CDI-MDM Best Practices 1H2007

Section A - ABOUT YOUR ORGANIZATION

1A. Contact information. Please be sure that you enter your email address to receive a free set of research reports from The CDI-MDM Institute on this topic.

2A. Primary business. Which of the following best describes your company's PRIMARY BUSINESS?




















3A. What is your company's ANNUAL REVENUE/TURNOVER (use US$1 = €1)






4A. How would you characterize your ROLE concerning responses given in this survey?








Section B. ABOUT YOUR CDI-MDM INITIATIVE(S)

1B. How would you best describe your company's LEVEL OF INVESTMENT?









2B. How would you best DESCRIBE your company's PLANNED USE OF CDI-MDM ACROSS YOUR COMPANY?






Section C. ABOUT YOUR CDI-MDM BUSINESS DRIVERS

1C. How would you best RANK your enterprise’s BUSINESS DRIVERS to JUSTIFY your BUSINESS CASE?
most important least important
1 2 3 4 5 6 7 8 9
Achieve competitive advantage
Centrally manage privacy policies
Comply with Federal or State legislation regarding shared data models/processes
Forecast & increase customer retention
Identify & reduce customer fraud
Increase customer satisfaction via end-to-end business processes
Integrate customer & product master databases resulting from M&A
Provide compliance & transparency for C-level execs
Reduce costs of manual customer data management

2C. Which organization / Who is RESPONSIBLE for CDI-MDM PLANNING?



















3C. Who would be the PRIMARY BUDGET SPONSOR(s) for such CDI initiative?



















Section D. ABOUT YOUR ANTICIPATED FIRST YEAR BUDGET (note - assume $1 = US$1 = €1)

1D. What is your TOTAL BUDGET for the first year?







2D. What is your SOFTWARE BUDGET for the first year?








3D. What is your HARDWARE BUDGET for the first year?








4D. What is your INTERNAL STAFFING BUDGET for the first year?







5D. What is your EXTERNAL STAFFING / CONSULTING BUDGET for the first year?







6D. What is your INTERNAL DATA ACQUISITION & CLEANSING BUDGET for the first year?







7D. What is your EXTERNAL DATA PURCHASE BUDGET for the first year?







Section E. ABOUT YOUR CDI-MDM TECHNOLOGY CHALLENGES

1E. How would you best RANK your TECHNICAL OBJECTIVES?
Most important Least important
1 2 3 4 5 6 7 8 9 10 11
Deliver rigorous cleansing, matching, linking & identification of master data
Develop enterprise-wide customer data model
Develop supporting IT strategies for BI, application integration, et al
Ensure consistent identity mgmt while meeting privacy mores/regulations
Expand use of incumbent CRM/ERP to provide enterprise master customer ID
Extend use of legacy master customer info (CIF) file to incorporate new info sources
Increase flexibility to add new processes via service-oriented architecture
Integrate structured & unstructured content to provide max panoramic view
Manage federated master METADATA strategy allowing business line autonomy
Manage federated master REFERENCE data strategy allowing business line autonomy
Migrate legacy master customer info file (CIF) to new system landscape

2E. How would you best DESCRIBE your ARCHITECTURAL PREFERENCE?










3E. How would you best DESCRIBE your TECHNICAL EVALUATION PRIORITIES?
Most important Least important
1 2 3 4 5 6 7 8 9 10
Analytics
Architecture
Business Services
Connectivity
Data Management
Data Model
Developer Productivity
Identity Management
Infrastructure
Vendor Integrity

Analytics – Batch, online & inline business intelligence to close the loop between operational & analytical processes; additionally, data profiling to manage the “degree of trust” associated with a given master customer data source (e.g., completeness, uniqueness, accuracy, & lineage/history)
 Architecture – Appropriate modality to support certain CDI requirements ranging from batch updates/matches to near real-time & even straight-through-processing
 Business Services – Business process/transactions supporting primary customer lifecycle events (add name, identify unique customer, retire customer, et al); increasingly implemented as web services within framework of service-oriented architecture
 Connectivity - Multi-model support for major usage/integration modes:
 real-time, near real-time, & batch; additionally, pre-packaged integration processes & templates for connectivity to major application suites (CRM, ERP, SCM)
 Data Management – Robust database capabilities to support large-scale scalability with the addition of consolidation/survivorship rules, definition/management of privacy rules, & data cleansing; additionally, audit trails for privacy & merge/purge operations
 Data Model - Modeling of the complex many-to-many & hierarchical relationships between the enterprise, its business & consumer customers, as well as any intermediaries & other parties such as suppliers & brokers/distributors
 Developer Productivity - Tools for the professional IT developer as well as business users; to support the customer management lifecycle; including such tools as rules engines, workflow, & GUI-based data stewardship
Identity Management - Matching/search capability with cross-referencing capability for “entity resolution”; additionally, the ability to centrally generate & manage “universal” master keys across the various systems using the CDI identity management capability
 Infrastructure - Systems management & monitoring tools to manage large scale, mission-critical frameworks
Vendor Integrity - References are essential in determining if the CDI solution can meet the business’s mission-critical reliability, availability, & scalability requirements (“production references” not “proof-of-concepts”)

Section F. ABOUT YOUR ANTICIPATED 1st YEAR CDI ENVIRONMENT

1F. What is the number of CUSTOMERS/PARTY DATA ENTITIES targeted for the first 18 months?







2F. What are the PRIMARY ENTERPRISE APPLICATIONS which will INTEGRATE WITH THE CDI-MDM SOLUTION during the first 18 months?






























3F. What is the number of BUSINESS UNITS SHARING MASTER CUSTOMER DATA?







4F. What is the number of PEAK MATCH/MERGE RATE (transactions per second)?







5F. What is the MAXIMUM # OF MASTER CUSTOMER RECORDS processed annually (unique customer IDs)?









6F. What is the number of 3rd PARTY DATA SOURCES TO AGGREGATE?







7F. What is the number of UNIQUE FIELDS KEPT IN CENTRAL CUSTOMER MASTER?







8F. Who are the DOMINANT DATA QUALITY VENDORS in use (not shelfware)?























9F. How well do you UNDERSTAND YOUR CLEANSE/MATCH/MERGE RULES?






10F. Do you foresee MANAGING RELATIONSHIPS INSIDE THE CDI-MDM HUB?
(e.g., B2C householding, B2B hierarchies)?






11F. Do you expect the hub to MONITOR/MANAGE TRANSACTIONS FROM END-TO-END?
(e.g. "complex financial transactions" - not merely "address changes")






G. ABOUT YOUR NEXT STEP

G1. When do you expect to make your CDI-MDM SOFTWARE PURCHASE DECISION?







G2. Which SYSTEMS INTEGRATORS are most likley to assist in your EVALUATION PROCESS?




















G3. Which SYSTEMS INTEGRATORS are most likely to assist with your IMPLEMENTATION PROJECTS?






























G4. Which CDI-MDM SOFTWARE SOLUTIONS are most likely to be on your SHORT LIST?









































G5. How would you RANK your SOURCES OF CDI-MDM ADVICE?
Most important Least important
1 2 3 4 5
Management consultants - e.g., BCG
Systems integrators - e.g., Accenture
Research advisory firms – e.g., CDI-MDM Institute, Gartner Group
Technical trade publications, - e.g., Billing World, DM Review
Managerial publications, e.g., CIO Magazine