CONFERENCE
TUESDAY, 22 April 2008

08:00–09:00   "By invitation" Breakfast
09:00–10:00 KEYNOTE Conference Chairman Keynote & Welcome:
Milestones on the MDM Road Map for 2008-09

Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
10:00–10:45

KEYNOTE

Plenary Keynote
MDM Goes Mainstream
David Corrigan, Program Director - Master Data Management, IBM Software Group
Jochen Schneider, CIO, Schweizerische PostFinance
10:45–11:15   Refreshment & Networking Break in the Exhibit Hall
11:15–12:00 KEYNOTE Plenary Keynote
Data Governance: Reaching for Data Maturity
Colin Rickard, Managing Director, West and North Europe, DataFlux
12:00–13:30   Lunch & Networking Break in the Exhibit Hall

12:40–13:25

 

Industry Innovation Session 1 - Sponsored by Oracle
How Oracle Addresses Critical MDM Challenges & Delivers Tangible Benefits
Anthony Day, Senior Director - MDM Product Strategy, Oracle Corporation
Matthias Kenngott, Global IT Director, GGB
12:40–13:25   Industry Innovation Session 2 - Sponsored by Trillium Software
Breaking Down the Silos
Ed Wrazen, VP Product Management & Strategy, Harte-Hanks Trillium Software
13:30–14:15

Track 1 EXPERT TESTIMONY: Post-Merger CDI Strategies
Noel Garry, Executive Manager - Retail IT, Irish Life & Permanent
Track 2

BEST PRACTICES: Utilising Foundational CDI-MDM Technology to Create ContactPoint
Tony Richardson, Managing Enterprise Architect – Lead Architect ContactPoint, Capgemini UK

Track 3

EXPERTS PANEL: Best Practices in Financial Services
Moderator: Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
Panellists: John Ewan, Lead Data Architect, Prudential UK

 
14:15–15:00 Track 1 CASE STUDY: Retrospective on the First 2 Years of a Large-Scale CDI Deployment & Lessons Learned
Ahmed Al-Sanad, Saudi Telecom Company
Track 2

EXPERTS PANEL: Best Practices in Government Services
Moderator: Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
Panellists:
Tony Ellis, Head of Information Technology Unit, London Borough of Brent
Clare Troy, Consultant to London Councils, DataNut Ltd 

Track 3 CASE STUDY: Kick-Starting MDM Programs
James Rowe, Head of Master Data Organisation, Constellation Europe
Matthew Stephenson, Partner, Deloitte
15:00–15:30   Refreshment & Networking Break in the Exhibit Hall
15:30–16:15 Track 1 CASE STUDY: Achieving International Data Quality
Holger Wandt, Principal Advisor, Human Inference
Track 2 EXPERTS PANEL: Best Practices in Telecoms
Moderator: Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
Panellists:
Altug Seven, Unified Customer Management, Turkcell
Ahmed Al-Sanad, Saudi Telecom Company
Jur Huizinga, Senior IT Architect - IT NL CRM Architecture, KPN
Track 3 CASE STUDY: Building Out Cross-Divisional MDM in the Very Large Enterprise
Kimi Walker, Associate Vice President, Information Centre of Excellence, Canadian Tire
Kjell Wittmaack, Chief Knowledge Officer, Platon A/S
16:15–17:00 Track 1 CASE STUDY: CDI - From Tactical Problems to Strategic Solution 
Paul Theriault, VP - Global Insurance Solutions, XL Insurance
Peter Stocker, CDI Program Manager, XL Insurance
Track 2 Operational PIM: Leveraging Semantic Processing & SOA to Address PIM Challenges In-line with Business Processes
David Faibish, CTO, Zoomix
Track 3 CASE STUDY: MDM & Data Governance for a Large Telecom Enterprise
Jur Huizinga, Senior IT Architect - IT NL CRM Architecture, KPN
17:00–18:30   Drinks Reception in Exhibition Hall
 

Tuesday
22 April
09:00–10:00

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Conference Chairman Keynote & Welcome
Milestones on the MDM Road Map for 2008-09
Aaron Zornes, Founder & Chief Research Officer, The MDM Institute

Research analysts at the MDM Institute annually produce a set of twelve milestones for their “MDM Road Map” to help Global 5000 enterprises focus efforts for their own large-scale, mission-critical MDM projects. This keynote will focus on this set of strategic planning assumptions and present an enlightening view of key trends and issues facing IT organisations during 2008-09 and beyond by highlighting:
  • Planning for the juggernaut of MDM market momentum, maturation, & consolidation
  • Coping with the skills shortage & other staffing challenges concerning data governance, enterprise architecture, et al
  • Identifying the essential (vs. desirable) features of an enterprise-strength MDM solution – e.g., hierarchy management, identity resolution, & multi-entity support

Featured Speaker:

Aaron Zornes

Aaron Zornes
Founder & Chief Research Officer
The MDM Institute


To Speaker's Bio

 

Tuesday
22 April

10:00–10:45

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Plenary Keynote
MDM Goes Mainstream
David Corrigan, Program Director - Master Data Management, IBM Software Group

Jochen Schneider, CIO, Schweizerische PostFinance


Leading organisations are increasingly seeing the value that can be derived from delivering single or "master" views of enterprise data to critical processes within their operations. MDM manages all key areas of information - including multiple domains (customer, product and supplier data), as well as multiple styles (collaborative, operational, and analytical) - to most effectively deliver rich, accurate information in real-time and enterprise-wide. MDM's growing impact on enterprises both large and small, however, requires the chosen MDM architecture and product set to provide a phased approach – ranging from registry to operational. This plenary keynote will provide both a strategy roadmap and a case study to demonstrate how MDM can help the business in:
  • Improving your organization’s ability to operationalise & improve key processes
  • Developing shared information services through a transactional hub on an SOA-based platform
  • Lowering costs & risks associated with integration projects while increasing ROI of existing business applications

Featured Speakers:

David Corrigan

David Corrigan
Program Director - Master Data Management
IBM Software Group


To Speaker's Bio

Jochen Schneider Jochen Schneider
CIO
Schweizerische PostFinance


To Speaker's Bio
Tuesday
22 April

10:45–11:15
Refreshment & Networking Break in the Exhibit Hall

Tuesday
22 April

11:15–12:00

 

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Plenary Keynote
Data Governance: Reaching for Data Maturity
Colin Rickard, Managing Director, West and North Europe, DataFlux


Levels of data governance in today’s enterprises range from undisciplined through to governed … where does your organisation sit? The data management maturity of an organisation can be measured on the DataFlux Maturity Model. Attendees will receive practical ‘how to’ advice to ensure strategy is translated into effective action, and the major challenges of ‘doing data governance’ will be investigated. Topics include:
  • Establishing where your organisation sits on the maturity model
  • Identifying the essential pro-active steps to move forward with data governance
  • Developing a clear framework appropriate to the different maturity levels.

Featured Speaker:

Colin Rickard

Colin Rickard
Managing Director, West and North Europe
DataFlux


To Speaker's Bio

Tuesday
22 April

12:00–13:30

Lunch & Networking Break in the Exhibit Hall

Tuesday
22 April

12:40–13:25
INDUSTRY INNOVATION SESSION 1 - Sponsored by Oracle
How Oracle Addresses Critical MDM Challenges & Delivers Tangible Benefits
Anthony Day, Senior Director - MDM Product Strategy, Oracle Corporation
Matthias Kenngott, Global IT Director, GGB

MDM is rapidly gaining importance in many organisations and Oracle as one of the world’s largest and innovative software vendors has been at the forefront of this fast-evolving and highly strategic product area. In this session you will learn about the critical challenges faced by Oracle customers and how Oracle MDM applications help to address these. This session will also showcase one of Oracle’s key customers who have achieved tangible benefits through the implementation of a single customer view. Discover why in excess of 600 customers have selected Oracle MDM solutions to help generate tangible benefits, such as:
  • Delivering smarter, fact-based decision-making
  • Increasing customer satisfaction levels while reducing data management costs
  • Meeting increasingly stringent privacy & regulatory requirements

Featured Speaker:

Anthony Day

Anthony Day
Senior Director of MDM Strategy
Oracle Corporation


To Speaker's Bio

   
Matthias Kenngott Matthias Kenngott
Global IT Director
GGB


To Speaker's Bio
Tuesday
22 April

12:40–13:25
INDUSTRY INNOVATION SESSION 2 - Sponsored by Trillium Software
Breaking Down the Silos
Ed Wrazen, VP Product Management & Strategy, Harte-Hanks Trillium Software

Getting business ownership and sponsorship in any data intensive initiative is hard and given this challenge, how is MDM, with the promise of enterprise-wide data standardisation, ever going to succeed? To be successful with MDM, organisations must endeavour to create a business culture of data governance. Data governance initiatives seek to break down the silos that exist between Business and IT, but in reality, unless Business teams are empowered and motivated to address data related issues, governance is doomed to political failure. In this session we will discuss the following:
  • Socialising “action-oriented data governance” by focusing on the process, not just the data
  • Extending data quality to deliver information value
  • Empowering the business to evolve data into “Data Intelligence”

Featured Speaker:

Ed Wrazen

Ed Wrazen
Trillium Software


To Speaker's Bio

 
Track 1

Customer Data Integration (CDI)
Track Sponsor: Human Inference

Track 2

PIM & Master Reference Data Management
Track Sponsor:  siperian

Track 3

Data Governance/Data Quality

Track Sponsor:  INFORMATICA
13:30 – 14:15 CONCURRENT SESSIONS

Tuesday
22 April

13:30–14:15

Track 1

 

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EXPERT TESTIMONY: Post-Merger CDI Strategies
Noel Garry, Executive Manager - Retail IT, Irish Life & Permanent


Following a merger or acquisition, many organisations are turning to CDI as a key piece of infrastructure for their new integrated organisation. Irish Life and Permanent, one of Ireland’s most successful financial organizations, is implementing IBM MDM and Information Server software to enhance its pensions and investment offerings post-merger. Transforming Irish Life to a more customer-centric view will allow the organisation to tailor products and services for customers across multiple touch points including the Internet, call centres, and various sales channels. In doing so, Irish Life expects to develop new customer insight and loyalty by creating more effective targeted sales campaigns, product packages, and easier customer self-service whilst maintaining continuous records of customer transactions and service satisfaction across the business. This session will look at the issues involved in this difficult merger initiative and look at possible ways of overcoming these difficulties. Areas to be covered include:
  • Obtaining high -level sponsorship of the MDM/SOA/CDI initiative
  • Rationalising different data sets, processes, and cultures
  • Taking an incremental approach to ensure value delivery as early as possible

Speaker:

Noel Garry

Noel Garry
Executive Manager - Retail IT
Irish Life & Permanent

To Speaker's Bio

Tuesday
22 April

13:30–14:15

Track 2

 

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BEST PRACTICES: Utilising Foundational CDI-MDM Technology to Create ContactPoint
Tony Richardson, Managing Enterprise Architect – Lead Architect ContactPoint, Capgemini UK

ContactPoint is a key element of the Governments Every Child Matters programme to transform children's services by supporting more effective prevention and early intervention. ContactPoint is one of a range of tools that will help services work together more effectively on the frontline to meet the needs of children, young people and their families.

The presentation will outline

  • Justifying CDI-MDM technology as the chosen solution
  • Determining the benefits of ‘Off-the-Shelf’ solution versus ‘Custom-Built’
  • Architecturally integrating current generation CDI-MDM technologies with a multitude of bespoke source systems

Speaker:

Tony Richardson

Tony Richardson
Managing Enterprise Architect – Lead Architect ContactPoint
Capgemini UK


To Speaker's Bio

Tuesday
22 April

13:30–14:15

Track 3

 

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EXPERTS PANEL: Best Practices in Financial Services
Moderator: Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
Panellists: John Ewan, Lead Data Architect, Prudential UK


MDM is a fundamental building block to an overall CRM strategy and critical to its success. Moreover, many business drivers are now requiring organizations to institutionalize data governance. In addition to issues such as staffing for success in a not-yet-mature vendor market and how to avoid hidden project killers, this panel will share practical advice on:
  • Transforming early “success stories” into the program to generate management and client enthusiasm
  • Integrating new customer access channels (e.g., Internet) which complicate matching and merging of operational customer data
  • Knowing your business case – especially marketing cross-sell, regulatory/compliance (Basel II)
Moderator:
Aaron Zornes

Aaron Zornes
Founder & Chief Research Officer
The MDM Institute


To Speaker's Bio


Panellists:
John Ewan

John Ewan
Lead Data Architect
Prudential UK


To Speaker's Bio

14:15– 15:00 CONCURRENT SESSIONS

Tuesday
22 April

14:15–15:00

Track 1

 

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CASE STUDY: Retrospective on the First 2 Years of a Large-Scale CDI Deployment & Lessons Learned
Ahmed Al-Sanad, Saudi Telecom Company


Saudi Telecommunications Company (STC) is the sole provider of a wide array of services throughout the Kingdom of Saudi Arabia and is comprised of four distinct business units (landline services, mobile and messaging services, ISP, and data solutions). In addition, STC services more than17 million B2B and B2C customers. This requires STC to deeply consider how to serve customers in a way to keep market leadership. In addition to a CRM Systems strategy, STC selected the Oracle-Siebel Universal Customer Master (UCM) system to provide a singe view for STC customers across all business units and to provide services to applications for real-time pull and push of customer data. This session will review certain “lessons learned” during the first two years of the project such as:
  • Evaluating, contracting with & managing key systems integrators for implementation assistance
  • Architecting & delivering an operational style hub for the onboarding of “new” customers
  • Planning for the integration of multi-entity MDM (product catalogues, etc.) with the party data model of Siebel UCM

Speaker:

Ahmed Al-Sanad

Ahmed Al-Sanad
Saudi Telecom Company

To Speaker's Bio

Tuesday
22 April

14:15–15:00

Track 2

 

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EXPERTS PANEL: Best Practices in Government Services
Moderator: Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
Panellists:
Tony Ellis, Head of Information Technology Unit, London Borough of Brent
Clare Troy, Consultant to London Councils, DataNut Ltd 
MDM programs outside the private sector face supreme challenges of their own: scalability (scale, number, and heterogeneity of source databases), “very large scale” turf battles, onerous oversight by under-informed albeit well-meaning political entities, etc. This panel of experts will highlight secrets to successfully jump-start an MDM program in public sector or non-profit organisations by discussing:
  • Navigating the nuances of governmental budgeting & ROI processes vs. private sector
  • Understanding & leveraging the differentiators between citizen/party-of-interest & B2B/B2C party
  • Planning for the public scrutiny of MDM budgeting & privacy policy management processes.

Moderator:

Aaron Zornes

Aaron Zornes
Founder & Chief Research Officer
The MDM Institute


To Speaker's Bio


Panellists:
Tony Ellis

Tony Ellis
Head of Information Technology Unit
London Borough of Brent


To Speaker's Bio

   
Clare Troy

Clare Troy
Consultant to London Councils
DataNut Ltd

To Speaker's Bio

Tuesday
22 April

14:15–15:00

Track 3

 

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CASE STUDY: Kick-Starting MDM Programs
James Rowe, Head of Master Data Organisation, Constellation Europe
Matthew Stephenson, Partner, Deloitte

Master data is vitally important to the efficiency of Constellation Europe and is especially vital for acquisitions. Following recent acquisitions, Constellation partnered with Deloitte to develop an innovative and efficient approach to kick-starting their MDM program. In the short term, improved standards and data governance have been more effective than new technology in delivering value to the business. This session will detail an approach to kick-starting an MDM program and the concurrent development of a Master Data Organisation. The two speakers will show how real business benefits have been gained, including increasing speed to market and reducing the time to absorb new acquisitions’ data. Key topics to be addressed include:
  • Focusing on the clarity of MDM objectives and strategy
  • Benchmarking of the chosen approach against strategy
  • Ensuring governance & GDS standards are addressed before technology implementation ensues

Speakers:

James Rowe

James Rowe
Head of Master Data Organisation
Constellation Europe

To Speaker's Bio

   
Matthew Stephenson

Matthew Stephenson
Partner
Deloitte

To Speaker's Bio

Tuesday
22 April

15:00–15:30
Refreshment & Networking Break in the Exhibition Hall
15:30– 16:15 CONCURRENT SESSIONS

Tuesday
22 April

15:30–16:15

Track 1

 

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CASE STUDY: Achieving International Data Quality
Holger Wandt, Principal Advisor, Human Inference


Many companies doing business abroad have to cope with a large variety of names, address conventions, and other culturally-embedded business rules and habits. But are the data quality tools and processes equipped for the inevitable internationalization of our business community? This session includes case studies on Uefa and KLM/Air France and will focus on the interpretation and processing of name and address data in an international context, i.e., "cross-border data quality" by providing insight into:
  • Rationalizing international name variety & specifics
  • Understanding international address formats & address standardization
  • Leveraging the power of natural language processing methods

Speaker:

Holger Wandt

Holger Wandt
Principal Advisor
Human Inference

To Speaker's Bio

Tuesday
22 April

15:30–16:15

Track 2

 

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EXPERTS PANEL: Best Practices in Telecoms
Moderator: Aaron Zornes,
Founder & Chief Research Officer, The MDM Institute
Panellists:
Altug Seven, Unified Customer Management, Turkcell
Ahmed Al-Sanad, Saudi Telecom Company
Jur Huizinga, Senior IT Architect - IT NL CRM Architecture, KPN


Telecoms evolution the next five years will be radical as intense competition in wireless, long distance, Internet, and local service commoditises products and slashes profits – not to mention VoIP. As the telecoms industry undergoes a massive transformation towards next generation networks and blended services, MDM is seen as a key enabler (even “game change” agent) to help these companies provide rich, convenient, and personalized customer experiences. Our panel of Telecoms MDM experts will share their views by discussing issues such as:
  • Leveraging a Product Data Hub (catalogue) strategy to accelerate the process of bringing to market complex telecom products & services
  • Applying MDM to catalyze a comprehensive master data strategy for the order2cash process
  • Planning to apply MDM as a disruptive technology to “outmarket & outservice the competition”

Moderator:

Aaron Zornes

Aaron Zornes
Founder & Chief Research Officer
The MDM Institute


To Speaker's Bio


Panellists:
Tony Ellis

Altug Seven
Unified Customer Management
Turkcell


To Speaker's Bio

   
Ahmed Al-Sanad

Ahmed Al-Sanad
Saudi Telecom Company

To Speaker's Bio

   
Jur Huizinga

Jur Huizinga
Senior IT Architect - IT NL CRM Architecture
KPN

To Speaker's Bio

Tuesday
22 April

15:30–16:15

Track 3

 

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CASE STUDY: Building Out Cross-Divisional MDM in the Very Large Enterprise
Kimi Walker, Associate Vice President, Information Centre of Excellence, Canadian Tire
Kjell Wittmaack, Chief Knowledge Officer, Platon A/S


Canada’s largest retailer, Canadian Tire, built their cross divisional MDM strategy covering architecture, governance, data definitions and implementation roadmap in only twelve weeks. With business operations in most major Canadian cities and a product assortment that ranges from auto parts, power tools and work clothes to retail banking and gas stations, Canadian Tire possesses an enormous amount of data on products, vendors and customers that are all core assets to their business processes. Canadian Tire was challenged with issues on exhausting numbers ranges, data quality fire fighting, no unified approach to MDM, etc. The MDM Implementation project was conceived to be the remedy for them all. By marrying industry best practice with what had already been done, Canadian Tire managed to accelerate the strategy development to include definition of the target architectural state and a transition to this, in addition to:
  • Determining MDM Principles to drive the identification & prioritization of the risk/reward for each entity
  • Establishing Master Data Governance – e.g., role definitions, organization, accountability, & data quality monitoring
  • Planning an implementation roadmap – e.g., outlining elements & prerequisites for initiating the MDM program and the entity implementation projects

Speakers:

Kimi Walker

Kimi Walker
Associate Vice President, Information Centre of Excellence
Canadian Tire

To Speaker's Bio

   
Kjell Wittmaack

Kjell Wittmaack
Chief Knowledge Officer
Platon A/S

To Speaker's Bio

 16:15– 17:00CONCURRENT SESSIONS

Tuesday
22 April

16:15–17:00

Track 1

 

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CASE STUDY: CDI - From Tactical Problems to Strategic Solution
Paul Theriault, VP - Global Insurance Solutions, XL Insurance
Peter Stocker, CDI Program Manager, XL Insurance


XL is a leading provider of global insurance and reinsurance coverages to industrial, commercial and professional service firms, insurance companies, and other enterprises on a worldwide basis. With a shareholder equity of US$11.3b, it has 3500 employees operating in 77 offices in 28 countries. One year ago the insurance segment faced a crisis with its outdated and expensive global name clearance system. Coincidently, there was a strong push from the business to establish a consistent, global CRM capability. Both were very worthwhile tactical problems. In this presentation, you’ll learn how a component CDI solution was socialized and “sold” to the business on its narrow tactical benefits but yet provided a long term strategic solution providing a basis for a complete global name clearance, an enabler for increasing revenue, a core foundation for a CRM solution, and the ultimate basis for core party data. Specific discussion topics include:
  • Selling “strategic CDI” to executives who originally wanted a “tactical” CRM solution
  • Overcoming internal biases towards building internally vs. buying
  • Managing project implementation across 20 countries

Speakers:

Paul Theriault

Paul Theriault
VP - Global Insurance Solutions
XL Insurance

To Speaker's Bio

   
Peter Stocker

Peter Stocker
CDI Program Manager
XL Insurance

To Speaker's Bio

Tuesday
22 April

16:15–17:00

Track 2

 

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Operational PIM: Leveraging Semantic Processing & SOA to Address PIM Challenges In-line with Business Processes
David Faibish, CTO, Zoomix


The wide-ranging repercussions of low-quality product data are coming into focus more than ever before. We must move beyond simply connecting disparate systems and sharing data between trading partners. The promised cost reductions and increased revenues will only be realized when the data itself is correct, complete and synchronized. Unfortunately, integrating data from multiple sources tends to reduce the quality of the data, sometimes making it less useful for many business purposes.

The solution, Operational PIM, is to incorporate automated product data quality directly into routine business processes, ensuring unique, standardized and classified product data whenever and wherever it is utilized. Accomplishing this feat requires the combination of multiple disciplines, including SOA, semantic data processing and self-learning technology. The business value is to rapidly match, standardize and classify vast amounts of product data consolidated from hundreds of suppliers

This presentation will detail the following key topics:

  • Addressing challenges specific to the world of large-scale product data integration
  • Identifying a practical solution framework based on SOA, semantic data processing and self-learning technology
  • Applying best practices from a large distributor “use case” that delivered enhanced supply chain productivity via Operational PIM

Speaker:

David Faibish

David Faibish
CTO
Zoomix


To Speaker's Bio

Tuesday
22 April

16:15–17:00

Track 3

 

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CASE STUDY: MDM & Data Governance for a Large Telecom Enterprise
Jur Huizinga, Senior IT Architect - IT NL CRM Architecture, KPN


KPN provides telephone, Internet and television services to consumer customers through its fixed network in the Netherlands. For business customers this includes a wide range of services – from voice, Internet and data services to fully-managed outsourced ICT solutions both in the Netherlands and internationally. For consumer and business customers, KPN provides mobile services in the Netherlands, Germany, Belgium and western Europe. The KPN CRM Foundation programme’s mission is to enable the customer centric experience at KPN by defining and implementing an enterprise-wide customer master data architecture and model, enabling data integration by integrating data from multiple systems and channels as well as leveraging external data and services, ultimately resulting in improved data quality and consistent use of data terminology. To support this, a corresponding data governance organization has been defined and put in place to foster data stewardship. Ultimately the CRM Foundation’s vision is to enable a 360º customer view which will be achieved by deploying the Oracle-Siebel Universal Customer Master as the data hub for all of KPN’s enterprise-wide customer-related information. In this session, the following topics will be addressed:
  • Reconciling the relevance of MDM – both for Customers & for the Business
  • Establishing the necessary conditions for a successful MDM (CDI) implementation
  • Building upon the success of the first stage MDM implementation

Speaker:

Jur Huizinga

Jur Huizinga
Senior IT Architect - IT NL CRM Architecture
KPN


To Speaker's Bio

 

Tuesday
22 April

17:00–18:30

 

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Drinks Reception in Exhibition Hall


This is an ideal opportunity for delegates to network and to discuss your current MDM, CDI and Data Governance issues with leading vendors and consultants.