Oracle Master Data Management MDM Summit San Francisco March 25th 2007

Transcription

1 Oracle Master Data Management MDM Summit San Francisco March 25th 2007 Haidong Song Principal Product Strategy Manager Master Data Management Strategy 1

2 Agenda Master Data Management: What is it and what is it for? Oracle Master Data Management Solution Customer Success Stories 2

3 Typical Enterprise Topology Ever proliferating island of information in disparate applications covering multiple channels, divisions & functions SFA Call Center Web site Fusion Apps Partner duplicated, incomplete, inaccurate, expensive to integrate & maintain Impact operations efficiency Prevent effective marketing, sales & customer retention activities Hide risk & fraud and makes regulatory compliance harder ERP 1 SCM HR Fusion Apps Legacy Slow enterprise agility Need to be dealt with at each project 3

4 BI provide an analytical single view of master objects but fall short of solving the problem operationally Datawarehouse / BI projects provide enterprise with an ETL analytical single view of customers, products, along SFA Call Center Web site Fusion Apps Partner with transaction data BI/DW Yet, this does not solve the problem in operational applications Links are expensive to build and maintain ERP 1 SCM HR Fusion Apps Legacy Data quality, consolidation of data, cross referencing has to be dealt with at each project ETL 4

5 SFA Call Center MDM Definition & Value Proposition Web site Fusion Apps Real-time / near real-time Master Data Partner ETL MDM provides the ability to Consolidate/Federate master & shared information into one place Cleanse and Enrich data centrally Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems Middleware MDM BI/DW Real-time / near real-time Master Data Integrated Best of Breed - Consistency in a siloed environment ERP 1 SCM HR Fusion Apps Legacy ETL Enterprise agility (easier migration ability) BI Accelerator 5

6 Event in operational apps (e.g. new address) SFA Call Center Web site Fusion Apps Real-time / near real-time Master Data Information Flow Partner ETL MDM provides the ability to Consolidate/Federate master & shared information into one place Cleanse and Enrich data centrally Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems Middleware MDM BI/DW Real-time / near real-time Master Data ERP 1 SCM HR Fusion Apps Legacy Match Cleanse & Enrich Consolidate (Dedup & ETL build golden record) X-reference Integrated Best of Breed - Consistency in a siloed environment Enterprise agility (easier migration ability) BI Accelerator 6

7 SFA Call Center Web site Fusion Apps Real-time / near real-time Master Data Information Flow Push Mode Distribution of clean, consolidated, complete master object to all subscribing applications Partner ETL MDM provides the ability to Consolidate/Federate master & shared information into one place Cleanse and Enrich data centrally Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems Middleware MDM BI/DW Real-time / near real-time Master Data ERP 1 SCM HR Fusion Apps Legacy Update BI Dashboard maps and DW cross reference ETL Integrated Best of Breed - Consistency in a siloed environment Enterprise agility (easier migration ability) BI Accelerator 7

8 Need clean & up to date info to support specific business process SFA Call Center Web site Fusion Apps Real-time / near real-time Master Data Information Flow Pull Mode Partner ETL MDM provides the ability to Consolidate/Federate master & shared information into one place Cleanse and Enrich data centrally Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems Middleware MDM BI/DW Real-time / near real-time Master Data ERP 1 SCM HR Fusion Apps Legacy MDM provides real time web services to access master ETL data (match / request entire profile / request selected info) Integrated Best of Breed - Consistency in a siloed environment Enterprise agility (easier migration ability) BI Accelerator 8

9 Sales Service MDM as a CRM / ERP Foundation Mark PRM MDM : CRM Foundation Real-time / near real-time Master Data Web ETL MDM provides the ability to Consolidate/Federate master & shared information into one place Cleanse and Enrich data centrally Distribute data as a single point of truth as a service to consuming applications, enterprise business processes and decision support systems Middleware BI/DW Real-time / near real-time Master Data ETL ERP SCM PLM FINS Legacy MDM : ERP Foundation Can be deployed single instanced with CRM / ERP 9

10 Master Data Management - Definition MDM solutions provide the ability to Consolidate/Federate master information from disparate systems and business lines into one repository Cleanse and Enrich data centrally Distribute data as a service as a single point of truth to consuming applications, enterprise business processes and decision support systems Key Business Benefits Enhanced IT Agility by building an enterprise-wide data management foundation Increased customer revenue & customer retention ability (CRM Foundation) Accelerated new product introduction and order mgt process (ERP/SCM Foundation) Enhance ability to comply with regulations & manage business risk 10

11 No sound master data management impacts key enterprise functions and processes Marketing and Sales Service Supply chain & Operations Finance and control Customer Data Effective upsell & cross-sell Advertising & Promotion spend Privacy Mgt Differentiated Service Delivery Customer Retention 1st Time Accurate Deliveries Operations & IT costs Risk & Collection Mgt Legislative compliance Fraud Mgt Business Analysis Product Data New product Introduction Catalog alignment across channels Efficient Service delivery Management of claims & customer dissatisfaction Flawless Order Mgt process Sourcing & Manufacturing process Adherence to regulatory standards Business Analysis 11

12 Strategic Objectives Require Customer Data Integration Centralize customer information management Automate error handling, account setup & other administration costs Reduce Data Management Costs Meet regulations such as Gramm-Leach-Bliley Privacy Act, etc. Enforce security and permissions across value chain Comply with Regulations Understand Customers Customer Shift from product centric to customer centric view Gain complete understanding of customer s relationships & hierarchies Improve Customer Data Quality Utilize Customer Insight Increase accuracy and completeness of customer information Ensure consistency and accuracy across operational systems Make informed decisions during customer interactions Detect and manage customer events 12

13 Industry Drivers Industry Communications, Media & Utilities Public Sector Banking Retail High-Technology & Manufacturing Convergence Scenario New Product Introduction Acceleration CRM Foundation Case management Single view of Taxpayer / Citizen / Terrorist Compliance and Risk Management Service and Policy management Strategic product sourcing and GDSN Assortment and Space planning CRM Foundation Improve order accuracy and reduce inventory Hierarchy Management capabilities for B2B Product introduction, compliance and sourcing 13

15 Obstacles to achieve MDM Solve inconsistent master data definitions across the enterprise Model complex relationships & hierarchies Find consistent solution for key master entities Use the data for my analysis and events management needs Functional Data Migration, Integration & Quality Extract, clean & consolidate multiple sources of data Solve data duplication & missing information Determine surviving best record & manage suspect record Maintain cross referencing Integrate with enterprise business processes / apps Implement reusable MDM framework (Customer, Product, ) Assemble different technology components Operate reliable, scalable, available & secure system Infrastructure Implementation Find right skills & implementation best practices Define MDM phases to achieve visible ROI along the journey Manage project & operations governance 15

16 Key needs & vendor selection criteria Comprehensive data model & web services set that can plug to CRM, ERP, SCM & BI apps Covering key master & transactional data Industry tailored Managing complex hierarchies Easily extensible Functionally rich master solution (survivorship, security,.) Comprehensive Data Steward solution to support central governance function Integrated MDM BI and rules engine solution Functional Data Migration, Integration & Quality Solution that fit into enterprise application solution map (integrated best of breed) Data Migration framework Pre-built integration processes running on best integration technology Embedded DQ Infrastructure Implementation MDM framework grounded in rich tech stack Application Heritage (User Interface, Easy install, Configuration, Operation, Upgrades, Performance, Usability, Reliability, Test, Integration,..) MDM Implementation Methodology & Best Practice including Data Governance Model Trained SI ecosystem 16

17 MDM Foundation MDM Applications Industry Solution Sets MDM Analytics Oracle MDM Solution MDM Implementation Best Practice Data Governance Model Fusion Middleware 17 Energy Financials Services Public Sector Retail Manufacturing CPG Analytics Server Telecommunication Policy Hubs Customer Hub Product Hub Supplier Hub Asset Hub Location Hub Employee Hub Web Services Shared Components Data Migration Data Quality Registry Service Policy Engine MDM Foundation Services Pre-built End to End Integration Processes Business Process Orchestration PFST Siebel EBS Roadmap

18 Oracle Customer Hub provides a leading CDI solution Creates and maintains a unique, complete and accurate customer information across the enterprise Distributes customer information to all operational applications just in time Customer Hub enables organizations to: Know your customers Improve data quality Utilize customer insight during all customer interactions Comply with privacy and regulatory requirements Reduce data management costs 18

19 Oracle MDM Differentiators 1. Comprehensive Best in class Customer & Product Hub Industry specific & extensible schema & web services Cutting edge capabilities (Privacy, ) 2. Operational Scalable, Reliable, Secure, Unmatched deployment options SOA Foundation 3. Integrated Hot pluggable with CRM & ERP Open & Integrated with Oracle Tech & Apps stack PF ST JDE EBS Po rta l Sie bel iflex Common Object Model MDM Business Processes Business Services Applications Data Infrastructure W S M A N A G E R Sie bel EBS PF ST JDE Por tal iflex 4. Insightful BI EE dashboards 5. Proven Proven large scale deployment Unrivalved consulting experience, methodology & best practices 19

20 Selected Oracle MDM Customers More than 250 Customers, more than 1 Billion records mastered 20

22 Durham Constabulary ORGANISATION OVERVIEW Durham Constabulary polices the area of County Durham and Darlington Borough, which covers an area of 2,232 sq. km. The area is predominantly rural with 12 main towns and over 260 small towns and villages The population of the force area is estimated to be 595,308 (2001 Census data) CHALLENGES/OPPORTUNITIES Durham has a mixture of niche local systems and access to national and regional systems. Records are created in different local systems, which can lead to data being entered differently Information feeds from several police intelligence databases into a cross-border intelligence system A system was required to help improve the quality of data held and shared across police forces, as recommended by the Bichard Inquiry final report SOLUTIONS Customer Hub (CDH) Fusion Middleware for Integration CUSTOMER PERSPECTIVE We have lot of confidence in Oracle. Both the product and the company, Durham Constabulary is a small organization but we felt we were Oracle s only customer. A lot of the success was due to the Oracle staff on site. Their attitude was all about what needed to be done to make the project a success. Ron Richardson, Head of Information Systems and Technology RESULTS Ready to implement the Bichard Inquiry report recommendations Enables rich clean & normalized citizenship data in one single database able to serve the regional/national systems Data integrity and quality delivering better analytics and profiling 22

23 UMB Financial Corporation COMPANY OVERVIEW One of the largest independent banks in America Complete banking and financial services to individuals and business customers UMB s vision: Unparalleled customer experience Over US$8 Billion in Assets, over 3,500 associates Over 140 branch locations in 8 US states CHALLENGES/OPPORTUNITIES Multiple sources of customer information and multiple versions of the truth Wanted a flexible platform Empower associates To know our customers and anticipate their needs; advocate and advise; innovate and surprise SOLUTIONS Customer Hub (UCM), Siebel CRM CUSTOMER PERSPECTIVE It is easy to make fact-based decisions when the facts are right in front of you. That is what ClientLink does, It puts the facts in front of you. Kevin Kramer, Senior Vice President, Enterprise Sales RESULTS Increased efficiencies of associates: increase research time available for associates to quantify the customer relationship Improved cross sale opportunities due to complete customer view Successful blending of nightly batch updates and real-time integration leveraging MQ Series 23

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