Heading to OAUG
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I’m heading to Orlando, FL this Sunday to attend and speak at the annual Oracle Applications Users Group (OAUG) conference.
I’m a volunteer member of the OAUG Education Committee, managing the Master Data Management track. As such, I get to work closely with the Special Interest Group coordinators, and have a lot of fun planning the the MDM part of the conference.
This year, I’m very interested in hearing what all of our great MDM track speakers will have to say, and catching some of the Oracle executive presentations on their progress towards the Fusion applications suite.
As you might expect, I’m particularly interested in the Fusion MDM Hub, and Pascal Laik from Oracle will be doing a session on that.
I’ll try to write a few “dispatches from the front lines” here during the conference to share my thoughts on the various sessions.
Hope to see you in Orlando!
Announcing HubCaliber Real-Time Access to D&B
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FOR IMMEDIATE RELEASE
Hub Designs and Caliber Services Announce HubCaliber Real-Time Access to D&B
BOSTON, 9-MARCH-2009: Hub Solution Designs and Caliber Services have teamed up to offer HubCaliber Real-Time Access to D&B, enabling access to global D&B data from the Oracle E-Business Suite. This removes the complexity from integrating D&B with Oracle and offers a cost-effective way to access D&B data in real-time from Oracle’s popular applications suite.
Dan Power, president of Hub Solution Designs, stated, “Accessing D&B information on over 140 million businesses globally allows organizations to increase the speed and accuracy of their decision making, while reducing their process costs and decreasing risk.”
With today’s fast-changing economic climate and the rapid pace of mergers & acquisitions, credit and marketing decisions have to be made quickly and accurately. Getting real-time information on prospects, customers and trading partners, in your backyard or around the world, is difficult. Integrating that data with Oracle applications can be challenging too.
Robin Walker, managing partner of Caliber Services, noted “Companies are looking for rapid time-to-value. HubCaliber Real-Time Access to D&B literally allows companies to be up and running, and pulling D&B information into their Oracle E-Business Suite environment, in a few minutes.”
About Hub Solution Designs, Inc.
Hub Solution Designs, Inc. is a management & technology consulting firm which specializes in developing and executing high impact Master Data Management and Data Governance strategies. For more information, please visit www.hubdesigns.com or blog.hubdesigns.com.
About Caliber Services, LLC
Caliber Services, LLC is a consulting company focused on Oracle Applications with a specialty in the Credit-to-Cash process, including expertise in Credit Management, Advanced Collections, and Promotions Management. For more information, please visit www.caliber-services.com.
###
Contact(s):
Dan Power
Hub Solution Designs, Inc.
+1 (781) 749-8910
powerd@hubdesigns.com
Keynote at Oracle BI SIG Conference
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The Oracle Business Intelligence Special Interest Group, which is part of the Oracle Applications User Group, is hosting Desktop Conference 2008, its annual online conference, in mid-November.
Here’s a brief description:
“Join the Oracle Business Intelligence community in the only global, online business intelligence conference that addresses business intelligence and data warehousing topics related to the Oracle technology stack.”
The SIG president, Faun deHenry of FMT Systems, asked me to do one of the keynote sessions.
It’s titled “Master Data Management 101″ and will be covering:
- what is Master Data Management (MDM)?
- some useful MDM and Data Governance best practices
- what works and what doesn’t
- importance of a holistic approach to MDM
- how to get the political aspects right
- the relationship between MDM and Business Intelligence
The session will be held online on Wed. November 12th at 2:45 pm Eastern, 11:45 am Pacific. Click here to see the agenda and here to register.
Trip Report on Fall 2008 MDM Summit
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The Fall 2008 MDM Summit conference ended a couple of days ago. Here’s a quick trip report summarizing it.
I’ve attended the last six MDM Summit events in the U.S. and have spoken at five of them. I always enjoy them, because of the great job that SourceMedia and The MDM Institute do, because I enjoy seeing everyone I’ve come to know in the MDM world, and because of the new people I meet and the new ideas I pick up.
This year, I arrived via the Acela Express train from Boston, went straight to the Hilton New York, and attended Evan Levy’s pre-conference workshop on “Best Practices for MDM Delivery: Lessons from the Trenches”.
Most people who attended one of the pre-conference workshop came to the Experts and Analysts Panel, with Jill Dyché, Aaron Zornes and myself, moderated by Jim Ericson, Editorial Director of DM Review. The panel was a lot of fun. I’ve known Aaron for several years and continue to appreciate the quality and depth of his analysis. Jill’s insights were right on the money as usual, and Jim did a great job moderating and guiding the discussion.
After the opening night reception in the exhibit hall, I ran into a friend and fellow consultant, Mani Kumar Manda from Rhapsody Technologies. We went to dinner with Christopher Dwight, Director MDM Field Strategy from Oracle’s Master Data Management team. We had a great time, and talked about Oracle’s Hyperion Data Relationship Management solution and the upcoming Oracle Applications Users Group COLLABORATE 09 conference. Mani and I are involved in planning the MDM track of that conference.
The next morning, I attended Aaron Zornes’ keynote “Milestones on the MDM Road for 2008-2009″, which I particularly like as a way to stay current on developments in MDM over the past six months.
Tony Fisher from DataFlux gave a great talk on “Stop Kicking the Tires and Start Your Master Data Engine”. I first met Tony at the Fall 2006 event, and I chatted briefly with him afterwards about Hub Solution Designs’ interest in becoming a DataFlux partner.
Next was Pascal Laik, VP of MDM Product Strategy at Oracle. I’ve known Pascal for several years, since he took over for Ronda Krier in that position. Pascal laid out Oracle’s strengths in the manufacturing, telecommunications, retail and financial services industries, and included an interesting but apocryphal story about the “Battle of Ulm”, where the Russian army showed up 12 days late for the battle due to the difference between the Gregorian and Julian calendars.
Bence Gazdag also spoke about Oracle’s internal MDM efforts, and I later bumped into my friend Bill Miller, Oracle’s Director & Global Solution Owner for Data Quality Management, who was supposed to deliver that part of the presentation.
The last keynote before lunch was by Chris Lucas from D&B and Kim Fahey, Senior Director of Information Architecture at R.R. Donnelley. Kim did a great job describing Donnelley’s MDM journey and the growing value they’ve gotten from their implementation of Purisma.
I had a quick lunch, then headed off to a session on “Best Practices in DG, DQ & Identity Resolution” by Alex Bentley from Initiate Systems and Scott Drummond from Grange Insurance. This one I really enjoyed – down-to-earth delivery by Scott, and lots of good “lessons learned”.
I spent a fair amount of time Monday in the exhibit hall, talking to the different vendors, gathering more information, and seeing old friends working for various companies. I went to the end-of-day reception again, then headed out to a great dinner at the Blue Water Grill with Initiate Systems.
Tuesday was a bit of a blur. I had a couple of meetings in the morning, then went to lunch with Siperian at a great Venetian restaurant named Remi near the Hilton.
In the afternoon, I caught the “Global B2B Hierarchy Management in the High-Tech Industry” session by Jesse Weissman from EMC. Jesse did a great job describing the challenges and corresponding benefits of managing complex corporate hierarchies in EMC’s MDM environment.
The last session I caught was Eric Hansen from Nationwide Insurance, talking about “Data Governance and MDM – The Nationwide Experience”. This one was very well done too, with lots of good insights into the process of developing a vision for data governance in a large-scale Financial MDM project.
Aaron Zornes would want me to remind you about the virtual MDM Summit, which starts on Nov. 11th.
I don’t know the dates yet for next spring’s MDM Summit, but it’s usually in San Francisco and it’s one of my favorite events of the year.
If I met you, spoke to you, had lunch or dinner with you, or learned new things from you – thank you for making the Fall 2008 MDM Summit such a great experience!
Building Integration using SOA
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Many companies are still deploying Enterprise Application Integration (EAI), with proprietary adapters and integration servers. However, for a Master Data Management (MDM) solution, we recommend a Service-Oriented Architecture (SOA) approach for integration between the hub and source systems using web services.
A typical web server provides Hypertext Transfer Protocol (HTTP), so Web browsers can receive pages from a web site.
Application servers provide the Simple Object Access Protocol (SOAP) interface and host the web services. The web services also provide object components, which provide the business service layer above the applications.
The development time for SOA-based MDM integration will depend on the number of business entities to be exchanged, the availability of a vendor-supplied Software Development Kit for the Web Services Definition Language (WSDL), the complexity of the applications to be integrated and the number of Web services to ultimately be deployed.
Some guidelines for developing an SOA integration for an MDM hub are:
- Use XML (eXtensible Markup Language) for all data exchange (XML is a language that provides a standard way of representing data and information).
- Use UDDI (Universal Description, Discovery, and Integration) for listing and locating applications. UDDI is a directory standard that is provided by some application tools as a built-in service to use during integration.
- The WSDL (Web Services Description Language) file should be obtained from the source system to which data needs to be sent or retrieved. WSDL is a “descriptor standard” that an application uses to describe its interface and interaction rules to other applications. WSDL is a document written in XML which describes a Web service. It specifies the location of the service and the operations (or methods) the service provides.
- WSDL should be leveraged with the help of proprietary tools provided for each application to generate the XML message required to meet that data structure.
Currently, some of the Master Data Management platforms (such as Siperian, Initiate Systems, Oracle and IBM) provide excellent SOA libraries of web services.
With some work by the end customer, these products can provide a standard set of data services at the application level. We believe this approach ultimately will give you more flexibility and adaptability than EAI-based integration.
Perspectives on the MDM Market
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In this article, we’ll give some perspective on the current state of the Master Data Management (MDM) market.
Well-meaning skeptics have raised doubts about whether MDM initiatives have long-term viability, sufficient ROI or in fact, are just another system. This skepticism is, of course, understandable.
Every major new type of enterprise technology, such as Enterprise Resource Planning (ERP) or Customer Relationship Management (CRM) goes through an adoption cycle, with early enthusiasm leading to the “Trough of Disillusionment” and eventually, the “Plateau of Productivity”. For more information, see Gartner’s definition of Hype Cycles.
And if you look at the history of MDM solutions over the past few years, the space was very fragmented, initially populated mainly by data quality and matching vendors.
But more recently, some innovations have come together in the MDM space so that it’s starting to offer real value to mainstream companies, not just early adopters.
There have been several innovations on the IT architecture front, such as Service-Oriented Architecture (SOA) and Business Process Execution Language (BPEL), plus new analytics capabilities, improved tools to facilitate data stewardship and more mature MDM hub platforms. All this adds up to a fast-changing landscape.
To add to the momentum, the top enterprise software players (like Oracle, IBM and SAP) have jumped feet first onto the MDM bandwagon, joining the best-of-breed players (like Purisma, Siperian and Initiate Systems) who helped launch the space, giving rise to a whole new ecosystem of system integrators, data service providers and an increasing trend toward global solutions beyond North America.
This growing ecosystem is driving significant growth for the MDM industry as a whole. There are exciting frontiers ahead.
For example, we’re already seeing some business process outsourcing relating to the creation and maintenance of an organization’s master data to an external provider.
At Hub Solution Designs, we’re excited to be part of the MDM wave of adoption from the very beginning. We see more growth, better solutions, and more organizations succeeding with MDM every day.
Please use the Comment button to let us know what you think about the trend towards outsourced data stewardship.
Interview at MDM Summit on DMRadio
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I was interviewed recently at the Spring 2008 MDM Summit in San Francisco.
DMRadio (which broadcasts weekly on DMReview.com) did a broadcast from the exhibit floor, featuring:
- Marty Moseley from Initiate Systems
- Christopher Dwight from Oracle
- Dan Power from Hub Solution Designs
- Justin Magruder from Freddie Mac
- Richard Pilkington from SyncSort
- John Smolarski & Anshuman Sindhar from Countrywide
- David Codelli, Sun Microsystems
To hear the interview, just click http://www.dmreview.com/dmradio/10001100-1.html, then click on the third “Play” button from the top.
Haidong Song from Oracle at OAUG Conference
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I just attended a great session by Haidong Song from Oracle in the MDM track at the COLLABORATE 08 conference, being put on this week in Denver by the Oracle Applications Users Group (OAUG).
I’ve known Haidong for several years, from my “previous life” at D&B, where I managed D&B’s alliance relationship with Oracle.
He made several great points that resonated with me:
- “MDM is the foundation for all of the other product areas and modules”
- “Poor Data Quality is the #1 Enemy of MDM”
- “Somehow, data has been left out – an afterthought – but if you don’t focus on the data, you’ll have issues”
- “Technology can actually magnify the problem if you propagate bad data across the enterprise”
- “Master data is in a constant state of flux” (what I call the ‘data decay’ problem)
- “Master data changes at a rate of 2% per month on average, so after 2 years, nearly half your data is obsolete or suspect”
Haidong talked about why data governance is needed in the enterprise, and how data quality issues can be an inhibitor to application acceptance. He talked about helping clients to avoid large fines and bad publicity, and the need to formalize a data governance framework.
He gave Toyota Financial Services and UMB Bank as two customer success stories, talking about their situation and challenges, and the Oracle solution they implemented and the positive results they experienced.
And he used the idea of a “Day in the Life of a Data Steward” to walk the audience through Oracle’s new “Data Watch & Repair” offering for MDM. It’s a closed-loop process, consisting of “Connect”, “Profile”, “Assess” and “Repair & Monitor” steps.
He also discussed Oracle’s integration with Acxiom, a consumer content provider, and with D&B, a business content provider.
He ended by describing Oracle’s MDM solution as the most complete offering on the market today. At Hub Solution Designs, we partner with all of the leading MDM hub providers. But from my previous experience with Oracle’s MDM products, and Haidong’s session today, I am very comfortable predicting continued success for Oracle in the marketplace.
Our First Six Months
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Hub Solution Designs, Inc. was incorporated in September 2007. At this point in our history, I thought I’d spend a few minutes reflecting on what we’ve done so far and where we’re headed.
Clients: we’ve been lucky to get off to a strong start here and have formed some great relationships. We take confidentiality seriously, but you can get a sense for the relationships in our article A Good Client Site Visit. One client said they’ve “made huge strides toward our MDM vision, and you’ve helped us work through the areas that were broken”.
Team: another area where we’ve been very fortunate. We have a strong group of experienced MDM practitioners: Tim O’Sullivan, Gaurav Arora, Eric Gustafson, and Maureen Butler. I believe that with a great team, anything is possible – and we’re very lucky to have assembled this team in the first six months or so.
Partners: from the beginning, our vision has been to partner with all of the MDM hub software vendors. Our strongest relationships on Day 1 were with Oracle and D&B/Purisma (due to my three years working at D&B, managing its alliance with Oracle). But we’ve developed great working relationships with both Siperian and Initiate Systems as well (for example, Tim O’Sullivan just attended a week-long training class on Siperian). We’ve been very impressed with the caliber and professionalism of both Siperian’s and Initiate’s people. And we’re working hard to further develop our IBM and SAP partnerships as well.
Marketing: We’ve been getting the word out on Hub Solution Designs over the last three months. In February, we launched a completely redesigned web site, and this month has been our best month ever on our corporate blog. We’ve had 4,850+ hits to date, with 1,000+ hits so far in March ’08.
We started publishing a monthly newsletter in February, and currently have almost 2,500 subscribers. If you’d like to subscribe, just visit this page and enter your e-mail address.
DM Review magazine has also been very supportive. My article on “The Politics of Master Data Management & Data Governance” was published as the cover story in the March ’07 issue. Tim O’Sullivan has an article that will be published as the cornerstone of an MDM supplement that will be mailed with their June issue. And I’ll be doing a monthly column for DM Review’s Online Edition starting in May.
Speaking engagements: We’re speaking at the Spring 2008 MDM Summit in San Francisco next week, and in the MDM track of the Oracle Applications Users Group COLLABORATE 08 conference in Denver in mid-April.
The MDM Summit session, which will be presented jointly by myself and our client, Shirlee Collins from ADP Dealer Services, is entitled “Real World Data Governance” (Tuesday, April 1st, 4:00-4:30 pm PDT). We’ll talk about establishing a data governance organization, improving underlying customer data quality, and creating a robust process to enrich customer data in Oracle Customer Hub with D&B information. The ADP Dealer Services story reflects a pragmatic approach, aligning Sales Operations and Finance, and balancing each group’s needs and priorities in managing customer master information.
I’m also speaking at COLLABORATE 08 in Denver, CO, which is the annual conference of the Oracle Applications Users Group (OAUG), and which will have a Master Data Management track for the first time. The session, “Best Practices in MDM and Data Governance” (Tuesday, April 15th, 9:45-10:45 am MDT) will present some useful best practices, and will also cover what works and what doesn’t, the importance of a holistic approach, how to get the political aspects right, and how to address more than just the technology elements.
So at this point in our firm’s development, I couldn’t be more excited about the overall MDM market, about our great clients and team members, and the future potential we’ve got for the remainder of this year and beyond. We’re building a great company from the ground up, working hard for our clients, and having a lot of fun in the process.
Our MDM Partnership Strategy
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At Hub Solution Designs, our MDM partnership strategy is pretty straightforward.
We are a management & technology consulting firm focused exclusively on Master Data Management and Data Governance. Our strategy is to partner with all of the leading MDM vendors, because there is no “one-size fits all” solution and businesses need options here. So our strategy is to provide unbiased solutions that best meet the needs of our clients.
Partnering with all of the MDM vendors is an ambitious strategy, but as Teddy Roosevelt said, “Far and away the best prize that life offers is the chance to work hard at work worth doing”.
And pragmatically speaking, as trusted advisors who bring a tested methodology and sound best practices to bear on every MDM engagement, we think the question of which consulting firm or systems integrator you select is, if anything, more important than which MDM hub platform you select.
So here’s where we stand today with the three MDM “mega-vendors” (Oracle, IBM and SAP) and the three smaller MDM vendors (Siperian, Initiate Systems and Purisma/D&B).
Oracle: We joined the Oracle Partner Network as a worldwide partner in November 2007. Several of our team members have extensive experience with Oracle’s growing portfolio of MDM solutions, and have driven successful implementations of them at financial services institutions, software companies, and high tech firms. We have good relationships with Oracle’s MDM product strategy team and with Oracle sales teams around the country. We’re also involved in the independent Oracle Applications Users Group (OAUG) and, as part of its Education Committee, helped plan the MDM track of OAUG’s upcoming COLLABORATE 08 conference.
IBM: We joined IBM’s PartnerWorld program in September 2007, based on knowing several people from DWL (acquired by IBM in 2005) and other parts of IBM. We think that IBM is going to do very well with companies in their “sweet spot” (certain industries like financial services and companies that are historically heavy users of IBM hardware or software). So we’ll keep looking for opportunities to grow our client relationships, our team and our expertise in the area of IBM’s MDM solutions.
SAP: another slow starter, with an MDM solution that was originally very centered around the “Product” domain. But SAP’s NetWeaver MDM solution continues to evolve and develop. And SAP also has a strong “sweet spot” of companies (global manufacturers, consumer packaged goods companies and European-headquartered firms), and a large installed base of SAP applications users who are pretty loyal when it comes to considering an MDM solution from SAP. We’re just about to join the SAP partner program at the Associate Partner level to start, and have just brought on a new team member with significant experience in Master Data Management and SAP.
We also continue to be impressed by the smaller MDM software vendors. We think we’re still in the early stages of MDM market development and there’s still room for a “best of breed” MDM strategy at this point.
The Siperian MDM Hub is a robust product, and is able to identify and manage relationships among multiple types of enterprise data, such as customers, products or accounts, across multiple applications and lines of business. The company has done very well in the financial services and pharmaceutical & life sciences industries. Siperian had a more than 300% growth rate from 2006 to 2007, and just received a $25 million round of financing in January, to support additional expansion in Europe and further development of its channels and products. The Siperian customers we’ve talked to really like the product, and the Siperian people we work with are top notch. We’ve been an approved Siperian partner since October 2007, and are planning to attend the Siperian user group and partner summit in San Francisco in early April.
Initiate Systems filed with the SEC to go public in November 2007. The company was founded in 1995 and has more than 140 customers in production, in industries such as health care, financial services, public sector, retail and technology, with marquee customers such as Microsoft, Intuit, Capital One, Countrywide, Wells Fargo, Humana, Hyatt Hotels, Barnes & Noble, CVS, and SuperValu. We signed a partnership agreement with Initiate in December 2007, after talking with some Initiate people and customers at the Fall 2007 MDM Summit conference in New York. The company’s technology has some very interesting capabilities, and we’re impressed with what we’ve seen to date of the product, the company and its people.
Purisma (a D&B company): Prior to starting Hub Solution Designs in mid-2007, I worked for Dun & Bradstreet for three years in its Global Alliance team, managing D&B’s strategic alliance with Oracle. I was part of various CDI and MDM related teams and initiatives within D&B, and was one of the few people from D&B to attend the first public CDI-MDM Summit conference in Spring 2006. After being an internal MDM evangelist at D&B for several years, I was pleased to see the company acquire Purisma in November 2007. The acquisition was a good strategic fit for both companies, allowing D&B to become more of a player in the Customer Data Integration (CDI) and MDM marketplace, and giving Purisma the chance to extend its market reach. We’re not formal partners with D&B/Purisma yet, but we’re working on it, and in the meantime, our network of informal relationships within both companies continues to grow.
After establishing and growing our relationships with all of these companies, we’re listening carefully to what our clients and the market as a whole are telling us about their relative strengths & weaknesses, who has the best product for which situation in which industries, and who’s growing their market share over time. We think there will be some additional consolidation in MDM, as in every other part of the enterprise software market, and we hope to continue as thought leaders by being able to look “around the corner” at what’s coming two to five years down the road.
We’ve got our eye on other large enterprise software players, like Microsoft, salesforce.com and Google, that are not yet really playing in the MDM space in an organized way.
Our formal & informal relationships with Oracle, IBM, SAP, Siperian, Initiate Systems and Purisma/D&B will continue to develop and grow. Our clients benefit from our solid methodology, approaches and best practices, plus the processes, procedures and data governance that we help you wrap around these MDM products, regardless of which vendor you select. Please review our service offerings for Educational Workshops, Readiness Assessment, Software Selection, and Business Case Creation to get an idea of how we help clients map out and execute a winning MDM strategy.
The vendors bring great technology and we bring great people with broad domain expertise.










