Why is Reference Data Governance Mission Critical?

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Transcription:

Why is Reference Data Governance Mission Critical? Thursday October 29, 2015 11:30AM - 12:30PM EDT Aaron Zornes Chief Research Officer The MDM Institute Bob DuCharme Senior Semantic Solutions Architect TopQuadrant

Agenda Why is Reference Data Governance mission critical? How does Reference Data Management (RDM) differ from (how is it similar to) MDM? What are the top 10 technical evaluation criteria? What capabilities do enterprises see as the most important for the success of RDM? TopQuadrant s approach for Reference Data Governance Q&A 2015 The MDM Institute The-MDM-Institute.com

About the MDM Institute Founded in 2004 to focus on MDM business drivers & technology challenges MDM Advisory Council of 150 Global 5000 IT organizations with unlimited advice to key individuals, e.g. CTOs, CIOs, data architects MDM Business Council website access & email support to 35,000+ members MDM Road Map & Milestones annual strategic planning assumptions MDM Alert newsletter MDM Market Pulse monthly surveys MDM Fast Track one-day public & onsite workshop rotating quarterly through major North American, European, & Asia-Pacific metro areas MDM & DATA GOVERNANCE SUMMIT annual conferences in London, Madrid, NYC, San Francisco, Singapore, Sydney, Tokyo & Toronto About Aaron Zornes Most quoted industry analyst authority on topics of MDM, RDM & Data Governance Founder & Chief Research Officer of the MDM Institute Conference chair for Information Mgmt s MDM & Data Governance Summit conferences Founded & ran META Group s largest research practice for 14 years M.S. in Management Information Systems from University of Arizona Independent, Authoritative, & Relevant

What is Reference Data? Reference data = coded, semantically stable, relatively static data sets shared by multiple constituencies (people, systems, & other master data domains) Customers Industry Geo Cost / Revenue Acct Sales Person Business Unit ID Product In the logical view, private & public forms of reference data connect domains & application; consistent values (& semantics) required for multi-domain views & hierarchies 2015 The MDM Institute The-MDM-Institute.com

Why Reference Data? Why Now? Errors in reference data will ripple outwards affecting quality of master data in each domain, which in turn affects quality in all dependent transactional systems RDM needed in both operational & analytical MDM use cases where capability often used to provide attributes, hierarchies & KPIs Central role of reference data means RDM becoming starting point for many organizations planning MDM Inconsistent Reporting Transaction Failure Regulatory Non-compliance Systemic Failure Poor reference data remains a leading cause of failures in many enterprises both operational & analytical errors 2015 The MDM Institute The-MDM-Institute.com

Public (External) Semi- Private? (Shared) Reference Data Categories Multi-Domain RDM Use Cases Countries & Subdivisions (FIPS10) Currencies (ISO 4217) Time Zones (ISO 8601) Industry Classification (NAICS, ISIC) Customized Public Reference Standards (e.g. customized D&B) Shared Private Data (Finance) Real-Time / Transactional RDM Use Cases Security Prices SWIFT BIC Codes (Payments) ICD-9/10 Codes (Healthcare) ACORD/ISO Codes (Insurance) Private (Internal) Legal Entities Chart of Accounts Organizations Employees Reference data required for transaction processing (i.e., much of HR & Finance Data) RDM programs need to support multiple domains (kinds) of reference data to avoid RDM silos 2015 The MDM Institute The-MDM-Institute.com

Categories of Data Managed by RDM Multi-Domain RDM Use Cases Real-Time / Transactional RDM Use Cases 2014 2015 2014 2015 Public (External) 80% 93% 12% 22% Semi-Private (Shared) 59% 48% Private (Internal) 88% 93% 2% 7% RDM programs are not only managing public forms of reference data, but are focused on public & private in equal measure Also interest in using RDM to syndicate data services internally 2015 The MDM Institute The-MDM-Institute.com

Critique of Traditional Approaches for Multi-Domain Reference Data (vs. purpose-built) RDM Solution Drawback Recommendation Custom-built, manual solutions Spreadsheets Repurpose hierarchy management solution (MSFT MDS, ORCL DRM) Customize existing domain-specific MDM (Customer or Product) ERP / Enterprise Application Real-time / industryspecific RDM Heavy TCO burden Difficult to govern, secure, version, & audit; no modeling, poor hierarchy management Poor cross-domain support, no classification mapping, few enterprise integration options Rudimentary data modeling, lifecycle mgmt capabilities, & governance features (esp. authoring & workflow) Limited governance, versioning, distribution; also reference data customized use in app may have limited appeal in other systems Premium priced R/T RDM solutions do not represent good economic sense 2015 The MDM Institute The-MDM-Institute.com Avoid unless reference data demands are truly unique Distribute data in spreadsheets; govern data in RDM solution Seek out multi-domain RDM solution with hierarchy management Use multi-domain RDM solution to maintain connections & govern/update into CDI & PIM via data services Master in external platform. RDM can be used to govern baseline set, versions and adaptations Leverage R/T RDM solutions for R/T use cases (trading, claims processing, payments)

2H2015 RDM Market Survey Results Survey methodology Attitudes about RDM & current plans Trending key features Solution provider rankings MYTH: There s no interest in RDM MDM & DG Summit attendees drove content to 1/3 RDM sessions Mega vendors (& more) have RDM products Most survey respondents are planning on investing in RDM 2015 The MDM Institute The-MDM-Institute.com

RDM is a Vital Topic for MDM Professionals Governing Reference Data in the Cloud - Independence Blue Cross Establishing Reference Data Governance in the Large Enterprise DNB Bank RDM in the Large Enterprise Sabre Evolving, Deploying & Governing Reference Data to Support the Agile Enterprise NetApp MDM, RDM, DRM & Big Data Pieces, Puzzles & Strategy - Citizens Bank Data as a Service (DaaS) for Virtual MDM/RDM - New York Life Hands-On RDM for Corporate Finance & Beyond - United Technologies Delivering Business Value through Reference Data Governance for Financial Applications DeBeers Reference Data Management on a Global Scale - Credit Suisse Managing Reference Data as Enterprise Master Data - Royal Bank of Canada Hierarchy Management via RDM - Bank of the West Laying A Foundation for Enterprise MDM via RDM Shell A Model for Defining & Governing a Global Reference Master - Cargill By popular demand, ~30% of MDM & Data Governance Summit case studies are centered on RDM 2015 The MDM Institute The-MDM-Institute.com

2015 The MDM Institute The-MDM-Institute.com RDM is a key business initiative in some of the world s largest companies! Partial List of 2014 Survey Respondents Amgen CIT Fireman s Fund Insurance Sabre ANZ Bank Citi Mortgage Grant Thornton Spectrum Health Aspen Re Citibank Hellmann Worldwide Logistics Bank Audi Sal Citizens Financial Group IBM (CIO Office) Bank of Montreal Barclays Blue Cross Blue Shield Association BPI France COLT Technology Services Credit Suisse Insurance Commission of British Columbia Louis Dreyfus Commodities Standard Bank South Africa State Farm Automobile Insurance TD Ameritrade Cummins Nippur Volvo AB Dept of Homeland Security/CBP NJ Office of Information Technology The Bank of New York Mellon WellPoint British American Tobacco DNB ASA OP-Pohjola Group World Vision Cargill Electronic Arts Royal Mail Group Yorkshire Building Society Carolinas Healthcare Fidelity Investments Royal Melbourne Institute of Technology Zurich Insurance

Partial List of 2015 Survey Respondents Aflac Brown Brothers Harriman Euclid Solutions NAV Canada ANZ Bank Caterpillar FBL Financial Group NBTY Arbejdsmarkedets Tillægspension (ATP) Citizens Bank Gordon Food Service Prorec Romania Association APG Asset Management Colgate-Palmolive Insurance Australia Group (IAG) Siemens Healthcare Baird BearingPoint (DE) Cooperators Corporation of British Columbia (ICBC) State Information Technology Agency (SITA) of South Africa Danish Agency for Digitisation Konecranes Spencer Stuart Int l BearingPoint (UK) Deloitte Canada M&T Bank Westpac EMC RDM is a key business initiative at many of the world s largest enterprises! 2015 The MDM Institute The-MDM-Institute.com World Fuel Svcs

How would you characterize your ROLE concerning responses given in this survey? Corporate IT function e.g. finance,... Line-of-business or division IT Other (please specify) Departmental IT Enterprise IT e.g., Enterprise Arch... 0% 10% 20% 30% 40% 50% 60% 70% Enterprise Architects & other Enterprise IT execs tend to be either the gatekeepers or the budget holders for RDM RDM is gaining enterprise level relevance & are often directly coupled to business users

How would you rate your SATISFACTION with your CURRENT RDM program(s)? Don't know No program in place none planned No program in place but we are plan... We have a program but it needs impr... We have a program & it is effective 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Few-to-none believe their RDM programs are effective

>60% of Respondents Plan to Invest in RDM Within 2 Years Don't know 19% Next year 16% No plans 19% In the next two years 46% MYTH: There s no interest in RDM MDM & DG Summit attendees drove content to 1/3 RDM sessions, mega vendors (& more) have RDM products Most survey respondents are planning on investing in RDM 2015 The MDM Institute The-MDM-Institute.com

Multi-Domain RDM Projects Have Enterprise-Appropriate S/W Budgets > $6 million $4 - $6 million $2 - $4 million $1-2 million $500K - $1 million $250K - $500K < $250K 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% MYTH: RDM is small scale, small investment Multi-phase RDM programs are in multi-million US$ range Wide range in investment levels reflects where respondents are in RDM journey Vendors do provide entry-level pricing at $250K-$500K 2015 The MDM Institute The-MDM-Institute.com

What TOOLS are you using today to MANAGE REFERENCE DATA? Don't know Hierarchy management tool e.g., Ora... Commercial, purpose-built RDM solution ERP or other Enterprise Application Existing MDM platform Other (please specify) Custom-built solutions or spreadsheets 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% Most organizations are living dangerously via custom-built RDM solutions that are not robustly governed (auditable, secure, etc.)

On a scale of 1-5, how SATISFIED are you with the TOOLS you are using? 1 - Not at all satisfied 2 - Mostly unsatisfied 3 - Somewhat satisfied 4 - Mostly satisfied 5 - Completely satisfied 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Few enterprises are satisfied with the tools in use for RDM a direct result of inadequacies/failure of DIY solutions

Interest in RDM to Support Transactional & Operational Enterprise Applications Human Resources Enterprise Resource Planning (ERP) Customer Relationship Management (CRM) Transaction Processing (OLTP, Order Mgmt, etc.) General Ledger, other Financial MYTH: RDM is an isolated program Considerable interest in integrating enterprise applications with RDM Analyst inquiry load shows interest in tying analytical enterprise applications (BI/Big Data) to RDM 2015 The MDM Institute The-MDM-Institute.com 0% 10% 20% 30% 40% 50% 60%

Interest in Multi-Domain RDM to Support Traditional CDI, PIM & Other Programs 80% 70% 60% 50% 40% 30% 20% 10% 0% Product Customer Finance Location Human Resources MYTH: RDM is an isolated program, Part II Considerable interest in RDM to support traditional MDM initiatives in Customer & Product (Why maintain country codes everywhere?) 2015 The MDM Institute The-MDM-Institute.com Other e.g., Risk, Legal, Asset, Authority Data

Top Business Drivers for RDM Systemic failure Transaction failure Proliferation of data sources High cost of decentralized/ad hoc mgmt Regulatory non-compliance Inconsistent reporting Reporting, Regulatory Compliance, Ad Hoc Management & Proliferation of Data Sources = key business reasons for pursuing RDM (bad reference data = bad reports) 2015 The MDM Institute The-MDM-Institute.com 0% 20% 40% 60% 80% 100%

Top IT Drivers for RDM Developing standard metadata management to support enterprise application integration e.g., common, standard data domain definitions Providing common reporting dimensions to support analytics across departments/lobs, application systems, data marts & data warehouses Providing common RDM support services to support transactional application integration Building IT governance infrastructure, technology & supporting organization Reporting & reconciliation are also top IT drivers for RDM Goal for IT teams = providing source of consistent & accurate reference data to organization & applications 2015 The MDM Institute The-MDM-Institute.com

Top Evaluation Requirements for Commercial RDM Solutions (Ranked Order) Rank 1 Ability to map reference data e.g., between multiple domains, between time periods or versions of reference data 2 Management of reference data sets e.g., implementing governance workflows 3 Connectivity & integration with other enterprise applications or MDM platforms 4 Hierarchy management over sets of reference data Architecture/performance e.g., enterprise scalable, Cloud-based 5 deployment/licensing option Versioning support e.g., support for four main version types: as-of, effective, 6 current, proposed/hypothetical Security & access control e.g., fine grained/field level permissioning for create, 7 read, update, & delete of reference data Administration of reference data types e.g., handling public, semi-private & 8 private E2E lifecycle management e.g., onboarding, managing, retiring, redacting 9 reference data 10 Import & export Top 10 RDM platform evaluation criteria per MDM Institute Customer Advisory Council 2015 The MDM Institute The-MDM-Institute.com

Which of the below are among your TOP FIVE TECHNICAL EVALUATION CRITERIA for COMMERCIAL RDM solutions? Ability to map reference data e.g.,... Management of reference data sets e... Connectivity & integration with other... Hierarchy management over sets of ref... Architecture/performance e.g., ente... Versioning support e.g., support fo... Security & access control e.g., fin... Administration of reference data type... E2E lifecycle management e.g., onbo... Import & export 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% All evaluation criteria are essential some are more desired than others 2015 The MDM Institute The-MDM-Institute.com

Which TYPE OF SOFTWARE SOLUTION are likely purchased to support RDM program? 40% 35% 30% 25% 20% 15% 10% 5% 0% Metadata repository Commercial RDM solution Operational MDM hub Don't know Business glossary tool None, we will custom build None, we already have all the tools ~35% of enterprises looking at commercial RDM, yet a high number looking at alternatives This is alarming as tools such as Metadata Repositories show high historical failure rates as RDM solutions 2015 The MDM Institute The-MDM-Institute.com

Which RDM SOFTWARE SOLUTIONS are most likely to be on your SHORT LIST? Mega Vendor: ORCL Mega Vendor: MSFT Mega Vendor: Informatica Mega Vendor: IBM Best-of-Breed Multi-Domain RDM 0% 10% 20% 30% 40% 50% 60% Multiple vendors are shortlisted for RDM (mega vendors *and* best-ofbreed) BOB has prices & faster time-to-value, etc. vs. mega vendors also incumbent does not mean best fit 2015 The MDM Institute The-MDM-Institute.com

BOTTOM LINE Impact of poor or non-existent RDM is profound RDM is vital for analytical, transactional & operational systems reflected in investment levels within the organization Initial RDM investments are manageable getting started won t kill your budget like CRM, ERP, CDI or PIM Semantic-based RDM best suited for agile Reference Data Governance 50%+ of successful MDM implementations happen on non-mega vendor solutions RDM is tracking same RDM is sufficiently independent from tradt l MDM (CDI, PIM) that 3 rd party RDM as adjunct is valid strategy RDM becoming entry point for many organizations planning MDM & DG BUY DON T BUILD RDM Seek out providers with a flexible RDM solution 2015 The MDM Institute The-MDM-Institute.com

About TopQuadrant Focus: Founded in 2001 to harness emerging technology to build practical but innovative business applications Strong commitment to standardsbased approaches to data semantics Team: Founder-led management team Have over 60 years of combined experience in managing innovative technology from concept to revenue Experience in product development, consultative selling, solution delivery at IBM and other companies Exceptional engineers TopBraid Product Family Management of Enterprise Metadata & Business Glossaries Semantic Data Virtualization Semantic Information Management Governance & Provisioning of Reference Data Semantic Application Server rdm-info@topquadrant.com www.topquadrant.com Copyright 2015 TopQuadrant Inc. Slide 28

RDM - Capabilities Most Critical to Success Results from 2H2015 survey The top rated capabilities put emphasis on user directed, agile governance and maintaining metadata about reference data, flexible modeling and centralized verification of use and consistency across reference data Copyright 2015 TopQuadrant Inc. Slide 29

A flexible web-based solution for governing and provisioning reference data in the enterprise: Governance Provisioning Comprehensive metadata Enrichment Powered by standards-based graph technologies, TopBraid RDM offers data stewards and other business users the flexibility and direct editorial access to extend, connect, enrich and distribute standard datasets. Copyright 2015 TopQuadrant Inc. Slide 30

From 2H2015 survey, these RDM capabilities were identified as key to success 1. Ability to verify that enterprise systems are using the correct reference data 63% Copyright 2015 TopQuadrant Inc. Slide 31

Ability to Verify "LACK of which of the following CAPABILITIES would most negatively impact success of your RDM PROGRAM?" 63% of respondents: "Ability to verify that enterprise systems are using the correct reference data." Sample System Compliance Report against Country Codes Copyright 2015 TopQuadrant Inc. Slide 32

From 2H2015 survey, these RDM capabilities were identified as key to success 1. Ability to verify that enterprise systems are using the correct reference data 63% 2. Ability to maintain governance information about a reference data set (e.g. where sourced from, where used, how frequently it changes, who is responsible for it) 60% Copyright 2015 TopQuadrant Inc. Slide 33

Challenge: Business Users Need Metadata Confusion, wasted resources and errors result when users can t understand the meaning of codes and how they are used I think this is the right dataset. Our FlightTracker application needs airport codes for route planning and notifications. Are these IATA codes, FAA codes or ICAO codes? How do I find out? Do we subscribe to these codes? Copyright 2015 TopQuadrant Inc. Slide 34

From 2H2015 survey, these RDM capabilities were identified as key to success 1. Ability to verify that enterprise systems are using the correct reference data 63% 2. Ability to maintain governance information about a reference data set (e.g. where sourced from, where used, how frequently it changes, who is responsible for it) 60% 3. Automated consistency maintenance across reference data (e.g. through enforcement of data quality rules for reference data) 60% Copyright 2015 TopQuadrant Inc. Slide 35

Challenge: Users Need to Actively Ensure Data Quality Data quality is mission-critical but easily compromised Can t we prevent it? Our product codes should always have 7 or 8 characters but anyone can enter anything. Brian in IT thought he could, but it would be a project. Copyright 2015 TopQuadrant Inc. Slide 36

Solution: TopBraid RDM Users Create Quality Constraints Data Steward can easily add custom data quality constraints without programming Results are immediately available Copyright 2015 TopQuadrant Inc. Slide 37

Solution: TopBraid RDM Enforces Quality Constraints Rule violation warning prevents errors on manual data entry Violations warning report displays automated data import errors Benefit: TopBraid RDM ensures data quality. Enforces rules easily created by users. Copyright 2015 TopQuadrant Inc. Slide 38

RDM Dashboard Provides Data Consistency Metrics Copyright 2015 TopQuadrant Inc. Slide 39

From 2H2015 survey, these RDM capabilities were identified as key to success 1. Ability to verify that enterprise systems are using the correct reference data 63% 2. Ability to maintain governance information about a reference data set (e.g. where sourced from, where used, how frequently it changes, who is responsible for it) 60% 3. Automated consistency maintenance across reference data (e.g. through enforcement of data quality rules for reference data) 60% 4. Semantic integration across business concepts, reference data & technical metadata 52% Copyright 2015 TopQuadrant Inc. Slide 40

Integrating Enterprise Ontologies & Reference Data Enterprise Ontology subset in support of reference data Copyright 2015 TopQuadrant Inc. Slide 41 41

Integrating Enterprise Ontologies & Reference Data Enterprise Ontology subset in support of reference data Reference Data instances of Market Identifier Code Copyright 2015 TopQuadrant Inc. Slide 42 42

From 2H2015 survey, these RDM capabilities were identified as key to success 1. Ability to verify that enterprise systems are using the correct reference data 63% 2. Ability to maintain governance information about a reference data set (e.g. where sourced from, where used, how frequently it changes, who is responsible for it) 60% 3. Automated consistency maintenance across reference data (e.g. through enforcement of data quality rules for reference data) 60% 4. Semantic integration across business concepts, reference data & technical metadata 52% 5. Capture of & access to the meaning (semantics) of reference data 50% Copyright 2015 TopQuadrant Inc. Slide 43

Making Reference Data Meaningful TopBraid RDM enables more meaningful and effective use of reference data by capturing and managing semantic metadata about reference data and also about reference datasets Copyright 2015 TopQuadrant Inc. Slide 44

Making Reference Data Meaningful Copyright 2015 TopQuadrant Inc. Slide 45

MDM Institute Field Report (Oct 2015): TopQuadrant s TopBraid RDM Strengths Caveats Robust web-based self-service solution w/focus on integration w/ other tools to provide full spectrum reference data Model-driven ease of deployment, use & extension Supports comprehensive metadata about reference data + strong taxonomy & mappings/crosswalks Business model & semantic querying features based on open standards 1 RACI-based governance & security w/ configurable, fine-grained notifications On-premise & Cloud-enabled 2 2015 The MDM Institute www.the-mdm-institute.com Curated datasets not currently supplied (planned release, YE2015) Just beginning to explicitly market RDM capabilities 3 Underinvested in marketing 1 Widely-used, W3C (RDF, SPARQL) semanticstandards based platform 2 Apache Docker = AMZN AWS, Azure, et al; SaaS available through Amazon Marketplace 3 Non-RDM customers using TopBraid for business glossaries & other aspects of metadata mgmt include: Bank of America, J&J, JP Morgan Chase, Mayo Clinic, NASA, OECC, OTPP, Lilly, ServiceNow, Syngenta, Thomson Reuters, USAF and other Fortune 1000 companies across different industries including life sciences, financial services, oil/gas, digital media, manufacturing & energy industries Copyright 2015 TopQuadrant Inc. Slide 46

The Semantic Technologies Solution Based on an integrated set of W3C standards relationship Thing Thing that expose the meaning (semantics) of distributed data in a technology-independent representation (RDF) and use SPARQL (semantic query standard) to run federated queries over the distributed meta-data/data. Copyright 2015 TopQuadrant Inc. Slide 47 47

MDM Institute Field Report (Oct 2015): Bottom Line on TopBraid RDM A self-service reference data governance hub for subject matter experts that provides full spectrum reference data to comprehensively support an enterprise s IT portfolio Agile-style approach to business data modeling makes it an excellent choice as a flexible and low cost (yet fast time to value) web-based solution for reference data governance Its features promote business user and data steward self-service that requires only modest initial IT support Purpose-built reference data management solution rather than providing capabilities derived from an operational or consolidation MDM hub Organizations evaluating reference data solutions where user-directed, agile governance of reference data is the key use case should consider the TopBraid RDM solution independent of other MDM investments Copyright 2015 TopQuadrant Inc. Slide 48

MDM Institute Field Report (Oct 2015): TopQuadrant An Enterprise Information Management (EIM) company that helps organizations govern its information irrespective of its structure, origin or location Discovered that semantic web standards are especially well suited to providing integrated, next generation information management and data governance solutions TopQuadrant s products support reference data governance, business glossaries, metadata management, taxonomy and ontology management. Three founders met while working at IBM... deep experience in information technology with over 60 years of combined experience in managing technology from concept to revenue... historical strong commitment to standards-based approaches to data semantics, with the mission of making enterprise information meaningful. Copyright 2015 TopQuadrant Inc. Slide 49

TopBraid RDM enables organizations to: TopBraid RDM What s Different? 1 Maintain comprehensive metadata. Data about reference data, including usage by systems and RACI matrix with notifications 2 Add and change fields to enhance reference data. Connect datasets Verify and report on compliance of enterprise systems with reference data 3 Maintain reference data consistency 4 Easily create web services for distribution 5 of reference data without programming Integrated environment Reference Data Business and Technical Metadata, Glossaries Manage structured and unstructured data Putting this power in the hands of data stewards and other business and technical users of RDM solutions is key to the success of reference data management and governance. Copyright 2015 TopQuadrant Inc. Slide 50

Consistent Results Copyright 2015 TopQuadrant Inc. Slide 51

Next Steps Web research, blogs, investigate social media SIGs, RDM field reports on slide share & MDM Institute website Read market studies, analyst reports, investigate academic resources, e.g., DAMA-DMBOK Attend industry conferences & network with veteran RDM practitioners Contact vendors & explore their solution Unlike CDI & PIM, RDM can be tested with real business data & users with very little setup 2015 The MDM Institute The-MDM-Institute.com

About the MDM Institute Founded in 2004 to focus on MDM business drivers & technology challenges MDM Advisory Council of 150 Global 5000 IT organizations with unlimited advice to key individuals, e.g. CTOs, CIOs, data architects MDM Business Council website access & email support to 35,000+ members MDM Road Map & Milestones annual strategic planning assumptions MDM Alert newsletter MDM Market Pulse monthly surveys MDM Fast Track one-day public & onsite workshop rotating quarterly through major North American, European, & Asia-Pacific metro areas MDM & DATA GOVERNANCE SUMMIT annual conferences in London, Madrid, NYC, San Francisco, Singapore, Sydney, Tokyo & Toronto About Aaron Zornes Most quoted industry analyst authority on topics of MDM, RDM & Data Governance Founder & Chief Research Officer of the MDM Institute Conference chair for Information Mgmt s MDM & Data Governance Summit conferences Founded & ran META Group s largest research practice for 14 years M.S. in Management Information Systems from University of Arizona Independent, Authoritative, & Relevant

About TopQuadrant Focus: Founded in 2001 to harness emerging technology to build practical but innovative business applications Strong commitment to standardsbased approaches to data semantics Team: Founder-led management team Have over 60 years of combined experience in managing innovative technology from concept to revenue Experience in product development, consultative selling, solution delivery at IBM and other companies Exceptional engineers TopBraid Product Family Management of Enterprise Metadata & Business Glossaries Semantic Data Virtualization Semantic Information Management Governance & Provisioning of Reference Data Semantic Application Server rdm-info@topquadrant.com www.topquadrant.com Copyright 2015 TopQuadrant Inc. Slide 54

Thank you! rdm-info@topquadrant.com Copyright 2015 TopQuadrant Inc. Slide 55