Evaluation Strategies for CDI-MDM Systems Integrators

A1. Contact information. To receive your "2006-07 'SIs for CDI-MDM' scorecard" report from The CDI Institute.

First name
Last name
Telephone (USA/Canada)
Telephone (non-USA/Canada)
Job title
Company name
Division name
Email address
Please confirm your email address

A2. Primary business. Which of the following best describes your company's PRIMARY BUSINESS?

A3. Annual revenues. What were your company's ANNUAL REVENUES (FY2004)? note = assume US$1 = €1

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

B1. How would you best describe your company's LEVEL OF CDI-MDM INVESTMENT?

Broadly EXPLORING solutions to focus in this area
Specifically EVALUATING one or more solutions
Currently TESTING one or more solutions
Currently IN PRODUCTION with a CUSTOM-BUILT SOLUTION that was developed by IT organization since 2001
Currently IN PRODUCTION with a VENDOR-OFFERED SOLUTION
POSTPONED development or evaluation of commercially-available solutions
CANCELLED deployment of a commercially-available solution
NOT CURRENTLY DOING ANYTHING in this area

B2. How would you best DESCRIBE PLANNED USE OF CDI-MDM ACROSS YOUR COMPANY?

Only within one area of the business
Multiple areas of the business but using different methods and rules
Common method and rules across the entire company
Don't know
Not applicable

Section D. ABOUT YOUR CDI-MDM BUSINESS DRIVERS

D1. How would you best RANK your company's BUSINESS DRIVERS to JUSTIFY CDI BUSINESS CASE?

	most important		least important
	1	2	3	4	5
Achieve competitive advantage
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 to support business continuity

D2. Which organization / Who is RESPONSIBLE for CDI-MDM PLANNING?

D3. Who would be the PRIMARY BUDGET SPONSOR(s) for such CDI-MDM initiatives?

Section E. ABOUT YOUR ANTICIPATED CDI-MDM BUDGET (note - assume $1 = US$1 = €1)

E1. What is your TOTAL CDI-MDM BUDGET for the first year?

E2. What is your CDI-MDM SOFTWARE BUDGET for the first year?

E3. What is your INCREMENTAL CDI-MDM HARDWARE BUDGET for the first year?

E4. What is your INTERNAL CDI-MDM STAFFING BUDGET for the first year?

E5. What is your EXTERNAL CDI-MDM STAFFING / CONSULTING BUDGET for the first year?

Section F. ABOUT YOUR SYSTEMS INTEGRATOR (SI) EVALUATION CRITERIA

F1. How would you RANK the importance of the proposed SI's TECHNICAL CAPABILITIES?

	Most important		Least important
	1	2	3	4	5
Extensible industry-specific data models
Extensible CDI-MDM methodology
SOA architecture
Specific CDI-MDM product experience
Specific CRM or ERP product experience

F2. How would you RANK the importance of the SI's DATA MODELLING CAPABILITIES?

	Most important		Least important
	1	2	3	4	5
Extensible horizontal data models (e.g., coporate function)
Extensible vertical (industry-specific models)
Extensible hierarchy management (custom hierarchies, external hierarchies)
Specific CDI-MDM product data model experience
Specific CRM or ERP data model experience

F3. How would you RANK the importance of the SI's OVERALL CDI-MDM PROJECT CAPABILITIES?

	Most important		Least important
	1	2	3	4	5
Identify & prioritize business functional requirements
Recommend "build vs. buy"
Provide a solution selection methodology that balances business & technical requirements
Develop detailed request for proposal (RFP)
Evaluate & select the right CDI-MDM solution vendor

F4. How would you RANK the importance of your SI's CDI-MDM IMPLEMENTATION CAPABILITIES?

	Most important		Least important
	1	2	3	4	5
Pilot the CDI-MDM solution & application integration
Develop IT & business user communications & training materials
Define & establish user job roles (e.g., data stewards)
Define metrics for ROI or other measurements
Structure change management & system tuning strategies

F5. How IMPORTANT is the SI's DATA PROFILING CAPABILITIES?

F6. How IMPORTANT is SI's ABILITY TO DEFINE "DATA GOVERNANCE" IT PROCESSES?

F7. How IMPORTANT is SI's ABILITY TO ESTABLISH & TRAIN DATA STEWARDSHIP FUNCTION?

F8. How IMPORTANT is SI's ABILITY TO DESIGN "FUTURE STATE" BUSINESS PROCESSES TIED TO CDI-MDM COMMITMENTS?

Section G. ABOUT YOUR CDI-MDM ENVIRONMENT

G1. How would you best DESCRIBE your ARCHITECTURAL PREFERENCE?

Data Quality Service - Enterprise cleansing of master data via centralized identify, match, and cleanse utility services or products
"Chernobyl" - Encapsulate legacy applications and run data pipes in/out
External (Service Provider) - Database marketing providers, data service providers, and service bureaus (e.g., Acxiom, Experian, Harte-Hanks)
Registry (Virtual Hub) - Essentially cross-reference only plus aggregation on-the-fly; utilizes metadata layer + distributed query utilizing middleware such as enterprise information integration (EII), enterprise application integration (EAI) and portal technologies;
Persistent (Data Hub) - Essentially master reference data only; master customer information file/database, operational data store, or active data warehouse; utilizes relational DBMS + Extract-Transform-Load (ETL) + Data Quality (DQ) tools; uses only ETL, DQ tools
Composite (Hybrid Hub) - Persistent master data and dynamic aggregation of transaction data; ability to fine-tune how much of transaction data is persisted in the hub; also fine-tune performance and availability by altering amount of master data persisted; utilizes XML, web services, service-oriented architecture (SOA)
Don't know
Not applicable

G2. Which PRIMARY CRM APPLICATIONS will INTEGRATE WITH THE CDI-MDM SOLUTION during the first year?

G3. Which PRIMARY DATA ENRICHMENT APPLICATIONS will INTEGRATE WITH THE CDI-MDM SOLUTION during the first year?

G4. Which 3^rd PARTY DATA SERVICE PROVIDERS will be used as a part of your CDI-MDM solution?

G5. Which PRIMARY DATABASE MARKETING APPLICATIONS will INTEGRATE WITH THE CDI-MDM SOLUTION during the first year?

G6. Which PRIMARY ENTERPRISE “BUSINESS INTELLIGENCE” APPS will INTEGRATE WITH THE CDI-MDMSOLUTION during the first year?

H. ABOUT YOUR NEXT STEP

H1. WHEN do you expect to make your SYSTEMS INTEGRATOR DECISION for EVALUATION ASSISTANCE?

H2. Which SYSTEMS INTEGRATORS are most likely to assist in your EVALUATION PROCESS?

H3. WHEN do you expect to make your SELECTION DECISION for IMPLEMENTATION ASSISTANCE?

H4. Which SYSTEMS INTEGRATORS are most likely to assist with your IMPLEMENTATION?

H5. WHEN do you expect to make your CDI-MDM SOFTWARE PURCHASE DECISION?

H6. Which CDI-MDM SOFTWARE SOLUTIONS are most likely to be on your SHORT LIST?

H7. 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, IBM GBS
Research advisory firms – e.g., CDI Institute, Gartner Group
Technical trade publications, - e.g., Billing World, DM Review
Managerial publications, e.g., CIO Magazine

THANK YOU for your invaluable time in contributing to the industry's understanding of this vital topic.

You should receive your industry scorecard and analysis within 3-4 weeks (possibly longer if we do not have a sample size of 20+ vetted enterprises for your specific industry).

Aaron Zornes
Chief Research Officer
The CDI Institute
500 Airport Boulevard
Suite 100
Burlingame, CA 94010
aaron.zornes@tcdii.com
T +1 650.743.2278
F +1 650.651.1526
www.the-CDI-Institute.com