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MDM and Big Data :
the wining association
Jean-Michel Franco
Innovation Director

Copyright 2007, Information
Builders. Slide 1
Business & Decision : a global Consulting and
System Integration company
Founded in 1992
Revenue 2012 :
221,9 M€

2 500 employees

16 countries

5 expertise recognized by global independent industry analysts
BI / EPM

CRM

Digital Marketing

BI & EPM Services
Europe MarketScope

Magic Quadrant
for CRM Services

Interactive Design Agency
Overview, Europe, 2013

EIM
MDM / BRMS / Search / ECM

CONSULTING
Consulting,
Change Management , enterprise
software design, training
2
Business & Decision and MDM
MDM and Information
Management
specialist
Proven iterative
Design &
implementation
methodology

Innovation,
engagement ,
expertise






Master Data Management dedicated practice
80 consultants globally
Strong market research and partnership relationship management
Closely linked to other group expertise (CRM, BI, e-bus)

 Proven Agile MDM approach, closely linked to the business with
engagement on costs and time to deliver
 Versatile consultants with BI and IT skills





50 % delivered through a fixed priced approach
90% of the business targeting large accounts
End to end engagement
Deep knowledge of technology solutions

Expertise
across industries
and MDM domains

3
Are you ready to get value from your data assets ?
lessons learned from Amazon.com.

Know your
customer

Source : Faber Novel

Expand your
service portfolio

Value Your
ecosystem
From data retention to data sharing
New organizational and technological paradigm

Knowledge is Power

Knowledge is Profit

• Retention and data
silos
• Heterogeneity and
« best-of-breed »
• Decentralization et
autonomy
• Vertical
organization
• Opaqueness

• Communication
and global sharing
• Mutualization
• Centralization/
federation and
collaboration
•Horizontal
Organization
• Transparency

Some answers are in your data
– if only you could take advantage of them
5
Business needs are becoming more and more precise
and urgent
Leveraging your data assets are a must, not an option,
to tackle current Business challenges

IT system
convergence &
consolidation

Deinterleaving of
IT systems for
deregulated
markets

Governance, Risk
and Compliance

Time to market

Customer
Knowledge

Information
Hub
Business
Glossary

Master data
Repository

Data
Quality

Integration

Extended
enterprise
From data integration to Information Governance
From a siloed, IT driven model (Data
Management)…

IT

…to a federated,
and shared responsibility model
(Information Governance)

Lines of
businesses

 Business define their need and use information
within enterprise applications
 IT designs, implements, runs and manages
 Ongoing conflicts on data quality and relevancy,
lack of autonomy, slow time to market...

Métiers

 Line of businesses define their needs,
administrate the information, document
them, sometimes mashes them up and
contribute to their relevancy and maintenance
 IT accompanies, controls, rolls out, delivers “as
a service”, secure and manages
Master Data Management 101
Master data management (MDM) is a comprehensive method of enabling an enterprise
to link all of its critical data to one file, called a master file, that provides a common
point of reference. When properly done, MDM streamlines data sharing among
personnel and departments. In addition, MDM can facilitate computing in multiple
system architectures, platforms and applications.
The Master Data Management aims to develop the processes, organization and tools to
collect, reference, manage and share the Master Data and links between them across
organizations, people, processes and systems
The party/
persons

The products

Les
The places
Lieux

The
organizations

The Shared
assets

Clients
Citizen

Products

User

Services

Points de
Countries
vente

Charts of
accounts

Entrepots
Warehouse
Stores

Supplier

33%

44%

3%

Business rules

SLA
Territories

21 %

Subsidiaries

Assets

Configurations

Employees
Operational and
legal organization
Partners

Rates

Real estate

Standard
codifications
8
MDM isn’t self sufficient : disciplines of Enterprise
Information Management

Document,
eliminate
data redundancies

Improve and
certify data
quality and
relevance

Transfer
information,
secure it, trace it

Expose the
information and
make it accessible
« as a service »

Transfer
information,
secure it, trace it

Master
Data
Management,
Meta Data
Management

Data Quality
Information
Governance

Enterprise
Information
Integration,
Info Lifecycle
Management,
Data Loss
Prevention

Data
Services
SOA, enterprise search,
BI,
Enterprise
portals
What are the data types to consider ?
Describe

 Data types :

Analytical data

Meta
Data

Transactional data

use

Master and reference data
 Example:

Transactional data

Meta-data
Customer_Id

First name

Name

Product

Supplier

Date

Amount

92584789

Ann

B.

TXF98

Dell

24/12/2013

650 $

92584789

Ann

B.

AXC54

Maped

24/12/2013

2,44 $

92584789

Ann

B.

TRE56

Playmobil

24/12/2013

….

Master Data

Analytical data
scoring

RFM

CLV

129,36 $
From data integration to information governance :
Where to start?
Design the
platform

Define the roles

Engage the programs,
domains per domain

Product

Customer

Organization

Sites

Platform design
-> Needs assessment
workshop
-> Proof of concept
-> Roadmaps and budgets

Orga. blueprint
-> Information Governance
competency center
-> Data Stewardships
-> Service Center

Roll out
« Fast delivery »
-> Iterative modeling
-> Data mappings
-> Data quality maps
Big Data : définition

Big Data is high volume,
high-velocity and highvariety information assets
that demand cost-effective
innovative forms of
information processing for
enhanced insight and
decision making
From “the 451 Group” et Gartner

Source : Wall Street Journal

“The challenges include capture, curation, storage, search,
sharing, analysis and visualization..” (wikipedia)
Inspired by Wikipedia
Big Data is the long tail of information management
“Today, we sold more books that didn’t sell at all yesterday
than we sold today of all the books that did sell yesterday”
(amazon.com, via Josh Petersen & Wikipedia)

BI as we know it

Popularity

- Information sourced from internal IT Systems
- information provisioned in batch mode
- Static information modeling

BI as we’d like it to be
BI as we know
+ externally sourced data
+ « just in time » data
+ un-structured, semi-structured data
+ information as it comes (schema less)

Available information
Data Warehousing on steroids for better pricing, planning
and customer facing policies
Retailers pioneered Enterprise Data Warehouses, especially for market basket
analysis.
But retailers are now pressured to get more value from their data assets, to deepen
and sharpen analytical capabilities and make them « actionable » .

Dynamic and micro-segmented pricing policies
Personalization of the offers for loyalty programs
Adjustment of offers to demand by locations
Consistency across channels (e-commerce, stores , drive)
Transparency for supply chain efficiencies
and superior customer services
In France, 25% of the water that flows into the distribution networks is lost
due to leaks or frauds ; This accounts for 2,4 billions Euros per year. (*)
Digital channels and internet of objects open new opportunities to bring
transparency into the supply chain, and deliver superior customer service
(*) Source : SIA conseil

Real time information on water flows and quality
A value added service for consumers and institutions
Detection of leaks as they occur along the network and
at the end of the chain
A common engagement between supplier and
customers in terms of sustainability
Automation of the collection process for billing
Innovation in insurance industry and agritech
Innovate with data centric new offers
A start-up to manage risks and insure farmers through online services that
predicts how climate affects crop yield and personalized insurance offers.
A predictive platform that combines hyper local weather data with agronomic
yield data down to the field level, all undergirded by weather simulations.
* acquired by Monsanto on October
2013 for 950 millions $

Trusted advizorship through online personalized services to help
farmers better predict manage the climate conditions
Services can be deployed globally without limits, allowing to tackle
new markets

Claims management processes fully automated from observation
to payment
Huge opportunities to transform best practices in agriculture and
climate management
Innovating in the insurance industry :
Fraud Management
Apply the principle of Credit Scoring for claims management.
Integrate unstructured and semi-structured data to highlight inconsistencies in claims
declarations.
Push the analytics on the field, close to the customer and when an where the claim is declared .

Success rate of investigations : from 50 to 85%
25% of claims are closed immediately at the first step, against 4%
before -> better service for honest customers
Scoring drives the claims process and improves its efficiency
(Actionable analytics)
Elevating the good old Data Warehouse with
Big Data : Searching for your « long tail »
Extend the founding principles of
Data Warehousing and Information
Management for more:

On line transactional processing

Immediacy

Data
Warehouse

Big
Data

Precision

Create new source insights
through new data flows
Sensors, Internet of things

Business
Intelligence a
analytics

Agility

External data, shared
data, open data

Capture and share unstructured data
Documents, rich content…

Public data sourced from
social networks and
internet
Big Data by industry and by activity

IBM : the real world use of Big Data
What do you need to manage your Big Data?
MDM and Big Data : The wining association

21
Why Big Data needs MDM?
Example : Digitalizing the ordering process to Santa Claus

Entity extraction

Data Quality management
Reconciliation with master data
Data enrichment
Customer
_Id

First name

92584789

Ann

B.

92584789

Ann

92584789

Ann

….

Name

Product

Supplier

Date

Amount

TXF98

Dell

24/12/2013

650 $

B.

AXC54

Maped

24/12/2013

2,44 $

B.

TRE56

Playmobil

24/12/2013

129,36 $
22
Why MDM needs Big Data ? Ex.: From Customer Data
Integration to an active and real time 360° Customer View
Master Data

Contact Center

Transactional Data

Face to face

Interactions

SMS/Mail/Chat…

Mobile
Applications

3rd party
Data Platform

Customer
Journey Data

Customer
Data
Platform

ROI

Analytical data

(stores, agencies…)

Web Site

*Source : H Sorensen

23
Innovation in the hospitality industry: real time
recommendations
• From attention to intention economy
• Test offers and challenge their efficiency on an ongoing basis
• Provide a consistent quality of service across channels
• Better manage recommendations across the brands, together
with interactions with customers, promoters, detractors…

Improve click rate (+43%) and transformation rate
Ability to test new offers, and to stop or improve them as
soon as needed
Ability to listen and react to promoters and detractors in
social networks
Personalized offers and personalized interactions
Federation of customer knowledge across brands to
adapt to organizational changes
Innovation in the banking industry:
Multi channel customer journeys
• Acquire/Enrich Customer knowledge
• Recommend the next best offer according to the context
• Manage end to end purchasing journey from intent to payment
• Monitor real time the relevance and success of offers

Personalized interactions with unknown internauts based on
their click stream
Personalized interactions with known customers based on
their profile and current /past on line and offline journey

Ability to track the timeline of customer interactions both
offline and online
Definition of new customer segments based on analytics
around customer journeys
Next step: Towards « predictive/prescriptive apps » :
Next generation of apps that can anticipate user need and recommend

26

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Big Data and MDM altogether: the winning association

  • 1. MDM and Big Data : the wining association Jean-Michel Franco Innovation Director Copyright 2007, Information Builders. Slide 1
  • 2. Business & Decision : a global Consulting and System Integration company Founded in 1992 Revenue 2012 : 221,9 M€ 2 500 employees 16 countries 5 expertise recognized by global independent industry analysts BI / EPM CRM Digital Marketing BI & EPM Services Europe MarketScope Magic Quadrant for CRM Services Interactive Design Agency Overview, Europe, 2013 EIM MDM / BRMS / Search / ECM CONSULTING Consulting, Change Management , enterprise software design, training 2
  • 3. Business & Decision and MDM MDM and Information Management specialist Proven iterative Design & implementation methodology Innovation, engagement , expertise     Master Data Management dedicated practice 80 consultants globally Strong market research and partnership relationship management Closely linked to other group expertise (CRM, BI, e-bus)  Proven Agile MDM approach, closely linked to the business with engagement on costs and time to deliver  Versatile consultants with BI and IT skills     50 % delivered through a fixed priced approach 90% of the business targeting large accounts End to end engagement Deep knowledge of technology solutions Expertise across industries and MDM domains 3
  • 4. Are you ready to get value from your data assets ? lessons learned from Amazon.com. Know your customer Source : Faber Novel Expand your service portfolio Value Your ecosystem
  • 5. From data retention to data sharing New organizational and technological paradigm Knowledge is Power Knowledge is Profit • Retention and data silos • Heterogeneity and « best-of-breed » • Decentralization et autonomy • Vertical organization • Opaqueness • Communication and global sharing • Mutualization • Centralization/ federation and collaboration •Horizontal Organization • Transparency Some answers are in your data – if only you could take advantage of them 5
  • 6. Business needs are becoming more and more precise and urgent Leveraging your data assets are a must, not an option, to tackle current Business challenges IT system convergence & consolidation Deinterleaving of IT systems for deregulated markets Governance, Risk and Compliance Time to market Customer Knowledge Information Hub Business Glossary Master data Repository Data Quality Integration Extended enterprise
  • 7. From data integration to Information Governance From a siloed, IT driven model (Data Management)… IT …to a federated, and shared responsibility model (Information Governance) Lines of businesses  Business define their need and use information within enterprise applications  IT designs, implements, runs and manages  Ongoing conflicts on data quality and relevancy, lack of autonomy, slow time to market... Métiers  Line of businesses define their needs, administrate the information, document them, sometimes mashes them up and contribute to their relevancy and maintenance  IT accompanies, controls, rolls out, delivers “as a service”, secure and manages
  • 8. Master Data Management 101 Master data management (MDM) is a comprehensive method of enabling an enterprise to link all of its critical data to one file, called a master file, that provides a common point of reference. When properly done, MDM streamlines data sharing among personnel and departments. In addition, MDM can facilitate computing in multiple system architectures, platforms and applications. The Master Data Management aims to develop the processes, organization and tools to collect, reference, manage and share the Master Data and links between them across organizations, people, processes and systems The party/ persons The products Les The places Lieux The organizations The Shared assets Clients Citizen Products User Services Points de Countries vente Charts of accounts Entrepots Warehouse Stores Supplier 33% 44% 3% Business rules SLA Territories 21 % Subsidiaries Assets Configurations Employees Operational and legal organization Partners Rates Real estate Standard codifications 8
  • 9. MDM isn’t self sufficient : disciplines of Enterprise Information Management Document, eliminate data redundancies Improve and certify data quality and relevance Transfer information, secure it, trace it Expose the information and make it accessible « as a service » Transfer information, secure it, trace it Master Data Management, Meta Data Management Data Quality Information Governance Enterprise Information Integration, Info Lifecycle Management, Data Loss Prevention Data Services SOA, enterprise search, BI, Enterprise portals
  • 10. What are the data types to consider ? Describe  Data types : Analytical data Meta Data Transactional data use Master and reference data  Example: Transactional data Meta-data Customer_Id First name Name Product Supplier Date Amount 92584789 Ann B. TXF98 Dell 24/12/2013 650 $ 92584789 Ann B. AXC54 Maped 24/12/2013 2,44 $ 92584789 Ann B. TRE56 Playmobil 24/12/2013 …. Master Data Analytical data scoring RFM CLV 129,36 $
  • 11. From data integration to information governance : Where to start? Design the platform Define the roles Engage the programs, domains per domain Product Customer Organization Sites Platform design -> Needs assessment workshop -> Proof of concept -> Roadmaps and budgets Orga. blueprint -> Information Governance competency center -> Data Stewardships -> Service Center Roll out « Fast delivery » -> Iterative modeling -> Data mappings -> Data quality maps
  • 12. Big Data : définition Big Data is high volume, high-velocity and highvariety information assets that demand cost-effective innovative forms of information processing for enhanced insight and decision making From “the 451 Group” et Gartner Source : Wall Street Journal “The challenges include capture, curation, storage, search, sharing, analysis and visualization..” (wikipedia) Inspired by Wikipedia
  • 13. Big Data is the long tail of information management “Today, we sold more books that didn’t sell at all yesterday than we sold today of all the books that did sell yesterday” (amazon.com, via Josh Petersen & Wikipedia) BI as we know it Popularity - Information sourced from internal IT Systems - information provisioned in batch mode - Static information modeling BI as we’d like it to be BI as we know + externally sourced data + « just in time » data + un-structured, semi-structured data + information as it comes (schema less) Available information
  • 14. Data Warehousing on steroids for better pricing, planning and customer facing policies Retailers pioneered Enterprise Data Warehouses, especially for market basket analysis. But retailers are now pressured to get more value from their data assets, to deepen and sharpen analytical capabilities and make them « actionable » . Dynamic and micro-segmented pricing policies Personalization of the offers for loyalty programs Adjustment of offers to demand by locations Consistency across channels (e-commerce, stores , drive)
  • 15. Transparency for supply chain efficiencies and superior customer services In France, 25% of the water that flows into the distribution networks is lost due to leaks or frauds ; This accounts for 2,4 billions Euros per year. (*) Digital channels and internet of objects open new opportunities to bring transparency into the supply chain, and deliver superior customer service (*) Source : SIA conseil Real time information on water flows and quality A value added service for consumers and institutions Detection of leaks as they occur along the network and at the end of the chain A common engagement between supplier and customers in terms of sustainability Automation of the collection process for billing
  • 16. Innovation in insurance industry and agritech Innovate with data centric new offers A start-up to manage risks and insure farmers through online services that predicts how climate affects crop yield and personalized insurance offers. A predictive platform that combines hyper local weather data with agronomic yield data down to the field level, all undergirded by weather simulations. * acquired by Monsanto on October 2013 for 950 millions $ Trusted advizorship through online personalized services to help farmers better predict manage the climate conditions Services can be deployed globally without limits, allowing to tackle new markets Claims management processes fully automated from observation to payment Huge opportunities to transform best practices in agriculture and climate management
  • 17. Innovating in the insurance industry : Fraud Management Apply the principle of Credit Scoring for claims management. Integrate unstructured and semi-structured data to highlight inconsistencies in claims declarations. Push the analytics on the field, close to the customer and when an where the claim is declared . Success rate of investigations : from 50 to 85% 25% of claims are closed immediately at the first step, against 4% before -> better service for honest customers Scoring drives the claims process and improves its efficiency (Actionable analytics)
  • 18. Elevating the good old Data Warehouse with Big Data : Searching for your « long tail » Extend the founding principles of Data Warehousing and Information Management for more: On line transactional processing Immediacy Data Warehouse Big Data Precision Create new source insights through new data flows Sensors, Internet of things Business Intelligence a analytics Agility External data, shared data, open data Capture and share unstructured data Documents, rich content… Public data sourced from social networks and internet
  • 19. Big Data by industry and by activity IBM : the real world use of Big Data
  • 20. What do you need to manage your Big Data?
  • 21. MDM and Big Data : The wining association 21
  • 22. Why Big Data needs MDM? Example : Digitalizing the ordering process to Santa Claus Entity extraction Data Quality management Reconciliation with master data Data enrichment Customer _Id First name 92584789 Ann B. 92584789 Ann 92584789 Ann …. Name Product Supplier Date Amount TXF98 Dell 24/12/2013 650 $ B. AXC54 Maped 24/12/2013 2,44 $ B. TRE56 Playmobil 24/12/2013 129,36 $ 22
  • 23. Why MDM needs Big Data ? Ex.: From Customer Data Integration to an active and real time 360° Customer View Master Data Contact Center Transactional Data Face to face Interactions SMS/Mail/Chat… Mobile Applications 3rd party Data Platform Customer Journey Data Customer Data Platform ROI Analytical data (stores, agencies…) Web Site *Source : H Sorensen 23
  • 24. Innovation in the hospitality industry: real time recommendations • From attention to intention economy • Test offers and challenge their efficiency on an ongoing basis • Provide a consistent quality of service across channels • Better manage recommendations across the brands, together with interactions with customers, promoters, detractors… Improve click rate (+43%) and transformation rate Ability to test new offers, and to stop or improve them as soon as needed Ability to listen and react to promoters and detractors in social networks Personalized offers and personalized interactions Federation of customer knowledge across brands to adapt to organizational changes
  • 25. Innovation in the banking industry: Multi channel customer journeys • Acquire/Enrich Customer knowledge • Recommend the next best offer according to the context • Manage end to end purchasing journey from intent to payment • Monitor real time the relevance and success of offers Personalized interactions with unknown internauts based on their click stream Personalized interactions with known customers based on their profile and current /past on line and offline journey Ability to track the timeline of customer interactions both offline and online Definition of new customer segments based on analytics around customer journeys
  • 26. Next step: Towards « predictive/prescriptive apps » : Next generation of apps that can anticipate user need and recommend 26