Platform Preview

Take a tour through Profisee Platform, your enterprise master data management solution. CREATE Model Cleanse

Match changing the way Survive & Merge organizations think

CURATE about mdm Steward Data

Complete Tasks Companies no longer want to be restricted by user limits, record counts or domain constraints. Manage Hierarchies

Administer Data Today’s enterprise data is complex, distributed and expanding at an exponential pace.

CONNECT Profisee’s multi-domain MDM platform delivers operational Integrate MDM solutions with cutting edge data stewardship and governance. Orchestrate Embed This ebook will introduce you to the Profisee Platform as a precursor to a more tailored demonstration of how it can meet your MDM needs. ACCELERATE We invite you to connect with us when you are ready. Professional Services MetaModel Give Us a Call Send Us an Email Industry Models CREATE Building & Maintaining Models Model Cleanse Match Profisee Platform Survive & Merge Initial Model Building • Simple drag-and-drop model design • No fixed schemas, your model reflects your business CURATE • Promote changes quickly and easily Steward Data • Integrated with ERwin Complete Tasks • Leverage Profisee industry models to speed development Manage Hierarchies Administer Data Profisee Value • Fast initial solution deployment Advanced modeling | Rapidly build MDM models from existing modeling work • Easy modification as your business evolves CONNECT • Rapid time-to-value Integrate • Reduced cost • Increased return on investment Orchestrate Embed

ACCELERATE Professional Services MetaModel Industry Models CREATE Data Cleansing & Verification Model Cleanse Match Profisee Platform Profisee Value Survive & Merge • Natively embedded data services • Quickly improve data quality • Simple configuration, no code required • Reduce mailing costs • Validate data in bulk, interactively, or within a workflow • Eliminate returned and duplicate mailings CURATE • Summary scorecard with links for stewardship • Save integration costs Steward Data • Improve matching accuracy Complete Tasks Supported Service Providers • Basic Data Services via Bing/Google enable address Manage Hierarchies verification and geocoding Administer Data • Premium Data Services via Melissa Data and/or Loqate provide global mailing verification of addresses, as well as email/phone verification and name parsing CONNECT Data services scorecard | Review data quality results & link to issues Integrate Orchestrate Embed

ACCELERATE Professional Services MetaModel Industry Models CREATE Best-in-class Matching Model Cleanse Match Profisee Platform Survive & Merge • Lightning fast in-memory, fuzzy matching engine • Easy-to-configure match strategies, no coding • Multi-step, multi-attribute strategies ensure accuracy CURATE • Match hundreds of millions of records to Get it Clean Steward Data • Keep it Clean with real-time matching • Enables real-time lookup-before-create Complete Tasks • Purpose-built stewardship of matching results Manage Hierarchies • Scorecard displays matching results analytics Administer Data Matching strategies | Easily define multi-step criteria to identify matches Profisee Value CONNECT • Best of breed fuzzy matching engine • De-duplicate data across enterprise systems Integrate • Simple and quick to configure Orchestrate • Fast performance for both initial and ongoing Embed incremental match processing

ACCELERATE Professional Services MetaModel Industry Models

Matching scorecard | Review matching results & link to issues CREATE Only the Best Records Survive Model Cleanse Match Profisee Platform Profisee Value Survive & Merge • Create the best possible Golden Record • Automate the creation of Golden Records • Harmonize changes back to source records and systems • Reduce stewardship efforts • Fully configurable, no coding • Update golden records as new/updated data arrives CURATE • Scalable for large volume data sets • Distribute better data across the enterprise Steward Data • Incremental survivorship for real-time processing Complete Tasks Manage Hierarchies Administer Data Survivorship transparency| See how golden records were mastered & harmonized

CONNECT Integrate Orchestrate Embed

ACCELERATE Professional Services MetaModel Industry Models CREATE Boost User Experience & Productivity Model Cleanse Match Profisee Platform Profisee Value Survive & Merge Business Data Stewardship • Drive MDM adoption with the right experience for • Purpose built, web-based Master Data Applications the right audience • Approachable data stewardship for business users • Full audit trail of all master data changes CURATE • Search, view, edit and create master data • Granular role-based security Steward Data • Manage data on your mobile device • Streamline operations and improve analytics Complete Tasks

Manage Hierarchies Steward data | Simple, intuitive stewardship portal for business users Administer Data

CONNECT Integrate Orchestrate Embed

ACCELERATE Professional Services MetaModel Industry Models CREATE Drive Governance-defined Processes with Workflow Model Cleanse Match Profisee Platform Profisee Value Survive & Merge • Implement governance-defined workflow processes • Increase productivity & eliminate manual stewardship • Drive stewardship via workflow tasks, with • Accelerate completion of cross-function processes fit-for-purpose forms for mobile devices or the web • Simple task forms minimize training CURATE • Limitless workflow design patterns (sequential, • Enforce governance policies & processes Steward Data parallel, flowchart, state-based) • Elevate trust and quality of your master data Complete Tasks • Leverage core MDM functionality such as matching, address verification, business rules Manage Hierarchies • Drag-and-drop authoring Administer Data • Automated, real-time notifications

Profisee Web Portal | Monitor workflow status & manage tasks, assignments

CONNECT Integrate Orchestrate Embed

ACCELERATE Professional Services Workflow on-the-go | MetaModel Contribute and approve workflow tasks via web and mobile device Industry Models CREATE Large-volume Hierarchy Management Model Cleanse Match Profisee Platform Survive & Merge • Wizard-driven hierarchy definition • Optimized for usability with large data volumes • Drag-and-drop and bulk hierarchy editing CURATE • Filter and edit across multiple hierarchies Steward Data • Hierarchy changes logged as individual transactions, Complete Tasks detailing who made what changes and when Manage Hierarchies Administer Data Profisee Value • Efficient hierarchy management user experience Hierarchy wizard | Quickly create a wide variety of hierarchies • Ensure data relationship integrity CONNECT • Improve analytics with accurate hierarchy structures Integrate Orchestrate Embed

ACCELERATE Professional Services MetaModel Industry Models

Multi-hierarchy filtering | Rapidly identify subsets by filtering across hierarchies CREATE Accelerate MDM Model Management & Maintenance Model Cleanse Match Profisee Platform Profisee Value Survive & Merge Master Data Administration • Arm administrators with power user features • Profisee Desktop for master data administrators • Save time for imports and mass edits • Manage data as you design your solution • Accelerate solution development CURATE • Copy/paste, bulk data imports, mass updates Steward Data • One place to design and manage your MDM solution Complete Tasks Manage Hierarchies Administer Data

CONNECT Bulk updates | Efficiently make mass updates and Data import | Quickly populate entities directly edits in a single operation from Excel or a database Integrate Orchestrate Embed

ACCELERATE Professional Services MetaModel Industry Models CREATE MDM Integration Made Easy with Federation Manager Model Cleanse Match Profisee Platform Profisee Value Survive & Merge • Integrates with Event Management for real-time • Easily deliver real-time bi-directional MDM bi-directional integration with enterprise applications integrations, with no coding required • Federated MDM allows local extension of centrally • Drastically reduce implementation cost CURATE defined master data • Gain master data consistency across systems Steward Data • Out-of-the-box connectors for common systems Complete Tasks • Open framework to create own connectors • System-Aware Identity Management (patent pending) Manage Hierarchies simplifies management of source system keys Administer Data • Simple mapping of master data between systems • Built-in support for run-time merging of duplicates

CONNECT Easy integration | Point-and-click mapping of master data between Profisee & CRM Integrate Orchestrate Embed

ACCELERATE Professional Services MetaModel Industry Models CREATE Drive Operations with MDM Event Management Model Cleanse Match Profisee Platform Survive & Merge • Trigger events on-demand or as data changes • Easily configure events and event subscribers • Use events to trigger real-time data integrations, CURATE MDM workflows, or distribute messages to any Steward Data other enterprise app Complete Tasks • Management and reporting via event dashboard Manage Hierarchies Administer Data Profisee Value • Deliver “living, breathing” operational MDM • Ensure real-time accuracy and consistency of Event scenarios | Easy-to-use wizard for event configuration CONNECT master data across the enterprise • Integrates with your ESB, or provides an Integrate MDM-centric ESB if you don’t have one Orchestrate Embed

ACCELERATE Professional Services Events dashboard | Monitor event processing MetaModel status, volume and health Industry Models CREATE Dynamically Weave MDM into Your Enterprise Model Cleanse Match Profisee Platform Profisee Value Survive & Merge • Profisee Software Development Kit (SDK) provides for • Minimize training and increase adoption with extensibility and customization of Profisee Platform business user focused data applications • The Accelerator Framework provides a fully • Accelerate development of custom MDM CURATE documented .NET API, allowing you to embed applications – save months of development time Steward Data Profisee in other apps, or develop custom solutions • Prevent duplicates by embedding lookup-before-create in other applications Complete Tasks • Use the Web Services Generator to expose master data as an enterprise service Manage Hierarchies • Create simple, purpose-built forms for stewardship Administer Data on any device—desktop, laptop, tablet, phone • Web Controls and Profisee Web Portal allow for definition of MDM applications for business users CONNECT Integrate Orchestrate Embed

ACCELERATE Professional Services MetaModel Industry Models

Web Services Generator | Code generation provides strongly-typed Embedded MDM | Embed MDM in CRM to facilitate lookup-before-create web services via point-and-click interface CREATE Accelerator – A Fast, Flexible Approach to Success Model Cleanse Match Profisee Platform Survive & Merge • Accelerator is a fixed-price engagement focused on fundamentals & skills transfer • Uses a combination of prototyping and classroom CURATE training to mentor your team on Profisee Platform Steward Data • Covers all fundamental components for a production MDM application Complete Tasks Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 • Deliverables include MDM installation, configuration, Manage Hierarchies “ready-to-finish” prototype, training and skills transfer Kick-off Meeting Administer Data Install & Install & Config Config Profisee Value Administrator User Training Training Training CONNECT • The fastest and most cost-effective way to get started Model Design Model with MDM Prototype Integrate & Development Development • Gain the skills necessary to create your MDM Center Break/ Integration Work Orchestrate of Excellence Homework & Day Job Planning Go-Live Embed • Leverage best-practices accumulated from over 200 Planning successful MDM projects • Reduce project risk and attain MDM self-sufficiency Accelerator itinerary | Sample six-week Master Data Accelerator schedule ACCELERATE Professional Services MetaModel Industry Models CREATE Metadata Provides Visibility into Your MDM Solution Model Cleanse Match Profisee Platform Survive & Merge • Profisee MetaModel provides a customizable solution for metadata management • Maintain the central definition of MDM metadata CURATE (a.k.a. data dictionary)

Steward Data • Automatically capture updates as they occur Description Model Administrator Description Approved Comments Complete Tasks • Includes all core metadata elements: Models, Versions, Entities, Attributes & Groups, Hierarchies, Model Entity MD_UID MD_UID Has Hierarchy? Manage Hierarchies Created By Created By Business Rules, Subscription Views, Flags, Users & Entity Type Created Date Created Date Updated By Updated By Groups, Security Assignments Updated Date Updated Date Administer Data Model Entity Description Member Type • Self-service navigation of your MDM solution by Committed Only? Attribute Type stakeholders Version Flag MetaModel Attribute

MD_UID MD_UID Flag Name Data Type CONNECT Created By Created By Data Information Created Date Created Date Domain Entity Updated By Updated By Integrate Updated Date Updated Date Model Base Entity Description Hierarchy Type Orchestrate Comments Description Profisee Value Version Hierarchy Embed MD_UID MD_UID Source Version Levels Created By Created By Version Status Mandatory? • Eliminate manual maintenance of your data Created Date Created Date Version Flag Recursion? Updated By Updated By dictionary Updated Date Updated Date • Metadata stays up to date, always ACCELERATE MetaModel | Key entities and attributes of the MetaModel Professional Services MetaModel Industry Models CREATE Reduce Risk in your MDM Implementation Model Cleanse Match Profisee Platform Profisee Value Survive & Merge • Pre-built industry models expedite implementation • Fastest, lowest risk method for delivering MDM apps • Leverage extensive real-world experience and • Accelerate time-to-value collaboration with professional associations • Simplify project budgeting with fixed-cost investment CURATE • Currently span healthcare, insurance, hospitality & Steward Data gaming, oil & gas and retail industries Complete Tasks • Modular in design; use the entire model or pick-and- mix with existing models Manage Hierarchies Administer Data

CONNECT Integrate Orchestrate Embed

ACCELERATE Professional Services MetaModel Industry Models

Best-in-class packaged models | Pick-and-mix from industry models to ensure quality & accelerate time-to-value Americas EMEA United Kingdom Oceania +1 678 202 8990 +44 (0) 2084 336572 +44 (0) 2084 336572 +61 (0)2 9931 7874 info@pro see.com emea-info@pro see.com uk-info@pro see.com aus-info@pro see.com

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