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Mardi 17 Novembre 2009
                                       Paris, la Défense




Master Data Management
Cloud-based services
  Alexandre TALLEC,
  Senior consultant
  VALTECH TECHNOLOGY
  alexandre.tallec@valtech.fr

  Anssi RUSI,
  Senior sales consultant
  LIAISON TECHNOLOGIES
  anssi.rusi@liaison.com
Contents



 Introduction

 Use case

      •   The UNISOURCE company
      •   Challenges and results
      •   Project overview
      •   UNISOURCE feedbacks

 Conclusion




                                   #2
Introduction
Master Data: the customer example

Customer information
     • Identity , bank account, shipping address, etc.

Distributed information
       • Multiple front systems
       • Multiple CRMs
Consumer point of view
     • Which system ?
     • Who is the data steward ?



                                                         #3
Introduction
Master Data: Global, Critical & Distributed

Global critical information
     • Business
     • Risk management
     • Operational process

Highly distributed life cycles
      • Fragmented organizations
      • Mergers and acquisition
      • Distributed IT architectures
      • Outsourced IT resources


                                              #4
Introduction
Master Data Management

MDM enables

    •   Federating people
    •   Federating systems
    •   Reconciling Semantics
    •   Improving data quality




                                 #5
Introduction
What’s Beyond the «Cloud » ?



                               Outsourcing Software         Saas




                               Outsourcing Platform         Paas




                               Outsourcing Infrastructure   Iaas



                                                            #6
UNISOURCE use case
The UNISOURCE company

Unisource is the leading independent marketer and distributor of
commercial printing and business imaging papers, packaging systems, and
facility supplies and equipment in North America;


•Nearly 6 billion revenue
•6.000 Employees
•85 Distribution centers
•Liaison customer since 2003



                                                                  #7
UNISOURCE use case
 MDM challenges and results
  Challenges                                Results

  • Unisource acquired by new owners,       • Centralized item repository and item
    6 decentralized systems                   creation process

  • ~20% active items cross                 • 65% of active items cross-
    referenced                                referenced

  • > 2 hours to enter new item into        • < 5 minutes to enter new item into
    system                                    system

  • Sales lost due product unavailability   • Sales increased through improved
    and inaccurate information                product availability and accurate
                                              information


                                                                                  #8
UNISOURCE use case
UNISOURCE choices criteria
    • Thought leader
        •   MDM experience since 2002

        •   The only vendor with MDM experience in SaaS

    • Short ramp up time
        •   Utilize SaaS platform and MDM expertise

    • Competitive and predictable pricing model
        •   Total project cost € 500k (on-site MDM solution at least double cost)

        •   Running cost € 350k/year including all Managed Services

    • Flexible solution
        •   Good balance of software & services


                                                                                    #9
UNISOURCE use case
 MDM Saas-based project overview
UNISOURCE use case
 MDM Saas-based project overview



Activities                           Deliverables
• Define as-is and to-be, and        • Information strategy & vision
strategic goals

• Develop governance model and       • Governance framework created
benchmark it

• Develop future-state operational   • Operating model documented
model

• Select partner to work with        • Selected Liaison to support
                                     data cleansing efforts and host
                                     MDM solution
                                                                       #11
UNISOURCE use case
 MDM Saas-based project overview



Activities                           Deliverables
• MDM solution implementation        • MDM solution implemented

• Categorize and analyze data and    • Foundation for master item file and
define business rules                roadmap for focused efforts

• Utilizing Liaison’s services and   • Incrementally larger master item
expertise, accelerated master item   file through iterations
file creation



                                                                     #12
UNISOURCE use case
 MDM Saas-based project overview



Activities                               Deliverables
• Eliminated ability to create product   • Product data created only from
data in all systems                      Liaison MDM tool

• Integrations between MDM solution • External and internal systems
and different systems                    integrated and requiring product
                                         data

• Phased rollout                         • All relevant data was converted
                                         to common product data model


                                                                            #13
UNISOURCE use case
 People and skills from LIAISON




                                  #14
UNISOURCE use case
 People and skills from UNISOURCE




                                    #15
UNISOURCE use case
 MDM SaaS-based solution architecture




                                        #16
UNISOURCE use case
 MDM SaaS-based client tool screenshot




                                         #17
UNISOURCE use case
Lessons learned

   • Do not under estimate strategic importance

   • Staff the product information management team with true cross
     functional industry expertise

   • Establish standards, ownership, and service levels before starting
     any cleansing and centralization efforts

   • Pilot and refine

   • Do not go alone -- given the unique challenges, select a partner that
     specializes in data information management




                                                                     #18
UNISOURCE use case
UNISOURCE feedbacks

“There is no doubt that synchronizing our product information has
positioned us well to squeeze cost out of our supply chain flow. We now
have enterprise wide visibility to consistent, high quality product data
enabling us to streamline strategic sourcing an replenishment processes
while increasing our overall service levels”

Donna Long - Director of Information Technology



        For more information, view Unisource and Forrester Research webinar :
        «Sharing Information, Improving Profits - How to Manage Master Data »
        http://www.liaison.com/ResourceCenter/Webinars/tabid/111/Default.aspx




                                                                           #19
Conclusion
  MDM Cloud-based services

Risks

•   Data access control
•   Failover & failback
•   Which law rule my data?
•   Bankrupt SaaS provider
•   Monitoring and ruling QoS
•   Data corruption accountability
•   SaaS providers interoperability
•   On-site and SaaS platform integration




                                            #20
Conclusion
  MDM Cloud-based services
LIAISON solutions

 •   SAS 70 certified secure data centers and robust security model
 •   System- and application-based logs and monitoring
 •   Daily backups and disaster recovery
 •   Possibility to distribute data
 •   Clearly defined responsibilities for data management and processes
 •   Integration managed services
 •   Flexible and customizable SaaS solution
 •   Financially stable company




                                                                      #21
Conclusion
  MDM Cloud-based services
Benefits

• Quality of Services
• Flexible and customized solutions
• Robustness and scalability
• Easier software upgrades
• Business centric
• Fast project launching
• Lower total cost of ownership




                                      #22
Conclusion
  MDM Cloud-based services
UNISOURCE examples

•   MDM solution aligned with strategic and operational goals
•   SaaS model removed many phases compared to on-site solution
•   Platform used is robust and scalable
•   Solution is customized for Unisource’s needs
•   Upgrades, maintenance and support are made by Liaison
•   Excellent track record of Quality of Services
•   TCO is less than half compared to on-site solution




                                                                  #23
Thank you !
Questions / Debate




                     #24

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Tk09 Master Data Management Cloud Based Services En

  • 1. Mardi 17 Novembre 2009 Paris, la Défense Master Data Management Cloud-based services Alexandre TALLEC, Senior consultant VALTECH TECHNOLOGY alexandre.tallec@valtech.fr Anssi RUSI, Senior sales consultant LIAISON TECHNOLOGIES anssi.rusi@liaison.com
  • 2. Contents Introduction Use case • The UNISOURCE company • Challenges and results • Project overview • UNISOURCE feedbacks Conclusion #2
  • 3. Introduction Master Data: the customer example Customer information • Identity , bank account, shipping address, etc. Distributed information • Multiple front systems • Multiple CRMs Consumer point of view • Which system ? • Who is the data steward ? #3
  • 4. Introduction Master Data: Global, Critical & Distributed Global critical information • Business • Risk management • Operational process Highly distributed life cycles • Fragmented organizations • Mergers and acquisition • Distributed IT architectures • Outsourced IT resources #4
  • 5. Introduction Master Data Management MDM enables • Federating people • Federating systems • Reconciling Semantics • Improving data quality #5
  • 6. Introduction What’s Beyond the «Cloud » ? Outsourcing Software Saas Outsourcing Platform Paas Outsourcing Infrastructure Iaas #6
  • 7. UNISOURCE use case The UNISOURCE company Unisource is the leading independent marketer and distributor of commercial printing and business imaging papers, packaging systems, and facility supplies and equipment in North America; •Nearly 6 billion revenue •6.000 Employees •85 Distribution centers •Liaison customer since 2003 #7
  • 8. UNISOURCE use case MDM challenges and results Challenges Results • Unisource acquired by new owners, • Centralized item repository and item 6 decentralized systems creation process • ~20% active items cross • 65% of active items cross- referenced referenced • > 2 hours to enter new item into • < 5 minutes to enter new item into system system • Sales lost due product unavailability • Sales increased through improved and inaccurate information product availability and accurate information #8
  • 9. UNISOURCE use case UNISOURCE choices criteria • Thought leader • MDM experience since 2002 • The only vendor with MDM experience in SaaS • Short ramp up time • Utilize SaaS platform and MDM expertise • Competitive and predictable pricing model • Total project cost € 500k (on-site MDM solution at least double cost) • Running cost € 350k/year including all Managed Services • Flexible solution • Good balance of software & services #9
  • 10. UNISOURCE use case MDM Saas-based project overview
  • 11. UNISOURCE use case MDM Saas-based project overview Activities Deliverables • Define as-is and to-be, and • Information strategy & vision strategic goals • Develop governance model and • Governance framework created benchmark it • Develop future-state operational • Operating model documented model • Select partner to work with • Selected Liaison to support data cleansing efforts and host MDM solution #11
  • 12. UNISOURCE use case MDM Saas-based project overview Activities Deliverables • MDM solution implementation • MDM solution implemented • Categorize and analyze data and • Foundation for master item file and define business rules roadmap for focused efforts • Utilizing Liaison’s services and • Incrementally larger master item expertise, accelerated master item file through iterations file creation #12
  • 13. UNISOURCE use case MDM Saas-based project overview Activities Deliverables • Eliminated ability to create product • Product data created only from data in all systems Liaison MDM tool • Integrations between MDM solution • External and internal systems and different systems integrated and requiring product data • Phased rollout • All relevant data was converted to common product data model #13
  • 14. UNISOURCE use case People and skills from LIAISON #14
  • 15. UNISOURCE use case People and skills from UNISOURCE #15
  • 16. UNISOURCE use case MDM SaaS-based solution architecture #16
  • 17. UNISOURCE use case MDM SaaS-based client tool screenshot #17
  • 18. UNISOURCE use case Lessons learned • Do not under estimate strategic importance • Staff the product information management team with true cross functional industry expertise • Establish standards, ownership, and service levels before starting any cleansing and centralization efforts • Pilot and refine • Do not go alone -- given the unique challenges, select a partner that specializes in data information management #18
  • 19. UNISOURCE use case UNISOURCE feedbacks “There is no doubt that synchronizing our product information has positioned us well to squeeze cost out of our supply chain flow. We now have enterprise wide visibility to consistent, high quality product data enabling us to streamline strategic sourcing an replenishment processes while increasing our overall service levels” Donna Long - Director of Information Technology For more information, view Unisource and Forrester Research webinar : «Sharing Information, Improving Profits - How to Manage Master Data » http://www.liaison.com/ResourceCenter/Webinars/tabid/111/Default.aspx #19
  • 20. Conclusion MDM Cloud-based services Risks • Data access control • Failover & failback • Which law rule my data? • Bankrupt SaaS provider • Monitoring and ruling QoS • Data corruption accountability • SaaS providers interoperability • On-site and SaaS platform integration #20
  • 21. Conclusion MDM Cloud-based services LIAISON solutions • SAS 70 certified secure data centers and robust security model • System- and application-based logs and monitoring • Daily backups and disaster recovery • Possibility to distribute data • Clearly defined responsibilities for data management and processes • Integration managed services • Flexible and customizable SaaS solution • Financially stable company #21
  • 22. Conclusion MDM Cloud-based services Benefits • Quality of Services • Flexible and customized solutions • Robustness and scalability • Easier software upgrades • Business centric • Fast project launching • Lower total cost of ownership #22
  • 23. Conclusion MDM Cloud-based services UNISOURCE examples • MDM solution aligned with strategic and operational goals • SaaS model removed many phases compared to on-site solution • Platform used is robust and scalable • Solution is customized for Unisource’s needs • Upgrades, maintenance and support are made by Liaison • Excellent track record of Quality of Services • TCO is less than half compared to on-site solution #23
  • 24. Thank you ! Questions / Debate #24