Gartner 2014 Enterprise Information & MDM

Excellence Award Case Study Application

NOTE: You may also attach additional files to support your submission. Attachments will not be used for the primary evaluation and are not considered substitutes for responses to required questions.To be considered a valid entry you must complete all sections.

General Information

Company: ______

URL: ______

EI and MDM Program Focus (Choose All Those That Apply):

Master Data Management (MDM)

Enterprise Metadata Management (EMM)

Some other Information Governance program

An Enterprise Logical Data Warehouse (LDW)

Advanced/enterprise class data integration/data quality programs

Application, or information infrastructure, system wide modernization

Enterprise Content Governance

Enterprise Information Archiving

E-Discovery and/or Records Management for regulatory compliance

LDW or EDW in support of a Business Intelligence and Analytics framework

ERP or some other large scale information consolidation and migration program

Primary Contact and Secondary Contact Information:

Primary Contact / Secondary Contact
Name
Title
Company
Mailing Address
City
State
Zip/Postal Code
Phone
Phone
Mobile
Email Address

Evaluation Criteria – Enterprise Information & MDM Case Study Excellence Award

The evaluation criteria for the 2013 Gartner Enterprise Information & MDM North American Excellence Award are based on Gartner’s Seven Building Blocks of MDM framework and include:

(Part 1) EIM Vision and Strategy

(Part 2) EIM Business Case and Metrics

(Part 3) EIM Governance, Organization and Processes

(Part 4) EIM Technology Architecture and Infrastructure

(Part 5) Implementation Considerations

(Part 6) Results and Return on Investment

______

Parts 1 & 2 – EIM Vision and Strategy

Please provide a brief introduction to your organization and its business model and then summarize the EIM Vision and EIM Strategy. Please use no more than 4,996 characters including spaces (approximately 800 words) for the whole introduction and summary. It should cover the following points:

Vision: What business vision needs EIM as an enabler? Why is this required? What are the primary business benefits and beneficiaries? Who owns that business vision? What does the supporting EIM vision look like? Who owns the EIM vision?

Strategy: What is the scope of the EIM strategy? What will be the benefits of the EIM strategy to data consumers and the organization? How do you plan to achieve those goals? What's the road map for achieving the goals? How many data records are being managed by EIM? What is the complexity of the data and the EIM processes? Which business processes will be supported by consistent data? Will this program start at a departmental, process orientation, or will it launch enterprise-wide? Will it start with master data (MDM) and then “grow” to other data types? Did you start with content governance?

For more information on creating an EIM Vision and Strategy starting with MDM see Research Note: “Creating an MDM Vision, Strategy and Road Map” (March 2009, G00165636)

Part 3 – EIM Business Case and Metrics

Please provide information on the following elements of the business case and the supporting metrics and key performance indicators. (Limit: 2000 characters or approx. 100 words)

•What are the measurable objectives for your EIM strategy?

•How are you communicating them? How will you know what success looks like?

•How are you measuring status and determining effect?

For more information on creating an EIM Business Case see Research, specifically for MDM, see note: “Creating a Business Case for Master Data Management” (August 2008, G00160270)

Part 4 – EIM Governance, Organization and Information Life Cycle

Please provide information on the following elements of the initiative. (100 words or 750 character limit for each segment):

Governance: How are you creating and maintaining an EIM governance infrastructure and discipline that includes executive sponsorship, policymaking, decision arbitration and day-to-day operational administration?

Organization: Who creates and consumes what data? What are their roles? How can they contribute to the EIM program, how does it change their work, and how do you manage change management? What is the involvement of line of business and IT parties in the process? How did you align what might have been initially discrete IM organizations and roles?

Processes or Life cycle: What business processes will you need to ensure the creation, management, publishing and leveraging of high-quality, consistent data across your organization? How will you manage those processes? How will EIM or the individual IM proram actually “work”? Who (users and systems) will do what, and when? Which business applications will be evolved to take advantage of EIM?

Part 5 – Information Infrastructure Technology Architecture and Enabling Infrastructure

Please detail the technical environment in which infrastructure technology was deployed and the implementation styles or architecture employed. (Limit: 3000 characters or approx. 200 words) Please include the following:

  • What does the business applications or business inforamtion landscape look like? How heterogeneous is it?
  • How have systems been integrated?
  • What implementation style (or combination of styles) was employed e.g. registry, consolidation, coexistence or centralized
  • How was the data stored? Was it authored remotely and reconciled centrally, or authored centrally and distributed etc?
  • How and where were governance routines operationalized?
  • What was the data latency targets across the IM architecture and was it achieved?
  • What IM technologies were used in the EIM initiative?
  • What data quality and data integration tools were used in the EIM initiative?
  • What role, if any, did metadata and metadata management play in your EIM program?

For more information on the implementation styles of MDM refer to the Research note: “How to Choose the Right Architectural Style for Master Data Management” (October 2006, G00151496)

Part 6 – Implementation Considerations

Please provide information on the following aspects of the implementation. (Limit: 4996 characters or approx. 100 words)

  • Implementation timing and current status
  • Technical implementation challenges
  • Organizational implementation challenges
  • Resourcing (e.g. internal, external service provider, technology provider)
  • Critical Success Factors
  • Most valuable lesson(s) learned
  • Expected next steps and evolution of the project

Part 7 –Results and Return on Investment (ROI)

Please provide information on the results and the ROI achieved so far and how you see that evolving. (Limit: 4996 characters or approx. 100 words)

  • Accomplishments to date (relative to measurable KPIs or metrics)
  • Return on Investment – please describe what ROI model was used
  • Return on Investment – achieved to date and expected

Part 8 – Company Profile information

The following information will be used to profile and the aggregate responses will support research analysis. The information collected will not be disclosed on an individual company basis.

6.1. Industry (choose one):

Consumer Packaged Goods

Energy and Utilities

Financial Services & Insurance

Government

Healthcare & Pharmaceutical

High Technology

Manufacturing

Media, Entertainment & Information

Retail

Travel & Hospitality

Telecommunications

Other, please specify: ______

6.2 Company or Business Unit Primary Business Model (choose one)

Business-to-Consumer

Business-to-Business

Company Internal

Mixed

Other, please specify: ______

6.3 Company or Business Unit Annual Revenue USD ($) (choose one):

Less than $100 Million

$100-$249 Million

$250-$499 Million

$500 Million to $1 Billion

More than $1 Billion

Not applicable

6.4 What is the MDM Approach at the Company or Business Unit (choose one):

Formal program with coordinated projects

Individual projects with some coordination

Multiple uncoordinated projects

Other, please specify: ______

6.5 Highest Level of Project Sponsorship (choose one):

President/CEO/Board

COO/CFO/CMO

Executive Vice President

Senior Vice President

Vice President

Director

Other, please specify: ______

6.6 Functions Involved in Project (choose all that apply):

Marketing

Sales

Customer Service

Operations

Procurement

Supply Chain

Finance

Engineering

Trading partners

Other, please specify:

6.7 Number of Internal Personnel Involved in Project (Full-time Equivalents) (choose one):

Less than 5

5-9

10-14

15-25

More than 25

6.8 Number of External Personnel Involved in Project (Full-time Equivalents) (choose one):

Less than 5

5-9

10-14

15-25

More than 25

6.9 Number of Internal Users Impacted by the Project (choose one):

Less than 20

20-49

50-99

100-499

500-999

1,000-2,499

2,500-5,000

More than 5,000

6.10 Number of External Users Impacted by the Project (choose one):

Less than 20

20-49

50-99

100-499

500-999

1,000-2,499

2,500-5,000

More than 5,000

6.11 Total Cost of Project USD ($) (choose one):

Less than $100,000

$100,000 to $499,999

$500,000 to $999,999

$1 to $1.9 Million

$2 to $4.9 Million

$5 to $9.9 Million

$10 to $19.9 Million

$20 to $50 Million

More than $50 Million

Thank you. If you have any questions about the submittal process, please .