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
1:00 PM - 4:45 PM Workshop #2: Non-Invasive Data Governance™ : Implementing Data Governance in a Non-Threatening Way
Data Governance is not about command and control. This workshop focuses on building Data Governance and Data Stewardship programs that overlay an organization's existing foundation of people, process and discipline. This session will focus on:
Clear definition of the key concepts and best practices of Non-Invasive Data Governance™
Developing a data governance organization and governance support organization
Overlaying existing methodologies with data governance and stewardship discipline
Identifying and mentoring the appropriate domain and operational data stewards
Defining and managing cross-business unit and functional area domains of data
Developing data governance tools and measuring business value and acceptability
Improving data awareness and promoting data governance communications
Robert Seiner President & Principal KIK Consulting & Educational Services, LLC Publisher The Data Administration Newsletter, LLC
There is something for everyone in this symposium, whether you are a consulting professional, end user or an executive/manager tasked to provide/maintain solutions to manage Customer Data. This educational symposium/workshop primarily focuses on Oracle's Trading Community Architecture and Oracle Customer Data Hub product and includes sessions on TCA, Implementation Considerations as well as key features and functionality of Oracle TCA/CDH products and ends with Q&A session. This session is packed with the product information, lessons learned during implementations as well as practical and important guidelines for you to take home and implement in your organization.
Mani Kumar Manda President Rhapsody Technologies, Inc.
Kuldeep Tanwar Senior Manager Business Applications Wind River Systems
Have you fully defined a business value proposition for your MDM program? Do you have a Data Governance plan in place that has CxO level support and have you been able to get funding and support from business for the program? Are you fully aware of the technology needs for MDM? You certainly may understand the value it can bring to your corporation, but do the key stakeholders in your lines of business also understand and support you in this?
If any of the answers to these questions is "No," join us for this pragmatic and informative session including:
Socializing the need for & establishing the ROI of enterprise MDM processes
Applying an effective MDM implementation methodology
Initiating the MDM project while minimizing the risks & applying project accelerators correctly
Tarun Batra Co-Founder LumenData
Nimish Mehta Co-Founder LumenData
5:00 PM - 6:00 PM Keynote: The Numbers Don't Lie: Harnessing the Power of Quantitative Analysis to Improve Your Business Results
In his fascinating keynotes, Jeff Ma explores how to use quantitative analysis to improve business decision-making and the bottom line. Both at the blackjack table, and in the world of pro sports, Ma has been able to enter what were traditionally very emotional, "gut-feel" environments and achieve success by gathering the right data, analyzing it rationally, and having the courage to follow through on the answers it provided. This same approach can improve the results of any business.
Jeffrey Ma Founder ProTrade
6:00 PM - 8:00 PM Opening Night Reception in Exhibit Hall
Night School Tutorials
6:30 PM - 8:00 PM NS # 1: Improving Data Quality
How many contacts do you transact business with? What is the quality of the party attributes, key assignments and relationships to accounts, location and other parties? How do you measure this key metric? This workshop explores the impact of data quality on the activity systems in your organization that consume party data. Topics to be covered include:
Understanding the party data ecosystem Identifying the relationship between party data quality and business performance
Quantifying the fit for use of a party dataset
Assessing capacity for party data quality governance in the context of a capability maturity model
Organizing realistic party data quality remediation plans
Communicating business value to key stakeholders
Implementing service level agreements for party data quality
Promoting best practices to ensure successful achievement of key measurable business benefits
Robert Rich Founder & President DataQualityFirst, Inc.
6:30 PM - 8:00 PM NS # 2 - PART 1 (6:30-7:15): Aligning the Organization for MDM
A primary reason for failure for MDM projects is that most are initiated and driven by IT. Although they do involve the implementation of technology, the business organization needs to address and own the way technology is used. In this workshop, we will discuss a process to increase the likelihood of success of your MDM project by enlisting and engaging the business organization in an MDM project. Topics include:
Creating a master plan to align the goals of the business and IT
Establishing a process to identify common goals across departments
Identifying & enlisting the business stakeholders
Kelle O'Neal Managing Partner First San Francisco Partners
6:30 PM - 8:00 PM NS # 2 - PART 2 (7:15-8:00): Building an MDM Competency Center
So you have sat through all the presentations and read all the articles related to MDM and finally decided to get started with your own MDM program. Now what? In this presentation the speakers will discuss the strategies for building an MDM MDM-CC by providing tested and proven strategies that focus on:
Understanding what an MDM-CC is & how it differs from other organizational structures
Identifying the essential services to be provided
Inventorying the skills required to staff while planning for phased rollouts
Leveraging non-traditional roles such as Database Administration
Determining the best sourcing options or blended?
Determining who should the MDM-CC report to?
Aligning MDM processes with Data Governance programs
Justifying customer charge-back for MDM services
Rob Lux Chief Technology Officer GMAC ResCap
6:30 PM - 8:00 PM NS # 3: The Best of MDM University Learnings: Cross-System Data Analysis
One of the riskiest aspects of any MDM deployment is the data analysis component which is performed during almost every phase of an MDM project. Because source data is generally performed manually, it is the most time consuming and riskiest aspect of an MDM project. This night school session will talk about the different kinds of data analysis and the value of each kind, as well as how to accelerate your time to deployment and reduce your project risk. The session will cover three main kinds of data analysis and the strengths and weaknesses of each one:
Exploiting data profiling to discover column-level statistics & primary-foreign keys within a single data source
Leveraging cross-system profiling & source data discovery to identify trusted data sources for populating the master & determining global identifiers
Applying column-level data mapping to discover business rules & transformations that relate the MDM system to downstream legacy applications
Alex Gorelik Co-Founder & Chief Technology Officer Exeros
6:30 PM - 8:00 PM NS # 4: MDM ROI & Justification
Data integration is required to synchronize master data in order to get a single consistent view of an enterprise's core business entities like customers, products, suppliers, and employees. Yet many executives question economic payback. IT professionals must calculate and present the business value of MDM in terms business executives can understand. Unfortunately, most IT professionals lack the knowledge required to develop comprehensive cost-benefit analyses and return on investment (ROI) measurements. This tutorial provides a framework for the research, measurement, and presentation of the economic value of a proposed or existing MDM initiative, including practical advice about how to calculate ROI, which formulas to use, and how to collect necessary information. Topics include:
Determining indirect ROI
Calculating the most common forms of ROI
Justifying MDM programs v. justifying projects
William McKnight Senior Vice President Conversion Services International, Inc.
Monday, March 31, 2008
7:15 AM - 8:15 AM Breakfast Briefing #1: The Four Indispensable Rules for Establishing MDM
Many companies are grappling with Data Governance as they begin their MDM journey. What are the four major rules that should be followed to successfully implement a Governance program? What should you expect from the program, and what should it cover? How can you create an actionable strategy? How can you measure success? This breakfast briefing session will cover:
Leveraging the components of the strategy, including governance,
metadata, data quality, architecture, and program measurement,
Developing and communicating the strategy
Creating an implementation roadmap and a case for action
Colin McCready Partner & Solution Architect, Consulting Group CSC
7:15 AM - 8:15 AM Breakfast Briefing #2: MDM: A Pragmatic Approach
David Lyle VP, Product Strategy Informatica
8:15 AM - 9:00 AM Conference Chairman Address and Opening Keynote: Milestones on the MDM Road Map 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
9:00 AM - 9:45 AM Keynote # 1: Multiform MDM: How To Leverage PIM, CDI & SOA to Increase Shareholder Value
This session's experts will describe how SOA and MDM are bringing about a revolution in the way that enterprise applications are deployed and utilized. David Corrigan, Director IBM, MDM Product Management, presents IBM's perspective on MDM, provides details on IBM's recent Master Data Management Server 8.0 Release, and discusses future product directions. This session will outline some important take-aways such as:
Discovering how to fully leverage capital investments in IT applications across business units
Maximizing investment return in IT spend
Providing benefits that touch every aspect of your business
Mark Clare VP, Data Integration Services TIAA-CREF
David Corrigan MDM Product Marketing & Strategy IBM Software Group
9:45 AM - 10:30 AM Keynote # 2: : 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
10:30 AM - 11:15 AM Networking Break in Exhibit Hall
11:15 AM - 12:00 PM Keynote # 3: Simplifying Master Data Management Deployments
The process of implementing an MDM solution can be complex. Organizations have to build the business case, get buy in and budget approval, figure out the business process, strategy, enterprise architecture, rules, policies and procedures, and deal with change management, and on and on. This presentation will draw from real-world examples of organizations that set the right priorities, achieved successful MDM deployments and are realizing considerable business benefits. The audience will gain insights into:
Setting business objectives for your company's master data management initiative
Determining a starting point by establishing what data to master first and why
Planning a deployment that demonstrates measurable results
Bringing SOA and MDM together for the short and long term success of your data quality initiatives
Martin Moseley Chief Technology Officer Initiate Systems
12:00 PM - 12:45 PM Keynote # 4: Delivering Tangible Business Value & Reducing Implementation Risk with Oracle MDM
IT organizations who decide to engage in an MDM project face two key challenges: (1) defining their roadmap to minimize implementation risk, and, (2) justifying the investment to their business counterparts. In this session you will learn about the critical challenges faced by real world organizations who have delivered an MDM project and how Oracle MDM applications have helped address these challenges. You will also learn some of the key levers Oracle customers have used to demonstrate short-term, visible, achievable, and tangible business value. This session will also showcase one of Oracle's best MDM success stories with Royal Caribbean Cruise Lines in their journey to achieve a single customer view for the enterprise. In particular, attendees will gain insight into:
Understanding typical risks in MDM implementations
Reducing the risk factors
Exploiting the most appealing & achievable ROI scenarios
J.P. Hurtado Manager, CRM Royal Caribbean Cruise Lines
Pascal Laik VP, MDM Strategy Oracle
12:45 PM - 2:00 PM General Lunch in Exhibit Hall
Concurrent Sessions 1
2:00 PM - 3:00 PM CDI Track: Sponsored by Tata
TRACK KEYNOTE: A Practitioner's Take on Best Practices in Envisioning MDM Programs
A common dilemma with CDI-MDM programs is how to get started and how to sustain investments, beyond the first delivery phase. The ROI from these projects is both intuitively obvious and difficult to quantify. However, the benefits are not automatic, and are dependant upon specific strategies that are jointly designed by the business and IT organizations. This presentation draws upon specific case studies and best practices for sustainable success, by discussing:
Engaging both the business leadership and IT organization to mutually envision the data governance business processes
Incrementally evolving architecturally archaic infrastructures into future-proofed service-oriented architectures using Web services and business process orchestration
Leveraging an MDM framework to support both data integration and synchronization as well as business process re-design and orchestration, in one composite framework
2:00 PM - 3:00 PM PIM Track: Sponsored Silver Creek Systems
TRACK KEYNOTE: Practical PIM - Essential Tools & Techniques to Master Product Data
The promise of PIM has become well understood, but the realities of implementing a PIM successfully are still known only to a few select companies. In particular, the process of creating a 'single source of truth' and then creating the processes to use that reference data are often the fatal flaw in a PIM strategy. Join this presentation to hear how Premier Inc. implemented their PIM system and how they put it to work solving mission-critical business problems - such as matching millions of inconsistent product records against their PIM on a daily basis. This session will discuss:
Determining the role of PIM and the value it provides
Discovering its limitations and what complementary technologies were employed to boost the effectiveness of the PIM strategy
Delivering on the broader promise of effective product data integration and improved business efficiency
Karen Boswell VP, Data Management Premier Inc.
Martin Boyd VP, Marketing Silver Creek Systems
Chris Visagie Director, Data Quality & Integration Premier Inc.
2:00 PM - 3:00 PM Data Integrations Services Track: Sponsored by Syncsort
TRACK KEYNOTE: Data Integration Services: Tools vs. Solutions
Over the next 3 years, organizations that take a strategic, holistic approach to their data integration (DI) challenges will achieve a positive return on their investments.* By focusing on individual tools that offer project specific quick fixes or simply drowning in a sea of enterprise-wide features most of which are never used, companies lose sight of the end-to-end solution. When tools are confused with solutions, the end result is short-term impact with minimal ROI. In thinking of how tools and solutions fit together, it is best to understand how to leverage them along the Information Delivery Continuum. This keynote will provide insight into:
Thinking holistically about information delivery
Understanding how tools and solutions fit together
Optimizing both performance and functionality via "best of breed" DI practices to deliver cross-enterprise solutions
Corey Jeffries Principal BAAX LLC
Richard Pilkington Manager, Market Research Syncsort
Jeff Purcell Principal BAAX LLC
2:00 PM - 3:00 PM Data Governance/Data Quality Track: Sponsored by Cognizant
TRACK KEYNOTE: MDM as a Shared Service: Delivering Optimized & Scalable Solutions
While MDM has gained wide acceptance within most industries, many implementations are still localized and disconnected within functional units resulting in reduced ROI and less-than-optimal enterprise performance. Establishing MDM as an enterprise solution is no walk in the park, often fraught with the challenges of inter-departmental politics, satisfying localized needs, and ultimately delivering acceptable solutions. This session explores the following key areas of implementing MDM as a shared corporate service:
Negotiating ownership in a shared service environment
Leveraging tools & techniques to increase end-user acceptance
Promoting shared information management (data governance & stewardship) forums
Dileep Srinivasan Director & Practice Leader, Customer Solutions Practice Cognizant Technology Solutions
Panelists: Mark Clare VP, Data Integration Services TIAA-CREF
3:05 PM - 4:05 PM PIM Track: Sponsored by Silver Creek Systems
CASE STUDY: Evolving From Customer Master to Multi-Master
Answering the questions, Who is the customer, what do they own and what is the opportunity?, begins with customer and continues across multiple domains of master data. Learn more about Autodesk's journey to become a customer focused organization and why a focus on customer is just the beginning. The evolution from customer master to product master, partner master and location master is required to ensure provide the agility for a business to respond to opportunities and threats in our rapidly changing global environment. This session will cover how Autodesk's MDM strategy is enabling the achievement of key business goals and scalability for future growth by:
Utilizing data governance and stewardship as an enabler and not a constraint
Leveraging learnings from customer master towards multi-master
Relating data metrics to business metrics to evangelize the impact of effective MDM
Patrick Booher Director, Customer Data Management Autodesk
3:05 PM - 4:05 PM Data Integrations Services Track: Sponsored by Syncsort
CASE STUDY: Building a 360° Customer View Using SOA in a Heterogeneous Enterprise
Service-oriented architecture (SOA) presents a unique opportunity to build a comprehensive 360ºof view of the customer as a foundation for rich customer insight portals in a heterogeneous enterprise. This customer data integration (CDI) opportunity comes with its own set of challenges which require upfront planning and strategic thinking in addition to solid data governance execution. During this presentation, the speakers will address overcoming cross functional/cross platform challenges via:
Creating the vision for a service-oriented customer view
Building the foundation for a enterprise service bus
Establishing the metrics and building measurements for success
Angie Couron Senior IT Manager, CDI Network Appliance
3:05 PM - 4:05 PM Data Governance/Data Quality Track: Sponsored by Cognizant
CASE STUDY: The Journey to Complete Global Customer Management
National Instruments (NI) started on their CDI journey with goals to improve the quality of customer information to increase operational efficiency, improve customer satisfaction, and enhance revenue. NI has now established an integrated CDI platform which is rapidly delivering valuable business solutions for improving customer experience while gaining internal efficiencies. Attend this session to learn about the past, present and future of NI's CDI initiative including best practices, obstacles and vision for their journey. Topics include:
Integrating CDI with the Oracle platform, Web customer data, data warehouse, & 3rd party data,/li>
Implementing CDI services via a service-oriented architecture (SOA)
Building a 360º view of customer data & relationship activities across your organization
Misty Allen Business Analyst Manager & CDI Project Manger National Instruments
Deeprani (Deepa) Srinivasan, CPIM IT Applications Manager & CDI Project Manager National Instruments
4:05 PM - 5:00 PM Networking Break in Exhibit Hall
CDI Track
5:00 PM - 5:30 PM CDI Track: Sponsored by Tata
360° CASE STUDY: Navigating Landmines: Nurturing MDM Project Sponsorship & Developing the Business Case
MDM projects can often be among the most difficult for an IT team to implement. While high on business value, such projects often rely heavily on IT/business consensus (as well as consensus among different business departments/units), significant ongoing business involvement and strong senior sponsorship. We've often heard about successful implementations - how to make a project a success technologically - but we don't often hear enough about how the project became a reality to begin with. In this session, you will learn how IT used P&G's new product processes to justify its MDM project via:
Driving deliberate decision-making to secure business sponsorship
Defining & building the business case
Securing the necessary consensus to ensure MDM success
George Bryce Enterprise Architect & Program Manager, Global Data Management Organization Proctor & Gamble
5:30 PM - 6:00 PM CDI Track: Sponsored by Tata
360° EXPERT TESTIMONY: Avoiding the MDM 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,/li>
Aaron Zornes Chief Research Officer The MDM Institute
PIM Track
5:00 PM - 5:30 PM PIM Track: Sponsored Silver Creek Systems
360° BEST PRACTICES: Increased Supply Chain Responsiveness Through MDM
A key enabler of Intel's supply net strategy is the MDM vision, which uses a unified planning data model as the foundation for varied use cases. This single repository for all Intel plan/schedule information provides the flexibility to enable permanent or temporary data origination within the MDM framework while upstream or downstream systems are re-designed. This session will review Intel's MDM strategy by discussing key responsiveness factors enabled by the Teradata MDM solution:
Improving information consistency (data quality)
Reducing the costs to source & maintain data
Accelerating the delivery of consumable information to business applications & related processes
Mark Boucher Director, MDM Strategy Intel
Abhay Singhal Solution Lead, MDM Center of Excellence Teradata
5:30 PM - 6:00 PM PIM Track: Sponsored Silver Creek Systems
360° BEST PRACTICES: MDM/RDS For Financial Services
Recently, Freddie Mac's Enterprise Information Management (EIM) group launched a series of Reference and Master Data projects to address the inconsistencies. The new Geography Reference Data Project enables Freddie Mac to provide a consistent set of geocodes across its operating businesses, and to expediently respond to customer, regulatory and legislative requirements. This session will highlight how a centralized enterprise-wide data management service provides business value such as:
Reducing costs associated with geographical data scrubbing, geo-coding & data distribution - i.e., license, business processing & technical interface
Improving geography & demographic data accuracy & controls through better data scrubbing & geo-coding methods
Providing a common technical service layer to be used by subscribers (i.e., individuals, applications) to access commonly shared mastered geography data
Justin Magruder VP, Enterprise Information Strategy & Management Freddie Mac
Diane Schmidt Senior Director - Enterprise Information Strategy & Management Freddie Mac
Data Integrations Services Track
5:00 PM - 5:30 PM Data Integrations Services Track: Sponsored by Syncsort
360° EXPERT TESTIMONY: MDM: Starting on The Right Note - Business Case and Data Governance
Getting the right level of sponsorship and "buy in" from key stakeholders is the first critical step in MDM programs. Even then, most organizations do not give the required focus and the result is lack of support for the programs during key phases and higher possibility of failure. This presentation by Lexmark highlights the following:
Investigating how the business case was built
Securing the executive sponsorship secured in the startup phase
Partnering Lexmark with the service provider and how the objective was achieved
Rajesh P. Shewale Program Manager - BI & IM Practice Wipro Technologies
Joe Young Director, Enterprise Data Architecture & Governance Lexmark
5:30 PM - 6:00 PM Data Integrations Services Track: Sponsored by Syncsort
360° CASE STUDY: Building Analytical MDM in Financial Institutions
The unprecedented capital crisis and associated housing slowdown is significantly impacting our economy today. Building a solid analytical MDM foundation to support a consistent management reporting foundation to accurately capture and report information is critical for better business decisions in these difficult times. This presentation will focus on steps taken as a part of a Management Reporting effort to build a robust risk-adjusted profitability engine, including:
Establishing consistent hierarchies for financial reporting & risk management
Aligning business goals for building a robust reporting platform
Mapping data sources & data governance along business goals
John Smolarski EVP MDM, Corporate Technology Solutions Countrywide Financial
DG/DQ Track
5:00 PM - 5:30 PM Data Governance/Data Quality Track: Sponsored by Cognizant
360° EXPERT TESTIMONY: Customer MDM Governance in a Global Enterprise
Catherine Zyetz Program Manager Honeywell
5:30 PM - 6:00 PM Data Governance/Data Quality Track: Sponsored by Cognizant
360° EXPERT TESTIMONY: Shared Data & The DG Imperative
Rob Lux Chief Technology Officer GMAC ResCap
6:00 PM - 8:00 PM Reception in Exhibit Hall
Tuesday, April 01, 2008
7:30 AM - 8:30 AM Breakfast Briefing #4: Unlocking the Value of MDM Initiatives - A Practical Approach
Demonstrating tangible business value from MDM initiatives still poses significant challenge. But it is a necessary component of the long-term success of MDM. A key benefit of an organization's MDM program is improving the quantitative rigor of decision-making at all levels across the enterprise - ranging from business strategy to individual interactions. This briefing will provide insight into providing a set of practical guides to the strategy, planning, implementation, and business process change related to MDM initiatives:
Promoting the fulfillment of this benefit from the perspective of the MDM value chain & business intelligence maturity model
Focusing on the customer dimension of MDM & its practical near-term benefits
Clarifying why the long-term success of MDM initiatives is contingent upon quantifying benefits in conjunction with a long-term implementation strategy
Radek Zapert Senior Principal HP Information Management Practice
7:30 AM - 8:30 AM Breakfast Briefing #5: Effectively Managing Enterprise Information with a Single View
Increasing information automation has lead to an explosion in the amount of information that governments and enterprises collect, organize, and store. Unfortunately, disparate channels, data quality problems, ownership issues, and lack of coordination often result in monolithic and independent stores of information preventing the intelligent use of complete data in decision making. Come hear how Sun's award-winning composite application and identity management suite - Java Master Data Management - allows for:
Providing integration of information
Increasing visibility of business data to helps organizations execute more effectively
Identifying, acquiring, indexing, de-duplication, scrubbing, and federation of enterprise assets,
David Codelli Group Manager of Segment Marketing Sun Microsystems
7:30 AM - 8:30 AM Breakfast Briefing #6: Living the Dream of Data Quality
Data, Data everywhere& Many MDM initiatives get stalled in the mounds of data. How can you develop success around matching, merging, standardizing, and normalizing data from across your enterprise? For the AAA National Action Center, it became a nightmare. This is a nightmare that many of us have or will have. This session is focused on real results in moving from a data nightmare to a data dream as well as:
Investigating how the Action Center reengineered their data management services
Incorporating solid tools and processes
Minimizing data issues and maximizing ROI
Daniel Mathieux Director, Enterprise Architecture AAA National Office
Edward Sugg Vice President DataLever, Inc.
8:30 AM - 8:45 AM Conference Chair Day One Recap
Aaron Zornes Chief Research Officer The MDM Institute
8:45 AM - 9:30 AM Keynote # 5: Product Evaluation Criteria & Field Reports for MDM Solutions
Master data is a critical asset that must be increasingly synchronized within and beyond the enterprise. During 2008-09, many large enterprises will focus on MDM by deploying a 3rd generation data hub to deliver a panoramic customer view across multiple channels, business lines, and heterogeneous IT environments. This session will focus analyst scorecards on the major MDM solutions for customer as well as the why and how of MDM technical evaluations by providing insight into:
Understanding the pros & cons of the dominant architectural models and evaluation criteria li>
Inventorying the vendor landscape
Applying a rigorous methodology to MDM product evaluations & implementations for both mega vendor solutions (IBM MDM Server, Microsoft MDM, Oracle Enterprise MDM, SAP NetWeaver MDM) and best-of-breed (D&B/Purisma, DataFoundations, DataFlux, Initiate, Siperian, Teradata, Tibco, & VisionWare)
Aaron Zornes Chief Research Officer The MDM Institute
9:30 AM - 10:15 AM Keynote # 6: Delivering the Next Level of MDM Value - Actionable Master Records
CDI and MDM are no longer in the early adoption stage. Most mid-size to large enterprises have recognized and are taking steps to address the business issues their fragmented, disconnected data causes. Businesses are beginning to take MDM to the next level to deliver even more accurate, tailored insight. Creating customized, flexible, always up-to-date access that seamlessly integrates your data with external business context is where MDM is headed next. In this session, we'll explore what it means to take your MDM and data governance policies to the next level as well as:
Understanding why one-size-fits-all views of information are no longer sufficient
Empowering business users in a self-directed, roles-based environment that enables line users to take charge of their own data
Recognizing why today's MDM is not simply a technology challenge
Bob Hagenau Co-Founder & VP of Products & Corporate Development Purisma, Inc.
Doug LaVelle Director, Business Relationship Management Corporate Express
Chris Lucas VP, Customer Data Integration Solutions D&B
10:15 AM - 11:00 AM Networking Break in Exhibit Hall
11:00 AM Exhibitor Break-Down
Concurrent Sessions 4
11:00 AM - 12:00 PM CDI Track: Sponsored by Tata Consultancy Services
CASE STUDY: MDM: Journey to High Performance
Effective data management enables insight to support better decision making. This helps organizations comply with government regulations; reduce risk, increase enterprise agility and improve productivity, operational efficiency and customer satisfaction. Citing our client work and recent global CIO survey on information management, Albrecht Powell, global lead for Enterprise Data Management, will discuss the importance of addressing Master Data Management as part of a holistic Enterprise Data Management approach.
Dan Hartley VP, Data Governance & Management ConAgra Foods, Inc
Albrecht Powell Senior Director, Data Management & Architecture Global Lead Accenture
11:00 AM - 12:00 PM PIM Track: Sponsored by Silver Creek Systems
VENDOR CROSS EXAMINATION: Hedging The Future of PIM Data Hubs
Moderator: Martin Boyd VP, Marketing Silver Creek Systems
Hardeep Gulati VP, Product Strategy Oracle
Malia Hardin VP, Product Marketing IBM Information Platform & Solutions
Paul Weinberg SAP
11:00 AM - 12:00 PM Data Integrations Services Track: Sponsored by Syncsort
VENDOR CROSS EXAMINATION: Identity Resolution for MDM
Panelists: Gokula Mishra Senior Principal, Information Management Practice HP
Stefanos Damiankis CEO Netrics, Inc.
11:00 AM - 12:00 PM Data Governance/Data Quality Track: Sponsored by Cognizant
EXPERTS PANEL: Best Practices in Data Governance
Moderator: Robert Rich Founder & President DataQualityFirst, Inc.
Panelists: John Maslanski Director, Enterprise Architecture Merck & Co.
Concurrent Sessions 5
12:05 PM - 1:05 PM Customer Data Integration Track: Sponsored by SilverCreek Systems
CASE STUDY: A 360° View of the Selection Process: Choosing a Solutions-Driven MDM Architecture
Doug LaVelle Director, Business Relationship Management Corporate Express
12:05 PM - 1:05 PM PIM Track: Sponsored by Silver Creek Systems
CASE STUDY: MDM in High Tech B2B Industry and the Role of MDM in a Successful CRM Implementation
MDM solution and implementation projects can be very complex, 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. Highlighted topics:
MDM in high tech B2B industry
Role of MDM in a successful CRM implementation
Enabling business intelligence and advanced analytics through MDM
Thomas Braunch Senior Director, Global List Management & Advanced Analytics Oracle
Bence Gazdag Director, Customer Data Quality CRM, Global Marketing Operations Oracle
12:05 PM - 1:05 PM Data Integrations Services Track: Sponsored by Syncsort
VENDOR ROAD MAP: The Microsoft Approach to Master Data Management
In June 2007, Microsoft acquired an MDM hub vendor named Stratature which was well known for its hierarchy management capabilities among other MDM strengths. During 2008, Stratature will serve as the center of a new MDM product from Microsoft that will be released concurrently with the next version of Office SharePoint Server. In this presentation, a senior Microsoft MDM program manager will provide a brief introduction to the Stratature enterprise dimension management solution. Additional topics will include:
Drilling drill down into the Microsoft MDM vision & strategy
Identifying & discussing new product plans as mapped to the evolving MDM landscape
Determining what the new product requirements will include
Roger Wolter Program Manager Microsoft
12:05 PM - 1:05 PM Data Governance/Data Quality Track: Sponsored by Cognizant
CASE STUDY: Multi-Domain MDM to Drive Operational Efficiencies
MDM can solve multiple retail and IT challenges to help drive operational benefits which improve business and IT projects delivery quality, cost, and time-to-market. This session will provide multiple business cases, drivers, and strategies where one can enable MDM to implement product, customer, vendor, or location master data capabilities. In addition to explaining Safeway's MDM journey plan, topics highlighted in this one hour session include:
Marshalling the essential MDM framework components: architecture, data quality, governance, integration, workflow, data modeling, measurement, etc.
Managing the project as a sustainable program sponsorship, the right partnership, a collaborative team & approach
Grace Loiseau Portfolio Manager, Enterprise Solutions/Common Capabilities, IT Development Safeway, Inc.
1:20 PM - 2:20 PM General Lunch
Concurrent Sessions 6
2:25 PM - 3:25 PM CDI Track: Sponsored by Tata
CASE STUDY: Data Quality & CDI: If We Can Do It, So Can You
The American Heart Association, a nation-wide not-for-profit organization, faced issues similar to those of many companies &numerous customer data stores with some integration but no effective way to match and de-duplicate customer records to give a complete view of the customer. In grappling with "business-vs. technology-driven MDM" issues AHA focused on improving trust in enterprise applications by increasing trust in quality of data. This presentation will show how the American Heart Association has begun to resolve these issues while increasing data quality in its customer and business intelligence applications. Topics which focus on leveraging data quality tools to improve data in applications and integration processes include:
Rationalizing the MDM project scope and metrics
Establishing a Data Quality Engine
Determining the AHA Staffing Model
Jon Gerush Manager, Data Integration & Management American Heart Association
2:25 PM - 3:25 PM PIM Track: Sponsored by Silver Creek Systems
CASE STUDY: 360° BEST PRACTICES: Established ERPs: The Evergreen Data Quality Model for Sustained Data Integrity
Lisa Cortez Project Lead, SAP BW ERP COE Chevron
Umesh Hari Principal, Information Management Deloitte Consulting, LLP
Phil C. Howard Data Integrity Architect Chevron Corporation
2:25 PM - 3:25 PM Data Integrations Services Track: Sponsored by Syncsort
EXPERTS PANEL: Best Practices in CDI, MDM & DG for High Tech Manufacturing
Panelists: Rafael Vasquez IS Business Liaison Cisco Systems Inc.
2:25 PM - 3:25 PM Data Governance/Data Quality Track: Sponsored by Cognizant
CASE STUDY: Data Governance & Stewardship for Financial Institutions
Data Governance is seen as a foundation for establishing an Enterprise Information and Data Management program in an organization. However, organizations continue to struggle with this initiative. Some of the challenges are how to establish an Enterprise Data Governance Model as well as how to continue evolving beyond the first establishment phase? This presentation draws upon the lessons learned and best practices for a successful a Data Governance and Stewardship program in the Financial Industry as well as:
Engaging both the business leadership and IT to partner on the Enterprise Information & Data Management
Building a long term Enterprise Information Model strategy aligned with the Enterprise Business Architecture
Aligning Data ownership, stewardship, custodianship and accountability
Prioritizing and driving Data Integration, BI and Data Quality initiatives
Rakshit Kapoor Director, Master Data Management TIAA-CREF
360° CASE STUDY: Strengthening Financial Systems Controls at WaMu
Complex organizations often have numerous financial reporting requirements that are serviced by a host of heterogeneous financial systems. A major challenge for such organizations is ensuring financial hierarchy alignment and consistency across multiple systems and reports, while supporting specific report requirements. This classic case of consistency vs. flexibility becomes truly challenging when a large number of unique systems and report requirements are paired with a dynamic business environment undergoing frequent changes to accounts and cost centers. This session will focus on MDM-derived business benefits such as:
Implementing decentralized self-service maintenance for chart of accounts & cost center changes
Realizing a 50% reduction in time & effort required to replicate & verify financial changes across multiple platforms
Improving control & audit traceability to support SOX compliance & to reduce risk of financial re-statements
Heidi Roybal VP, Financial Systems Washington Mutual
Christopher Dwight Director, MDM Field Strategy Oracle
4:00 PM - 4:30 PM CDI Track: Sponsored by Tata
360° EXPERT TESTIMONY: TBD
PIM Track
3:30 PM - 4:00 PM PIM Track: Sponsored Silver Creek Systems
360° BEST PRACTICES: The Business Case for Choosing a Best-of-Breed PIM Solution
Enterprises looking to implement a product information management (PIM) solution face tough questions such 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? and, (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
Upen Varanasi CEO Riversand Technologies
4:00 PM - 4:30 PM PIM Track: Sponsored Silver Creek Systems
360° BEST PRACTICES: TBD
Data Integrations Services Track
3:30 PM - 4:00 PM Data Integrations Services Track: Sponsored by Syncsort
360° EXPERT TESTIMONY: Mashups for Mainstream MDM: Creating a Single Customer View Using Web 2.0 Techniques
There is an explosion of valuable user-generated Web 2.0 data that falls outside the control of typical IT solutions. Enterprise data mashups use the innovativeness of mashups, which are about bringing disparate types of information together to create data services for SOAs that can be leveraged across the enterprise in traditional applications, new custom applications, or in composite applications. This session will present case study examples of how companies have created a holistic Single Customer View by merging structured, unstructured and hidden web data sources, both internal and external, using Web 2.0 techniques. Topics include:
Bridging the information gap between enterprise IT systems and Web 2.0 data explosion
Managing automated Web processes to provide a more agile approach to application and B2B integration
Implementing a flexible, light approach to CDI that provides fast time-to-value
Suresh Chandrasekaran VP of Product Marketing Denodo Technologies
4:00 PM - 4:30 PM Data Integrations Services Track: Sponsored by Syncsort
360° CASE STUDY: Update on Semantic Technology in MDM
Two years ago, Mr. Raden presented this topic in San Francisco with a lot of optimism that semantic technology would soon play a major role in MDM products and methodologies. It didn't happen. But now things are starting to change and use of terms like taxonomy, ontology, triples ... even the word "semantics" itself, are starting to creep into the discussion. Many of the pure plays of two years ago have disappeared, gobbled up by the stack vendors, gone but definitely not forgotten. Semantic technology itself is being implemented in products more or less transparently, but its effect can be felt. Thought-provoking topics to be covered in this session include:
Rationalizing semantic technology basic terms & premises and their relationship to MDM
Making sense out of the free-for-all among the mega vendors & start-ups
Planning now for the impact of semantic technology & its impact on your IT investments (& your career)
Neil Raden President & Co-Founder Hired Brains, Inc.
DG/DQ Track
3:30 PM - 4:00 PM Data Governance/Data Quality Track: Sponsored by Cognizant
360° EXPERT TESTIMONY: Utilizing MDM in Support of Basel II Accord
Tim Enten VP, Risk Data Governance Wachovia
Michael Zanino Principal Solution Architect Teradata
4:00 PM - 4:30 PM Data Governance/Data Quality Track: Sponsored by Cognizant
360° EXPERT TESTIMONY: Real World Data Governance
Shirlee Collins Project Manager, Billing & AR ADP Dealer Services
