Thursday, July 13, 2017


2:00 p.m. - 2:45 p.m.

CASE STUDY: Governing Digital Assets via PRODUCT Master for Financial Services

Dipen Shah David Cuellar

Dipen Shah
Director of Financial Systems, NetSpend

David Cuellar
MDM Solution Architect, NetSpend

NetSpend is a leading provider of reloadable prepaid cards and related financial services in the United States and serves the estimated 68 million underbanked consumers who do not have a traditional bank account or who rely on alternative financial services. Since 1999, NetSpend products have helped over 10 million customers through a nationwide network of 70,000+ distribution outlets, 130,000+ reload locations and online/mobile presence. The upshot is that NetSpend must clear and settle millions of…

2:45 p.m. - 3:15 p.m.

CASE STUDY: PIM Governance

3:45 p.m. - 4:15 p.m.

ANALYST UPDATE: Field Reports for ‘Top 10’ Data Governance Solutions

Aaron Zornes

Aaron Zornes
Chief Research Officer, The MDM Institute

Data Governance is critical to achieving sustainable and effective MDM. Failure to execute Data Governance concurrently with an MDM program greatly decreases the probability of success and economic sustainability of MDM programs. Clearly, Data Governance is both synergistic and co-dependent with MDM. When deploying MDM, a proper Data Governance (DG) discipline should consider the business drivers, project scope, roles and people filling each role, policies and procedures, data quality, inheritability, social norms, and the business operating model. Moreover, Data Governance is more than a single product or process, rather, it is an ecosystem of products, processes, people, and information. At present, Data Governance for MDM is moving beyond simple stewardship to convergence of task management, workflow, policy management and enforcement.

Understanding the scope, diversity and limitations of current Data Governance solution offerings is tremendously challenging – even more so, given the fast pace of M&A & complexities of integrating such diverse software portfolios. Nonetheless, business and IT leadership chartered with defining and executing MDM programs need help to understand and navigate through the number and variety of DG options.

Through 2017, most enterprises will struggle with enterprise DG while they initially focus on customer, vendor, or product; integrated enterprise-strength DG that includes E2E data lifecycle will remain elusive as most organizations turn to lightweight glossaries with modest Data Steward workflows to support devolved autonomy and multi-disciplinary, bi-modal teams. During 2017-18, the majority of MDM software and service providers will focus on productizing such lightweight DG frameworks while mega MDM software providers will struggle to link governance process with process and data hub technologies. By 2019, mega vendor DG solutions will finally move from “passive-aggressive" mode to “proactive" Data Governance mode.

This session will a review of the current solutions in market as well provide a “top10” list of evaluation criteria for such solutions. Topics include:

• Understanding the “top 10” evaluation criteria for DG solutions — e.g., E2E lifecycle management, Big Data & ECM support, DQ/ETL integration capabilities, etc.

• Assessing the vendor landscape— e.g., passive, active, integrated, pro-active, & passive aggressive, etc.

• Determining an enterprise-specific road map to evolve from a siloed, motley collection of DQ tools, processes & point products to a non-obtrusive enterprise DG program (supporting multiple domains, cross-disciplinary teams & federated data management groups)

4:15 p.m. - 4:45 p.m.

CASE STUDY: Journey to Patient 360 Mastery

Friday, July 14, 2017


8:30 a.m. - 9:15 a.m.

CASE STUDY: Mastering ‘Parties/Counterparties’ Using Intelligent Graph Technologies

Mani Keeran Gi Kim Preeti Sharma

Mani Keeran
Manager of Information Architecture, Franklin Templeton Investments

Gi Kim
Information Architect, Franklin Templeton Investments

Preeti Sharma
Information Architect, Franklin Templeton Investments

The last financial crisis and current regulatory needs highlight the importance of knowing the total exposures to counterparties. Knowing the exposures presupposes actionable metrics on consolidated transactions and risks, which may not be readily available in reality due to the fragmented nature of counterparty data.This case study will discuss the concepts of applying (RDF) Graph Database technology to parties and counterparties master data regardless of industry focus. …

10:00 a.m. - 10:45 a.m.

BEST PRACTICES: Reinvigorating Governance of Master Data

Victoria Stasiewicz
Manager of Data Governance, HealthNow New York

10:45 a.m. - 11:30 a.m.

BEST PRACTICES: Avoiding the Implementation Partner 'Money Pit

Aaron Zornes

Aaron Zornes
Chief Research Officer, The MDM Institute

Given the substantial investment that enterprises undertake with implementation partners, the selection of the appropriate partner(s) must be given considerable scrutiny – not only to contain costs, but to insure success of these vital MDM, RDM and Data Governance initiatives. Implementation partners such as systems integrators and specialist consultancies are more important than ever – not just because of the services:software ratio for such projects (universally ascribed as approaching 4:1) but precisely because of an…