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Sound Customer Data Quality for CRM Manoj Tahiliani, Senior Manager, Customer Hub Strategy
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],<Insert Picture Here>
“ Data quality is a Business Issue” ,[object Object],[object Object],[object Object]
Velocity of Data Change is Staggering  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Companies Source: D&B, US Census Bureau, US Department of Health and Human Services, Administrative Office of the US Courts, Bureau of Labor Statistics, Gartner, A.T Kearney, GMA Invoice Accuracy Study;  2  Data: An Unfolding Quality Disaster, Thomas C Redman, DM Review Magazine August 2004, Mintel Global New Products Database (GNPD), 2007. CNNMoney.com  2006,  3 Quality is Free, Philip Crosby ,[object Object],[object Object],[object Object],[object Object],[object Object],Individuals “ If bad data impacts an operation only 5% of the time, it adds a staggering 45% to the cost of operations.” 2 “ Poor data quality cost business’ 10% to 20% of revenue!” 3 Change of Circumstances ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],In one hour… In one hour… In one year… Master data changes at rate of 2% per month.
7 Questions About Your Data ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Poor Data Quality is the #1 enemy of CRM Solutions   Out of Date  Rapid changes in a dynamic society: marriages, divorces, births, deaths, moves Garbage Typos, misspellings, transposed numbers, etc. Fraud Purposeful misrepresentation of data: identity theft, wrong information (bankruptcies, occupation, education, etc) Missed Opportunities Information that we do not know about (customer relationships, up-sells, cross-sells)
IT Agility ,[object Object],[object Object],[object Object],[object Object],Customer Service ,[object Object],[object Object],[object Object],[object Object],Operational Efficiency Risk, Compliance Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Measuring actual ROI achieved
Example of Customer Data Quality Issue A Simple Customer Table Sample Name Address City State Zip Phone Email Bob Williams 36 Jones Avenue Newton MA 02106 617 555 000 [email_address] Robert Williams 36 Jones Av. MA 02106 617555000 Burkes, Mike and Ilda 38 Jones av. Nweton MA 02106 617-532-9550 [email_address] Jason Bourne, Bourne & Cie. 76 East 51 st Newton MA 617-536-5480 6175541329 … … … … … … … Mis-fielded data Matching Records Typos Mixed business and contact names Multiple Names Non Standard formats Missing Data
20 Common Errors & Variation (1) Variation or Error Example Sequence errors ,[object Object],Involuntary corrections ,[object Object],Concatenated names ,[object Object],Nicknames and aliases ,[object Object],Noise ,[object Object],Abbreviations ,[object Object],Truncations ,[object Object],Prefix/suffix errors ,[object Object],Spelling & typing errors ,[object Object]
20 Common Errors & Variation (2) Variation or Error Example Transcription mistakes ,[object Object],Missing or extra tokens ,[object Object],Foreign sourced data ,[object Object],Unpredictable use of initials ,[object Object],Transposed characters ,[object Object],Localization  ,[object Object],Inaccurate dates ,[object Object],Transliteration differences ,[object Object],Phonetic errors ,[object Object]
Two Facts about Data Quality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
<Insert Picture Here> Siebel Data Management Solution
Data Management - Deployment Options Middleware  Application Integration Architecture Middleware  Application Integration Architecture CRM Web  site Call  Center SFA Partner Fusion App Fusion App Call  SCM ERP2 Legacy ERP 1 MDM Fusion App Call  SCM ERP2 Legacy ERP 1 Partner Data Mgmt Layer
Components of Siebel Data Management Trusted Customer Data Web Services Library Publish & Subscribe Transports & Connectors Authorization Registry Profile &  Correct History & Audit Privacy Mgmt Events & Policies Import Workbench Identification  & Cross-Reference Source Data History Survivorship Parse Cleanse & Standardize Enrich Manage Decay Match & Merge / Unmerge Roles &  Relationships Party Vertical Variants Related Data  Entities Hierarchy  Management
<Insert Picture Here> Data Quality Products
Data Quality Functionality in a Glance  Profiling Cleansing Matching Enrichment Understand data status, deduce patterns Tel# is null 30%   LName + FName (Asian Countries); FN+MN+PN+LN (Latin);  Addr = #, street, city, state, zip, country; St, Str = Street (ENU/DEU);  Spot and correct data errors; transform to std format/phrase Identify and eliminate duplicates Haidong Song =  宋海东  =   Attach additional attributes and categorizations Haidong Song: “single, 1 child, Summit Estate, DoNot Mail”   Functionality Customer Data example Comprehensive data quality Feature Batch and Real-time
New Data Quality Products ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
New Data Quality Products Matching Engine Data Quality Matching Server Data Quality  Cleansing Server Administration UI / Rules Editor Improved performance 18 Languages 52 Languages Address Standardization Module 240 Languages support Data Quality Profiling  Profiling Console & Engine Old Offering  (SSA) New Offering
Profiling Cleansing Matching Enrichment Comprehensive data quality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Profiling Ongoing Discovery of State of your Data
[object Object],[object Object],[object Object],[object Object],Profiling Cleansing Matching Enrichment Comprehensive data quality >240 Countries One API Oracle DQ Cleansing Server Standardize & Validate against References
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Oracle DQ Matching Server Records linked to Same or Related Entity Profiling Cleansing Matching Enrichment Comprehensive data quality
Hybrid Algorithm   Industry’s Best Matching Technology Heuristic Probabilistic Deterministic Phonetic Linguistic Empirical ,[object Object],[object Object],[object Object],[object Object],[object Object]
Oracle Data Quality Matching Server Siebel  UCM / CRM Application Object Manager User Interface  Data Admin Oracle DQ Matching Server Loader & Utilities Rule Manager Key & Search Strategies Match Purposes Search Server Update Synchronizer Console Server Console Administrative Clients Population Override Mgr Edit Rule Wizard Indexes Rules Base
[object Object],Data Enrichment Add Details from External Sources Profiling Cleansing Matching Enrichment Comprehensive data quality
Prospect Mastering  with Knowledge-Based MDM ,[object Object],[object Object],Campaign Planning ,[object Object],[object Object],Oracle EBS Acxiom/D&B Data Products MDM-CDI Siebel Marketing Load Loading & Matching Siebel CRM On Demand ,[object Object],Campaign Execution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Prospect Acquisition
Next Generation Data Quality  ,[object Object],[object Object],[object Object],[object Object],[object Object],Embedded best in class Data Quality Open framework & connectors ,[object Object],[object Object]
<Insert Picture Here> Best Practices
Formalize a Governance Framework  Leadership Policy Definition Planning and Coordination Execution and Decision-Making Compliance Monitoring and Enforcement Master Data Data Management Governance Record Definition Data Quality Assessment Initial Data Quality and Load Ongoing Data Cleansing and Conversion Data Management Processes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Closed Looped DQ
A Day in the Life of a Data Steward Data Stewardship is a critical component of DQ Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Data Quality Scorecard
<Insert Picture Here> Credentials
Case Study -  Lead Telco ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Selected Oracle Data Quality Customers Human Resources
 

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Sound Data Quality for CRM

  • 1. Sound Customer Data Quality for CRM Manoj Tahiliani, Senior Manager, Customer Hub Strategy
  • 2. The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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  • 7. Poor Data Quality is the #1 enemy of CRM Solutions Out of Date Rapid changes in a dynamic society: marriages, divorces, births, deaths, moves Garbage Typos, misspellings, transposed numbers, etc. Fraud Purposeful misrepresentation of data: identity theft, wrong information (bankruptcies, occupation, education, etc) Missed Opportunities Information that we do not know about (customer relationships, up-sells, cross-sells)
  • 8.
  • 9. Example of Customer Data Quality Issue A Simple Customer Table Sample Name Address City State Zip Phone Email Bob Williams 36 Jones Avenue Newton MA 02106 617 555 000 [email_address] Robert Williams 36 Jones Av. MA 02106 617555000 Burkes, Mike and Ilda 38 Jones av. Nweton MA 02106 617-532-9550 [email_address] Jason Bourne, Bourne & Cie. 76 East 51 st Newton MA 617-536-5480 6175541329 … … … … … … … Mis-fielded data Matching Records Typos Mixed business and contact names Multiple Names Non Standard formats Missing Data
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  • 13. <Insert Picture Here> Siebel Data Management Solution
  • 14. Data Management - Deployment Options Middleware Application Integration Architecture Middleware Application Integration Architecture CRM Web site Call Center SFA Partner Fusion App Fusion App Call SCM ERP2 Legacy ERP 1 MDM Fusion App Call SCM ERP2 Legacy ERP 1 Partner Data Mgmt Layer
  • 15. Components of Siebel Data Management Trusted Customer Data Web Services Library Publish & Subscribe Transports & Connectors Authorization Registry Profile & Correct History & Audit Privacy Mgmt Events & Policies Import Workbench Identification & Cross-Reference Source Data History Survivorship Parse Cleanse & Standardize Enrich Manage Decay Match & Merge / Unmerge Roles & Relationships Party Vertical Variants Related Data Entities Hierarchy Management
  • 16. <Insert Picture Here> Data Quality Products
  • 17. Data Quality Functionality in a Glance Profiling Cleansing Matching Enrichment Understand data status, deduce patterns Tel# is null 30% LName + FName (Asian Countries); FN+MN+PN+LN (Latin); Addr = #, street, city, state, zip, country; St, Str = Street (ENU/DEU); Spot and correct data errors; transform to std format/phrase Identify and eliminate duplicates Haidong Song = 宋海东 = Attach additional attributes and categorizations Haidong Song: “single, 1 child, Summit Estate, DoNot Mail” Functionality Customer Data example Comprehensive data quality Feature Batch and Real-time
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  • 19. New Data Quality Products Matching Engine Data Quality Matching Server Data Quality Cleansing Server Administration UI / Rules Editor Improved performance 18 Languages 52 Languages Address Standardization Module 240 Languages support Data Quality Profiling Profiling Console & Engine Old Offering (SSA) New Offering
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  • 24. Oracle Data Quality Matching Server Siebel UCM / CRM Application Object Manager User Interface Data Admin Oracle DQ Matching Server Loader & Utilities Rule Manager Key & Search Strategies Match Purposes Search Server Update Synchronizer Console Server Console Administrative Clients Population Override Mgr Edit Rule Wizard Indexes Rules Base
  • 25.
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  • 28. <Insert Picture Here> Best Practices
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  • 32. <Insert Picture Here> Credentials
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  • 34. Selected Oracle Data Quality Customers Human Resources
  • 35.