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 CONFERENCE AGENDA
Track Sessions
 Wednesday, November 14, 2007
Pre-Conference Workshops Thursday, November 15, 2007
Concurrent Sessions 1Concurrent Sessions 2 Concurrent Sessions 3 Concurrent Sessions 4 Concurrent Session 5 Friday, November 16, 2007
Concurrent Sessions 6Concurrent Sessions 7 Concurrent Sessions 8 Concurrent Sessions 9 Concurrent Session 10 Post-Conference Workshops
Wednesday, November 14, 2007
9:00 AM - 11:45 AM Workshop 1: Customer Data Integration (CDI) & Master Data Management (MDM) Boot Camp During 2008-09, software solutions will monopolize the market share and force IT management to face difficult questions regarding which vendor will be the centre of gravity for master data hubs:
Ed Allburn President & CEO DataDelta Aaron Zornes Chief Research Officer The CDI-MDM Institute 9:00 AM - 11:45 AM Workshop 2: A Non-Invasive© Approach to Data Governance This session focuses on building Data Governance and Data Stewardship Programs that overlay an organization's existing foundation. This "Non-Invasive" approach provides best practices and an organizational framework that values and leverages existing structure, while addressing opportunities to improve. This session will focus on:
Robert S. Seiner President & Principal KIK Consulting & Educational Services, LLC Publisher The Data Administration Newsletter, LLC 9:00 AM - 11:45 AM Workshop 3: Handicapping the [Financial] Health of MDM Solutions Vendors When an enterprise invests in mission-critical infrastructure, the ongoing financial viability of that vendor is a major concern and should be part of the evaluation criteria. At the same time, many enterprises look to "break away" advantage by leveraging new technologies and the young vendors that provide them. What are the financial dynamics at play in the MDM market? What is the impact on your DQ and ETL providers? How does one predict which alliances will dominate and innovate? In this session, expect to get a realistic but cynical financial community insider view of topics such as:
Rob Tholemeier Founder Bay Harbor Strategies 9:00 AM - 11:45 AM Workshop 4: Using Data Profiling, Data Quality & Data Governance to Grow your MDM Program David Loshin President Knowledge Integrity, Inc. 12:00 PM - 12:10 PM Welcome and Chairman Introduction Jim Ericson Editorial Director DM Review & BI Review 12:10 PM - 1:10 PM Chairman Keynote: Milestones on CDI-MDM Roadmap for 2008-2009 Research analysts at the CDI-MDM Institute annually produce a set of twelve milestones for their CDI-MDM Road Map to help Global 5000 enterprises focus efforts for their own large-scale, mission-critical CDI-MDM projects. This keynote will focus on this set of strategic planning assumptions and present an enlightening view of the key trends and issues facing IT organizations during 2008-09 and beyond by highlighting:
Aaron Zornes Chief Research Officer The CDI-MDM Institute 1:10 PM - 2:30 PM IIS Luncheon Session 1: Sponsored by Cognizant Technology Solutions Millennium Pharmaceuticals, Inc. is an emerging company in the Pharmaceutical domain with a high growth trajectory in the last few years. The Customer Data Integration (CDI) initiative provided two steps towards reigning in the hurdles that we were facing with managing this rapid growth: This session will focus on the implementation of the CDI initiative at Millennium Pharmaceuticals by partnering with Cognizant along with the challenges that we faced during the journey and the strategies we took to overcome them effectively.
Jennifer Lewis Associate Director, Commercial IT Millennium Pharmaceuticals Dileep Srinivasan Director & Practice Lead, Customer Solutions Practice Cognizant Technology Solutions 2:35 PM - 3:20 PM Keynote 1: Mastering Intelligent CDI for Competitive Advantage Creating a single view of the customer promises a wealth of value from the development of analytics to drive sales and insights that enhance the customer experience. However, sometimes there are compelling events that push the demand for a single view with far greater urgency. Basel II was such an event for De Lage Landen (DLL), one of the world's largest commercial leasing companies. In order to comply with Basel II IRB Advanced Compliance, DLL launched a program that involved CDI and MDM and is now poised to take full advantage of its marketplace distinction. This session will cover DLL's strategy, execution and results from its pioneering efforts by discussing:
Alexander Black Senior Partner, Customer Solutions Computer Science Corporation Gregory Burke Executive Vice President De Lange Landen/Rabo Bank Timothy Paydos Director of Marketing, Master Data Management & Information Solutions IBM Software Group 3:20 PM - 4:05 PM Keynote 2: Master Data Management: Building Business Value Peter Caswell CEO Siperian, Inc. Albrecht Powell Senior Director, Data Management and Architecture Accenture 4:05 PM - 6:00 PM Exhibit Hall Grand Opening& Opening Night Reception 6:00 PM - 8:00 PM "Speed Dating" and Dinner with the Experts Aaron Zornes Chief Research Officer The CDI-MDM Institute
Thursday, November 15, 2007
Breakfast Briefing 1: How Knowledge-based Customer Recognition Really Helps Know Your Customers After outlining the primary obstacles that stand in the way of achieving high-quality customer information, we will explain how a knowledge-based approach provides the right solutions and ensures the best customer information available. We will demonstrate practical insight and real-world examples of how a knowledge-based approach will result in high-quality customer information that allows businesses to truly understand their customers- anticipating and meeting their needs and developing lasting relationships that yield profitable results. Bryan Jones Managing Director of Marketing Vanguard Lance Osborne Leader Acxiom Corporation 7:00 AM - 8:00 AM Breakfast Briefing 2: Master Data Management - The Importance of Strategy and Governance Historically, data management has been approached from a technology perspective, with companies implementing solutions such as data warehouses, operational data stores, and data hubs. While these efforts can be viewed as successes on an individual basis, often they have not solved enterprise data problems. With the increasing need for common, quality data and the emergence of new technologies for information integration and master data management, it has become more important that a strategy is developed to guide successful implementations. This breakfast briefing session will cover:
Colin McCready Partner & Solution Architect Computer Sciences Corporation 7:00 AM - 8:00 AM Breakfast Briefing 3: MDM Architecture: One Size Does Not Fit All The first step for any master data management initiative is the definition of the right architecture to support the business and technical requirements of the solution. Selecting the appropriate architecture is a complex challenge that involves an assessment of several factors, including the existing enterprise environment, information reporting intervals, data governance processes, data integration requirements and dependencies on other systems. Organizations also need to pay close attention to the logical and physical MDM architectures to ensure successful alignment with business needs. This breakfast session will focus on:
Gokula Mishra Senior Principal HP Information Management Practice 8:15 AM - 8:30 AM Wednesday Recap by Conference Chariman Aaron Zornes Chief Research Officer The CDI-MDM Institute 8:30 AM - 9:15 AM Keynote 3: Paving the Road: Establishing a Data Quality Foundation for a Successful MDM Initiative The foundation for any successful customer initiative is an accurate and robust centralized data repository. Although the goal is clear, most organizations are not positioned to provide a unified view of their enterprise. Organizations need an MDM strategy that begins and ends with data quality. This keynote will share how Intellidyn builds and maintains scalable technology platforms and manage many terabytes of data, while maintaining high levels of data integrity. Intellidyn will also address the challenge of dynamically updating client-specific MDMs, demonstrating how the total cost to the client goes down over time, while the size and complexity increases.
Tony Fisher President & CEO DataFlux Corporation Peter Harvey President & CEO Intellidyn 9:15 AM - 9:00 AM Keynote 4: Master Data Management in a Data Exchange World Over the next three years, the world's data will increase six-fold annually.* This data explosion is the catalyst for a revolution in thinking about master data. How will we share master data safely between organizations and enterprises and beyond the firewall? Consider a business environment where information is shared among community members to achieve a common goal and/or respond to regulatory compliance. This keynote will provide insight into:
Sean Cassidy VP, Product Management Initiate Systems Co-Presenter To Be Announced 10:00 AM - 11:00 AM Networking Break in Exhibit Hall Concurrent Sessions 1 11:00 AM - 11:40 AM Customer Data Integration Track Sponsored by: Tata Consultancy Services TRACK KEYNOTE: Managing Patient and Prescriber Data Quality at CVS CVS fills more prescriptions than any other pharmacy chain in the world. A increasingly common dilemma with CDI-MDM programs is how to manage data complexities resulting from company growth and industry factors. This discussion will focus on CVS experience in:
Ed Allburn President & CEO DataDelta Joshua M. Flum VP of Pharmacy Systems CVS Caremark Kalyan Viswanathan Practice Director for the MDM, CDI & PIM Practice Tata Consultancy Services 11:00 AM - 11:40 AM Master Data Management/PIM Track TRACK KEYNOTE: Transforming Businesses for Single View of Customers on a Massive Scale As the telecommunications industry undergoes a massive transformation towards Next Generation Networks and Blended Services, Alcatel-Lucent has helped the world's largest service providers and cable providers by virtualizing massive, fast-moving data to help those companies provide rich, convenient, and personalized customer experiences. Come hear how Alcatel-Lucent's innovative strengths have combined with Sun Microsystem's technology to solve these data management problems and can be used to transform your business into a competitive, agile, and flexible performer. Discussion includes issues such as:
David Codelli Group Marketing Manager Sun Microsystems, Inc. Jeff Cortley VP-GM, Data Management Business Unit Alcatel-Lucent 11:00 AM - 11:40 AM Data Integrations Services Track TRACK KEYNOTE: Data Integration Services: Tools vs. Solutions Over the next 3 years, organizations that take a strategic, holistic approach to their data integration challenges will achieve a positive return on their investments.* By focusing on individual tools that offer project specific quick fixes, companies lose sight of the end-to-end solution. When tools are confused with solutions, the end result is a narrowly defined short term impact. In thinking of how tools and solutions fit together, it is best to understand how to leverage them along the Information Delivery Continuum. This keynote will provide insight into:
Richard Pilkington Manager Market Research Syncsort 11:00 AM - 11:40 AM Data Governance/Data Quality Track Sponsored By: Exeros CASE STUDY: MDM: How Do I Even Get Started? You were able to convince management to buy into an MDM solution, but are you really ready to start deployment? According to a leading IT analyst firm, 70% of the implementation time for most MDM is spent simply understanding the data and data relationships within and between data sources. Before you can deploy your golden master, you need to first assess and understand your existing data landscape. What are the overlaps, what are the discrepancies, what are the business rules that relate the data sources to each other? Clearly, this is one of the most expensive and risky parts of an MDM deployment. In this session, learn how one enterprise successfully launched their MDM initiative via these key topics:
Todd Goldman VP Marketing Exeros Supreet Singh Manchanda EVP & CTO Osborn-Hessey Logistics Concurrent Sessions 2 11:45 AM - 12:25 PM Customer Data Integration Track Sponsored by: Tata Consultancy Services EXPERT TESTIMONY: Technical Evaluation Criteria for CDI & MDM Aaron Zornes Chief Research Officer The CDI-MDM Institute 11:45 AM - 12:25 PM Master Data Management Track BEST PRACTICES: Enhanced Analytics for a Global Distributed Enterprise - CDI a Key Enabler Customer level insights derived from sophisticated statistical and mathematical analyses of customer information is critical to driving business performance. This requires that advanced analytical capabilities be combined with sophisticated and distributed customer information environments. Ramesh will present perspectives on how advanced analytical capabilities can be built on top of a rich customer information base across multiple business, functional and geographic entities to drive enterprise performance improvements. Dr. Harvey Koeppel Executive Director IBM Center For CIO Leadership Ramesh Nair Managing Director, IT Strategy, Analytics & Data Warehousing Practice BearingPoint Financial Services 11:45 AM - 12:25 PM Data Integrations Services Track BEST PRACTICES: Solving the MDM-CDI Buy vs. Build Dilemma For Your Organization Deciding whether a build vs. buy solution will best meet the needs of your MDM-CDI project can be a daunting task; however, it can be made manageable. Diane will share her knowledge gained in various Fortune 100 companies to assist you in establishing a logical step-by-step approach towards implementing a 360 degree customer view for your organization. The following discussion points will provide the information necessary to get started in making your decision the right one for your CDI project:
Diane Meccariello Senior Architect Aetna 11:45 AM - 12:25 PM Data Governance/Data Quality Track Sponsored By: Exeros EXPERT TESTIMONY: Case Studies in "Non-Invasive"© Data Governance This expert testimony focuses on sharing experiences in the development of "Non-Invasive"© Data Governance and Data Stewardship Programs. The "Non-Invasive" approach in these case studies attained business expectations and were completed incrementally through orientation to other key data initiatives such as customer data integration and master data management, data warehousing and meta-data management. Topics include:
Robert S. Seiner President & Principal KIK Consulting & Educational Services, LLC Publisher The Data Administration Newsletter, LLC 12:35 PM - 1:40 PM IIS Session 2: Mastering the Data Challenge: Best Practices for Success A successful CDI-MDM strategy results in actionable information on customers and markets so you can increase revenue, reduce expenses and improve compliance. Regardless of your platform, quality data and processes for dealing with it are critical to CDI-MDM. You need to be able to readily identify existing customer relationships and understand new or potential relationships, as well as to adapt to the dynamic and inter-related nature of customers. In this workshop session, we'll feature a case study on how global energy leader BP implemented an MDM solution with access to high quality, integrated customer and vendor data. Andy Walker, Enterprise Architect from BP, will discuss benefits and learnings of a recent MDM implementation:
Chris Lucas VP, Customer Data Integration Solutions D&B Vicki P. Raeburn President Scofield Ridge Associates, Inc. Andy Walker Enterprise Information Architect BP 12:35 PM - 1:40 PM IIS Session 3: Data Quality & Governance: The Foundation for CDI-MDM Without a solid foundation of data quality and data governance, CDI and MDM projects will only proliferate bad data. What is a practical approach for creating a foundation of reliable data? How do you engage the support of the business in this process? This session will review:
Bob Hagenau Co-Founder & VP, Product Management and Corporate Development Purisma, Inc. Bill Zimmerman Director, Enterprise Data Governance Cardinal Health, Inc. 1:45 PM - 2:15 PM Dessert in Exhibit Hall Concurrent Sessions 3 2:15 PM - 2:55 PM Customer Data Integration Track Sponsored by: Tata Consultancy Services EXPERT TESTIMONY: Hierarchy & Global Account Manager on a Global Enterprise Scale David James EBI COE Lead Architect for CI, Information Management and Data ArchitectureTeam IBM CIO Office 2:15 PM - 2:55 PM Master Data Management Track EXPERTS PANEL: Optimizing the 1st Six Months Moderator: Aaron Zornes Chief Research Officer The CDI-MDM Institute Panelists: Michael Eason Vice President Capital One Aidan Holten General Manager, Finance & IT Irish Life & Permanent Rakshit Kapoor Director, Master Data Management TIAA-CREF 2:15 PM - 2:55 PM Data Integrations Services Track CASE STUDY: Creating a Comprehensive MDM Strategy Equifax is a global leader and trusted provider of information solutions that empower customers to make critical decisions with greater confidence, while enabling and securing global commerce. Equifax's proprietary databases contain information on more than 300 million consumers and 100 million commercial entities worldwide. During this session, attendees will gain insight into the following:
Charles V. Bryant VP, Client Services & Production Operations Austin Tetra, an EQUIFAX Company Robert Friedrich VP, Enterprise Data Architecture Equifax, Inc. Duane Lyons Senior Engagement Leader Infosys Consulting, Inc. 2:15 PM - 2:55 PM Data Governance/Data Quality Track Sponsored By: Exeros EXPERT TESTIMONY: Utilizing an Effective Support Team to Enhance Data Governance in an MDM Environment Support teams are often thought of as more or less of a "break-fix" operation. When something doesn't go right, the support group is the one expected to correct the issue. While this indeed does occur, a properly established and trained support team can present much more value to an organization than simple "break-fix." In an MDM environment, the support team can monitor and proactively enhance the governance guidelines that have (or maybe haven't) been established. In this presentation, Mr. Holle will review and discuss the various methods that have proven to be successful in:
Daniel B. Holle MDM Support Manager Pfizer Concurrent Sessions 4 3:00 PM - 3:40 PM Customer Data Integration Track Sponsored by: Tata Consultancy Services CASE STUDY: A 360 Degree View of the Selection Process: Choosing a Solutions-Driven MDM Architecture Doug LaVelle Director, Business Relationship Management Corporate Express 3:00 PM - 3:40 PM Master Data Management Track EXPERTS PANEL: Architecting the Next-Generation PIM Data Hub Moderator: Aaron Zornes Chief Research Officer The CDI-MDM Institute Panelists: Martin Boyd VP, Marketing SilverCreek Systems Melia Hardin IBM Sid Suri Marketing Manager, Master Data Management TIBCO Andy Walker Enterprise Information Architect BP Paul Weinberg Senior Vice President, SAP NetWeaver MDM SAP Labs/Los Angeles 3:00 PM - 3:40 PM Data Integrations Services Track CASE STUDY: Key Considerations in Implementing CDI: An Executive Overview As Capital One expanded its financial portfolio of products and services from a monoline credit card company to one of the nation's largest banks, Customer Data Integration (CDI) became a key strategic need. The CDI is a core component of how the company is building a Customer View to enhance servicing and marketing to leverage its 36+ Million customer relationships. Discover how Capital One approached CDI and went from business case to implementation in 9 months. This session will focus on:
Michael Eason Vice President Capital One 3:00 PM - 3:40 PM Data Governance/Data Quality Track Sponsored By: Exeros EXPERT TESTIMONY: Building a Matrixed Data Governance Organization in a Fortune 20 Company Cardinal Health is a global healthcare company that has grown explosively, from US$5.8B in 1994 to US$85B in 2007, primarily via mergers and acquisitions. Such explosive growth through M&A has led to business and data silos managed independently of one another. As Cardinal Health continues the transformation to an integrated operating company, creating and managing a common view of our data is critical. To accomplish this, a matrixed data governance approach has been chosen to provide flexibility while working towards a common goal. This presentation will discuss the data governance approach and the lesson learned thus far by focusing on:
Bill Zimmerman Director, Enterprise Data Governance Cardinal Health, Inc. 3:40 PM - 4:30 PM Networking Break in Exhibit Hall Concurrent Session 5 4:30 PM - 5:10 PM Customer Data Integration Track Sponsored by: Tata Consultancy Services EXPERT TESTIMONY: Evolving from Batch BI to Real-Time Decision Making in a F500 Firm Alltel is the 5th largest domestic wireless telephony carrier in a fast-moving, competitive industry. Our MDM program has matured at the same time our industry was moving through several evolutionary stages of competitiveness leading up to today's knowledge-based competitive landscape. This session is not a sales pitch, but an honest look at the journey of Information Management. You will learn:
Robert Fox Director of Information Architecture Alltel Corporation 4:30 PM - 5:10 PM Master Data Management Track CASE STUDY: The Role of Data Governance in a Successful CDI Platform Initiative When UMB Bank set out to aggregate its customer information into a unified Customer Data Integration platform, the bank understood that an integral part of the ultimate success of the initiative was the creation of a robust and comprehensive data governance and stewardship program. These challenges were amplified when disparate legacy banking systems and applications (with unique owners) needed to be leveraged, reused, and integrated. Hear UMB Bank discuss their approach to this challenge, their use of Oracle's Siebel Universal Customer Master and the Trillium Software System to unify customer data across the enterprise. This session covers:
Kanon Cozad SVP & Director of Application Development UMB Bank 4:30 PM - 5:10 PM Data Integrations Services Track EXPERTS PANEL: Best Practices in Identity Resolution for CDI-MDM Moderator: Jim Ericson Editorial Director DM Review & BI Review Alex Berson Executive Director, IBC Technology JPMorgan Chase & Co. Peter Muller Senior Technical Analyst Chubb Group of Insurance Companies 4:30 PM - 5:10 PM Data Governance/Data QualityTrack Sponsored By: Exeros EXPERTS PANEL: Best Practices in Data Governance for Financial Services Moderator: Aaron Zornes Chief Research Officer The CDI-MDM Institute Panelists: Umesh Hari Principal, Technology Integration- Information Management Deloitte Consulting LLP David Haslemann Director of Global Data Governance Franklin Templeton Investments Stephanie Liriano Bank of America Lee Weinstein SVP & Chief Architect, Global Data Management Citigroup 5:10 PM - 7:10 PM Networking Reception
Friday, November 16, 2007
Breakfast Briefing 4: Live Insight: Redefining CDI D&B and Purisma have joined to deliver live insight into your customers, redefining how you can implement and profit from CDI in your organization. Come learn how to turn your fragmented internal customer data into a living master data repository, helping you achieve an accurate, personalized view of your customers and enabling critical analytics and operations initiatives. To really understand your customers, you need more than just standard data integration. You need insight - insight that's live, personalized and working constantly for you. You will also learn:
Bob Hagenau Co-Founder & VP, Product Management and Corporate Development Purisma, Inc. Doug LaVelle Director, Business Relationship Management Corporate Express Chris Lucas VP, Customer Data Integration Solutions D&B 7:00 AM - 8:00 AM Breakfast Briefing 5: CDI Rush Hour Companies have long understood the value of a unified view of the customer, but the advent of MDM and CDI technologies has provided the first real opportunity to build a useful single source of customer data. The big question now: how can we get there - and get there fast? Join Ron Agresta from DataFlux as he gives you tips on how to accelerate your CDI efforts through a phased approach based on proven data governance principles. Participants can kick start the morning with some caffeine while they learn:
Ron Agresta Solutions Manager DataFlux Corporation 7:00 AM - 8:00 AM Breakfast Briefing 6: Speaker to be announced 8:00 AM - 8:45 AM Keynote 5: No Pain, No Gain: Embracing the Complexity of Customer Information Customer Information is complex & much more complex that most business executives realize. When the going gets hard, sometimes those same leaders want to back off, but Robert Hillard will argue in this keynote that when it gets hard it is just the time when the opportunity is greatest. Drawing on BearingPoint's Information Management open source initiative and experience he will discuss how the profession is growing to take advantage of the opportunity and learn from the past:
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