With consumer and business buyer expectations growing exponentially, more businesses are competing on the basis of customer experience. But executing preferred customer experiences requires data about who your customers are today and what will they likely need in the future. Every business can benefit from an AI-powered master data management platform to supply this information to line-of-business owners so they can execute great experiences at scale. This same need is true from an internal business process perspective as well. For example, many businesses require better data management practices to deliver preferred employee experiences. Informatica provides an MDM platform to solve for these examples and more.

1. Customer 360
Experience
The data to create a
segment of one

2. 2 © Informatica. Proprietary and Confidential.2
Agenda
Introduction
The Need for Mastering Data
Key Concepts for Mastering Data
1
2
3
Hands-On Lab4
Engaging Your Business Counterparts5
Final Q & A, Wrap-up6

3. 3 © Informatica. Proprietary and Confidential.3
Agenda
Introduction
The Need for Mastering Data
Key Concepts for Mastering Data
1
2
3
Hands-On Lab4
Engaging Your Business Counterparts5
Final Q & A, Wrap-up6

4. 4 © Informatica. Proprietary and Confidential.
The Questions Customer 360 Solves
Compliance / CFO/
Financial Analyst
How do I secure my
data and comply with
regulations?
How do I mitigate risk
and measure risk
concentration?
Sales, Marketing,
Service, eCommerce
How do I improve
customer experience?
How do I accelerate
product introduction?
How can I trust my
supply chain
integrity?
How can I streamline
curation of a trusted
360 view of data?
How confident can I
be in the quality of
the data we use?
Data Steward
How can I find hidden
relationships in data?
How can I spend more
time on analytics?
How can I more easily
ask & answer complex
questions?
Data Scientist
How do I ensure the
data we use is
trusted and relevant?
How can I deploy
software more
quickly?
Developer

5. 5 © Informatica. Proprietary and Confidential.5
Agenda
Introduction
The Need for Mastering Data
Key Concepts for Mastering Data
1
2
3
Hands-On Lab4
Engaging Your Business Counterparts5
Final Q & A, Wrap-up6

6. © Informatica. Proprietary and Confidential.
• An international not-for-profit health system delivering
care from more than 400 hospitals, long-term care
facilities, clinics, and outpatient centers.
• Needed to manage increasing volume of patient and
operational data while improving productivity and
delivering the next generation of patient care.
• Created enterprise data platform to deliver immediate,
complete patient information to health professionals.
• Decreased length of stay and emergency wait times;
saved $500,000 in just two months; delivered a better
quality, more personalized patient experience.
Improving Delivery of Quality Patient Care

7. © Informatica. Proprietary and Confidential.

8. © Informatica. Proprietary and Confidential.
• A premier global hospitality company.
• Compete more effectively in highly competitive
market through exceptionally personalized guest
experiences.
• Powers Guest Experience Management system with
360º views of guests behaviors and preferences.
• Experienced double digit growth from loyalty
customers, 19% y/y revenue increase from
promotional offers, and a 50% reduction in
promotional spend.
Irrational Emotional Bond

9. 9 © Informatica. Proprietary and Confidential.
The Customer Data Management Solution
Informatica PowerCenter Informatica PowerCenter Real-Time
Offers
Enterprise Data
Warehouse
Predictive
Scoring &
Analytics
All
Channels
All
Channels
All
Channels
List
Pulls
Real Time
Marketing
Customer
Profile
Field
Marketing
Field
Marketing
Field
Marketing
Field
Marketing
Email
Marketing
(Cheetah)
Ids, groupings Metrics
Customer Info
Transactions
Mgmt
Reports
Over 10,000 files received
Customer Info
Transactions
Real-Time
CDI
Transactions
Customer Hub
(INFA MDM)
Campaign
Mgmt
(SAS)Response
Tracking
IDQ
Hyatt.com/Reservations
Property Systems
Property Systems
Digital Marketing
Hyatt.com/Reservations

10. Informatica Customer 360 –
Cognizant case studies

11. 11
Informatica MDM Center of Excellence
Relationship with Informatica
Peoples and Experience
Solution Development
Domains and Entities
Informatica
MDM CoE
 Top premier Global SI partner since 2005
 Winner of the Best SI Partner for Informatica
for 2012, 2013,2014 ,2015 & 2016
 Global System Integrator of the Year 2015
 Winner of Informatica (Siperian) Gooey
Award (2008)
 Informatica’s Beta test partner with early
access to Informatica MDM future releases
 Winner of 3 Innovation Awards
 450 + resources with experience on MDM Hub across North America, UK, Central Europe & India
 90+ associates certified by Informatica University & 300+ Associates with Cognizant certification
 80+ implementations with 30 global rollouts and 5 multi entity projects
 ‘MDM-in-a-Box’ - a pre-fabricated Cognizant solution for different
business domains like Retail ,Consumer Goods, Life Sciences etc.
 Insurance 360 for Insurance industry
 Clinical MDM for Pharmaceutical companies
 Financial Reference Data Management Solution
 IDMP solution for Life Sciences
 Key Domains: Retail, Consumer Goods, Life Sciences, Technology, Healthcare, Logistics, Banking & Financial Services, Insurance
 Key entities: Customer, Vendor, Product, Policy, Location, Account, Reference Data, etc.

12. Global Roll out of Customer Master
@Global Water Technology Provider
12
Key Highlights
Business Drivers
 There are multiple regions, ERP/silo’d systems, and Languages which add complexity to the Master Data Management paradigm
 Master data is scattered in silos, with scope of improvement in data quality
 No presence of data governance across the globe
 Data discrepancies need to managed and governed properly in order the ensure the success of P2P and O2C process implementation
with Emagia and Catalyst application implementation
Consistent customer
information across
the globe
Integration of MDM
with other
applications (e.g.,
analytics)
Improved data quality
and enrichment by 3rd
parties
Global governance
framework leveraging
people, processes,
standards and MDM/DQ
Solution Highlights
 Global implementation for 2 business partner domains (Supplier & Customer) for 10 + Source systems ( with multiple instances)
with multiple languages in scope
 The phased implementation consisted of a foundation phase for AS IS analysis, Business Requirements & DQ Analysis & Design
and 3 waves for 3 regional rollouts
 The solution involved data quality mgmt., Address Doctor & Multiple third party integration (D&B, Amber Road, Decision Point) in
real time/batch mode for data enrichment for hierarchy, denied party identification etc.
 Data Governance Strategy including a global organization structure, R&R & processes
Business Outcome
 Integration of MDM with Catalyst & Emagia, the primary applications for P2P and O2C Process Mgmt. for managing data
discrepancies like Data duplication, Data redundancy, Exceptions, Data Standardization
 Improved Cross-sell/Up-sell
 Technology Stack: Informatica Multi-domain MDM on AWS Cloud, Power Center, IDQ

13. High Level Solution Architecture – Customer MDM
@Global Water Technology Provider
SFTP
(input)
SFTP
(Golden
Record
output)
Trust Framework
De-Duplication
Survivorship
List Of ValuesAudit Trails
Data Enrichment
Address
Standardization
Name
Standardization
Cleansing and
standardization
Active Directory based Access Control
Informatica
Analyst
Admin
Hub
Console
Provisioning
Tool
Business
Entity UI
Data analysis &
profiling
MDM
Configuration
UI
Configuration
Customer Data Enrichment &
Workflows
User Admin &
Security
Customer
Onboarding Approval
Decision
point
Deniedparty
Hierarchy
OrchestrationLayer
SRC_ID update from ERP
SRC_IDupdatefromERP
Approvals &
Credit
Application
Customer Master
Input
Customer Golden
Master
IDQ & Address Doctor Informatica Customer 360
13
DownstreamSystems

14. Customer MDM Implementation
@Leading Manufacturer of High-performance Paints
14
Key Highlights
Business Drivers
 No single truth of key enterprise entities. It was mastered in Talend earlier and moved to ERP (SAP R/3) .
 Data related to key entities are being authored and manipulated through multiple application/spreadsheets without being governed or
synchronized .
 Data errors were impacting the enterprise flows like order to Cash to Cash & Procure to Pay.
 Operational cost went up due to data corrections .
 S/4 HANA implementation needed governed mastered data.
Enterprise-wide
source for Business
Customer
Customer Workflows
moved to ActiveVOS
from ServiceNow and
other 3rd party apps
Improved data quality
and reliability of key
data elements
Integrated data
synchronization
between MDM and
ERP
Solution Highlights
 Inbound & outbound data integration in Batch & Real Time
 Use of MDM UI as a data authoring source. Uses collaborative method of record creation.
 Optimization of business processes authoring master data based on reference data
 Synching up reference data constraints on MDM with ERP .
 Use of IICS as middleware for integration and data reconciliation.
 Critically placed to improve interface services , lifecycle management services to evolve from coexistence style to transactional style
of implementation
Business Outcome
 Improvement on Time to Market , Order to Cash
 Improved service accuracy through Single Source of Truth
 Mass upload delivered for bulk authoring to improve operations
 Governed ERP master data for CFIN program
 Single Global MDM multi-domain platform for Customer, Supplier, Profit Center and Material master data
 Technology Stack: Informatica Multi-domain MDM on AWS Cloud, Power Center, IDQ, IICS & SAP R/3, S4 HANA

15. Customer MDM Implementation using INFA MDM
@Global provider of water, hygiene and energy technologies and services company
Key Highlights
Business Drivers
 Customer, Product, Field Sales Org and Corporate Account Org hierarchy data not synchronized across systems leading to conflicting
values
 Opportunity to improve understanding of quality of data
 Opportunity to improve visibility of master data across divisions and regions globally
 Unauthorized data changes and lack of country specific validation rules cause data quality issue
 Difficulties in BI and Reporting due to lack of Single Version of TruthEnterprise-wide
source for Business
Customer & Product
Access based task
approval ActiveVOS
implementation on
INFA MDM platform
Improved
sustainability of data
quality and
governance of key
data elements
Improved business
intelligence and
enterprise reporting
Solution Highlights
 Proposed a Global MDM system to the client to make business-critical decisions by selecting, configuring and implementing a single
set of global tools (system and workflow) for the consolidation of data from SAP and non-SAP systems
 Maintaining Customer, Product and Hierarchical data in MDM
 Provided an analytical Customer & Product Master Data solution for reporting purposes
 Implemented SAP PowerExchange with Informatica PowerCenter to extract Customer & Product data from SAP Enterprise
DataWarehouse
 Upgrade from MDM 9.7.1 to MDM 10.2
Business Outcome
 Enabling the objectives of other strategic programs with a strong dependency with Master Data Management and Data
Quality/Governance
 Gained insight into underlying data quality issues and improved data quality, accurateness and uniqueness
 Improved sustainability of data quality and governance for key business data elements and related data
 Improving business intelligence and enterprise reporting for making business-critical decisions
 Consolidation of global management and governance of non-transactional master data across divisions and regions
 Technology Stack: Informatica MDM Advanced Edition, DB2, JBOSS-EAP-6.4.1, Informatica Power Center, Informatica Data
Quality, ActiveVOS, Address Doctor
15

16. 16 © Informatica. Proprietary and Confidential.
A new breed of customer is changing expectations.
89% of companies plan to compete primarily
on the basis of the customer experience.

17. © Informatica. Proprietary and Confidential.
What you should know about your customers
• Are you a
customer?
•Which products
are owned?
•What’s the next
best offer?
• Who is in your
customer’s
circle?

18. © Informatica. Proprietary and Confidential.18
Agenda
Introduction
The Need for Mastering Data
Key Concepts for Mastering Data
1
2
3
Hands-On Lab4
Engaging Your Business Counterparts5
Final Q & A, Wrap-up6

19. © Informatica. Proprietary and Confidential.
The Information Challenge
Data Governance
?
Marketing OperationsSales Operations Customer Service
Location
Account
Customer
Product
Product
AccountCustomer
LocationAccount
LocationProduct
CustomerProduct
AccountCustomer
Location
No View of Interactions
3
No View of Relationships
2
No Single View
1
LegacyApplicationCloud Computing Unstructured Third Party Data

20. Create an Intelligent 360 View of Data
Contact
Information
Contact
Preferences
Locations
Business
& Consumer
Information
Products
& Services
Business
Relationships
Household
Relationships
Supplier
Relationships
Sales Offers
& Activities
Marketing
Communication
& Responses
Service Issues
& Needs
Billing &
Contract
Activities
Social Media
Channels
IOT & Devices
Chatbots
RelationshipsProfile
Interactions & Transactions

21. © Informatica. Proprietary and Confidential.
Customer 360 Reference Architecture
Data WarehouseDocuments
STREAMING
CHANGEDATA
CAPTURE
BATCH
DATAINGESTION
DATA CATALOG
DATA GOVERNANCE & QUALITY
DATA SECURITY
Databases
Application Servers
Mainframe
Machine
Data
Cloud
Mobile
Social
Log
files
Apps
DATADELIVERY
CUSTOMER MASTER
Dynamic Cell-Level
Survivorship
Auto Merge
Match
Manual
Merge
Un-Merge
Consolidation
Process
Customer 360 Data Model
Name
Product Address
Business
Partners
Applications
Data
Warehouse
Machine
Learning
Historical
Analysis
Advanced
Analytics
Real-Time
Visualization
DATA INFRASTRUCTURE
DATAQUALITY
CUSTOMER 360 INSIGHTS
Natural Language Parsing
Contextual Matching
Confidence Scoring
Inferences and Insights
Enrichments
Perspectives
Customer Data Lake

22. © Informatica. Proprietary and Confidential.
Customer 360 Reference Architecture
Data WarehouseDocuments
STREAMING
CHANGEDATA
CAPTURE
BATCH
DATAINGESTION
DATA CATALOG
DATA GOVERNANCE & QUALITY
DATA SECURITY
Databases
Application Servers
Mainframe
Machine
Data
Cloud
Mobile
Social
Log
files
Apps
DATADELIVERY
Dynamic Cell-Level
Survivorship
Auto Merge
Match
Manual
Merge
Un-Merge
Consolidation
Process
Business
Partners
Applications
Data
Warehouse
Machine
Learning
Historical
Analysis
Advanced
Analytics
Real-Time
Visualization
DATA INFRASTRUCTURE
DATAQUALITY
CUSTOMER 360 INSIGHTS
Natural Language Parsing
Contextual Matching
Confidence Scoring
Inferences and Insights
Enrichments
Perspectives
Customer Data Lake
CUSTOMER MASTER
Customer 360 Data Model
Name
Product Address

23. © Informatica. Proprietary and Confidential.
Informatica MDM - Customer 360
The data to create a segment of one
Power your customer initiatives
and fulfill customer experience
promises with streamlined
customer onboarding, customer
lifecycle management, and
customer engagement.
Accelerate time-
to-value
Predefined best in
class Customer data
model
Real time web services
Pre-built, configurable
Full MDM capabilities
Designed for
Business Users
Preconfigured
New Task inbox
Role based
Business workflows
Engagement
dashboards
Embedded 360
Apps Access
Expose product
details and
information from
Product 360 and
relationships
Customer
Enrichment
Demographics
3rd Party data
verification and
validation
Preferences
Tags

24. © Informatica. Proprietary and Confidential.
The Business Model is the tip of the iceberg
Business Model
Metadata Model The metadata model is
generated at design time
The business model is defined
by customer to represent their
master data entities, child
tables, and reference data

25. © Informatica. Proprietary and Confidential.
Design master data domains as YOU need them
Model the information which matter for your business
The ONLY
True Multi-Domain
140+ domains
Product
Reference Supplier
Infer and suggest the best format for
master data attributes
Flexible, model driven approach for
business users to define master
data domains
Define the relationships between
different domains
Auto generate APIs that allow MDM
to integrate with critical business
systems in real-time
B2C
Customer
B2B
Customer
Location

26. Demo

27. © Informatica. Proprietary and Confidential.
Customer 360 Reference Architecture
Data WarehouseDocuments
STREAMING
CHANGEDATA
CAPTURE
BATCH
DATAINGESTION
DATA CATALOG
DATA SECURITY
Databases
Application Servers
Mainframe
Machine
Data
Cloud
Mobile
Social
Log
files
Apps
DATADELIVERY
CUSTOMER MASTER
Dynamic Cell-Level
Survivorship
Auto Merge
Match
Manual
Merge
Un-Merge
Consolidation
Process
Customer 360 Data Model
Name
Product Address
Business
Partners
Applications
Data
Warehouse
Machine
Learning
Historical
Analysis
Advanced
Analytics
Real-Time
Visualization
DATA INFRASTRUCTURE
CUSTOMER 360 INSIGHTS
Natural Language Parsing
Contextual Matching
Confidence Scoring
Inferences and Insights
Enrichments
Perspectives
Customer Data Lake
DATA GOVERNANCE & QUALITY
DATAQUALITY

28. © Informatica. Proprietary and Confidential.
Discover and Understand the Nature of Data
Data discovery and profiling
• Identify the untapped sources where master data
exists
• Profile the data, understand the quality, identify
variations and trends
• Create data quality rules that help fix data issues
on an ongoing basis
• Continuously monitor and analyze data issues
• Supports Big Data profiling (Data Quality on
Hadoop)
AnalystSteward

29. © Informatica. Proprietary and Confidential.
Embedded data quality to ensure IT and business collaboration
Ensure High Quality Trustworthy Data
• Ensure master data is clean, consistent and
accurate
• Data quality capability at the mapping level
• Scorecard: Graphical view of point-in-time
view and trends in source data quality
• Reuse standardized rules across the data
ecosystem (Build once, deploy anywhere)
• Cleanse, standardize, validate – Visual
mappings and no coding
• Batch and real time operations

30. Demo

31. © Informatica. Proprietary and Confidential.
Customer 360 Reference Architecture
Data WarehouseDocuments
STREAMING
CHANGEDATA
CAPTURE
BATCH
DATAINGESTION
DATA CATALOG
DATA GOVERNANCE & QUALITY
DATA SECURITY
Databases
Application Servers
Mainframe
Machine
Data
Cloud
Mobile
Social
Log
files
Apps
DATADELIVERY
Dynamic Cell-Level
Survivorship
Auto Merge
Match
Manual
Merge
Un-Merge
Consolidation
Process
Customer 360 Data Model
Name
Product Address
Business
Partners
Applications
Data
Warehouse
Machine
Learning
Historical
Analysis
Advanced
Analytics
Real-Time
Visualization
DATA INFRASTRUCTURE
DATAQUALITY
CUSTOMER 360 INSIGHTS
Natural Language Parsing
Contextual Matching
Confidence Scoring
Inferences and Insights
Enrichments
Perspectives
Customer Data Lake
CUSTOMER MASTER
Match

32. © Informatica. Proprietary and Confidential.
Matching Technology
World’s best matching engine – used by more than 1400 organizations
Superior data matching leverages best-in-class algorithms
Proven technology with more than 30 years of intelligence
Out-of-the-box rules for global country populations,
language and character sets
Overcomes the error and variations in the data
High performance for extreme data volumes
Also available on Hadoop
Informatica
MDM Match
Engine
Phonetic and
orthographic
errors
Missing, extra
and out-of-order
words
Multi-language
problems
Nicknamed and
abbreviations
Prefix and suffix
variations
Compound and
account name
structures

33. © Informatica. Proprietary and Confidential.
Error / Variation Example
Sequence Error Mark Douglas - Douglas Mark
Auto-correction Browne - Brown
Concatenation Mary Anne - Maryanne
Nickname Chris - Christine - Tina
Noise Full stops, dashes, titles
Abbreviation Mfg - Manufacturing
Truncation Credit Suisse, First Bost
Prefix / Suffix MacDonald – McDonald
Spelling Potter - P0rter
Typographical Beth - Beht
Error / Variation Example
Transcription Hannah, Hamah
Missing Token Paul W Smith – Paul Smith
Extra Token George Smith - Smith
Romanization 山田太郎 - Taro Yamada
Initials John Alan Smith - J A Smith
Transposition Johnson - Jhonson
Localization Stanislav Milosovich- Stan Milo
Inaccurate Date 12/10/2010– 10/12/2010
Transliteration Kang - Kwang
Phonetic Edinburgh – Edinborough
Informatica Helps You to Get the HARD STUFF Right
We use a combination of methods and
algorithms to compensate for different
classes of error and variation present in
identity data. 30 years, 50+ Populations

34. Demo

35. © Informatica. Proprietary and Confidential.
Customer 360 Reference Architecture
Data WarehouseDocuments
STREAMING
CHANGEDATA
CAPTURE
BATCH
DATAINGESTION
DATA CATALOG
DATA GOVERNANCE & QUALITY
DATA SECURITY
Databases
Application Servers
Mainframe
Machine
Data
Cloud
Mobile
Social
Log
files
Apps
DATADELIVERY
Auto Merge
Match
Manual
Merge
Un-Merge
Consolidation
Process
Customer 360 Data Model
Name
Product Address
Business
Partners
Applications
Data
Warehouse
Machine
Learning
Historical
Analysis
Advanced
Analytics
Real-Time
Visualization
DATA INFRASTRUCTURE
DATAQUALITY
CUSTOMER 360 INSIGHTS
Natural Language Parsing
Contextual Matching
Confidence Scoring
Inferences and Insights
Enrichments
Perspectives
Customer Data Lake
Dynamic Cell-Level
Survivorship
CUSTOMER MASTER

36. © Informatica. Proprietary and Confidential.
Merge
Recognize the entity accurately across multiple systems
Mike William
D’Agostini
Michael W D’Agostini
Michael
William
D’Agostini
XREFXREF
Select most
reliable
attributes to
survive, at the
cell level
Reduce
manual effort
by
automatically
merging high
confidence
matches
Efficient
manual reviews
with built in
data steward
screens and
workflows
Complete
history and
lineage of data
changes –
allow you to
easily unmerge

37. Demo

38. © Informatica. Proprietary and Confidential.
Dynamic Cell-Level
Survivorship
Auto Merge
Match
Manual
Merge
Un-Merge
Customer 360 Reference Architecture
Data WarehouseDocuments
STREAMING
CHANGEDATA
CAPTURE
BATCH
DATAINGESTION
DATA CATALOG
DATA GOVERNANCE & QUALITY
DATA SECURITY
Databases
Application Servers
Mainframe
Machine
Data
Cloud
Mobile
Social
Log
files
Apps
DATADELIVERY
Consolidation
Process
Customer 360 Data Model
Business
Partners
Applications
Data
Warehouse
Machine
Learning
Historical
Analysis
Advanced
Analytics
Real-Time
Visualization
DATA INFRASTRUCTURE
DATAQUALITY
CUSTOMER 360 INSIGHTS
Natural Language Parsing
Contextual Matching
Confidence Scoring
Inferences and Insights
Enrichments
Perspectives
Customer Data Lake
CUSTOMER MASTER
Name
Product Address

39. © Informatica. Proprietary and Confidential.
Relate
Capture data relationships between people, products and locations
Dr. John T Burch
Dr. Greg Malmquist
Graves Gilbert
Clinic - Russelville
Graves Gilbert
Clinic - Bowling
Western Kentucky
Ortho & Neuro
Seen At
Graves Gilbert
William D’Agostini
D’Agostini Household
Dr. Greg Malmquist
Seen By
Spouse of
Mary D’Agostini
Belongs to
Consolidated
view of all the
relationships
and a single
place to
manage them
Manage master
data and the
relationships in
one single
place
Manage
relationships
from different
applications
and systems
Create and
manage a rich
set of multiple
hierarchies for
different
purposes
Maintain
history and
lineage of
relationship
changes

40. Demo

41. © Informatica. Proprietary and Confidential.
Customer 360 Reference Architecture
Data WarehouseDocuments
STREAMING
CHANGEDATA
CAPTURE
BATCH
DATA CATALOG
DATA SECURITY
Databases
Application Servers
Mainframe
Machine
Data
Cloud
Mobile
Social
Log
files
Apps
CUSTOMER MASTER
Dynamic Cell-Level
Survivorship
Auto Merge
Match
Manual
Merge
Un-Merge
Consolidation
Process
Customer 360 Data Model
Name
Product Address
Business
Partners
Applications
Data
Warehouse
Machine
Learning
Historical
Analysis
Advanced
Analytics
Real-Time
Visualization
DATA INFRASTRUCTURE
DATAQUALITY
CUSTOMER 360 INSIGHTS
Natural Language Parsing
Contextual Matching
Confidence Scoring
Inferences and Insights
Enrichments
Perspectives
Customer Data Lake
DATA GOVERNANCE & QUALITY
DATAINGESTION
DATADELIVERY

42. © Informatica. Proprietary and Confidential.
• Option 1: Pub Sub Integration/Synchronization
• Leverage MDM triggering events to publish a message to a
queue
• Option 2: Informatica Real-Time Services
• Leverage Informatica Services Integration Framework (SIF)
• Leverage Business Entity (Composite) Services operate on
Composite Objects and represent a composition of atomic
logic steps
• Option 3: Informatica Cloud Real-Time
• Real-Time Integration with Web services
• Option 4: PowerCenter/PowerExchange Connectors
• Leverage out of the box connectors for commons sources
Integrate

43. 43 © Informatica. Proprietary and Confidential.43
Agenda
Introduction
The Need for Mastering Data
Key Concepts for Mastering Data
1
2
3
Hands-On Lab4
Engaging Your Business Counterparts5
Final Q & A, Wrap-up6

44. 44 © Informatica. Proprietary and Confidential.44
Lab: Hands-On with MDM Microservices Architecture
• Lab 1: Review the MDM Hub REST API using Postman
• Lab 2: Add an Attribute to the MDM Services using the Provisioning Tool
• Lab 3: Review the New Attribute in the REST API
• Lab 4: Add a New Attribute to the Stewardship User Interface
• Each Participant will access their own Lab Environment using Microsoft Remote Desktop

45. 45 © Informatica. Proprietary and Confidential.45
Agenda
Introduction
The Need for Mastering Data
Key Concepts for Mastering Data
1
2
3
Hands-On Lab4
Engaging Your Business Counterparts5
Final Q & A, Wrap-up6

46. 46 © Informatica. Proprietary and Confidential.

47. © Informatica. Proprietary and Confidential.
IDENTIFY BUSINESS GOALS
ESTABLISH METRICS FOR YOUR TRUSTED DATA EFFORTS
GET YOUR BEARINGS: YOUR ROADMAP TO TRUSTED
DATA
PLAN AND CONDUCT STAKEHOLDER INTERVIEWS
ANALYZE YOUR FINDINGS
Route to Trusted Data
PREPARE YOUR BUSINESS CASE

48. © Informatica. Proprietary and Confidential.
Getting Started
Identify Business Problems, Requirements and Key Stakeholders
• Business Challenges
- Revenue is lost by making irrelevant product offers to existing customers.
- Time and money is wasted trying to acquire new customers with poor
segmentation.
- Profits are lost, and customer retention and loyalty suffer because of the inability
to align service levels to customer value.
• Root Cause
- Company has no single view of customers, and the products and services that
customers have purchased.
• Solution
- Create a single view of customers, products and services accessible to sales,
marketing, and customer service
Cross-Sell Example:
“Cross-sell
revenue has
declined 10
percent"

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Business drivers fueled by a trusted 360 view of data
Governance and
Compliance
Mergers and
Acquisitions
Operational
Efficiency
Advanced
Analytics
Customer
Experience
Product
Experience
Trusted 360 view of
customers to deliver:
• Personalized digital
experiences
• Omnichannel
consistency
• Better cross-sell / upsell
offers
• Targeted marketing
• Improved customer
service delivery
• Frictionless engagement
• Enable customer centric
processes
Increase efficiency &
employee productivity:
• Reduce procurement
costs & streamline
processes
• Accelerate time to value
by collaborating across
teams & departments
• Achieve higher margins
& conversion rates from
e-commerce
Feed actionable data to
Data Lakes & Data
Warehouse for:
• Self-service analytics
and reporting
• Customer behavior
analysis
• Trends & forecasting
• Service personalization,
optimization, & targeting
• Next best action
recommendations
Comply with internal
policies & regulations:
• Secure & protect
sensitive information
about customers
• Manage consents
across the customer
base
• Gain visibility to product
& supplier details
• Avoid regulatory fines
by reporting accurate
data on time
Streamline merger &
acquisition processes &
increase value:
• Act as one company to
customers and
employees:
• Expedite M&A synergies
• Understand risk
concentration of
customers, suppliers,
etc.
• Acquire new customers
faster
Improve collaboration &
product information
management:
• Simplify complex
product information
management.
• Reduce cost of owner-
ship & increase
productivity.
• Ensure consistent,
accurate & complete
information across sales
channels.
• Accelerate time to
market for new product
introduction.

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These Data Challenges Impact Every Aspect of Your
Business
Existing Data Challenges and Root Causes
Too many duplicate
sources of similar data
Fragmented views
of information
Limited insights into
relationships between and
across entities
Lack of access
to required data
• Higher customer
acquisition costs
• Lower sales conversion rates
• Higher customer
servicing costs
• Unable to grow wallet share
• Inaccurate customer
profitability measurements
• Delays new client onboarding
processes
• Errors in regulatory reporting
• Duplicative and overstated
risk measurements
• Increased risk of
regulatory fines
• Unable to identify and
measure overall risk exposure
• Failure to comply with OFAC,
CDD, KYC requirements
• Increase risk of failed trade
executions
• Incorrect and/or delayed
settlement processes
• Higher reconciliation costs
• Treated as a stranger vs. a
valued customer
• Offered the wrong products
and/or services
• Poor customer experience
across touchpoints
Sales and Marketing Risk and Compliance CustomersOperations

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How MDM Can Help the Business
Creating the business case
• Improve productivity and profitability
• Drive revenue with more effective cross-sell and up-sell offers
• Boost customer loyalty and retention by reducing response times
• Reduce customer service costs by aligning service to customer value
• Increase operational efficiency and cash flow
• Streamline supply chain efficiency

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ThinkBig, Start Small, Grow Fast
MDM Applications
CUSTOMER
360
orCUSTOMER
360
PRODUCT
360
RELATE
360
CUSTOMER
360
PRODUCT
360
SUPPLIER
360
Domain
Single Multiple
Records
Attach
Enterprise
Data Catalog
Axon
Data
Integration
Data as a
Service
Big
Data
Data
Quality
MDM
and
Implementation Style
Batch /
Analytical
Operational Registry Consolidation Co-Existence Centralized
Usage
Localized
Implementation
Global
Expansion
Line of
Business
M&AFunctional
Areas

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Keys to Success
• Crawl – Walk – Run
• Keep scope as small as possible to meet objectives of each of the phases
• Evolve what is there (additional attributes) and expand the base (include more businesses
and new domains)
• Start the MDM program by looking the consumption side to understand consumers
and business objectives and then work backwards
• Find a vocal champion at the executive level – both Business and IT
• Architect for the future but design for today
• Perfection is the enemy of the good
• IT needs to be flexible and have a plan for changes that will occur

54. 54 © Informatica. Proprietary and Confidential.54
Agenda
Introduction
The Need for Mastering Data
Key Concepts for Mastering Data
1
2
3
Hands-On Lab4
Engaging Your Business Counterparts5
Final Q & A, Wrap-up6

55. Thank You