master Data Governance Dashboard (MDG) - New Remediate Data Quality Monitor Enforce policy rules through Master Data Policy Remediation Identify Monitor Identify Remediate the effectiveness of your rules through Master Data Policy Monitoring quality issues through Master Data Policy Monitoring and the MDG console data quality issues through Master Data Policy Remediation and the MDG console

41 MDM & BPM Widgets

42 Integration with Information Server enhanced and new in v11 InfoSphere MDM Information Server Address standardization InfoSphere QualityStage Individual Product IA sample for MDM InfoSphere Information Analyzer Account Organization Export wizard for data lineage InfoSphere Metadata Workbench Reference Data Management Defined pattern Definitions for reference data sets InfoSphere Data Click InfoSphere Business Glossary Reference

43 MDM and Information Server Bundling Versions of MDM Release Date IIS bundling Restrictions MDM v11.0 ** (All Editions) June 2013 Information Server for Data Quality Edition 9.1 (Information Analyzer, IA Workbench, InfoSphere Discovery, QualityStage, Blueprint Director, Metadata Workbench, and Information Services Director) Can only be used to support MDM program as defined in the license Included*: 480 PVUs 2 Authorized Users 5 unique data sources for InfoSphere Discovery * More entitlements can be purchased separately 45

44 Integration Flow MDM & Data Quality IBM Infosphere Quality Stage IBM Infosphere Master Data Management Sources Consuming Applications Applications CRM Databases ERP xls, xml, Flat Files Data Warehouses z Systems Discover and Cross source analysis Data Validation Standardize & Cleanse Match & Link Monitor & evaluate Data Warehouses ebusiness IBM Infosphere Discovery IBM Infosphere Information Analyzer 46

45 BUNDLED SOFTWARE

46 InfoSphere MDM v10.1 Supporting Programs Bundled software (EE, AE, SE, CE): IBM InfoSphere MDM Application Toolkit V10.1 IBM DB2 Enterprise Server Edition V10.1 IBM WAS Network Deployment V8.0 IBM WebSphere MQ V7.0.1 IBM WebSphere Portal Server 7.0 IBM Content Integrator 8.6 IBM Tivoli Directory Server V6.3 IBM Rational Software Architect for WebSphere Software V8.0 IBM Cognos Business Intelligence V10.1 Components IBM InfoSphere Blueprint Director V2.0.1 IBM Process Server Express V8.0 IBM Process Center Express V8.0 IBM Process Designer V8.0 IBM InfoSphere Discovery IBM InfoSphere Information Analyzer 8.7 IBM WebSphere Message Broker v8.0 IBM WebSphere Message Broker Connectivity for Healthcare v Note: CDH Standalone and RDM have different set of bundled software Consult License Information document for the details

47 Supporting Programs Make it easier for customers to deploy an MDM environment There should not be an expectation that all deployment scenarios are supported with the Supporting Programs Limitations/Restrictions: Primary Limitation Only when in support of InfoSphere MDM Product-specific limitations (see LI); some key ones: Rational Application Developer 2 Users Business Process Manager PVU and User restrictions Information Server PVU and number of sources Important Note: LI for Supporting Program is in effect Supporting Programs include with InfoSphere MDM v11.0 (all Editions) IBM WebSphere Application Server Network Deployment V8.5 IBM WebSphere Application Server Base 8.5 IBM DB2 Enterprise Server Edition V10.1 IBM WebSphere MQ V7.5 IBM WebSphere Portal Server 8.0 IBM Content Integrator 8.6 IBM Tivoli Directory Server V6.3 IBM Rational Application Developer for WebSphere Software v8.5 IBM Cognos Business Intelligence V IBM Cognos Business Intelligence Modeling v IBM Cognos Supplementary Language Documentation v IBM InfoSphere Blueprint Director V2.2 IBM Process Server Express V8.0.1 IBM Process Center Express V8.0.1 IBM Process Designer V8.0.1 IBM InfoSphere Information Server v9.1 for Data Quality IBM WebSphere Message Broker v IBM WebSphere Message Broker Connectivity for Healthcare v Capilano Components (IBM Installation Manager/IBM Packaging Utility)

48 TECHNOLOGY STACK

49 Technology Stack v10.1 Key Changes Platforms removed for SE and AE WebLogic HP-UX Collaborative Advanced Standard Operating System AIX 6.1, , , 7.1 Solaris SuSE/Intel RedHat RHEL/Intel 5, HPUX N/A N/A N/A zos N/A N/A N/A SuSE/zLinux N/A 11 N/A 11 RedHat RHEL/zLinux N/A 6 N/A 6 Windows Server N/A N/A 2008 R2 Application Server Apache Tomcat N/A N/A WAS WebLogic 11g R1 ( or later) N/A N/A Database DB2 9.7, , , 10 DB2 for z/os N/A 9.1, Informix N/A N/A Limited Oracle 11g R2 11g R2 11g R2 SQL Server N/A N/A 2005, 2008 Other Workbench Windows O/S XP, Internet Explorer 8, 9 8, 9 8, 9 Firefox N/A JDK (SR10FP1) RSA, RAD MQ Information Server N/A

50 Technology Stack v11 Important changes to note: Linux for System z (all Editions) WAS v8.5 (needed for OSGi support) Database Support v9.7 and v9.8 PureScale, v10.1 (incl. PureScale feature) Installation Manager RAD (and RSA) Collaborative Advanced Standard Operating System AIX 6.1, , , 7.1 Solaris (SPARC) SuSE (x86-64) RHEL (x86-64) SuSE (System z) RHEL (System z) Windows Server N/A N/A 2008 R2 Application Server WAS WebLogic 11g R1 ( or later) N/A N/A Database DB2 9.7, , , 10.1 DB2 for z/os N/A 9.1, Oracle 11g R2 11g R2 11g R2 SQL Server N/A N/A 2008, 2012 Other (Development / Integration) Installation Manager Workbench Windows O/S XP, Internet Explorer 8, 9 8, 9 8, 9 Firefox N/A BPM N/A JDK (SR11) RAD MQ Information Server N/A 9.1 N/A Dojo Most current information on-line See System requirements for InfoSphere Master Data Management page 52

51 Summary & Resources 53

52 IBM Master Data Management Optimization Program The MDM Optimization Program bridges the gap between setting an MDM vision and identifying the technologies best suited to drive successful implementations and continuous results Program Overview A no cost, business assessment of you current MDM strategy by IBM Product Managers An efficient quality assurance program for MDM solutions Gap analysis of resource and skill sets and ways to address Recommendations and best practices based on current and future environment Approach to achieve continuous validation of business case and value proposition Strategic roadmap and solution architecture

53 Why IBM InfoSphere Master Data Management? InfoSphere Master Data Management Improves operational and analytical systems Complete Accessible Flexible Proven All domains, styles, use cases, industries Master data governance Pre-built, extensible and customizable data models and services Designed for big data Cloud and mobile options Integration across InfoSphere solutions Optimized for real time Virtual, physical and hybrid styles in a single solution Collaborative workflow Reference data management Entity resolution #1 market share customers Lowest risk, Quickest time to value Global reach Scalability, performance 55

54 Thank You 56