1. Profisee Master Data Management
Douglas Lanman| Midwestern Sales Director

2. The Problem Inconsistent Duplicated Inaccurate Incomplete
Applications are tools to build solutions.
Master Data Maestro :: Enterprise-grade master data management software

3. 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

4. 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

5. 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.

6. Best Sources for Master Data Services Training
We did “write the book” on MDS
Profisee :: Exclusively invested in the Microsoft MDM community since 2007

7. 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)

8. 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

9. 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

10. 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

11. 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.

12. 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?

13. 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

14. 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

15. Profisee Master Data Management
Douglas Lanman| Midwestern Sales Director

16. 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