Consulting & Professional Services Overview

1. InfoTrellis Services Overview
Michael F. Harris
Software Solutions Sales | InfoTrellis Inc.
December 22, 2016

2. Agenda
InfoTrellis History
• A Timeline of Success
• Corporate Background
• Corporate Employees
• Thought Leadership
Services Portfolio
Technical and Functional Practices
SMART MDM Delivery Methodology
SMART MDM Phases
Service Accelerators
Data Governance Approach
Roles & Responsibilities
InfoTrellis Leadership Team

3. A Timeline of Success
LAUNCH OF RDM & PIM PRACTICES
Partnering with customers through all phases of
their MDM journey
GLOBAL REACH CAPABILITY
Continuation of customer successes through
new global delivery team
DWL LAUNCHES FIRST CDI SOLUTION
InfoTrellis founders are the lead architects
LAUNCH OF ‘SMART MDM’
A highly successful multi-phase MDM
Implementation methodology
IBM ACQUIRES DWL
InfoTrellis founders are integral part of the
roadmap from CDI to MDM
EXPANDING INTO NEW GEOS AND INDUSTRIES
New Manufacturing, Hi-Tech and Telecom clients
INFOTRELLIS FOUNDED
Helping businesses realize the true value
of MDM value of MDM
PRODUCT DIVISION ESTABLISHED
Introduction of Master Data Analytics
(Veriscope) supporting Data Governance
DWL CDI SOLUTION RECOGNIZED
AS ‘VISIONARY’
Becomes #1 CDI application globally
LAUNCH OF BIG DATA SOLUTIONS POWERED
BY ALLSIGHT
Customer ConnectID
EXPANDING INTO NEW INDUSTRIES
Entry into Insurance, Banking industries
ANALYTICS IN ACTION
Customers extracting actionable value from
their big data sets
2012
2008
2010
2005
1999
2014
2013
2009
2011
2007
2003
2015
2016
BIG DATA CONSULTING PRACTICE ESTABLISHED
Expanding Big Data solutions across multiple
vendor distributions and usecases

4.  InfoTrellis was started in 2007 by three original MDM
Architects who developed IBM MDM Server while at
IBM/DWL Inc. in Toronto
 We have a track record of 100% success in all our Master
data implementations
 Our services range from strategic planning to execution and
maintenance of our client’s initiatives
 We help clients define their data strategy (MDM,DQ, EDW,
Reporting) that allows them to use data in the most
efficient way to run their business
 We have served leading clients from the banking,
insurance, healthcare, retail, automotive, public sector
and telecom industries across US, Canada, Greece and
South Africa
 We have deep expertise on multiple vendor platforms –
Informatica, IBM, Talend, Microsoft, Cloudera,
Hortonworks and more
Background

5. People
 Investing heavily in hiring and training the best
people for our various practices across geographies;
225+ consultants in Canada, US , India and growing
 Our hiring philosophy is not to hire when in doubt;
our hire to reject ratio is 1:50; once selected
consultants undergo focused training and certification
process
 We have a very healthy mix of senior, intermediate
and junior resources across competencies, with
over 90% retention rate which is one of the best in
the industry
 We are a diverse team with more than half a dozen
nationalities, who have lived and worked in various
continents including North America, Europe, Asia and
Africa

6. Thought Leadership
 Given our long history in this space, we bring a holistic yet practical thought leadership to data
management programs that aligns our clients in the right strategic direction for their business
 Our competence in MDM ecosystems is unparalleled and we blend technology with the right
skills of management in our SMART MDMTM process that allows us to be successful 100% of the
time
 We took a common problem of data quality faced by a number of our clients and designed a
critical reporting product (InfoTrellis MDM Veriscope ) to offer a unique reporting & operational
monitoring on MDM which was greatly helpful to our clients
 We have been continuously improving since our inception and our experience from our many
successful MDM implementations is captured and made available in assets such as Smart MDM™
(our MDM Solution Delivery Methodology), Service Tester™ tool, 100’s of MDM Server test cases
 Due to our vast experience in the data management space, we provide the right advise to our
clients in terms of enterprise tool selection, deciding on a “build vs buy” strategy , executing
product evaluations and determining the right solution architecture in the form of strategic
assessments

7. Services Portfolio
Data
Integration
Big
Data
Data
Quality
& Profiling
Master
Data
Management
Information
Management
Implementation
DESIGN AND
IMPLEMENTATION
DESIGN AND
IMPLEMENTATION
SOLUTION
UPGRADE
SOLUTION
UPGRADE
SOLUTION
ARCHITECTURE
SOLUTION
ARCHITECTURE
HEALTH
CHECK
HEALTH
CHECK
PRODUCTION
SUPPORT
PRODUCTION
SUPPORT
PERFORMANCE
TUNING
PERFORMANCE
TUNING
NEEDS
ASSESSMENT
NEEDS
ASSESSMENT
PROGRAM
STRATEGY
PROGRAM
STRATEGY
PROGRAM
ROADMAP
PROGRAM
ROADMAP

8. Technical and Functional Practices
Program ManagementProgram Management
Business AnalysisBusiness Analysis
Quality AssuranceQuality Assurance
Customer Master
Product Master
Account Master
Supplier Master
Reference Data
Master Data
Management
InfoSphere DataStage
Netezza
Informatica Powercenter
Microsoft SSIS
WebSphere Cast Iron
SAP PI
Data Integration
InfoTrellis AllSight
Cloudera
Hortonworks
BigInsights
Apache Hadoop
Big Data
InfoTrellis Veriscope
InfoSphere Information
Analyzer
Informatica Data Quality
Data Quality &
Profiling

9. SMART MDM™ Delivery Methodology
Smart MDM™
delivery
methodology
benefits
Deliver value
early and often
Client
satisfaction managed
more closely
Encourages
collaboration
between business
and IT
Greater ability
to respond
to change
Tried and
tested approach
on multiple
projects
Keeps solution
connected to the
business value
Smart MDM™
delivery
methodology
benefits
Smart MDM™
delivery
methodology
benefits
Deliver value
early and often
Client
satisfaction managed
more closely
Encourages
collaboration
between business
and IT
Greater ability
to respond
to change
Tried and
tested approach
on multiple
projects
Keeps solution
connected to the
business value
1
2
3
4
5
6
 InfoTrellis Smart MDM™ is a
common sense approach
based on parts of Rational
Unified Process (RUP) and
Agile development
methodologies
 It blends deliverables with
accountability and requires
customer focused teams to
collaborate and deliver a
high-quality MDM solution
 It provides tried and tested
methods to ensure success
for MDM programs

10. … Phase n
Phase 1
InfoTrellis DeliverablesInfoTrellis Deliverables
Smart MDM™ Phases
 Identify Master Entities
 Define Business Case
 Define MDM Program
Strategy
 Get Stake-holder buy-in
 MDM Solution POC
 Define high-level
functional & technical
requirements
 Analyze Existing Data
Quality
 Identify MDM Process
flows
 Define MDM Data and
Process Metrics
 Identify Integration Points
 Perform MDM Solution
Gap analysis
 Define Project Scope
Discovery &
Assessment
Scope & Approach Analysis & Design Development & QA Deployment
 Final Client UAT
 Roll-out Preparation
 Production Data Load
 Production
Deployment
 Post Production
Support
 Review Solution
against MDM Data
and Process Metrics
 Final Client
Acceptance
 MDM Business Case
 MDM Program Strategy
 Project Scope Statement
 High-level Business
Requirements
 Project Plan
 Detail Functional
Requirements
 System Architecture Document
 Feature Design Documents
 Updated Project Plan
 Staging Ready System
 Functional and Performance
Test Case Matrices
 Test Results
 Deployed Software Solution
 Data Load Statistics
 Client Acceptance Results
Project Management
Quality Assurance & Training
 Document Use Cases
 Document MDM Data &
Process Flows
 Define MDM
Governance Rules
 Define Source to MDM
Data Mapping
 Define System
Architecture
 Design MDM Solution
Customizations &
Configuration
 Design ETL Rules
 Develop MDM Solution
Customizations
 Develop ETL Routines
 Develop System
Integrations
 Perform Unit Testing
 Document Test Matrices
 Functional and
Integration QA
 Performance Testing
 Client UAT
 User Documentation
 Data Stewardship
Training
Iteration 1
… Iteration n

11. Service Accelerators
Master Data Management
 ITLS MDM Unit Test Tool
Master Data Management
 ITLS MDM Unit Test Tool
Enterprise Data Integration
 ITLS ETL Code Review
Tool
 ITLS Unit Test Data
Generator
Enterprise Data Integration
 ITLS ETL Code Review
Tool
 ITLS Unit Test Data
Generator
Quality Assurance
 ITLS Service Tester
 ITLS XML Generator
 ITLS Batch XML Validator
 ITLS Comparator
 ITLS Auto UI
 ITLS DB Reporter
Quality Assurance
 ITLS Service Tester
 ITLS XML Generator
 ITLS Batch XML Validator
 ITLS Comparator
 ITLS Auto UI
 ITLS DB Reporter

12. Service Accelerators
Proprietary Best-in-Industry tools that get put to work in our consulting engagements. These assets give us a head-start in our
projects and help us in meeting ambitious timelines and helps customers realize the benefits of their programs faster
• ETL Code Review tools
– Code review tools for Informatica and DataStage that address common issues found in ETL code and ensure high quality deliverables
• Pre-built ETL packages for MDM integrations
– Pre-built DataStage and Informatica packages to speed up ETL work for MDM projects
• ITLS Service Tester
– A stand-alone Java based tool enabling QA teams to automate MDM functional testing. MDM projects involve testing hundreds of test cases and
each test case would involve validating multiple XMLs and this greatly enhances the QA team’s ability to test complex test cases effectively. ITLS
Service Tester can be extremely useful during regression runs and BVTs
• ITLS XML Generator
– XML generator is java based solution that can be used to create hundreds of XML files with a click of a button. This helps create MDM XMLs from
raw data excel files, a format that the business users are comfortable with for sharing test data. This tool is also highly effective in generating test
data for the MDM test cases
• ITLS XML Validator
– This is a stand-alone utility to validate MDM batch XMLs against the underlying XSDs. This utility supports validation of individual/group of XMLs
and generates a detailed report on the results
• ITLS XML Comparator
– XML Comparator is a stand-alone java utility that helps to automatically validate the MDM request XMLs generated by the ETL subsystems. The
primary advantage of this utility is its ability to compare XMLs with elements in different order
• ITLS DSUI Automation Tool
– The DSUI Automation tool is a stand-alone java based solution used to automate functional testing of DSUI. Unlike other UI automation tools
available in the market, this is simple to set up and use and the learning curve is very minimal for the users. This tools is shipped with pre-built
automated scripts to validate all the screens of OOTB DSUI and these can be customized for specific needs within hours
• ITLS DB Reporter
– DB Reporter is a Simple, stand-alone java utility that extracts values from MDM DB and create Excel reports for easy consumption by business
users. It is used extensively by InfoTrellis QA Teams to prepare and present test results in a standard format to business analysts, who find it very
handy especially during UAT phase. It is shipped with pre-built SQL scripts to extract data from OOTB MDM database and has the flexibility to
execute custom queries as well.

13. Service Accelerators

14. Data Governance Approach
• Industry content packs are made available to accelerate data governance
programs, catering to market specific needs and helping derive maximum value
in a timely manner without reinventing the wheel
– Data governance charter
– Data quality metrics
– Critical business terms
– Membership of the data governance council
– Membership of the data governance working group
– Business cases
– Data governance policies
– Mappings of data governance policies to business processes
– Considerations for big data governance
• Services offered include the following:
– Data governance training that is tailored by industry
– Data governance consulting
– Pre-built data governance artifacts in Collibra
– Pre-built mappings of data governance policies to business processes in IBM Business Process
Manager Express along with notations to represent the linkage to the IBM InfoSphere tooling

15. InfoTrellis Roles & Responsibilities

16. Role Responsibilities
Strategy
Consultant
Strategy
Consultant
 Build vs. buy decision
 Define MDM hub style
 Define roadmap for desired goals
 Oversees the overall solution
Solution
Architect
Solution
Architect
 Offers in-depth knowledge of the MDM and ETL products
 Provides architecture perspective at enterprise scale
 Provides mentorship for strategic results
MDM Sr. Product
Consultant
MDM Sr. Product
Consultant
 Offers insights for MDM data model, services & business usage
 Responsible for creation of master data entities business views
 Works with client’s data management group
 Provides analysis for matching, quality and standardization rules of legacy enterprise master data
MDM LeadMDM Lead
 Highly experienced in MDM implementations
 Establish overall implementation view, identify major system interfaces and development of
reusable modules
 Highly knowledgeable with MDM services, data model & technical features
 Highly Skilled in tuning matching algorithms
MDM DeveloperMDM Developer
 Hands-on experience with MDM implementations
 Responsible for build, tuning and testing of customized MDM applications
 Ability to resolve coding and other integration issues
 Provides documentations where applicable
Roles and Responsibilities

17. Role Responsibilities
Build EngineerBuild Engineer
 Experienced with release management and related processes.
 Works with development and test teams to provide builds for project deliveries
ETL LeadETL Lead
 Highly experienced with ETL implementation and data quality process
 Experienced with ETL tools like DataStage, Informatica
 Highly knowledgeable with MDM data model and MDM physical layer constraints
ETL DeveloperETL Developer
 Experienced with ETL implementation and data quality process
 Experienced with ETL tools like IIS – DataStage, Informatica
 Good understanding of MDM data model and MDM physical layer constraints
QA LeadQA Lead
 Experienced in QA strategy, Planning Test cases and executions and running UATs
 Expert in developing and executing MDM test cases
 Experienced in SOA testing methodology
 Extensive experience with test tools and test result analysis
Project ManagerProject Manager
 Accountable for successful MDM solution delivery
 Works with Clients Project manager to manage project cycle
Roles and Responsibilities
QA TesterQA Tester
 Experienced in developing and executing MDM test cases
 Experienced in SOA testing methodology
 Hands-on experience with test tools and test result analysis

18. Role Responsibilities
PrincipalPrincipal
 Overall accountability for the project
 Liaises with client leadership and InfoTrellis leadership and delivery teams to steer the program
 Client advocate within InfoTrellis
 Initiates and Leads discussions on CRs and SOWs
 1st point of escalation for any issues in the program
 Very Experienced Delivery Manager
ESB LeadESB Lead
 Experienced in Distributed Computing, Enterprise Application Integration (EAI), Service Oriented
Architecture (SOA), Enterprise Service Bus (ESB)
 Knowledgeable with MDM data model and MDM physical layer constraints.
 Knowledgeable with real time, near real time and batch integration frameworks
DQ LeadDQ Lead
 Experienced in Data Profiling tools such as Information Analyzer, Informatica Data Quality and
MDM Veriscope.
 Strong SQL and database skills
 Highly knowledgeable in Data Quality issues and solutions
Infrastructure
Lead
Infrastructure
Lead
 Installation, administration, troubleshooting, maintenance, and performance-tuning of the MDM
Server environment
 Setup and tune Dev, QA, Pre Prod and Production environments for MDM Server
 Experience in the technical design and capacity planning on application platforms
 Experience in administrating IBM WebSphere application server (WAS)
 Experience in High Availability implementation
Roles and Responsibilities

19. Moo Abbas – CEO & Co-Founder
Sachin Wadhwa – COO & Cofounder
Zahid Naeem – CTO & Cofounder
Dave Borean – VP Products
Kumaran Sasikanthan – VP Consulting Services
Leadership Team

20. Moo Abbas – CEO & Co-Founder
CEO &
Cofounder
Mahmood Abbas
Mahmood Abbas (Moo) is the Chief Executive Officer and Co-Founder of
InfoTrellis. He has many years of experience in enterprise software development.
Prior to founding InfoTrellis, Moo guided both product delivery and architecture of
the leading MDM product solution in the master data industry, IBM’s InfoSphere
Master Data Management Server. At IBM, Moo led a 150-person global
development team (Canada, USA, India, UK). He had earlier joined IBM as part of
its acquisition of Toronto-based DWL, where he was the Chief Architect and was
instrumental in shaping the CDI space.
Moo specializes in undertaking technical due diligence and has helped clients
across various industries with their MDM strategy and implementations. He sets
the vision and direction of InfoTrellis globally and is responsible for the overall
company strategy covering customers, partners and employees. Moo holds a
degree in Mathematics from York University and a diploma in Computer Sciences
from Seneca College of Applied Arts and Technology.
 Corporate Strategy
 Technology Strategy
 Program and Project Leadership
 MDM Strategy and Solution Architecture
Functional Experience

21. Zahid Naeem – CTO & Cofounder
CTO &
Cofounder
Zahid Naeem
Zahid is the Chief Technology Officer and Co-Founder of InfoTrellis. He has many
years of experience in enterprise software development and consulting. Prior to
founding InfoTrellis, Zahid was the Lead Architect at IBM, working on InfoSphere™
MDM Server. At IBM, he played a major role in product development and provided
consulting services to help clients maximize MDM Server capabilities to realize
their CDI/MDM strategy. Zahid joined IBM as part of its part of its acquisition of
Toronto-based DWL, where he was the Lead Architect and was instrumental in
shaping the CDI space.
At InfoTrellis, Zahid defines our technology vision and roadmap. He sets the
standards for our service delivery and drives various global initiatives across
competencies to maintain and enhance our technical leadership. He sets the
standards for our services and product delivery and drives various global
initiatives across competencies to maintain and enhance our technical leadership.
Zahid holds a Master of Science degree in Industrial Engineering from State
University of New York at Buffalo and a Bachelors of Science degree in Mechanical
Engineering from University of Engineering and Technology, Lahore.
 Technology Leadership and Strategy
 Program and Project Leadership
 MDM Strategy and Solution Architecture
 Big Data Strategy and Mentorship
 Sales Enablement and Customer Adoption Programs
Functional Experience

22. Sachin Wadhwa – COO & Cofounder
COO &
Cofounder
Sachin Wadhwa
Sachin is the Chief Operating Officer and Co-Founder of InfoTrellis. He has many
years of experience in enterprise application architecture and product
development in the Customer Data Integration and Master Data Management
space. Prior to founding InfoTrellis, he worked at IBM, guiding product delivery
and some of the first deployments of IBM InfoSphere MDM Sever. Sachin had
earlier joined IBM as part of its acquisition of Toronto-based DWL, where he was
the lead Architect and was instrumental in shaping the CDI space.
At InfoTrellis, Sachin leads our global operations covering finance, administration
and human resources. He defines the processes and policies for global operations
and doubles up as a program director, helping clients from various industries in
defining and implementing their MDM strategy. Sachin holds a Master of Business
Administration degree from Rotman Business School and a Master of Science in
Computer Science from University of Delhi.
 Corporate Finance and Global Operations
 Global Delivery Strategy and Execution
 MDM Strategy and Solution Architecture
 Program and Project Leadership
Functional Experience

23. Dave Borean – VP Products
VP Products
Dave Borean
Dave is the Vice President of Products at InfoTrellis. He has many years of
experience working on the architecture and development of mission-critical
enterprise applications in both the product and custom solution spaces. Dave
came from IBM where he was a Senior Technical Staff Member responsible for
leading the InfoSphere MDM portfolio of products and working directly with
clients from around the world.
At InfoTrellis, Dave heads the Products division, driving the strategy, conception,
development, launch and marketing of our Products. In this role he manages our
relationships with customers, partners and analysts.
He designs and runs the sales enablement and customer adoption programs of
our products; he also guides the product development team in the architecture,
design and development of our products. Dave holds a degree in Math and
Computer Science from University of Waterloo.
 Product Strategy and Marketing
 Development and Launch of New Products
 Sales Enablement and Customer Adoption Programs
 MDM Strategy & Solution Architecture
 Big Data Strategy and Architecture
Functional Experience

24. Kumaran Sasikanthan – VP Consulting Services
VP Consulting
Services
Kumaran Sasikanthan
Kumaran heads the InfoTrellis Consulting Services division. He has many years of
experience in software product management, marketing, enterprise application
consulting and software development. Prior to InfoTrellis, he was a Senior
Manager for Product Management and Marketing at Software AG where he
helped launch multiple releases of market leading SOA Governance products.
Over the years, he has worked with clients across a range of industries from North
America, EMEA and Asia.
At InfoTrellis, Kumaran defines and executes the strategy for the company’s
services division. In addition to leading our global services teams, he doubles up
as the head of our office in India. He holds an MBA from INSEAD and an MS in
Computer Science from Delhi University.
 Building High Performing teams
 Product Management and Marketing
 Program Management
 Enterprise Applications Consulting
Functional Experience