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.

BEST PRACTICES: Harmonizing IT vs. Business Perspectives on “Data”

Gayathri Raman Carolin Mathew

Gayathri Raman
Head of Data Governance - Commercial Banking, Bank of the West

Carolin Mathew
Data Strategy and Solutions BSA/AML Compliance, Bank of the West

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.

Best Practices: Applying Master Data Management and Governance to Scientific Data Management

Bibi Ephraim

Bibi Ephraim
BI & Advanced Analytics Strategist, Genentech

Friday, July 14, 2017


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

BEST PRACTICES: Maximizing MDM Value in Today’s World via Cloud & Big Data Analytics

William Albright

William Albright
Head of Data Architecture and Data Shared Services, Farmers Insurance

Farmers Insurance Group (Farmers) is an American insurer group of automobiles, homes and small businesses and also provides other insurance and financial services products. Farmers has more than 50,000 exclusive and independent agents and approximately 22,000 employees.

Using IBM’s MDM platform, over the past 5 years they have furthered their digital transformation by building out a flexible architecture necessary to meet a variety of consumption patterns and use cases which can be executed in a “crawl, walk, run mentality”. Along the way, Farmers also had to rethink the value delivered as they provide a connected experience on their digital platforms. Additional business strategies are now accelerating via MDM-enabled analytic opportunities and knowing your customer, as well as measures that are put in place to track and continuously improve the customer experience.

Topics to be discussed include: • Establishing the master data governance foundation

• Executing on a Cloud & digital strategy

• Provisioning for future analytic enablement

10:45 a.m. - 11:30 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. …

11:30 a.m. - 12:15 p.m.

ANALYST UPDATE - Field Reports for 'Top 20' MDM & DG Consultancies (How to Avoid the Consultancy ‘Money Pit’)

Aaron Zornes

Aaron Zornes
Chief Research Officer, The MDM Institute

Consultancies (usually) provide excellent value in helping enterprises develop strong master data foundations for their digital transformation strategies. Given the substantial investment that enterprises undertake with consultancies as 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 (a.k.a. external or managed service providers) 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 ongoing shortage of experienced MDM, RDM and Data Governance professionals.

In an MDM Institute survey of more than 1,700 such programs, systems integrators (SIs) have been seen as essential to the success of the majority of such projects, yet previously incumbent SIs are becoming less dominant. Expert assistance from SIs will remain especially critical and problematic to the success of these programs during 2017-18 as organizations deal with a shortage of MDM/RDM/MDG experience, and tool expertise.

This session will also provide up-to-date Field Reports on the top 20 global and regional specialists in the MDM and Data Governance market. To further assist organizations, it also includes findings from a year-long readiness assessment of more than 135 leading consultancies to provide a balanced view of:

• Understanding why SIs are essential to the success of your MDM, RDM & Data Governance projects

• Structuring how an enterprise should evaluate the capabilities of "new" potential SI partners

• Orienteering the SI landscape for both the traditional leaders as well as the new "young Turks" o Global consultancies – Accenture, Capgemini, CGI, Cognizant, Deloitte, et al o Regional/best-of-breed specialists – Datasource, InfoVerity, LumenData, et al

12:15 p.m. - 1:00 p.m.

BEST PRACTICES: Reinvigorating Governance of Master Data

Victoria Stasiewicz

Victoria Stasiewicz
Manager of Data Governance, HealthNow New York

In preparation for ongoing healthcare reforms while facing an aging, declining population, HealthNow New York embarked on a plan to transform business and improve member health. A health plan that serves approximately 700,000 members, HealthNow knows it is vital that its information become a strategic asset. In this session, discover how HealthNow uses its information in master data initiatives that promote better health and enhance well-being while creating competitive advantages in a quickly changing market.

With both MDM and business process management (BPM) underway for several years at the enterprise, HealthNow is now looking for its next stage of innovation for its mature MDM program. Planning is underway for the evolution to a hybrid architecture (from consolidated model) plus additional domains beyond PATIENT/MEMBER master & PROVIDER/ORGANIZATION master.

Topics will focus on lessons learned, business benefits and future plans to support their strategy including:

• Deciding “degree of completeness”, i.e., which entities to master & how much

• Rationalizing real-time & batch MDM with EDW & other strategic systems – both targets & sources

• Leveraging the power of business glossary & data profiling with MDM