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Profisee Master Data Management
Douglas Lanman| Midwestern Sales Director
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The Problem Inconsistent Duplicated Inaccurate Incomplete
Applications are tools to build solutions. Master Data Maestro :: Enterprise-grade master data management software
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MDM is the Cornerstone of Information Management
Single Version of the Truth Almost every piece of valuable information in an organization is identified, calculated, stored, retrieved, analyzed, reported and utilized based on its categorization by master data. Without a single version of master data, creating a single or correct version of any information is virtually impossible. Accuracy Every system in an organization from an ERP to a spreadsheet uses master data in order to store and display information in a meaningful way. Inaccurate or inconsistent master data, or its use across systems, is the largest driver of errors in decisions, transactions, reports and analysis. Bank said “my users are always questioning the reporting accuracy” revenue per customer Timeliness Integration Consistency Consolidation Quality Productivity Mapping
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Profisee is… 1 2 3 13+ years :: Master data software releases
200+ :: Master data implementations worldwide Since 2001 :: Deep customer & industry MDM experience Profisee is… 1 Software Company 2 Pure-play MDM Vendor 3 Global Microsoft ISV V5+ Point out stratature became MDS 2001 > 2007 > 2010 2011 2012 2013 2014 2015 2016+ Microsoft acquires Stratature Profisee formed by core Stratature executives Maestro recognized as best-in-class GRM Profisee delivers world’s only complete enterprise-grade MDM on Microsoft platform
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Partial Customer List | Profisee Platform
Strictly Confidential © 2018 Profisee Group, Inc. Partial Customer List | Profisee Platform Business Services Financial Services Retail Manufacturing Oil & Gas CPG Insurance Hospitality & Gaming Healthcare Gov’t, Edu & Not for Profit Technology This is the official slide for presenting Profisee’s customers. Just copy the entire slide into your presentation.
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Best Sources for Master Data Services Training
We did “write the book” on MDS Profisee :: Exclusively invested in the Microsoft MDM community since 2007
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The Profisee–MDS Solution
Packaged Industry Models Administration Golden Record Management Data Stewardship & Governance Integration Workflow Data Quality Deployment Operational MDM Solutions Architecture (Non-Functional)
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The Profisee–MDS Solution
Packaged Industry Models Golden Record Management Data Stewardship & Governance Administration Integration Workflow Data Quality Deployment Multi-Domain Modeling Web-Based MDM Applications Validation Rules Interactive Deployment Hierarchy Modeling Power Data Stewardship Batch Integration Calculation Rules Business Rules Hierarchy Management Models Analytical MDM Solutions Version Management Audit History Operational MDM Solutions Security Notifications Business Rules REST and SOAP Services Architecture (Non-Functional) Native Data Tier Clustering Authentication IaaS (Azure Marketplace) Localization
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The Profisee–MDS Solution
Packaged Industry Models Healthcare Insurance Retail Oil & Gas Hospitality & Gaming MetaModel Golden Record Management Data Stewardship & Governance Administration Integration Workflow Data Quality Deployment Multi-Domain Modeling Fuzzy Matching Engine Web-Based MDM Applications Real-Time Events Drag & Drop Workflow Authoring Validation Rules Interactive Deployment Hierarchy Modeling Survivorship Power Data Stewardship Batch Integration Real-Time Workflow Initiation Calculation Rules Automated Deployment Business Rules Mastering Hierarchy Management Identity Management Data Contribution Tasks Address Geocoding/ Verification Models Analytical MDM Solutions Version Management Harmonization Audit History Application Connectors Data Approval Tasks Name Parsing/ Verification Data Archives Operational MDM Solutions Security Address Standardization Workflow Analytics Data Service Connectors Notifications Phone Parsing/ Verification Business Rules Application, View, Form Design Real-time Matching & Survivorship Data Quality Analytics REST and SOAP Services Process Automation Parsing/ Verification Matching/Address Strategies Matching Lookup Before Create Master Data Reporting Custom Integration (SDK) Task Lists Business Verification Subscription Views Address Verification Synonym Replacement Custom UX Development (SDK) Custom Connectors Workflow Management Other Data Services Workflows Architecture (Non-Functional) Native Data Tier Clustering Native Application Tier Clustering Authentication Mobile Device Support Workload Distribution IaaS (Azure Marketplace) Localization MDS Shared Profisee
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The Power of Profisee Enterprise MDM Platform
Golden Record Management SDK / Custom Applications Enterprise Workflow Event Management Integrator Stewardship & Governance Master Data Applications Prescribed applications for business data stewards - Web-based, intuitive, boost productivity - Master Data Administration - Mass edits, data imports, solution configuration - Powerful functionality for complex needs Maestro Work Queues Tasks enable process-driven stewardship - Data quality issues queue - Analytics and Metrics - Track progress, create accountability - Real-time feedback for governance Stewardship & Governance The Fastest Growing and #1 Time-To-Value MDM Platform
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Fastest growing MDM vendor
Price Advantage Deployment Advantage One Platform. One Price. Every User. Every Record. Every Domain. Every Source. On-premises Cloud Hybrid Price Advantage Deployment Advantage Profisee AdvantageTM The Profisee Advantagetm Fastest growing MDM vendor in the market –Gartner Knowledge Advantage Delivery Advantage The Profisee AcademyTM Training On-demand Anyone. Anytime. Anywhere. Configuration, Not Coding Industry Leading TTV & TCO Low Impact Upgrades Knowledge Advantage Delivery Advantage *Gartner, Inc., "Magic Quadrant for Master Data Management of Customer Data Solutions” by Bill O’Kane and Saul Judah, November 11, 2015.
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Most people agree we need it No one can say how much we need
MDM = World Peace Most people agree we need it No one can say how much we need How much will it cost? Who will pay for it? How long will it take? How much value will we get when we have it? Is it a business problem or an IT problem?
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MDM Trigger Events Merger / Acquisition / Divestiture
CRM Migration or Consolidation ERP Migration or Consolidation Evolving Data Vision – Who bought that Pizza Painful Business event/practice Lost business opportunity Sending the patient to the wrong provider Inaccurate/manual reporting ATM in the landfill Platform migration Decommission Mainframe Moving to the cloud
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Benefit/Cost – Risk (Karen Lopez)
The Decision Formula Benefit/Cost – Risk (Karen Lopez) Lower cost, more transparent license model Less professional services (Product not Project) Shorter implementation times The above three = lower risk
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Profisee Master Data Management
Douglas Lanman| Midwestern Sales Director
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Non-production Servers
Master Data Maestro Suite Premium Data Quality Workflow Maestro Integrator Models Global deliverability/mail-to verification North American phone, name & verification Workflow designer Activity library Workflow engine Management services Golden Record Management Software Development Kit Maestro SQL Server Dynamics CRM/AX Salesforce SAP Basic data quality (global address standardization, verification, geocoding) Matching De-duplication Survivorship (mastering & harmonization) Framework & Maestro API Web Services Generator Web objects Forms designer Master Data Maestro Server Load Balance Servers Non-production Servers Desktop interface ERwin integration Workspace personalization Event management Flexible modeling Hierarchy management SQL Server Master Data Services Multi-domain MDM Database Version Control Security & Permissions Staging & View Based Integration
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