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DAY ONE - Wednesday 13th October
INTERNATIONAL KEYNOTE PRESENTATION
MDM 2.0: The Convergence of MDM and Data Governance
Enterprise-level master data governance that spans the entire master data lifecycle (creation, promotion, archiving…) is extremely difficult to execute for both organisational and technical issues. Yet increasingly this is being mandated as a core deliverable of large-scale MDM projects. Through 2010-11, both major systems integrators and boutique consultancies will focus on productising their data governance frameworks/methodologies, while MDM software providers struggle to link upstream data governance processes with downstream MDM hubs. By 2011-12, all mega vendor MDM solutions will evolve from “passive aggressive data governance” mode to “active data governance” wherein they provide the capabilities to capture business rules, which in turn are propagated into an MDM hub.
This Keynote will focus on a set of strategic planning assumptions facing IT organisations during 2010-11 and beyond, by highlighting strategies for:
- Provisioning a substantive amount of “master data governance”
- Partnering with a faithful service provider
- Betting on an odds-on favourite MDM Solution (brand/architecture)
Aaron Zornes Chief Research OfficerTHE MDM INSTITUTE (San Francisco)
Aaron Zornes is the founder and Chief Research Officer for The MDM Institute. Mr. Zornes is a noted speaker and author on Global 2000 enterprise IT issues and is the most quoted industry analyst on the topics of Customer Data Integration' (CDI) and Master Data Management (MDM).
Mr. Zornes is also the editor and lead contributor to DM Review’s CDI Newsletter as well as the monthly columnist for both master data management and CDI. Prior to founding the MDM Institute, he was founder and Executive VP of META Group’s largest research advisory practice for 15 years. Mr. Zornes also held line and strategic management roles in leading vendor and user organisations, including executive and managerial positions at Ingres Corp., Wang, Software AG of North America, and Cincom Systems. He received his M.S. in Management Information Systems from University of Arizona.
INTERNATIONAL KEYNOTE PRESENTATION
Master Data Management: Noun or Verb?
Is Master Data Management something you buy or is it a long term commitment? MDM comes in many forms and each has a different purpose. We will discuss the different forms and purposes of MDM. Do you think MDM should be designed for and used by your IT organisation or is it designed for your Business Users? This is a very important question that we will discuss. Is MDM the same as Data Governance? What form of Data Governance best fits your organisation? Choosing the right Data Governance model depends on many factors. We will discuss those factors and provide guidelines for getting your MDM / Data Governance initiative heading in the right direction.
• MDM: What is MDM and what can it do for your organisation?
• Data Governance: What is Data Governance and what can it do for your organisation?
• Data Governance and MDM together: Which models best fit your organisation?Tom Kennedy Founder & Chief Technology Officer
BackOffice Associates (USA)
Tom Kennedy has been designing and building technology since 1978. He has developed groundbreaking 4th Generation Languages throughout the 80s & 90s, including full suites of fully integrated financial and accounting applications built using his 4GLs, to emerging technologies of engines that directly render web pages including fully integrated web-based applications for Fortune 100 Companies. Tom was formerly CEO of Kennedy & Associates, providing 4GLs and integrated accounting and custom developed applications for Johnson & Johnson, UPS, Otis Elevator, Citrus World and many other global corporations.
Kennedy co-founded BackOffice Associates in 1994 and focused the Company on the SAP data quality market in 1997. His vision and design have led to industry leading tools and methodologies that provide a high value proposition and have enabled BackOffice Associates to fully exploit one of the highest growth markets in the technology arena. Kennedy is a highly rated conference speaker.
INTERNATIONAL KEYNOTE PRESENTATIONMDM – Practical Implementation Cases to Optimise Your Business
IBM Master Data Management (MDM) can effectively manage information to lower marketing and sales costs, increase business revenue and reduce data errors – providing information you can really trust. IBM MDM provides the most complete and robust capabilities. Depending on business needs, the benefits of IBM MDM include:
- Optimisation - Provides a complete view of information so you can target tactical projects to gain incremental value and operational efficiencies.
- Consistency - Allows you to leverage the entire value chain by aggregating master data from application silos. Delivers a unified, complete, consistent and standardised view of your data.
- Simplicity - Reduces complexity by integrating information across applications.
Chances are, you have lots of powerful information that is under utilised. It's time to put it to work so you can make better business decisions to optimise your business operation. Learn how major corporations across different business lines have used practical approaches to implemented IBM MDM solution to optimise their business operation.
Kelvin Looi Worldwide Sales Program Director, MDM
IBM Software Group (Canada)
Author of "MDM for Customer Data - Optimising Customer Centric Management of Your Business"
Kelvin Looi is responsible for worldwide sales for IBM’s InfoSphere Master Information portfolio that includes Master Data Management, Product Information Management, Traceability Server, Entity Analytics, Global Name Recognition, and Information Models & Assets (Industry specific data warehouse and models).
He works closely with organisations in a wide variety of industries worldwide in applying these solutions for business initiatives such as Customer Centricity, Product and Service Optimisation, Risk & Regulatory Compliances, Threat & Fraud Intelligence, and Business Intelligence. Examples of organisations that Kelvin has worked with include Citi Group, Bank of America, National Australia Bank, Sun Trust Bank, Bank of Montreal, Honeywell, Bell Canada, MetLife, Nationwide Insurance, AXA Life (Japan), Tai Kang Insurance (China), and Ministry of Education (Singapore). Kelvin has presented in many industry conferences.
He delivered the Keynote at the 2009 Metadata Forum in Seoul on Delivering Single View of Business and 2008 International Data Specialist Conference in Seoul on managing trusted information to optimise business process. In 2007, Kelvin presented at the Asian Banker Summit - Technology & Operation Council Meeting held in Jakarta, presenting on the adoption of Master Data Management solution in Banking. He also presented on Threat & Fraud solution in the Anti Money Laundering Summit in Hong Kong.
Before IBM, Kelvin was Director of Pre-Sales Technical Support for DWL. DWL is the company that was the pioneer in developing Master Data Management for Customer Data domain. He was responsible for setting up the Pre-Sales Technical team that ultimately propelled the Master Data Management solution from DWL to be the market leader. In September of 2005, DWL was acquired by IBM Software Group into the Information Solutions portfolio. Kelvin also spent many years providing consultancy and selling information technology solutions to the financial services industry. He also worked in various technologies leadership roles with Manulife Financial in Canada and National Computer Board in Singapore.
INTERACTIVE EXPERTS PANEL DISCUSSION SESSION
MDM Business Drivers & Strategic Considerations
Master Data Management is fast becoming a must-have capability for organisations across the business spectrum. The Global Financial Crisis forced many companies to focus on MDM because of its ability to improve compliance management and minimise risk. But with the world, and particularly the Asia Pacific region starting to emerge from the grip of a global recession, smart enterprises are looking to MDM to help drive business growth, identify opportunities and gain a competitive edge. This session will look at the big picture for MDM. Our panel of expert practitioners will discuss:
- Building the business case - What can you expect to achieve with MDM? - What are the bottom-line benefits? - How do you enlist the support of the business? - How do you manage expectations?
- Testing the waters – how do you assess the benefits and risks of MDM for your organisation?
- Strategic considerations: How far do you go with MDM? Enterprise-wide or specific business units? Customer or product focused? Single brand or multiple brands? What are the benefits and drawbacks of each?
Moderator
Aaron Zornes Chief Research Officer The MDM Institute (San Francisco)
Panellists
Ian Cook CIO & SVP Asia Pacific Region Chubb Insurance Group of Companies (Singapore)
Viswanathan Mohan Global Data Integration Program Director Standard Chartered Bank (Singapore)
Venkat Narayanan Adjunct Faculty Singapore Management University, Senior VP Mahindra Satyam (Singapore)
Ian Cook read Electronic Engineering at University but after one year in the Aerospace industry, realised that Engineering was not for him. Since then, he has run one or two of his own businesses, the last of which was a UK based consultancy specialising in IT/Business consultancy, systems integration and solution building, with a customer base spanning several sectors including Banking/FS, FMCG, SME (Print and advertising) and some UK government contracts.
In 1994, Ian joined Hambros Investment Bank delivering IT solutions for trading floor and back office compliance, before joining Chubb Insurance (Europe) 1997. He has held the position of Asia Pacific CIO and SVP at Chubb Insurance since 2002
Viswanathan Mohan. In a career spanning over two decades, Viswa has extensive international experience in a variety of senior leadership roles in Financial Services and IT Vendor organisations directing complex business/IT transformation programs, management consulting, IT services delivery and management. His key areas of focus include Business Intelligence, Data Warehousing, Customer Relationship Management, Master Data Management, Credit Analytics, BASELII, Loan Origination, Customer Scoring, Credit Risk Management, Debt Collection, Imaging/work flow, IT Outsourcing, Off shoring, BPO, Program Management Office, Business Architecture and IT Architecture
Viswa is currently Program Manager in Standard Chartered Bank, Singapore directing a group wide Data Integration Hub Program, to address complex data sourcing, standardisation and integration issues faced by the bank. Standard Chartered has a global network with a strategic focus in Asia, Africa and the Middle East. Prior to SCB, Viswa has been in various leadership roles in banks in Singapore and Australia. Viswa holds an MBA (from Macquarie University, Sydney, in addition to his undergraduate degree in Engineering and a Masters degree in Industrial Engineering. Viswa is also a certified PMP (Project Management Professional)
Venkat Narayanan was the founder and CEO of Knowledge Dynamics, a Singapore based Analytics company that was acquired by Satyam in 2005. Venkat has about 25 years of business management and consulting background, which includes stints with large SI in India and a regional airline in the Middle East. His extensive international experience has taken him to consulting assignments in the USA, Middle East, South Africa and Asia Pacific. He is also an adjunct faculty with Singapore Management University.Venkat is now part of the Enterprise Business Solutions (EBS) practice of Mahindra Satyam. As a Senior Vice President of Mahindra Satyam, his responsibilities include mentoring strategic and large deals in BFSI & emerging verticals globally apart from heading Enterprise Architecture Consulting group. Venkat also integrates the organisation’s initiatives on emerging technologies like Cloud, SaaS, Open Source Computing, Green Initiatives and Digital Convergence. Prior to this role he headed Satyam’s BI & CPM practice for Asia Pacific, Europe, Middle East and Africa.
EXTENDED INTERACTIVE FOCUS SESSION
Achieving Industry-wide Data Quality: Two Interactive Case Studies
It is difficult enough to integrate data among the many disparate applications within an enterprise, let alone achieve Enterprise-wide Data Quality. This Case Study session will demonstrate how UTelco Systems has achieved both the highest level of data quality within an enterprise and across an industry.
The first case study will outline the approach used in achieving this highest level of data quality and how it can be applied within your own particular organisation and industry. The session will describe the outcomes that have been achieved and the importance of Master Data Management across an enterprise and industry as the basis of these outcomes. This Case Study will cover our world leading real-time Mobile Number Portability industry-wide implementation and how the poor data quality identified on day one across the industry (60% non-compliance with industry KPIs) was transformed into more than 98% industry KPIs compliance.
The second case study will outline the approach used in achieving this highest level of data quality within a package environment in implementing an ERP system. It will show how it can be applied within your own particular organisation and in particular, address the added complexity of an ERP implementation across a number of acquired organisations at the same time. This Case Study addresses the need to manage both Product and Customer Master Data outside of the package implementations and how it simplifies the customisation requirements of those packages. Any ERP implementation requires the master data to be managed outside of the package. These Master Data solutions are re-used in the Business Intelligence (BI) solution with zero additional costs. Typically variations and specialisations revolve around these Master Data. All master data being managed centrally addresses common issues associated with the quality of the data providing auditability and traceability. This Case Study shows the reduction in overall program risks and costs as the approach enables rationalisation and optimisation of applications earlier than could otherwise be realised.
The format of the workshop will be as follows:
- Setting the Scene
- Case Studies Walkthrough
- Interactive Session
- Conclusion / Questions
Dr John Brudenell Joint CEO & Director Research, Innovation and Business Consulting
Margaret Dine Joint CEO & Technical Director
UTelco Systems
Dr Brudenell specialises in IT strategic planning, information architecture, information and data modelling, systems development methodology, enterprise data warehousing and business intelligence. Dr Brudenell is the founding president of the Data Administration Management Association (DAMA) in Melbourne and has more than 35 years of experience in Information Technology (IT).
Dr Brudenell earned tertiary qualifications in computing, economics & accountancy and has completed his Doctorate of Philosophy in Enterprise Data Warehousing. He is also a Fellow of the Society of Certified Practising Accountants (FCPA) and is a member of the Australian Computer Society (MACS). John has presented papers to the Australian Computer Society and international symposia on Data Management, Information Architecture, Business Intelligence and Enterprise Data Warehousing. Dr Brudenell presented a Customer Service Guarantee (CSG) case study to the European Conference on Information Systems (ECIS) in Vienna, Austria and also presented to the Information Resource Management Association (IRMA) in New Orleans, USA
Ms. Margaret Dine specialises in programme management, enterprise architecture, data modelling, systems development methodology and enterprise data warehousing. Ms. Dine has more than 20 years of experience in Information Technology (IT). She has managed and worked on many large and complex IT projects in the commercial environment over the years. Her strength lies in aligning the Business Architecture to the IT Architecture and subsequently translating these into successful delivery using enterprise modelling-based strategic roadmaps.
Ms. Dine earned tertiary qualifications in Computing, Mathematics and Languages from the University of Melbourne. She has presented papers throughout the Asia-Pacific region on Data Management, Data Quality, IT Architecture and Enterprise Data Warehousing and is also a member of the Australian Computer Society (MACS)
DAY TWO - Thursday 14th October 2010
MDM BOOT CAMP - INTERACTIVE EXTENDED FOCUS SESSION
Here's an excellent opportunity to improve your success as an enterprise/data/solutions architect or other IT professional embarking upon your first MDM initiative. During this fast-paced tutorial, you'll learn the best practices every IT professional must know to fast-track success and minimise risk. This is your pre-conference opportunity to ask the questions and set your own personalised agenda to maximize your MDM San Francisco Summit 2010 experience. Combining presentations, moderated discussions, and case studies, the MDM Boot Camp's proven agenda is practical, personal, and uniquely tailored to the needs of the participants. Aaron will share real world insights into:
• Establishing key MDM solution strategic planning assumptions in a rapidly churning market
• Determining MDM evaluation criteria & weighting – architectures, data models, SOA, identity management, etc.
• Leveraging case studies as templates for “out of box” MDM strategisingAaron Zornes Chief Research Officer
THE MDM INSTITUTE (San Francisco)
INTERACTIVE EXPERTS PANEL DISCUSSION
MDM Roadmap – charting a path to success
• First things first – early stage project planning
• Tips and techniques for successful vendor selection, proof-of-concept initiatives, managing the business and architectural impacts
• Keeping it on track – how to ensure that your MDM initiative delivers real business benefits
• Developing a roadmap - how do you identify and plot the key steps in the roadmap? How do you keep the initiative on track?
• The secrets of my success - what are the key make or break factors for MDM project success?
Moderator:
Aaron Zornes Chief Research Officer The MDM Institute (San Francisco)
Panellists:
David Backley MD Retail Technology DBS Bank (Singapore)Frank Grasic Independent Consultant, currently Information Management CIGNA Insurance (Hong Kong)
Don Elliott Business Information Architect ANZ Institutional Bank (Australia)
Suganthi Shivkumar MD ASEAN & India Informatica SEA (Singapore)
David Backley has over twenty five years of experience in the field of electronics and Information Technology. Originally from England he has worked in a number of countries for companies as diverse as the South African Post Office, REUTERS, McDonald Information Systems (MDIS), Westpac Bank in Australia and since Sep 09 DBS. Over this period David has held many senior positions including CTO, CISO, and CIO delivering significant business and customer outcomes through technology.
In his current role as the MD of IT for the Consumer Banking group of DBS David is responsible for all aspects of Consumer related technology across the region. David has a Masters degree in Technology from the University Of Technology Sydney and is currently undertaking a PhD at the same institution.Frank Grasic, an independent consultant originally from Canada, has over 25 years of experience in Data Management related work, with over 17 years in the Asia region. His experience includes reviewing, designing, and implementing enterprise wide data warehouse solutions, as well as introducing and rolling out Data Governance and Master Data Management processes and models. Data cleansing, matching, and profiling are also areas Frank is very familiar with. He has participated in proposals, feasibility studies, and implementations with organisations such as IBM, HP, and SAS Institute within industries covering Telecoms (Bharti Airtel, Maxis, PCCW), Insurance (CIGNA, PCI), Banking (Ambank, Saudi Hollandi Bank), Pharmaceutical, and Governments. His contracts have taken him to Hong Kong, India, Kingdom of Saudi Arabia, Malaysia, New Zealand, and Indonesia, forcing him to adapt to the diverse cultural board rooms. As a Data Management professional, Frank has taken on roles as AVP Group Strategy and Architecture, Manager Data Management Centre of Competence, Information Management Consultant, Data Architect, and Data Modeller. Graduating from University of Waterloo in Canada with a degree in Mathematics provided him with the foundation in computer science which launched his career.
INTERNATIONAL CASE STUDY
Building a Business Case for Master Data Management in the world of Banking
Most banks around the world are facing a similar challenge when it comes to their Information: There is no practice for the professional management of high quality Master Data, despite it being a major part of the business. In most cases there is not even a plan in place to tackle this issue. Yet companies survive, operate and produce their services to their customers, but when there is a disconnect between a business strategy and the means required to support it, business people can be faced with significant, avoidable workloads. In other words, it is possible to discover an opportunity to build a business case for better managing Master Data.
There are many reasons why senior management generally turn a deaf ear when discussing funding and backing for data governance or data quality improvements. These may include being fed the wrong arguments, inexperience, traditions or simply the complexity of the challenges faced. But you can change that. This talk will explore what one can do about it, and make Master Data a top priority for senior management. We’ll draw upon the experience of Platon’s global banking organisations such as Swedbank, Nordea, ANZ Bank, Saxo Bank, National Australia Bank and the many other Banks that the presenters have worked on directly.
Don Elliott Business Information Architect
ANZ Institutional Bank (Australia)
Calvin Farmer VP Consulting
Platon
Calvin Farmer is an experienced management consultant with more than 12 years project based experience in the IT industry with clients ranging from mining and exploration to banking, card services, retail and utilities. Calvin has worked in roles through the entire software development lifecycle, and in recent years, has focused heavily on advisory roles focusing on information management, using his considerable experience of large, complex IT programs of work.
Calvin is an active consultant spending most of his time on client site advising businesses on how to get the most value out of their information asset. Calvin heads Platon Australia’s Consulting business where he is also a Partner.
Don Elliott is a seasoned IT professional with more than 20 years of large project experience across Finance & Banking, Retail, Utilities and Telecommunications. In these industries he has made successful contributions in a wide range of senior roles covering strategic planning and implementation, enterprise architecture, information architecture and program delivery. Don is currently working in a senior project management role at ANZ bank in Australia where he is responsible for overseeing a Master Data Management initiative. Don has Master of Technology (Enterprise Architecture) degree from RMIT in Australia.
INTERACTIVE EXPERTS PANEL DISCUSSION
The convergence of MDM and Data Governance – managing the data deluge
Whilst companies are collecting more data than ever before and linking systems more efficiently and effectively in search of “a single version of the truth”, most CIOs still admit that their data are of poor quality, and business managers often don’t fully trust the integrity of their decision making information. The growth of MDM, PIM, BI and DQ tools are helping bring order to the chaos, but human considerations and organising principles are equally important. In this session, our panellists will discuss the challenges involved in managing the data deluge within their own organisations and share insights on how they are incorporating technological tools with their enterprise-wide data governance practices.
Moderator
- Data Governance in the Big Data Age – how do you align people, processes and technology as part of an enterprise-wide data governance program
- Working with the owners and users of the Data to improve quality – raising awareness, appointing stewards, communicating to the broader enterprise
- Creating the "single version of the truth". Discussing the importance of Master Reference Data for enabling Data Governance
- Data Governance pitfalls – what are they and how do you avoid them?
Aaron Zornes Chief Research Officer The MDM Institute (San Francisco)
Panellists
Mohammad Ariful Islam Head of Customer Data Celcom Axiata Berhad (Malaysia)
Lakshman Venkataraman Business Manager, Analytics & Reporting Target (India)
Boon Lye Lee Independent Consultant, formerly Group IT Director HiSoft (China)
Surya Putchala Vice President TDWI India GM of Business Intelligence HCL (India)
Lakshman Venkataraman. During his PhD days, Lakshman decided that academic research was not his forte and began focusing on implementing solutions that drive incremental value thru advanced analytics. Over the last 8 years, Lakshman has built his roots in Analytics, Reporting and Data Quality solution competencies. He has worked in companies which specialise in Consumer Finance Risk & Fraud, Customer Analysis, and is currently working in the Retail Analytics domain. He has focused on development and delivery of analytical and data quality solutions across multiple verticals. His core interests in the field of BI Solutions, Data Mining and Analytics.
Lakshman's specialisation areas include Shortage or Shrinkage Reduction, Heuristics, Mathematical programming, Segmentation, Optimisation. He was part of the leadership team that founded a RFID based technology solutions company. He completed his MS in Operations Research from University of Delaware and Master in Management Sciences & MSc in Chemistry from Birla Institute of Technology, India.
Boon Lye Lee, is now an independent consultant and trainer looking to share his diverse IT experience with organisations wanting to improve their IT service delivery and develop processes that drive IT service excellence. In the last ten years he helped seven regional companies deliver their IT mission; through identifying the root causes of data quality or integration failure, rolling out transformation projects (ie RosettaNet, process and data integration), managing delivery assurance and outsourcing transition and process redesign.
In the last 30 years, he has added value to many companies by transforming their IT infrastructure, Data Centres, Data Management, EDI, redesigning business processes, transition management and service delivery. His regional experience includes stints in Singapore, China (Beijing, Shanghai, Shenzhen, and Hong Kong) and has delivered projects across the Asia Pacific region. He is also a catalyst and facilitator. He has chaired and facilitated global meetings to drive global standardisation and bridging the skills gaps within the region. He is proficient and effective in English and Mandarin and has a tremendous grasp of Chinese business practices and culture.
Surya Putchala has provided thought leading, practical, cutting edge solutions in the areas of BI, EDW, MDM and Analytics to transform Fortune 500 Clients (Manufacturing, Banking & Finance, Pharma and Retail) to deliver higher performance. Achieved great results for many clients through consulting and solving complex decision making environments. Architected two commercial Analytical Applications for Product MDM and Procurement Optimisation. Helped many delivery projects achieve productivity benefits through smart solutions and accelerators. Created or expanded new service lines/offerings for BI practices. Surya is currently Vice President of TDWI India Chapter. He is also General Manager of BI for HCL Technologies. His specialties include: BI Transformations ( Strategy, Value Articulation, Architecture, Assessments, Portfolio analysis and rationalisation), Information Management, Innovation, evangelism and entrepreneurship