2:00 PM - 5:00 PM

Workshop 1: MDM Boot Camp

Here's a rare chance to improve your success as a CIO, CTO or other IT professional embarking upon your first MDM initiative. During your focused training, you'll learn the best practices every IT professional must know to fast-track success and minimize risk. This is your pre-conference opportunity to ask the questions and set your own personalized agenda to maximize your MDM SUMMIT experience the following two days. Combining presentations, small group discussions, and case studies, the MDM Boot Camp's proven agenda is practical, personal, and uniquely tailored to the needs of the participants.

Ed Allburn

President & CEO

DataDelta, Inc.

Aaron Zornes

Chief Research Officer

The MDM Institute

2:00 PM - 5:00 PM

Workshop 2: How to become a Resolution Expert, not a Matching Expert.

Is a core competency for your organization Business and Contact Matching? If it is not and you would like to keep it that way, join us as we lay out a strategy that focuses on Resolution over Matching. We will show you how to better leverage D&B services to increase your resolution rates, allowing you to concentrate on your customers and your bottom line. This workshop will show you the pros and cons to using Resolution over Matching by:

• Understanding the difference between Resolution, Matching, Purging and De-Duping
• Discovering that these differences are not absolute and work works best for your company
• Reconciling that Resolution is best suited for real-time missions

Andrew Kapochunas

Leader, Customer Data Quality, US Sales

D&B

Jim Phillips

Senior Technical Consultant

D&B

2:00 PM - 5:00 PM

Workshop 3: Real Challenges, Real Solutions for Enterprise Data Management

Bringing together dozens of years of collective experience, the seasoned experts on this Sunday afternoon panel will discuss some of the most debated questions in information management, MDM, and data warehousing. These practiced professionals all hail from major global organizations and daily are knee if not neck deep in the complexities and challenges of enterprise-level data management. This panel discussion, moderated by EMC² Consulting, will be segmented into three topic areas. Each block will include moderator-led dialogue, but will also allow for audience-provided questions. Come and bring your burning data management questions  take advantage of the substantial in-the-trenches experienced amassed by these panel members.

Moderator:

Christopher Blotto

Partner, Data Management and Analytics

EMC Consulting

Panelists:

Richard Flynn

Senior Enterprise Architect

Dun & Bradstreet

Ho-Chun Ho

Enterprise Data Architect

Comcast

Scott Lee

Solutions Partner, Data Management & Analytics

EMC Consulting

Daljeet Sahni

Director Global Data Services

Merck

Kent Supancik

Manager, Data Warehouse Initiatives

Eli Lily & Company

2:00 PM - 5:00 PM

Workshop 4: Best Practices for MDM Delivery: Lessons from the Trenches

MDM is different and its implementation methods, skills requirements, and staffing mix should be tailored to the technologies and business objectives targeted by the MDM program. In this tutorial, consultant and author Evan Levy will discuss MDM best practices, with a special emphasis on MDM delivery techniques. He will introduce a basic MDM development framework, explain the accompanying staff roles, and lay out the different development skills necessary for successful MDM deployment. Participants will learn to:

• Differentiate MDM from other data integration solutions
• Circumscribe the MDM development lifecycle to aid in staff transfer and headcount acquisition
• Profile key job functions in an MDM development effort and contrast them with other IT development projects
• Identify risks and barriers to MDM program definition and project deployment

Evan Levy

Partner & Co-Founder

Baseline Consulting

5:15 PM - 6:00 PM

Keynote: Experts and Analyst Panel Discussion

Come and hear from top experts and analysts in the field discuss the main issues important to your job and company.

Moderator:

Jim Ericson

Editorial Director

DM Review

Panelists:

Jill Dyche

Partner & Co-Founder

Baseline Consulting

Dan Power

Founder

Hub Solution Designs, Inc.

Aaron Zornes

Chief Research Officer

The MDM Institute

6:00 PM - 7:00 PM

Opening Night Reception

7:30 AM - 8:30 AM

Breakfast Briefing: A Global Enterprise Approach to Effective Information Management  The Shared Services Story

With an enterprise shared services model comes significant risk and change management while the overcoming organization challenges in structuring and implementing master data solutions. Few organizations and been successful with implementing an enterprise wide solution for defining, governing, and implementing master data services due to challenges in funding, allocation of dedicated resources, rules for engagement, and clearly defined roles and responsibilities. This presentation will demonstrate:

• Developing the business case to fund a dedicated Master Data Services program
• Effective approach for governing the program
• Defining the core capabilities required to develop the Master Data Services factory and drive enterprise demand
• ligning to business priorities and in-flight program challenges

Christopher Blotto

Partner, Data Management and Analytics

EMC Consulting

Terry Bernard Young

Senior Director, Global Data Services

Merck & Co

8:45 AM - 9:30 AM

Chairman Introduction and Keynote

Keynote: Milestones on the MDM Road for 2008-2009

Research analysts at the MDM Institute annually produce a set of twelve milestones for their MDM Road Map to help Global 5000 enterprises focus efforts for their own large-scale, mission-critical MDM projects. This keynote will focus on this set of strategic planning assumptions and present an enlightening view of the key trends and issues facing IT organizations during 2008-09 and beyond by highlighting:

• Defining the MDM market momentum, maturation, and consolidation
• Coping with the skills shortage for data governance, MDM project leadership, & enterprise architecture
• Identifying the essential (vs. desirable) features of an enterprise-strength MDM solution

Aaron Zornes

Chief Research Officer

The MDM Institute

9:30 AM - 10:15 AM

Keynote 1: MDM: Stop "Kicking the Tires" and Start Your Master Data Engine

In the past several years, companies have invested countless hours investigating and studying MDM. With a myriad theories and implementation styles, organizations can spend months or years merely "kicking tires" with no ultimate result. However, as the economy tightens and every company seeks a competitive edge, it's time to move beyond the hype of MDM and start building a unified view of the enterprise. In this keynote address by Tony Fisher, president and CEO of DataFlux, participants will learn:

• Why an effective data governance program is considered the "must have" component of MDM
• How an effective pairing of governance methodologies and technologies can speed the adoption of MDM across the enterprise
• What you can do - today - to begin realizing the benefits of an MDM program

Tony Fisher

President & CEO

DataFlux Corporation

10:15 AM - 11:00 AM

Networking Break in Exhibit Hall

11:00 AM - 11:45 AM

Keynote 2: Master Data Management Strategies for the Next Two Years

This keynote will highlight the growing importance of MDM and paint a vision for this fast-evolving and highly strategic space from one of the world's largest software vendors. Learn how some of the world's leading organizations are addressing the MDM challenge spanning multiple domains, including customers, suppliers, products and locations. Discover why over 700 customers have selected Oracle MDM solutions to help generate tangible benefits, such as:

• Delivering smarter, fact-based decision-making
• Increasing customer satisfaction levels while reducing data management costs
• Meeting increasingly stringent privacy and regulatory requirements

Pascal Laik

VP, MDM Product Strategy

Oracle Corporation

11:45 AM - 12:30 PM

Keynote 3: Mature MDM: Advancing Value Creation Across Your Enterprise

Delivering value across your enterprise starts by combining unified reference data and rapidly deployed tools. With a more mature MDM implementation, your business can realize the advantages of ROI and insight-driven decisions, from centralized identity management to 1:1 customer communications to automatic lead processing. This session will include a talk by Kim Fahey, Senior Information Architect at RR Donnelley, one of the world's largest printing companies. Kim will describe her MDM implementation at R.R. Donnelley, how she blended B2B reference data and MDM tools and the lessons learned along the way.

Kim Fahey

Senior Director of Information Architecture

R.R. Donnelley and Sons

Chris Lucas

VP, CDI Solutions

D&B

Catherine Pedersen

Director of Product Marketing

D&B Purisma

12:45 PM - 1:45 PM

General Lunch

12:45 PM - 1:45 PM

Industry Innovation Session 1: Governing Data as a Strategic Global Asset

Companies seeking to manage and govern data as a strategic global asset are increasingly looking to deploy a sustainable, agile, and achievable enterprise information management (EIM) strategy. SAP NetWeaver MDM is an enabling foundation for EIM and data governance initiatives and provides a single version of the truth for supplier, customer, product, or user-defined data objects across heterogeneous systems. Johnson & Johnson is a leading the charge in Enterprise Information management and understand this premise as well as anyone in the industry. Johnson & Johnson (J&J) deployed SAP NetWeaver MDM across its business to enable its data governance strategy for both customer master data and product master data. Learn how J&J leverages data as a competitive advantage, using master data management to improve reporting quality, enhance sales, operations and customer satisfaction while reducing its SG&A and supply chain costs.

Terry Bouziotis

MDM Program Manager

Johnson & Johnson

Aaron Mahimainathan

Senior Director, Platform Marketing

SAP

12:45 PM - 1:45 PM

Industry Innovation Session 2: Navigating Troubled Waters: An innovative approach to MDM

Master Data Management initiatives are often faced with the challenges of long winded programs spanning multiple years coupled with the overheads of huge teams and budgets. More often than not, such constraints lead to the dissolution of the program than its path forward. Through this session enterprise stakeholders and MDM practitioners can equip themselves with tools and strategies to address the above challenges by:

• Understanding the challenges of MDM ROI justification
• Practical and innovative approaches to address the above ROI challenges
• Introduction of unique tools and accelerators to enable immediate ROI justification and mitigate implementation risks

Dileep Srinivasan

AVP

Cognizant

1:45 PM - 2:15 PM

Dessert in Exhibit Hall

2:15 PM - 3:00 PM

CDI TRACK: SPONSORED BY HEALTH MARKET SCIENCE

TRACK KEYNOTE: Best Practices in MDM

A common dilemma with CDI-MDM programs is how to get started and how to sustain investments, beyond the first delivery phase. This session will investigate the necessary deliverables needed to sustain a successful CDI/MDM initiative.

Mitchell Chi

VP, Life Sciences

Health Market Science, Inc.

2:15 PM - 3:00 PM

PIM Track: Sponsored by Silver Creek Systems

TRACK KEYNOTE: Practical PIM, Mastering Product Data for a Global Manufacturer

The process of creating, implementing and governing consistent data standards across hundreds of enterprise systems and thousands of product categories is often seen as an overwhelming problem and the fatal flaw in a PIM strategy. Join this presentation to hear how Emerson, Inc., a leading diversified global manufacturing and technology company, is mastering their product data across systems and driving data governance standards throughout their business. Specific topics that address the need to deliver effective product data integration and improve business efficiency include:

• Recognizing the unique technical challenges of product data mastering
• Driving master data governance across system and organizational boundaries
• Masterminding a Product MDM strategy that streamlines ongoing system migration projects without being dependent on them

Martin Boyd

VP, Marketing

Silver Creek Systems

Phil Love

Manager, Data Quality

Liebert Corporation

2:15 PM - 3:00 PM

Data Integration Track: Sponsored by Acxiom

TRACK KEYNOTE: Data Quality On Demand

Data Quality is at the heart of every successful MDM, CRM, and BI initiative. Quality data enables companies to accelerate customer acquisition and retention, optimize wallet-share, and make confident decisions. Delivering the next generation Data Quality on demand platform, that goes beyond a web interface, automating batch and real time transactional delivery, and accessing, dynamic configurable composite DQ services, requires a native, high performance SOA/web services architecture. Some of the benefits of a next generation Data Quality SaaS platform you will learn will be:

• Exploring rapid time to production for both enterprise wide Data Quality solution or ad-hoc project
• Investigating business agility
• Examining lower TCO

Jim Plas

Group Vice President

Acxiom CDI Group

2:15 PM - 3:00 PM

DG/DQ/Identity Resolution Track: Sponsored by Initiate Systems

TRACK KEYNOTE: Best Practices in DG, DQ & Identity Resolution

Data governance encompasses the people, processes, and information technology required to create a consistent and proper handling of an organization's data across the business enterprise. This session will investigate the necessary deliverables needed to improve data security and accountability, while increasing data consistency.

Alex Bentley

Director, Master Data Service Platform

Initiate Systems, Inc.

Scott Drummond

IT Information Services

Grange Insurance

3:05 PM - 3:50 PM

CDI TRACK: SPONSORED BY HEALTH MARKET SCIENCE

EXPERT TESTINOMY: Top 10 Mistakes in Forming Enterprise Data Governance

It is increasingly apparent that information management is an essential competitive arena at which the company must excel. Business participation comes in the form of data governance. Many have taken strides to forge data governance over one system, but heterogeneous,disparate applications with overlapping data focus is a reality that governance must address. Get pragmatic, explicit advice to forge effective governance that transcends the pitfalls in positioning information as a competitive asset as well as:

• Determining the contributions of each level of the business to data governance
• Aligning governance with business strategy
• Building a business case for data governance

William McKnight

Partner, Information Management

Lucidity Consulting Group

Carolina Posada

Vice President

Commerzbank AG

3:05 PM - 3:50 PM

PIM Track: Sponsored by Silver Creek Systems

CASE STUDY: Putting a New Face on Global Sourcing via MDM

The world's largest direct seller of cosmetics and beauty-related items has been implementing an enterprise MDM strategy as a key enabler for its business transformation to a truly global operating model. The company is leveraging its enterprise MDM assets to drive major business initiatives in brand marketing, analytics, margin management, inventory control, and sourcing. This MDM initiative is the cornerstone for their Business Intelligence (BI) and ERP programs, with a primary focus on the product and business organization dimensions. Mr. Winters will describe the 6+ year journey of MDM at Avon thus far and going forward by discussing:

• Identifying the critical success factors for Avon's integration of enterprise MDM in a fast-paced transformational environment with competing priorities
• Inventorying the challenges that remain to be addressed
• Rationalizing the IT management and architecture frameworks in which the MDM program exists at Avon

Peter Winters

VP IT, Enterprise Data Management & Information Delivery

Avon Products Inc.

3:05 PM - 3:50 PM

Data Integration Track: Sponsored by Acxiom

CASE STUDY: From Fast Custom Prototype to Enterprise Success Story

Stryker Corporation is one of the top 10 medical device manufacturers in the world. Unlike big budget MDM projects with top down enterprise support, Stryker quickly developed a custom MDM prototype using only a modest size team that was lightly funded. This session will discuss:

• Identifying & addressing the key challenges of a stealth mode MDM project
• Securing cross-department cooperation without benefit of an executive mandate
• Leveraging an MDM prototype to aim for enterprise-level MDM

Ed Allburn

President & CEO

DataDelta, Inc.

Jim Cisler

Manager, MDM Group

Stryker

Jim Majure

MDM Development Lead

Stryker

3:05 PM - 3:50 PM

DG/DQ/Identity Resolution Track: Sponsored by Initiate Systems

CASE STUDY: Data Quality Offerings Gaining Attention Across Multiple Industries

Data quality offerings are gaining attention across multiple industries as companies awaken to the potential benefits of business intelligence implementations. This session will illustrate new approaches to data quality and attain better results and greater business benefits with:

• Understanding how mathematics can help companies derive more value, in less time and with less effort, from their corporate data
• Knowing mathematical modeling and how it can create an efficient and practical solution to the imperfect data quandary
• Examining real-world use cases of organizations that have applied a mathematical modeling solution to their data problems - and received tangible benefits that have directly affected their bottom lines

Jeff Como

Chief Information Officer

The Leukemia & Lymphoma Society

Stefanos Damianakis

President & CEO

Netrics

3:50 PM - 4:15 PM

Networking Break in Exhibit Hall

4:15 PM - 5:00 PM

CDI TRACK: SPONSORED BY HEALTH MARKET SCIENCE

CASE STUDY: MDM Scalability & Algorithm Best Practices

As a $25+ billion health and supplemental benefits company, Humana has turned to MDM to gain economies of scale with its healthcare provider data. For the past six years, Humana has taken an evolutionary approach to MDM implementation to drive business value, allowing Humana to consolidate numerous provider data systems and simplify and streamline provider data business processes. This session will explore:

• The initial MDM challenge and evaluation process
• Leveraging MDM to meet business needs
• The power of algorithms

Bryan Scott

Strategic Consultant

Humana

4:15 PM - 5:00 PM

PIM Track: Sponsored by Silver Creek Systems

CASE STUDY: Taking Ericsson Forward with a Single Version of the Truth via SAP MDM

Like many multi-national companies today, Ericsson AB was faced with major challenges in the area of MDM. Specifically, difficulties in data synchronization across heterogeneous systems led to multiple data silos resulting in a gradual decline in data quality and subsequent adverse effects on business operations. In the fall of 2005, Ericsson made the decision to implement SAP NetWeaver MDM to equip itself with the essential tools to support Ericsson's corporate strategy. Several MDM scenarios have successfully gone live, delivering consolidated and consistent master data throughout the systems landscape. This session will explore:

• Addressing one business result to avoid the previous
• Leveraging blocked orders due to master data problems
• Developing central data storage for all Ericsson companies worldwide

Stacey Drinan

IT Solution Area Expert MDM

Ericsson

4:15 PM - 5:00 PM

Data Integration Track: Sponsored by Acxiom

CASE STUDY: MDM in High Tech B2B Industry & Successful CRM Implementation

MDM solution and implementation projects can be very complex; correspondingly the larger the company the more difficult it is. How does a solid MDM strategy and Data Governance Model enable business intelligence, advanced analytics and a successful full scale global CRM implementation. This session will provide an insight into how Oracle tackled MDM challenges applying trusted data sources to enhance its Siebel UCM/CRM implementation. Highlighted topics:

• Leveraging MDM strengths in high tech B2B industry
• Optimizing the role of MDM in a successful CRM implementation
• Enabling business intelligence and advanced analytics through MDM

Thomas Brauch

Senior Director, Data Management & Architecture - Global Lead

Oracle Corporation

Bence Gazdag

Director, Customer Data Quality

Oracle Corporation

4:15 PM - 5:00 PM

DG/DQ/Identity Resolution Track: Sponsored by Initiate Systems

BEST PRACTICES: Data Management Methodology (DMM), A Practical Approach To Enterprise Data Governance

The need for a methodology that addresses all aspects of data management from standard enterprise data definitions, governance, data quality, risk, and change management to business intelligence gave birth to Cisco Systems' Data Management Methodology (DMM). DMM has evolved through the natural growth of data management from a Finance BI-centric approach to MDM and transactional data focus. The long term strategy includes the methodology, but also an enterprise governance framework in the form of an Enterprise Data Management Office and Total Data Quality Management. DMM provides a strategic collaborative platform for business and IT to at Cisco Systems. This session will focusing on:

• Establishing Data Certification as the baseline for brand quality
• Overcoming deployment challenges of governance-driven data quality improvement across the enterprise
• Identifying & prioritizing points of failure that impact information quality

Kin-Ching Wu

VP, IT Enterprise Data Solutions

Cisco

5:00 PM - 7:00 PM

Reception in Exhibit Hall, Sponsored by Riversand Technologies

7:30 AM - 8:30 AM

Breakfast Briefing: Implementing CRM, BI and MDM: The Scottrade Story

In 2007, Scottrade started its transition from a trade focused internet brokerage firm to a customer focused multi-product investment manager. From a technology enablement standpoint, the challenges included preserving an outstanding customer experience while providing a single view of the customer in order to drive relevant offerings and service. Scottrade's transition started with CRM and BI strategy development and today involves the implementation of CRM, CDI and the beginnings of BI architecture and analytics. In this session, Scottrade and CSC will describe Scottrade's strategic drivers and the outcomes they produced including:

• Evaluating and selecting a branch based CRM system
• Determining the "right fit" for a CDI application, data quality application, and a BI application including the architecture design
• Deploying a phased release plan that reduces risk while offering incremental benefits

Alex Black

Senior Partner, Strategic Services Group, GBS - Americas

CSC

Craig Hogan

Scottrade

7:30 AM - 8:30 AM

Breakfast Briefing: Marsh USA Case Study: A Journey in Data Management

10 years ago, we were worried about Y2K. Then ERP and CRM. Now, we're trying to tackle MDM. The acronyms may have changed - but fundamentally, businesses have been grappling with data management and information challenges for years. Today, with global scope, quickly changing economic trends, multiple systems and applications and demanding business clients, it's more critical to master your customer and enterprise information. Come learn from a veteran as she discusses her data management experiences during more than 10 years at Marsh. Some things to be discussed include:

• Tackeling challenges of worldwide data and gaining executive sponsorship
• Creating compelling business cases, developing global data governance teams, establishing global data quality standards and much more in her journey
• Sharing what's gone well, what she wishes she'd done differently and pitfalls to avoid

Tom Atkinson

S&MS Consultant

D&B

Elaine H. Bradshaw

Senior Vice President

Marsh USA Inc.

8:45 AM - 9:30 AM

Chairman's Day 1 Recap

9:30 AM - 10:15 AM

Networking Break in Exhibit Hall

10:15 AM - 11:00 AM

CDI TRACK: SPONSORED BY HEALTH MARKET SCIENCE

CASE STUDY: A Road Map for Building on Early Customer Master Solutions

The implementation of a customer master is a core building block at Vertex as they continue to develop their sales and marketing capabilities to support their first commercial product launch. The Customers & Markets group partnered with HighPoint Solutions and Siperian to establish a customer master as the first building block in their commercial IT infrastructure. The goal of the project was to design a system to increase operational efficiency, improve business performance, manage corporate compliance, and implement the first piece in an overall master data management strategy. This presentation shows the key advantages early in the organizational development phase. These include:

• Overcoming the challenges of limited data sources & legacy systems integration
• Establishing a foundation to build out data warehouses, data marts, and other critical data sets for future growth
• Defining data ownership & governance best practices for other departments to follow

Todd Boutwell

Senior Analyst

Vertex

10:15 AM - 11:00 AM

PIM Track: Sponsored by Silver Creek Systems

BEST PRACTICES: Best-of-Breed PIM Coexistence with Established ERPs

Enterprises looking to implement a product PIM solution face tough questions as: 1. How does a PIM solution fit into an overall enterprise MDM strategy? 2. What is the product roadmap that supports such a unified MDM strategy? 3. Should an organization select a best-of-breed PIM solution or go with an MDM vendor? In this session, an industry insider perspective will provide key questions to ask when choosing a PIM solution. You will learn how enterprises across various vertical industries are making these choices through case studies. Attendees will gain critical insight into the key attributes to look for in making their PIM decision by focusing on:

Recognizing the critical differences between PIM & MDM
• Understanding how a specific PIM solution fits into an overall MDM landscape
• Making the best ROI decision while enhancing the overall MDM architecture

Mike Holmes

Director, System Development

Fingerhut Direct Marketing

Upen Varanasi

CEO

Riversand Technologies

10:15 AM - 11:00 AM

Data Integration Track: Sponsored by Acxiom

EXPERTS PANEL: Optimzing the First Year of Your MDM Program

This lively discussion will outline and analyze the last few weeks/months of the implementation of our experts' MDM programs. Please visit www.mdm-summit.com/questions to learn how to submit your questions to the panel.

Panelists:

Kris Linn

Enterprise Architect Advisor, IS Planning & Architecture

Hess Corporation

Additional panelists to be announced

10:15 AM - 11:00 AM

DG/DQ/Identity Resolution Track: Sponsored by Initiate Systems

XPERT TESTIMONY: Simple Secrets for a World Class Data Governance Program

Data governance is the critical first step for most organizations in launching their MDM programs. AIG is in process of building such a data governance program from start to finish - including a full governance council and COE committees to focus on specific areas such as MDM. Using AIG's governance program as a case study, this session will show you how to get started, how to prepare, how to execute, how to change the culture of an organization, how to sell-sell-sell your program, how to put your program into action and the most important thing of all ... how to get the business value out of your information factory. We will cover the following information factory topics:

• Managing maturity assessments for data governance, MDM, data quality, & data stewardship
• Building a business case with costs savings & ROI
• Provisioning a Data Governance Program Guide with guidelines, principles, processes & metrics,/li>

Thomas V. Carlock

VP, Corporate Data Management & Corporate eCompliance

AIG

11:05 AM - 11:50 AM

CDI TRACK: SPONSORED BY HEALTH MARKET SCIENCE

CASE STUDY: Rapid CDI Development - The Merrill Lynch GMI Contacts Repository

In order to be successful, the majority of MDM implementations require a significant up-front organizational and financial commitment simply to establish baseline business and technical requirements, as well as to form the appropriate teams and conduct the extensive analysis generally required. This session will describe the scenario in which a CDI repository was created within the Merrill Lynch Global Markets organization in less than one year, at a cost of less than $1MM. Topics to be covered include:

• Understanding the specifics of the business and technical environment that worked for and against the implementation, and how they may be managed successfully
• Concentrating on before, during and after the actual development cycle to avoid both general and MDM-specific pitfalls, and to continually show business value
• Taking steps toward a more expansive approach over time, as appropriate

Bill O'Kane

VP, Enterprise Information Management

Merrill Lynch

11:05 AM - 11:50 AM

PIM Track: Sponsored by Silver Creek Systems

CASE STUDY: MDM as a Team Sport: Using SAP MDM

American Standard America is a leading North American manufacturer of bath and kitchen products. Solid MDM strategy provides for efficient exchange of information with retail customers, improved accuracy and consistency of master data, streamlined print and web publications, as well as the foundation for enterprise SOA and future ERP initiatives. In this session, American Standard will share first hand account lessons learn from its MDM solution implementation:

• Leveraging an SAP MDM product repository and enterprise portal to establish a framework for product data management
• Enabling product data enrichment, governance, business process improvement and publication
• Deploying a solution architecture

Mukunda Krishnaswamy

Chief Technology Officer

American Standard Americas

11:05 AM - 11:50 AM

Data Integration Track: Sponsored by Acxiom

CASE STUDY: Master Data Management: Journey to High Performance

Effective data management enables insight to support better decision-making and helps organizations comply with government regulations; reduce risk, and improve productivity; operational efficiency; and customer satisfaction. Albrecht Powell will discuss the importance of addressing master data management as part of a comprehensive enterprise data management approach. Todd Jefferson will discuss his company's efforts to implement a global data management program. This is no small task, given that Michelin has a commercial presence in more than 170 countries and uses many different systems and technologies. Working with Accenture, Michelin has defined a strategic vision spanning data management, metadata, master data and data quality and is implementing a global data management program that will give Michelin access to correct and reliable data when it is needed, so that it can make better business decisions and run its business more effectively.

Todd Jefferson

Enterprise Architect, Business Intelligence & Global Data Management Strategy

Groupe Michelin

Albrecht Powell

Senior Director, Data Management & Architecture Global Lead

Accenture

11:05 AM - 11:50 AM

DG/DQ/Identity Resolution Track: Sponsored by Initiate Systems

CASE STUDY: Large-Scale Data Governance on Small-Scale Budgets

With increasing reliance on large and complex data environments, companies expect their data managers to have the right controls over their information assets. However, these same managers are rarely given sufficiently large budgets to put together a data governance team that can govern hundreds of databases. This session describes one path to a Data Governance program that delivers business value, while creating a network of automated data quality controls over a large data landscape. Participants will learn how best to optimize the use of technological and human resources, while delivering a convincing data governance program. Topics include:

• Focusing on business value tied to key metrics
• Starting small yet securing executive support to drive compliance & adoption
• Automate Data Governance tasks to embrace complexity while securing accountability, delegation, & strategic participation

Tom Greitz

Director, Data Strategy & Business Planning

McGraw-Hill Education

11:50 AM - 1:00 PM

General Lunch

11:50 AM - 1:00 PM

Industry Innovation Session 3

BEST PRACTICES SESSION: Rapid Time-to-Value via MDM Accelerators

Enterprises can optimize their MDM programs by adopting a modular and pragmatic approach to simplify the installation and customization of an enterprise-wide technology that is many times difficult and costly to implement. Such preconfigured MDM-in-a-Box solutions reduce deployment time and efforts to enable fast return on value while creating a roadmap to continue enterprise-wide MDM deployment through ongoing phases. Topics highlighted during this lunchtime session include:

• Mapping pre-configured MDM options to banking and insurance industry-specific needs to enable enhanced compliance, customer service, and cross-selling & up-selling
• Applying MDM-in-a-Box solutions to address the needs of mergers & acquisitions
• Providing Master Data Modules for other industries, including Healthcare, Media , Utilities Life Sciences & Telco

Tim Paydos

Director - InfoSphere Strategy & Marketing

IBM Software Group

Dileep Srinivasan

AVP

Cognizant

1:00 PM - 1:30 PM

Dessert in Exhibit Hall

1:30 PM - 2:15 PM

CDI TRACK: SPONSORED BY HEALTH MARKET SCIENCE

EXPERT TESTIMONY: To Be Announced

To be Announced

1:30 PM - 2:15 PM

PIM Track: Sponsored by Silver Creek Systems

BEST PRACTICES: MDM & SaaS - Just a Trend or a Match Made in Heaven?

While most MDM solutions are software-based, behind the firewall, where companies must purchase, implement and maintain the software, organizations today are looking for alternative solutions. Today, with software as a service (SaaS) or on demand technology solutions coming of age, companies are beginning to see the bottom line value and ROI of SaaS without the headache of traditional software installations. SaaS is a fairly unique approach to the MDM environment. This session includes a case study about how $22 billion forest products company International Paper Company is applying MDM services as part of their MDM initiative. The discussion will share measurable results to date as well discuss these topics:

• Building the business case for SaaS as a cost-effective MDM solution
• Augmenting subject matter expertise via managed services within the hosted MDM platform
• Leveraging SaaS processes to integrate MDM reference data at the business transaction level

Bruce Chen

CTO

Liaison Technologies

Scott Dickerson

National eBusiness Manager, Catalog and Content Services

xpedx, an International Paper Company

1:30 PM - 2:15 PM

Data Integration Track: Sponsored by Acxiom

CASE STUDY: Lessons Learned While Growing an Enterprise MDM Program

In addition to the usual disparate LOB-centric policy and claim systems with embedded customer data, Unum's future growth was challenged by M&A of the late 1990s. The company turned to MDM to gain economies of scale to be derived from those multiple mergers. The merger aggregated billions in revenue, shuffled thousands of employees and created an overlay of disconnected customer data systems. The CDI hub project began in 2004 using IBM's WebSphere Customer Center with the business objectives to have a better operational view into our broker channel, cross-sell into our customer base and manage customer relationships. Topics to be discussed include:

• Prioritizing the phase in of high value data sources
• Managing a phased big bang MDM roll out
• Justifying the value of major data quality investments

Karen Allen

Customer Management Architect, Enterprise Architecture

Unum

1:30 PM - 2:15 PM

Data Governance Track: Sponsored by Initiate

EXPERTS PANEL: Trends in Identity Resolution for MDM

High volume, high accuracy, and high scalability matching is critical to delivering a trustworthy/credible MDM solution. This critical MDM capability is highlighted by related acquisitions by MDM vendors as well as the emphasis on this capability via MDM vendors DataFlux, Initiate Systems, Silvercreek, etc. Through 2008-09, lack of transparency regarding relative capabilities will frustrate many MDM product evaluation teams regarding this vital capability. This panel will include veteran users of such products plus vendors and consultants to debate the future trends regarding matching algorithms, et al. Topics include:

• Identifying the pros and cons of standalone identity resolution application vs. tool
• Understanding the relevance of SOA capability to integrate as pre-processor or post-processor
• Determining the proper evaluation strategy for identity resolution solutions

Moderator:

Ed Allburn

President & CEO

DataDelta, Inc.

Panelists:

Al MacDonald

President

NominoData

Ramesh Menon

VP, Technology Strategy

Intelligent Search Technology, Ltd

Peter Muller

Senior Technical Analyst

CHUBB

Bryan Scott

Strategic Consultant

Humana

2:20 PM - 3:05 PM

CDI TRACK: SPONSORED BY HEALTH MARKET SCIENCE

BEST PRACTICES: MDM Implementation: The Road Less Traveled

Some of you are at the edges of the MDM pool and some you are getting your feet wet. We in Pfizer are in the deep end of the pool. Our journey started about three years ago and has since expanded MDM across many domains (Customer, Product, and Identity, etc) and continents. Just as you will, we had our share of challenges and pain points. In addition to the usual concerns regarding governance, ROI, technology, and process, we faced questions on many fronts, and will be sharing our perspective on the below during this session:

• Reconciling enterprise data vs. divisional data, & finger print data vs. transactional data
• Managing the compliance, security & privacy of PII (Personal Identifiable Information) data
• Provisioning for a "global MDM implementation" with consumption of the master data by 100s of applications

Sara Yerramilli

Director

Pfizer

2:20 PM - 3:05 PM

PIM Track: Sponsored by Silver Creek Systems

CASE STUDY: Mastering Customer Data from Legacy Systems

For the past seven months Siperian has been working together with this Financial Services company on an initial foray into MDM. Mastering customer data from legacy systems, some more than 20 years old, posed a myriad of challenges and surprises - especially since those systems are products or distributor-centric rather than customer-centric. Hear how the team leveraged a flexible MDM solution and worked together to apply MDM and solution-specific best practices. Where reality and best practices collided, the team worked through those challenges to deliver a timely solution that met both business and technical requirements. This session will cover:

• Applying industry and Siperian best practices applied on a large scale CDI project
• Inventorying and understanding the challenges generated by product-centric systems
• Addressing product-centricity challenges without compromising business value and architectural integrity

Mark Campbell

Solution Architect

Fortune 500 Financial Services Provider

Winston Hsiao

Technical Director

Siperian, Inc.

2:20 PM - 3:05 PM

Data Integration Track: Sponsored by Acxiom

BEST PRACTICES: Global B2B Hierarchy Management in the High-Tech Industry

In this workstream we will examine best practices for the management of a Global Customer Hierarchy using EMC as a case study for discussion. Topics will include the creation and monitoring of supporting business processes; how a global scope creates unique challenges to a single point-of-reference for customer data; examples of measuring business value delivery across business functions; and technologies we wish existed when EMC embarked on this path two years ago. You will hear a balanced perspective from the technical and business leadership of EMCs CDI/MDM team.

Jesse Weissman

Manager, Customer Data Integration

EMC

2:20 PM - 3:05 PM

DG/DQ/Identity Resolution Track: Sponsored by Initiate Systems

BEST PRACTICES: Brokering the MDM Proposition

To achieve their goals, Nemours has committed to a vigorous standard of quality, accountability, and transparency. The session will discuss Nemours' lessons learned by applying MDM principles while building a safety process for reviewing antibiotics that bridged information from two clinical and one financial system to create a simplified presentation of relevant data. Join the session to learn how they will grow that experience to enhance other initiatives such as Evidence-Based Medicine, to turn good medicine into great medicine, and business performance management initiatives while building the framework (policies, governance processes) of an organic MDM program. Topics to be presented include:

• Aligning MDM with corporate strategic initiatives
• Determining governance/ownership across clinical, operational, and financial constituencies
• Discovering/cataloguing data instances across product entity domains and instituting corporate policies such as data retention

Edward Todd

Data Warehouse Manager

Nemours

3:10 PM - 3:55 PM

CDI TRACK: SPONSORED BY HEALTH MARKET SCIENCE

BEST PRACTICES:Compensation, Skills & Career Trends for MDM Personnel

You've worked hard to attract top-notch individuals for such high demand areas as SAP ERP and Siebel CRM. How do you identify which employees are best suited for MDM, CDI, PIM, and data governance, and develop their skills further? What is appropriate compensation for such high demand individuals? Incentives and rewards so they are not picked off by consultancies and sold back at 2X-3X? In this session, David Foote will present the latest MDM salary and skills pay benchmark data and workforce intelligence drawn from Foote Partners' rigorous benchmark research involving 2,000 employers and 80,000 IT professionals. Along with predictions for what's ahead, this presentation will focus on:

• Understanding migration to MDM career paths from architecture, data warehousing, business systems analysis and other areas
• Reskilling mid-level and top gun IT personnel into MDM,/li>
• Compensating, incenting and retaining key MDM workers,/li>

David Foote

CEO and Chief Research Officer

Foote Partners LLC

3:10 PM - 3:55 PM

PIM Track: Sponsored by Silver Creek Systems

CASE STUDY: To Be Announced

To be Announced

3:10 PM - 3:55 PM

Data Integration Track: Sponsored by Acxiom

BEST PRACTICES: Avoiding the SI Money Pit

The recent buzz around MDM is rivaled only by the intensity in which systems integrators have found MDM religion. MDM projects typically incur a substantial amount of systems integration in the first 12-24 months as businesses wire up their data sources into the enterprise's customer data hub. Given the substantial investment businesses undertake with their SI partners, this is an area that must be given scrutiny - not only in an effort to contain costs, but to insure the success of this vital infrastructure investment. This presentation will discuss:

• Determining the evaluation criteria for selecting SI partners for your MDM projects
• Identifying which SIs are market leaders in your industry and your chosen software technologies
• Managing the SI relationship from phase zero and POCs all the way through to systems integration

Aaron Zornes

Chief Research Officer

The MDM Institute

3:10 PM - 3:55 PM

DG/DQ/Identity Resolution Track: Sponsored by Initiate Systems

CASE STUDY: Data Governance and MDM - The Nationwide Experience

Many organizations today struggle with two conflicting issues: a legacy, heterogeneous environment that would be too entrenched and costly to standardize, and the management need for a uniform, accurate and consistent way to understand their business.To address these issues, Nationwide Insurance launched a transformational initiative to improve the availability, comparability, efficiency and effectiveness of the financial data used for analysis and reporting. Learn how Nationwide's FOCUS program consolidated multiple financial data repositories and helped to establish a successful data governance program - driving the organization to a stronger competitive position through the centralized, service-on-demand model.In this session, Eric Hansen will share his firsthand experiences, recommendations, and strategies related to:

• Financing the FOCUS Transformation Project
• Discovering strategies & guiding principles for financial MDM
• Designing technology solutions for MDM

Eric Hansen

Financial Business Manager, Finance Data Governance

Nationwide Insurance