Oracle Master Data Management
CON8804 – Oracle Master Data
Management Portfolio Overview,
Strategy and Roadmap
Manouj Tahiliani
Senior Director, Product Management - Oracle
Mike Caulfield
MDM Architect - VMware
Sree Vaidyanathan
Director, Business Applications – Sony Computer
Entertainment
Safe Harbor
The following is intended to outline our general product direction.
It is intended for information purposes only, and may not be
incorporated into any contract. It is not a commitment to deliver
any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and
timing of any features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
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Program Agenda
 Oracle MDM Strategy and Roadmap
– Business Drivers and Portfolio
– Getting Business Value
– Strategy
– Roadmap
 Oracle MDM@VMWare
 Oracle MDM@Sony
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The Absolute Reality
Managing Data Quality and Information Silos is Essential to…
Trustworthy Business Analytics
Hierarchical Data Consolidation
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Enriched Customer Experience
Spend Management
Accelerate New Product Introduction
Risk Management & Compliance
Oracle MDM Portfolio Highlights
 Complete Solutions. Complete Choice
 Strongest Portfolio in the Industry
– Multi-Domain MDM with Purpose-Built Hubs for Customer, Product, Supplier, Site,
Financial Entities, Reference Data Management
– Tailored for Industry – Defining the transformations of CX
– Integrated and Extensible
– Deployment Choice – On-Premise, Public Cloud, Private Cloud
 Continued Innovations
– Recent Releases – Fusion R7, Oracle Customer Hub 8.2 R5 (811.10FP), EBS 12.2,
– DRM 11.1.2.3 (Includes New Data Relationship Governance)
 Continued addition of Marquee Customers and Go-Lives
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Enterprise Grade MDM
Modern. Purpose-Built. Multi-Domain. SaaS.
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Product
Location
Asset
Other
Sources
Financial
CRM
Employee
ERP
Supplier
EPM/BI
Customer
CRM
Legacy…
Oracle MDM – Customer Momentum
Sample of New Customers or Add-On Licenses
AT&T
Govt. of Israel
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Getting Business Value
Oracle Customer Experience
In Store
Contact Center
Social
Field Service
Mobile
Web
Direct Sales
Channel Sales
Oracle
Marketing
Oracle
Commerce
Oracle
Sales
Oracle Service
Oracle Social
Foundational Tools
Oracle Cloud
Infrastructure and Platform
Services
Complete portfolio of best-of-breed
solutions to deliver superior customer
experiences
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Oracle Mobile, Portal and
Content Tools
Oracle MDM, BI and Decisioning
Tools
Deployed modularly for discrete
business problems or as a suite of
applications
Oracle Integration and
BPM/SOA Tools
Open and standards based,
enabling extension and integration
with existing & partner solutions
Customer Experience Strategic Processes
Industry
Customer Experience
Strategic Processes
• Cross-channel Services for Banking
• Account Origination & Client Relationship Management
• Enterprise Risk and Compliance
• Customer Care and Billing
• Rapid Offer Development and Order Delivery
• Unified Customer and Billing Management
• Customer Experience and Loyalty
• Cross-channel Commerce
• End to End Merchandising
• Customer Intimacy: Effective marketing & Retention
• Strategic product sourcing and GDSN
• Citizen Services
• Social Services & Case Management
• Student & Constituent Management
• Single view of TaxPayer/Citizen/Criminal
• Cross-channel Customer Experience
• Sales Distribution and Aftermarket
• Account Management
• New Product Introduction, Compliance and Sourcing
• Integrated Business Planning
• Patient Care
• Health Management Platform
• Aggregate Spend Solution aka Sunshine Act
• UDI Compliance
• Health Insurance Exchange (HL7 & PIX/PDQ Compliance)
Banking
Telecom
Retail and CPG
Public Sector
High-Tech Manufacturing
Life Sciences & Healthcare
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Product Value Chain Management
IDEATION
& DISCOVERY
DESIGN
DEVELOPMENT
DESIGN TO RELEASE
PROTOTYPE
& PILOT
LAUNCH
PROCURE TO PAY
PRODUCTION
SERVICE
& SUPPORT
PLAN TO SHIP
ORDER TO CASH
Product MDM
Portfolio Management
Project Execution Management (phase/gate)
Idea to Product Concept Mgmt
New Product Development Management
Rapid Commercialization
Early and Ongoing Cost Management
Enterprise Quality & Compliance Management
Sales Readiness Management
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END-OF-LIFE
Managing Master Data Change with DRM
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Organization
Restructuring
Reporting Hierarchy
Changes
Sales Team
Restructure
Chart of Accounts
Redesign
Product Category
Redesign
Cost Center
Owner Change
Market Segmentation
Changes
Reference Data
Management
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Supplier Risk Management
From Back Burner to Center Stage
Invitation
Self Registration
Profile & Pre-Qualification
Search
Credit & Risk
Assessment
Identification
Geopolitical and Macro Economic
Threats
On Boarding
Contracts
Chronic Uncertainty and Volatility
Weakening Supplier Viability
Supplier Master Data
Obsolescence
Administration
Profile, Classification,
Bank Detail, etc.
Supplier Conduct Impacts to
Company Image, Brand, and Revenue
Retire
Recurring Assessments
Performance Analysis & Mgmt
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Strategy
Vision Drives Investment
 Cloud, Social & Mobile: MDM in Cloud, Data Services & Insight, Mobile Enabled
Enterprise
 Industry and Strategic Processes: Support 20+ Industries, Strategic Processes like
CX, Multi-Channel Commerce, Value Chain Planning, Financial Transformation, etc.
 User Experiences & Governance: Next Gen UI, Contextual, Collaborative,
Document Sharing, Embedded Analytics
 Enterprise Grade: 24x7x365 Service, High Computing Data Management, Engineered
Systems
 Platform & BPM: Embedded Data Quality, Extensible, Integrated & MDM Aware
Business Processes
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Integrated Oracle CX Cloud Leveraging CDM Cloud
Social
Conversations
about Sales
Managing Leads
through Social
Channels
Shared
Customer
Data
Sales
Cloud
Integrated
Marketing
Activity
Visibility to
opportunities
and
incidents
Customer 360
with Hub
ERP
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E-Business Suite
JD Edwards
Opportunity to Quote
Integrated Multi-Channel Commerce Leveraging Product Hub
Cross Channel Order
Capture
Commerce
Synchronize Standardized
Metadata for Guided
Navigation
Enterprise Data
Quality for Product
Synchronize
Attribute and
Value Set
Metadata
Enterprise Data
Supplier
Portal
Quality for Product
Induct
Supplier
Products and
Digital
Assets
Publish Catalogs,
Products and Digital
Asset Associations
Publish Catalogs,
Products and Digital
Asset Associations
Global Order Promising and
Distributed Order Orchestration
Enterprise Product Record
Cleanse, Standardize
and De-duplicate
Product Data
Synchronize Items,
Variants, Merchant
Hierarchy
Fusion
Product Hub
Publish
Products and
Operational
Attributes
Source Selection, Splitting,
Monitoring/Updates
Order Fulfillment
Retail Merchandising System
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Enterprise Data Quality Cloud Services
Enterprise DQ Cloud Services
Enterprise DQ
Matching Cloud
Service
Enterprise DQ
Address Verification
Cloud Service
Common Access/UI
Govern
Monitor effectiveness & resolve problems
Match
Identify & merge duplicates
Standardize
Drive conformance to standards
Profile
Quickly understand data content
Enterprise DQ Platform
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• Packaged cloud services for cloud applications
• Process metrics
• Quality metrics
• Case Management
• Remediation
• Party (individuals,
households) match
• Entity match
• Semantic (category)
match
• Statistical match
• Match review
• Merge/survivorship
• Global parse
• Category parse
• Extract
• Transform
• Address verification &
geocoding
• Substitute
• Enrich
• Classify
• Statistics
• Patterns
• Phrases
• Duplicates
• Completeness
• Max/min values
Oracle Data Relationship Management
Industry-leading, model-driven master data change management solution
 Enables change management and
business transformations
 Preferred MDM solution for enterprise
hierarchies, mappings and reference
data sets
 De-facto industry standard for Financial MDM
and Analytical MDM
 Creates value across both operational & analytical realms
 90% of customer have 6+ business entities in production
 Fastest growing application in MDM and EPM product families
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Introducing Data Relationship Governance
New
Major Features
 Data-driven, context sensitive
workflow automation
 Claims-based, governance task
assignment
 Pre-validate & calculate attributes
 Auto-approve and escalate
 Email notifications and alerts
 Request activity history
 Built-in support for
R-A-C-I model
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• New in release 11.1.2.3
• 100% configuration-based (No coding!)
Full Lifecycle Support in the Cloud
Business Analysts
Model Processes
Administrators
Extend the product
Implementers
Set-up Sandbox &
Environments
Business Owners
Tailor processes
Team
Measure, analyze,
improve, govern
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Business Users
Collaborate and
Innovate
IT Operations
Manage, Deploy and Monitor
Social Data and Insight Service
– Data about common business entities
such as Companies and Contacts
– Provides Reference Data (D&B, Social
Account
Contacts
Competitors
Brands/Products
Social Handles
Handles) and Insights (e.g.
account/brand sentiment, purchase
intent)
– Integrate with CRM and Customer
Hub to keep a single, clean view of the
Customer
Master Reference Data + Social Monitoring = “Social Insights”
– Import new, match and clean existing
Accounts and Contacts real-time or
high volume batch
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Oracle Next Best Action – An Oracle Engineered System
Oracle
SRM
POS
eCommerce
Dashboards
Social Networks
Clientelling
Web
Next Best Action Framework
Mobile
Oracle WCS
Oracle RTD
APPLICATIONS
Campaign Management
Loyalty Management
WEB LOGIC SERVER (FUSION MIDDLE WARE)
EXALYTICS
EXA BUS
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
EXA CONTROL
ORACLE VM
Legacy Database
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Application SERVER
EXALOGIC ELASTIC CLOUD PLATFORM
Linux (or)
Solaris
Oracle Enterprise
Manager
Master Data Management
Data Warehouse
Exa Data
Oracle Cloud Marketplace
Empower your Cloud Business
Customers: Cloud
computing marketplace
where Oracle customers can
easily browse, evaluate and
buy trusted business
applications
Partners: A new cloud
applications distribution
channel that generates
demand for our partners and
extend their success in the
cloud
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Roadmap
Fusion MDM Current Release and Roadmap
Release 7
Sep 2013
What’s Next
0-12 month planning cycle
Core Customer Mastering
• Enhanced Import/Export, Enhanced Address Cleansing
Duplicate Identification in Batch, Standalone Contact
Enhancements
Core Customer Mastering
• Survivorship Rules to Automate Merge, Geocode and
spatial support, Enterprise Data Quality Support for
Matching and Address Validation
CDM User Experience
• Enhanced Customer 360 UI
Customer Data Services
• Enhance Account and Contact Data
CDM Extensibility & Integration
• Eloqua Integration, EBS Integration, Service Cloud
Integration
CDM Extensibility & Integration
• EBS & JDE Integration, Configurable installed base/asset,
Enhanced Service Cloud Integration to support Contact
Sync, Enhanced Account and Contact APIs to support CX
and ISV real-time and bulk integrations
Product Data Consolidation
• Data On boarding for Native Formats using Import Maps
Product Data Governance and Quality
• Real-Time/Embedded Data Cleansing, Classification and
Standardization, Dynamic Rule-Based Policy
Enforcement and What-If Analysis, Cross Entity Business
Rules, Role based and Data Level Security
Product Data Publication and Cloud Enablement
• User Defined Criteria for product and catalog publication,
Validation Rules for Product Publication
• File based Import and Export through Secure FTP
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Industry Processes: Multi-Channel Commerce
• Self Service Data On-boarding via Product Portal, GDSN
infrastructure for on-boarding supplier data via GS1 data
pools, Bulk upload and association of digital assets,
Integration to Oracle Commerce and RMS
Product Data Quality & Data Governance and
Cloud/Mobile Enablement
• Matching by Manufacturer Part Numbers, Matching by
GTINs, Pre-import validation
• Rich and Secure Cloud Web Services
• Audit Trail Framework
Future Directions
Post 12 month planning cycle
Enhanced Customer Mastering
• Enhanced Customer hub Process Automation,
Unmerge, Data Profiling, Enhanced Enrichment
CDM Usability & Governance
• Enhanced Dashboard & Governance
CDM Extensibility & Integration
• Ongoing CX Cloud Integration enhancements, Industry
Specific Customer 360
Industry Processes: Multi-Channel Commerce and
Customer Experience
• Vendor Data Upload/Quality Scoring and Metrics,
Vendor Collaboration and Social Interaction, Digital
Asset Meta data Search and Embedded Workflow
Product Data Quality & Data Governance
• Comprehensive Audit Trail Framework for Data and
Metadata Audit, Embedded Completeness &
Conformity Metrics , Enhanced BI Reports
Cloud Enablement and Superior Experience
• Cloud Service Expansion
• Optimized UI for Multi-Lingual Data Maintenance
• Product Data Relationship Viewer
Oracle Customer Hub (UCM) Current Release
and Roadmap
OCH 811 10
Usability
• Open UI for Siebel
• Mobile UI
More Social
• Social Profile
• Social Monitoring Integration
Enhanced Mastering & Stewardship
• Child Survivorship
• Child Cross-Referencing
• Multi-Branding Enhancements
More Data Quality
• EDQ Matching, Address Validation &
Standardization
Lower TCO
• Publish Enhancements
• Life Cycle Management –
Enhanced Install, Upgrade &
Cloning
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What’s Next
(811 11)
Customer Experience
• Social Stewardship
− Person Social Profile
− Sentiment Analysis
− Social Influence/Loyalty Scores
More Data Quality
• Enhanced EDQ Address Validation
• IIR 9.5 Certification
Lower TCO
• Switch to disable creation of history
records
Future Directions
Post 12 month planning cycle
Governance
• Governance Enhancements
• Open UI Uptake
• Social Profile Mastering
MDM Platform
• Rules Engine Enhancement
• 3rd Party, Oracle Data & Cloud
Service integration
Lower TCO
• Embed EDQ Dashboards
• Data Stewardship Enhancements
• Guided Unmerge
• Any entity mastering wizard
Engineered Systems
• Customer Insight/Lifetime Scoring
More Industry
Data Relationship Management Current Release
and Roadmap
Release 11.1.2.3
Available Now
What’s Next
0-12 month planning cycle
• Dynamic Scripting: Java Script for
formulas and validations
• Import from DB tables
• Custom Object Access Groups
• Job Management Console
• DRM 11.1.2.3.500
• Performance Improvements
• DRG Request API/Web Service
• DRM 11.1.2.3 WDK
• Certifications – Oracle DB 12c, IE10,
Win8, FF24, MS Hyper-V
New in 11.1.2.3: Oracle Data
Relationship Governance
• DRM 11.1.2.3.600
• Oracle Planning & Budgeting Cloud
Service Integration
• Governance work list
• Workflow models: Model filters, stages,
users, data access
• Workflow tasks: Properties, validations
• Change management & issue
management requests supported
• Pre-validate requests
• Preview inherited/derived properties
• Request comments
• Email notifications & web alerts
• Request activity trail
• Workflow path & workflow tags
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• DRM 11.1.2.4
• Restrict self-approval for SOX compliance
• Request load from file/table
• Request attachments
• Withdraw requests
• Dynamic scripting for requests
• Domain context for request tasks
• Required tasks for workflow stages
• Governance request auditing
• FDMEE Integration
• Enhanced EBS/Fusion GL Integration
Future Directions
Post 12 month planning cycle
• Governance Mobile Experience
• Specialized Governance Workflow &
Approvals Mobile Application
• Fully functional Browser Experience
Optimized for Tablet
• Mobile Safari & Chrome Support
• Multi-domain Intersection Management
• Create and maintain multi-domain
intersection maps
• Specify intersection attributes and
validations
• Compare, analyze and align intersections
within/across versions
• Export valid combinations to target
systems including Oracle GLs
• Governance Dashboard & Analytics
• Program Reporting & Dashboard
• Discover quality trends & user behavior
• Run queries, Assign tasks, monitor ∆s
• Oracle Enterprise Data Quality Integration
• Standardize, cleanse, & classify
• Match & cross-reference w/ sources
EBS MDM Current Release and Roadmap
What’s Next
0-12 month planning cycle
Release 12.2
Product Hub
• Simple & Advanced Item Search Public APIs
• Enhanced Batch Management
• Rules support for Primary and Revision level
attributes
• Rules On-Demand Execution and Loaders
• Product Hub for Telco Enhancements
• Outbound metadata publish for PIM-to-PIM sync
• Integration to OSM Design Studio
• Multiple Price List Synchronization
• Advanced Search based on GTINs and related APIs.
Site Hub
• Google API Upgrades: Street View, Nearby Search,
• Polygon Geometry Site visualization in maps
• Enhanced Spatial Queries and Driving Directions
Customer Hub
•
•
•
•
•
Real Time address validation
Spatial data integration
Source System References
View Record History
Account Merge Web Service
Supplier Hub and Supplier Lifecycle Mgmt.
• Initial Release
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Product Hub
• Product Hub 360 degree search using Endeca
• Product Hub for Telco enhancements
• Product Hub to Product Hub Sync
• Promotions aggregates and groups
• Dynamic classes
• Mobile application for Product Info Management
Site Hub
• Site Search and Site Lifecycle view using Endeca
• Mobile application for Site Inquiry
• Data Governance : Site Creation Approval Workflow
Customer Hub
• Search, 360 degree view using Endeca
• Security for Extensible Attributes
Supplier Hub
•
•
•
•
Streamlined Supplier Merge
Unified Supplier Profile Change Business Event
Site Tagging for D&B Extract
Mobile application for Supplier Inquiry
Supplier Lifecycle Management (SLM)
•
•
•
•
Enhanced Qualification Approval Routing
Dynamic Qualification Template Criteria
Revised Administrator and Supplier User UX
Compliance Documentation Tracking
Future Directions
Post 12 month planning cycle
Product Hub
• Alternate Catalog Publish
• Product Hub for Telco Enhancements
Site Hub
• Site Data Lineage
• Data Quality Integration with Oracle EDQ
Customer Hub
• Customer approval workflow
Supplier Lifecycle Management
•
•
•
•
Automated Evaluation Assessment
Best Practice Templates
Dynamic Invitation Lists
Supplier ToU/Privacy Agreement Tracking
Supplier Hub
•
•
•
•
Endeca Search for Suppliers
Extensible Supplier Contact Directory
Supplier Profile Version Management
Profile Change Approval Management
Key Take Aways
Key Takeaways
 Continue Innovation at a Rapid Pace. New Data Relationship Governance
 Strong Customer Momentum with numerous High Computing Deployments
 Empower Customers with New, Modern and Highly Configurable UI
 Purpose Built Hub along with Platforms for any entity mastering
 Expansion of DQ and Lower overall TCO
 Cloud, Social, Data Services & Insight, and Mobile are Key Focus areas
 Expansion of Integrated Customer Experience and Verticalized offerings
 Continue to Leverage SI and ISV Partners globally
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MDM is a Foundation for Customer Experience
HBR Paper - Delivering on the Promise of Great Customer Experiences
Download at: http://www.oracle.com/mdm
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