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Impact of BIG Data
on Master Data
Management
AN INDUSTRY PERSPECTIVE
Subhendu Dey | Senior Consultant / IT Architect
Subhendu’s brain dump
What I intend
to cover
Setting the context for Master Data Management
Why impact of Big Data is important
How to deal with the challenge
Business and technical patterns
Q&A
18/12/2014 2
Subhendu’s brain dump
Reduced
Call-center
Cost
Mistargeted
Marketing
Spend
WHAT and
WHY
of
Master Data
Management
(MDM)
Master Data Management (MDM) refers to the disciplines,
technologies, and solutions that are used to create and
maintain consistent and accurate master data (E.g. Customer)
for all stakeholders across and beyond the enterprise.
18/12/2014 3
Cost of
bad data
Business
benefits
Increased
Customer
Churn
IT
Maintenance
Cost
Cost of
non-
compliance
Lost
Revenue
Opportunity
Reduced IT
Maintenance
Cost
Reduced
Cost to the
Compliance
Improved
Cross-sell /
up-sell
Greater
Customer
Loyalty
Billing and
Invoicing
Errors
Sales Rep
Inefficiency
The goal should be
to reduce the cost
of bad data and
then move forward
to yield business
benefits.
Subhendu’s brain dump
Why am I
talking of MDM
in an Analytics
Symposium?
In todays analytical
problem space as we
want to be more
targeted and micro-
segmented the usage
of master data
becomes all the more
important
18/12/2014 4
Business
Analytics
Master Data
Management
Data
warehouse
Marketing
Mart
Campaign
DB
Insuranc
e
Loans
and
Cards
Baking
products
Claims
Life &
Annuiti
es
Clean & accurate
master data
• In-line / real-time
decisioning
• From Segmented to
Targeted campaign
• Fraud Discovery
• Any other…
As we augment the customer data with more information,
MDM is the ideal place to match / link the data
Subhendu’s brain dump
Regional
Business Unit
Change in
dynamics:
recent changes in the
MDM requirements
these years are
taking the problem
space to more
complex scenarios
leading to the world
of BIG data
(characterized by 4
V’s – volume, variety,
velocity and veracity)
18/12/2014 5
CRM
Customer
ERP
Customer Customer
Customer Customer
Customer Customer
Customer Data
Divisional MDM. Possible
patterns: Consolidation,
Registry, Coexistence or
Transactional
Regional MDM. Possible
patterns: Consolidation or
Registry. May be Coexistence
(rare)
Global MDM. Possible
patterns: Registry.
Global MDM is not very
typical – the final
aggregation could be in
regional level as well
Silo-ed copies of
Customer Data in
Source Systems.
Customer Related
Content
Digital footprint of the customer outside firewall
Chat | Blog | Other transaction | Social presence | Geospatial data
Demographic | Relationship | Accounts | Profile data | Product Holdings
Enhanced360
degreeview
Withinfirewall
customercontent
(mails,chatsetc.)
Subhendu’s brain dump
Change in
dynamics:
when asked to rank
their top three priorities
for big data, nearly half
of the respondents in
a 2012 IBM Institute for
Business Value study
named customer-
centric objectives such
as improving customer
satisfaction and
reducing churn as the
top concern.
18/12/2014 6
In another IBM Institute for
Business Value study, CIOs
identified the top five
capabilities that enable
translation of data into
meaningful and useful
intelligence:
• Master data management
• Client analytics
• Warehousing
• Dashboards
• Search
Subhendu’s brain dump
Impact of BIG
data on
Customer
MDM
Volume
Existing storage may not be
ideal for high volume of
external data (mostly
unstructured).
Data retention strategy is
likely to be impacted due to
sheer volume.
Velocity
The high velocity of data
demands revisit on data
ingestion pattern.
There could be need for
real-time analytics on high
velocity data which is not
typical in traditional case.
18/12/2014 7
Having single view of truth on
customer data based on
internal data in more essential
before jumping into the world
of Big data.
Existing matching software
may prove insufficient.
Veracity
Different analysis techniques
for various types of data to
generate useful insight
Strategy for both data at rest
as well as in motion
Variety
Who, What, How
&
WHY
factor
Security and Governance
Capture & Link
Manage
Analyze
Visualize
Distribute
Subhendu’s brain dump
How to swim
in the sea of
change:
let us look for
patterns and
reference
architecture for a
faster response to
clients.
Build Business
Case for BIG
data
Select Business
Architecture
Pattern
Choose
Technical
Pattern
Derive
architecture
using RA
Follow the customer
Let the customer
follow
Buy data externally
Cost of Capture
18/12/2014 8
Usefulness
Correctness
Acceptability to
Customers
One pattern may
not be sufficient
and it could be a
combination of
business patterns
for capturing
data.
Capture/link Manage Analyze Visualize Distribute
Subhendu’s brain dump
Business
Patterns:
possible means to
get extra information
on customer that can
add value to the
business.
Set up an evaluation
matrix to generate
heat-map to find best
suitable one.
18/12/2014 9
Business
Architecture
Patterns
Follow the
customer
Individual
Following
Virtual
Real
Pervasive
Mass following
Let the
customer
follow
Buy data
externally
Patterns
Evaluationcriteria
ROI Scores
This is one of the most
popular form of data capture
on customer behavior, usage
pattern given the fact that it
is pretty much indirect means
of data capture.
Given the popularity of cloud
based service models – this
is gaining increased
acceptance.
This has good potential given
the footprint of the customer
through various system of
engagement.
Subhendu’s brain dump
Technical
patterns:
through the lifecycle
of enhanced
information about
customer, there are
various IT challenges
leading to adoption of
various patterns
The identity of the
potential
customer
information
available from
external sources
may not be
matching with the
same applicable
for on-premise
customer data
(master).
 Identity
resolution
 Entity Analytics
 Probabilistic
matching
18/12/2014 10
For the lack of 1:1
identity matching
capture process
could often
include data of
too many
unmatched
entities. Those
need to be filtered
appropriately.
Not always the
raw information is
of interest, but a
combination of
events together
makes a
meaningful
insight. Special
care needs to be
taken from cost
perspective.
 Storage
 Retention
Need to find the
meaningful
insight from the
customer related
information
received from the
external sources
and also to store
the same for
efficient future
use.
The master data
for customer and
the extra
information
received from
BIG data sources
are likely to
reside in different
places (structured
vs. unstructured).
Also the
information from
external sources
can be faster
changing than
Master Data.
 Composite
visualization
including both
sources
 Integrated
access to
on/off-premise
data
Distribution of
customer data is
not always batch,
but could be in
real-time as well
(e.g. a mobile
service company
monetizes the
location with a
food chain
company).
 Change is
minimum here
as the existing
patterns mostly
support
distribution.
Capture/link Manage Analyze Visualize Distribute
Subhendu’s brain dump
Capture / Link
BIG Data:
there are various
patterns to capture the
digital footprint of the
customer inside/outside
the context of the
organization of interest.
In fact the shared
service component
also plays a role, which
is relevant only in case
of BIG data domain.
Subscription based
 Receive customer details
based on subscription
 Back-end interface sends
customer related data
based on subscription
token created in
registration process.
 Maps to mass following or
individual following (virtual
or real) pattern
18/12/2014 11
Channel-end
App Component
Platform
Component
Intermediate layer
Shared Services
Component
Back-end
Interface
Application
Process
Data Component
Track & tap actions
 Data sharing across app
components by platform
component
 Maps to pervasive
computing, individual
following (virtual)
Channel initiated
 In this pattern the front-end application component at the
channel side sends back information about the
customers’ feedback, behaviors or experience.
 Maps to customer following organization, pervasive
computing and individual following (virtual)
Subhendu’s brain dump
Manage BIG
Data:
create your data
management
strategy for all
possible types of
information of
interest. So that any
new project can
follow the pattern as
reference
architecture.
18/12/2014 12
x x x x x
x x x x x
x x x x x
x x x
x
x
Stagingareabeforeloading
customerdata
Masterdatastoreforcustomer
OperationalDataStore(ODS)
TimePersistentRepositories
(TPR)
AtomicDataWarehouse
DimensionalData
UnstructuredData(Bigdata/
Content)
Sandbox
Master details related to customer (name,
address, etc.) from siloed sources
Internal transaction data
External transaction (structured)
External unstructured data
Data for exploratory analysis
Internal content data
Customer data store in analytical space
Customerdata
forAnalytics
Have strategy made on:
• Database choice – RDBMS vs.
NoSQL DB
• Cost optimization on H/W
selection
• Data item selection (full vs.
subset)
Subhendu’s brain dump
Analyze BIG
Data:
there are different
architecture patterns to
follow based upon the
business context and
latency in which the
analysis is applied.
Also, the decision on
on-premise vs. could
based analysis
changes the
operational perspective
of architecture.
Taking long time for
analysis may make
the high velocity
data out of context
Analysis may
become more of
exploration
Analysis is done on
sandbox
environment before
moving to run on
real data
Master data is
augmented with
more insight if
required.
18/12/2014 13
This is getting real
traction with analytics
on cloud. Both PaaS
as well as SaaS
offerings are in place.
Use of the RTAP (real-
time analytic
processing) for in-line
decisioning. Sink only
the data you need.
Not very different from
usual data analytics.
This could be
descriptive,
prescriptive as well as
predictive.
N/A
Real-timeBatch
On-premise Off-premise
Select your right
quadrant(s)
Subhendu’s brain dump
Factorsfor
Comparison
Visualize BIG
Data:
what differentiates
from traditional
visualization
techniques is the
ability to explore data
from various sources
for exploration.
18/12/2014 14
AggregatedLayout
ApplicationAggregation
ServiceComposition
SearchComposition
Turn around time
Change in supporting
Applications
Look and Feel
Support for Inter Application
Communication
Security
Search and Explore
Capabilities
Purpose
• Create specification
• Map to goals
Content
• Data and relationship that
are of interest
Structure
• The layout for revealing
the knowledge
Formatting
• Final look and feel based
on other three
Patterns to visualize data
from various sources
Four pillars of visualization
Content along
with existing
technology
asset dictate
the options
Subhendu’s brain dump
References:  Article: Mandy Chessell, 2013. Big Data reference architecture: Enhanced
360 Degree View of the Customer
 Article: Stacy Leidwinger, 2013. Big Data use case: Enhanced view of
customer, IBM Bid Data Hub (www.ibmbigdatahub.com)
 Article: Sven Casteleyn, William Van Woensel, Olga De Troyer. Assisting
Mobile Web Users: Client-Side Injection of Context-Sensitive Cues into
Websites, http://www.academia.edu.
 Book: Whei-Jen Chen, Bruce Adams, Arun Manoharan, Luke Palamara,
Jennifer Reed, Bill von Hagen, 2014. Building 360 degree information
applications, IBM Redbook.
 Article: Noah Iliinsky, 2013. Choosing Visual properties for successful
visualizations (http://www-01.ibm.com/common/ssi/cgi-
bin/ssialias?subtype=WH&infotype=SA&appname=SWGE_YT_YT_USEN&h
tmlfid=YTW03323USEN&attachment=YTW03323USEN.PDF#loaded)
18/12/2014 15
Subhendu’s brain dump
18/12/2014 16
Subhendu’s brain dump
18/12/2014 17

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Impact of BIG Data on MDM

  • 1. Impact of BIG Data on Master Data Management AN INDUSTRY PERSPECTIVE Subhendu Dey | Senior Consultant / IT Architect
  • 2. Subhendu’s brain dump What I intend to cover Setting the context for Master Data Management Why impact of Big Data is important How to deal with the challenge Business and technical patterns Q&A 18/12/2014 2
  • 3. Subhendu’s brain dump Reduced Call-center Cost Mistargeted Marketing Spend WHAT and WHY of Master Data Management (MDM) Master Data Management (MDM) refers to the disciplines, technologies, and solutions that are used to create and maintain consistent and accurate master data (E.g. Customer) for all stakeholders across and beyond the enterprise. 18/12/2014 3 Cost of bad data Business benefits Increased Customer Churn IT Maintenance Cost Cost of non- compliance Lost Revenue Opportunity Reduced IT Maintenance Cost Reduced Cost to the Compliance Improved Cross-sell / up-sell Greater Customer Loyalty Billing and Invoicing Errors Sales Rep Inefficiency The goal should be to reduce the cost of bad data and then move forward to yield business benefits.
  • 4. Subhendu’s brain dump Why am I talking of MDM in an Analytics Symposium? In todays analytical problem space as we want to be more targeted and micro- segmented the usage of master data becomes all the more important 18/12/2014 4 Business Analytics Master Data Management Data warehouse Marketing Mart Campaign DB Insuranc e Loans and Cards Baking products Claims Life & Annuiti es Clean & accurate master data • In-line / real-time decisioning • From Segmented to Targeted campaign • Fraud Discovery • Any other… As we augment the customer data with more information, MDM is the ideal place to match / link the data
  • 5. Subhendu’s brain dump Regional Business Unit Change in dynamics: recent changes in the MDM requirements these years are taking the problem space to more complex scenarios leading to the world of BIG data (characterized by 4 V’s – volume, variety, velocity and veracity) 18/12/2014 5 CRM Customer ERP Customer Customer Customer Customer Customer Customer Customer Data Divisional MDM. Possible patterns: Consolidation, Registry, Coexistence or Transactional Regional MDM. Possible patterns: Consolidation or Registry. May be Coexistence (rare) Global MDM. Possible patterns: Registry. Global MDM is not very typical – the final aggregation could be in regional level as well Silo-ed copies of Customer Data in Source Systems. Customer Related Content Digital footprint of the customer outside firewall Chat | Blog | Other transaction | Social presence | Geospatial data Demographic | Relationship | Accounts | Profile data | Product Holdings Enhanced360 degreeview Withinfirewall customercontent (mails,chatsetc.)
  • 6. Subhendu’s brain dump Change in dynamics: when asked to rank their top three priorities for big data, nearly half of the respondents in a 2012 IBM Institute for Business Value study named customer- centric objectives such as improving customer satisfaction and reducing churn as the top concern. 18/12/2014 6 In another IBM Institute for Business Value study, CIOs identified the top five capabilities that enable translation of data into meaningful and useful intelligence: • Master data management • Client analytics • Warehousing • Dashboards • Search
  • 7. Subhendu’s brain dump Impact of BIG data on Customer MDM Volume Existing storage may not be ideal for high volume of external data (mostly unstructured). Data retention strategy is likely to be impacted due to sheer volume. Velocity The high velocity of data demands revisit on data ingestion pattern. There could be need for real-time analytics on high velocity data which is not typical in traditional case. 18/12/2014 7 Having single view of truth on customer data based on internal data in more essential before jumping into the world of Big data. Existing matching software may prove insufficient. Veracity Different analysis techniques for various types of data to generate useful insight Strategy for both data at rest as well as in motion Variety Who, What, How & WHY factor Security and Governance Capture & Link Manage Analyze Visualize Distribute
  • 8. Subhendu’s brain dump How to swim in the sea of change: let us look for patterns and reference architecture for a faster response to clients. Build Business Case for BIG data Select Business Architecture Pattern Choose Technical Pattern Derive architecture using RA Follow the customer Let the customer follow Buy data externally Cost of Capture 18/12/2014 8 Usefulness Correctness Acceptability to Customers One pattern may not be sufficient and it could be a combination of business patterns for capturing data. Capture/link Manage Analyze Visualize Distribute
  • 9. Subhendu’s brain dump Business Patterns: possible means to get extra information on customer that can add value to the business. Set up an evaluation matrix to generate heat-map to find best suitable one. 18/12/2014 9 Business Architecture Patterns Follow the customer Individual Following Virtual Real Pervasive Mass following Let the customer follow Buy data externally Patterns Evaluationcriteria ROI Scores This is one of the most popular form of data capture on customer behavior, usage pattern given the fact that it is pretty much indirect means of data capture. Given the popularity of cloud based service models – this is gaining increased acceptance. This has good potential given the footprint of the customer through various system of engagement.
  • 10. Subhendu’s brain dump Technical patterns: through the lifecycle of enhanced information about customer, there are various IT challenges leading to adoption of various patterns The identity of the potential customer information available from external sources may not be matching with the same applicable for on-premise customer data (master).  Identity resolution  Entity Analytics  Probabilistic matching 18/12/2014 10 For the lack of 1:1 identity matching capture process could often include data of too many unmatched entities. Those need to be filtered appropriately. Not always the raw information is of interest, but a combination of events together makes a meaningful insight. Special care needs to be taken from cost perspective.  Storage  Retention Need to find the meaningful insight from the customer related information received from the external sources and also to store the same for efficient future use. The master data for customer and the extra information received from BIG data sources are likely to reside in different places (structured vs. unstructured). Also the information from external sources can be faster changing than Master Data.  Composite visualization including both sources  Integrated access to on/off-premise data Distribution of customer data is not always batch, but could be in real-time as well (e.g. a mobile service company monetizes the location with a food chain company).  Change is minimum here as the existing patterns mostly support distribution. Capture/link Manage Analyze Visualize Distribute
  • 11. Subhendu’s brain dump Capture / Link BIG Data: there are various patterns to capture the digital footprint of the customer inside/outside the context of the organization of interest. In fact the shared service component also plays a role, which is relevant only in case of BIG data domain. Subscription based  Receive customer details based on subscription  Back-end interface sends customer related data based on subscription token created in registration process.  Maps to mass following or individual following (virtual or real) pattern 18/12/2014 11 Channel-end App Component Platform Component Intermediate layer Shared Services Component Back-end Interface Application Process Data Component Track & tap actions  Data sharing across app components by platform component  Maps to pervasive computing, individual following (virtual) Channel initiated  In this pattern the front-end application component at the channel side sends back information about the customers’ feedback, behaviors or experience.  Maps to customer following organization, pervasive computing and individual following (virtual)
  • 12. Subhendu’s brain dump Manage BIG Data: create your data management strategy for all possible types of information of interest. So that any new project can follow the pattern as reference architecture. 18/12/2014 12 x x x x x x x x x x x x x x x x x x x x Stagingareabeforeloading customerdata Masterdatastoreforcustomer OperationalDataStore(ODS) TimePersistentRepositories (TPR) AtomicDataWarehouse DimensionalData UnstructuredData(Bigdata/ Content) Sandbox Master details related to customer (name, address, etc.) from siloed sources Internal transaction data External transaction (structured) External unstructured data Data for exploratory analysis Internal content data Customer data store in analytical space Customerdata forAnalytics Have strategy made on: • Database choice – RDBMS vs. NoSQL DB • Cost optimization on H/W selection • Data item selection (full vs. subset)
  • 13. Subhendu’s brain dump Analyze BIG Data: there are different architecture patterns to follow based upon the business context and latency in which the analysis is applied. Also, the decision on on-premise vs. could based analysis changes the operational perspective of architecture. Taking long time for analysis may make the high velocity data out of context Analysis may become more of exploration Analysis is done on sandbox environment before moving to run on real data Master data is augmented with more insight if required. 18/12/2014 13 This is getting real traction with analytics on cloud. Both PaaS as well as SaaS offerings are in place. Use of the RTAP (real- time analytic processing) for in-line decisioning. Sink only the data you need. Not very different from usual data analytics. This could be descriptive, prescriptive as well as predictive. N/A Real-timeBatch On-premise Off-premise Select your right quadrant(s)
  • 14. Subhendu’s brain dump Factorsfor Comparison Visualize BIG Data: what differentiates from traditional visualization techniques is the ability to explore data from various sources for exploration. 18/12/2014 14 AggregatedLayout ApplicationAggregation ServiceComposition SearchComposition Turn around time Change in supporting Applications Look and Feel Support for Inter Application Communication Security Search and Explore Capabilities Purpose • Create specification • Map to goals Content • Data and relationship that are of interest Structure • The layout for revealing the knowledge Formatting • Final look and feel based on other three Patterns to visualize data from various sources Four pillars of visualization Content along with existing technology asset dictate the options
  • 15. Subhendu’s brain dump References:  Article: Mandy Chessell, 2013. Big Data reference architecture: Enhanced 360 Degree View of the Customer  Article: Stacy Leidwinger, 2013. Big Data use case: Enhanced view of customer, IBM Bid Data Hub (www.ibmbigdatahub.com)  Article: Sven Casteleyn, William Van Woensel, Olga De Troyer. Assisting Mobile Web Users: Client-Side Injection of Context-Sensitive Cues into Websites, http://www.academia.edu.  Book: Whei-Jen Chen, Bruce Adams, Arun Manoharan, Luke Palamara, Jennifer Reed, Bill von Hagen, 2014. Building 360 degree information applications, IBM Redbook.  Article: Noah Iliinsky, 2013. Choosing Visual properties for successful visualizations (http://www-01.ibm.com/common/ssi/cgi- bin/ssialias?subtype=WH&infotype=SA&appname=SWGE_YT_YT_USEN&h tmlfid=YTW03323USEN&attachment=YTW03323USEN.PDF#loaded) 18/12/2014 15