Conference Day 1 - 20 April 2010

08:00-09:00   Registration
09:00-10:00 Keynote MDM 2.0: The Convergence of MDM & Data Governance
Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
10:05-10:50 Track 1 CASE STUDY: Opening New Market Channels Through Single Customer View
Matt Jones, Principal Applications Architect, NFU Mutual
Pankaj Kane, Applications Architect, NFU Mutual
Track 2 CASE STUDY: Data Governance-Driven MDM in a Large Engineering Company
Jan-Olav Boeriis, Group Assistant Vice President - Head of Group Master Data, ABB
10:50-11:20   Break and Exhibits
11:20-12:05   Reduce your 'cost of doing business'
Kjell Wittmaack, Chief Knowledge Officer and Practice Director for MDM, Platon Corporate
  Ensuring "fit for purpose" master data through business engagement
Jon Asprey, Director, Strategic Consulting - EMEA, Harte Hanks Trillium Software
  Active and Passive Data Governance - Data Governance is a Journey!
Tom Kennedy, Founder & CTO, BackOffice Associates, LLC
  The Future of MDM: MDM-Powered Applications
Jim Cushman, Senior Vice President, Products & Services, and General Manager, Enterprise & Government, Initiate, an IBM Company
12:10-12:55 Track 1 BEST PRACTICES: The Business Face of MDM
Charles Blyth, Head of BI, CPP
Track 2 EXPERTS PANEL:  Best Practices in Multi-Entity MDM Deployment
12:55-14:25   Lunch and Exhibits
13:35-14:20  

CASE STUDY: Implementing MDM solutions to maximise performance and improve quality in the NHS
Dr. Madassar Manzoor, DW & CRM Consultant, Intellisys Limited
On behalf of Information Builders

  Flexible Data Management for the Agile Business
Mark Seager, VP for Technology, EMEA Informatica
14:25-15:10 Track 1

CASE STUDY: Global MDM for B2B in the High Technology Industry
Sakari Jorma, Head Of Master Data Management Platforms, Nokia
Neil Storkey, Senior Enterprise Architect - Master Data, Nokia

Track 2

EXPERTS PANEL: MDM & Data Governance in Financial Services
Moderator:
Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
Panellist:
Nadim Bhatti, Vice President - Data Services Programme Manager, Deutsche Asset Management

15:15-16:00 Plenary
Keynote
Implementing MDM Indexing in a Complex Environment
Graeme Fullerton, Head of Enterprise Architecture, Electrocomponents plc
Vis Bowatte, Software Sales and Strategy, IBM Software Group
16:00-16:30   Break and Exhibits
16:30-17:15 Track 1 MDM Case Study: A 10 Step Roadmap for a Single View of the Customer
Noel Garry, Information Agenda Senior Insurance Consultant, IBM
Track 2 CASE STUDY: "Master Data Harmonization in a Shared Service Center based on SAP MDM"
Teodora Nedelcheva, Head Master Data Team, Coca Cola Hellenic Shared Service Center
Martin Schiesser, Associate Partner, Lodestone Management Consultants Ltd.
17:15-18:45   Drinks Reception and Exhibits
xxx
 

Tuesday
20 April
09:00-10:00

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KEYNOTE: MDM 2.0: The Convergence of MDM & Data Governance
Aaron Zornes, Founder & Chief Research Officer, The MDM Institute

Enterprise-level master data governance that spans the entire master data lifecycle (creation, promotion, archiving, ...) is extremely difficult to execute for both organisational and technical issues. Yet increasingly this is being mandated as a core deliverable of large-scale MDM projects. Through 2010-11, both major systems integrators and boutique consultancies will focus on productizing their data governance frameworks / methodologies while MDM software providers struggle to link upstream data governance processes with downstream MDM hubs. By 2011-12, all mega vendor MDM solutions will evolve from "passive aggressive data governance" mode to "active data governance" wherein they provide the capabilities to capture business rules which in turn are propagated into an MDM hub.

This keynote will focus on a set of strategic planning assumptions facing IT organisations during 2010-11 and beyond by highlighting strategies for:

  • Provisioning a substantive amount of "master data governance"
  • Partnering with a faithful service provider
  • Betting on an odds-on favorite MDM solution (brand/architecture)

Featured Speaker:

Aaron Zornes

Aaron Zornes
Founder & Chief Research Officer
The MDM Institute


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Track 1
MDM/CDI/PIM
Track Sponsor
Stibo Systems
Track 2
DQ/Identity
Resolution/
Master Data
Services

Track Sponsor
Initiate
s10:05-10:50 CONCURRENT SESSIONS

 Tuesday
20 April
10:05-10:50

Track 1

 

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Case Study CASE STUDY: Opening New Market Channels Through Single Customer View
Matt Jones, Principal Applications Architect, NFU Mutual
Pankaj Kane, Applications Architect, NFU Mutual


NFU Mutual, one of the UK's leading insurance companies, recognised that customers expect to buy new products and service existing accounts whenever and wherever they like. NFU Mutual sought to meet customer demand and expand its channels by incorporating internet and contact centre sales service, while retaining the comprehensive picture of clients and relationships built by its agents. Using MDM technology, this enterprise is creating a "Group Single Customer View"  to provide the cornerstone to enable NFU Mutual to launch these new channels to market.  During this session, delegates will learn:
  • Deriving dramatically improved data quality and retrieval via MDM as the foundation for CRM solutions across life and general sources - while concurrently catalysing  the adoption of data governance processes
  • Optimising longer term business processes via improved customer insight to enable better segmentation and targeting of customer groups
  • Leveraging business value via customer data relationships to identify household values and aggregated risk levels

Featured Speakers:

Matt Jones

Matt Jones
Principal Applications Architect
NFU Mutual


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Pankaj Kane Pankaj Kane
Applications Architect
NFU Mutual


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Tuesday
20 April
10:05-10:50

Track 2

 

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Case Study CASE STUDY: Data Governance-Driven MDM in a Large Engineering Company
Jan-Olav Boeriis, Group Assistant Vice President - Head of Group Master Data, ABB

Swiss engineering group ABB provides power and automation technologies to a broad base of utility, industrial, and commercial customers.  As a very large global engineering company operating in 100+ countries and employing over 100,000 people, governance has been a historical challenge.  This presentation describes the master data services and organisation within ABB that have provided major business value across both global and local operation as well as improved reporting and Business Intelligence.  Its basic organizational principles revolve a 3 way balance between the corporate center (i.e., at the group level), the global businesses, and the geographic organization. The MDM organization and data governance aligns with that structure.

At the group level, the company has a well established MDM function (since 2001) that forms part of Group IS.  This provides SOA-style MDM services used by over 100 applications for multiple master data domains, including organization, standards, products, components, customers, vendors, employees and financials, across the group.  This session will highlight the MDM journey undertaken by ABB to align business and IT via MDM principles and software by discussing:

  • Establishing the group level MDM function including a goverance structure to arbitrate group MDM standards, develop & manage the group MDM tools, & provide overall supervision of data quality & services
  • Adjudicating between country ERP systems, country functions (HR, Finance and IS) & local business units (sales, engineering, production)  to manage linkage of local master data to global master data
  • Leveraging the relationship between master data to Enterprise Architecture-enabled reporting & business intelligence

Featured Speaker:

Jan-Olav Boeriis

Jan-Olav Boeriis
Group Assistant Vice President, Head of Group Master Data
ABB


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Tuesday
20 April
10:50-11:20
Break and Exhibits

Tuesday
20 April
11:20-12:05

Sponsor
Session

 

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Reduce your 'cost of doing business'
Kjell Wittmaack, Chief Knowledge Officer and Practice Director for MDM, Platon Corporate


Take any company with more than 100 employees - virtually all of them face the same challenge. The major part of the business depends on the use of high quality Master Data, yet there is no practice for the professional management of it. In most cases there is not even a plan for how to change that. Yet companies survive and operate producing their services to their customers, but when there is a disconnect between a business strategy and the means required to support it you are likely facing tremendous extra workloads - in other words the Cost of Doing Business is unnecessary high. When competing in a market on almost the same parameters (as most companies are) this is not a sustainable situation.

So why is senior management generally turning a deaf ear when discussing funding and backing for data governance or data quality improvements? There are perhaps many reasons like being fed the wrong arguments, inexperience, traditions or simply the sheer complexity of the challenges faced.

But that has to change. This talk will explore what you can do about it and how you can make a subject as dull as data a top priority for senior management. We'll drawn upon the experience from global organizations such as BP, Thomson Reuters, Monash University and some of the best practitioners out there.

Featured Speaker:

Kjell Wittmaack

Kjell Wittmaack
Chief Knowledge Officer and Practice Director for MDM
Platon Corporate


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Tuesday
20 April
11:20-12:05

Sponsor
Session

 

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Ensuring "fit for purpose" master data through business engagement
Jon Asprey, Director, Strategic Consulting - EMEA, Harte Hanks Trillium Software


The aim of any master data management programme is to deliver a "trusted" source of master data that can be highly leveraged across an organisation or business unit. However, ensuring that data is "fit for purpose" can be challenging, in that "master" data will intrinsically have a variety of uses or demands put upon it. To be able to consider all of the angles, business engagement is critical, along with the disciplines of data quality management and data governance.

This session will explore how the process of business engagement can be facilitated, with suggestions on roles, approaches and communication styles that drive business participation and the required "buy-in".

Featured Speaker:

Jon Asprey

Jon Asprey
Director, Strategic Consulting - EMEA
Harte Hanks Trillium Software


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Tuesday
20 April
11:20-12:05

Sponsor
Session

 

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Active and Passive Data Governance - Data Governance is a Journey!
Tom Kennedy, Founder & CTO, BackOffice Associates, LLC


Creating a data governance organization that can effectively manage complex data-related relationships, roles, and scenarios can be a daunting task. Explore two methods of data governance, active and passive, and get a detailed look at the benefits and uses of each. Understand how passive data governance allows users to interact directly with source systems to monitor results and identify data issues. Find out how active data governance provides a guided process for the introduction and management of data into selected systems. Understand the four levels of data governance, from "no data governance" to "active data governance."
  • Come away with tips for leveraging these models to reduce the possibility of business process interruptions due to omissions, duplication, consistency and content errors, or a lack of data standards.
  • Determine if there is a logical business process for master data governance and how to apply it.
  • Get tips on how to gain a better understanding of how to overcome the complexities of building an effective data governance organization.

Featured Speaker:

Tom Kennedy

Tom Kennedy
Founder & CTO
BackOffice Associates, LLC

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Tuesday
20 April
11:20-12:05

Sponsor
Session

 

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The Future of MDM: MDM-Powered Applications
Jim Cushman, Senior Vice President, Products & Services, and General Manager, Enterprise & Government, Initiate, an IBM Company


As the master data management market matures, early deployments that provided data to IT departments are no longer sufficient. The next generation of MDM will include business application front ends that provide data and information directly to the front line - business managers and decision makers - and deliver immediate value in terms of business data stewardship and real-time decision making. This presentation will discuss the different business areas within an organization that can benefit from MDM-Powered Applications and the types of applications managers can expect over the next few years including sales territory management, customer on-boarding and MDM-Powered SalesForce.com.

Featured Speaker:

Jim Cushman

Jim Cushman
Senior Vice President, Products & Services, and General Manager Enterprise & Government
Initiate, an IBM Company

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ss12:10-12:55CONCURRENT SESSIONS

Tuesday
20 April
12:10-12:55

Track 1

 

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BEST PRACTICES: The Business Face of MDM
Charles Blyth, Head of BI, CPP

To 'get MDM right' you need to ensure that you focus on the organisational sides of the strategic triangle first - the interrelationship between Business, People and Processes at every data touch point across the organisation.  Not Data Governance per se, but rather the roles, responsibilities and interrelationships between business resources in the operational environment, especially those at the front line through to those providing operational support, including IT.  This session will review the best practices and lessons learned from an ongoing MDM program at CPP and will cover:

  • Understanding the rationale for focusing on the organisational piece rather than the technology
  • Leveraging the interrelationship of MDM and Business Process Management to push master data processes to the front line
  • Identifying the business value of having empowered employees 'own the data

Featured Speaker:

Charles Blyth

Charles Blyth
Head of BI
CPP


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Tuesday
20 April
12:10-12:55

Track 2

 

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EXPERTS PANEL:  Best Practices in Multi-Entity MDM Deployment

MDM is increasingly concerned with the notion of "multiples" - multiple data domains, the multiple relationships among them, and the multiple usage styles.  Most vendors approach MDM from either specific usage/domain pairing, or broad tool - e.g., a rudimentary data model and set of tools for data quality, workflow, etc. to build out the enterprise's own MDM infrastructure.  Accordingly, every CDI vendor (and many a PIM hub vendor) has found "multi-domain MDM" religion.  Currently, Global 5000 enterprises are broadening their MDM business initiatives from single use case, single entity to multi-style, multi-entity.  By 2010-11, enterprises without a long-term multi-entity MDM strategy run the ironic risk of building "MDM silos" which will need to be patched/fused together via middleware - in effect, recreating the original MDM problem associated with master data being segregated and isolated within ERP and CRM instances.  Clearly, during 2009-10, party and product data interdependencies will quickly broaden MDM requirements - i.e., from "customer" to "product" to "vendor".  Concurrently, vendor dogma will promote nouveau approaches such as collaborative MDM to assuage the multi-entity conundrum. This panel will address:

  • Understanding the virtues of single vendor software stack vs. multiple/best-of-breed MDM hubs to product-specific MDM solutions to integrate master data processes party master data (customers, suppliers, employees) & product master data
  • Providing for business process management (BPM) workflows which are critical to achieve value from MDM by ensuring actual orchestration across both business units & master data hubs
  • Integrating people & processes via the institutionalization of data governance to integrate, measure & manage metrics within the context of the master data lifecycle
Tuesday
20 April
12:55-14:25

Lunch & Exhibits

13:35-14:20 CONCURRENT SESSIONS

Tuesday
20 April
13:35-14:20

Industry
Innovation
Session

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CASE STUDY: Implementing MDM solutions to maximise performance and improve quality in the NHS
Dr. Madassar Manzoor, DW & CRM Consultant, Intellisys Limited
On behalf of Information Builders


In 2009, the Central and North West London National Health Service (NHS) Foundation Trust (CNWL) embarked on a project to provide better patient care and treatment, reduce costs and become more efficient by improving the quality of data in their IT infrastructure through an MDM project. In this session, discover the business drivers behind CNWL's MDM project, the challenges faced as the project unfolded, and how these were overcome, along with the tangible benefits that both the CNWL and its patients are reaping from the installation of their MDM solution.

Featured Speaker:

Dr. Madassar Manzoor

Dr. Madassar Manzoor
DW & CRM Consultant
Intellisys Limited


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Tuesday
20 April
13:35-14:20

Industry
Innovation
Session

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Flexible Data Management for the Agile Business
Mark Seager, VP for Technology, EMEA Informatica
Mastering data across multiple domains has become table-stakes in the master data conversation. And for the agile business, the ability of the master data estate to readily respond to change has moved from being a luxury to a necessity. So how does this work in practice? This session takes a look at how the whole data management environment can support agility in master data, from discovery to consumption, from agile models to flexible service layers, from holistic metadata management to supporting data and process governance.

Speaker:

Mark Seager

Mark Seager
VP for Technology
EMEA Informatica

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ss14:25-15:10 CONCURRENT SESSIONS

Wednesday
20 April
14:25-15:10

Track 1

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Case Study CASE STUDY: Global MDM for B2B in the High Technology Industry
Sakari Jorma, Head Of Master Data Management Platforms, Nokia
Neil Storkey, Senior Enterprise Architect - Master Data, Nokia


Learn how Nokia, one of the worlds' most regarded high technology companies, successfully implemented its MDM solution. The session will discuss business case, solution architecture, organizational considerations as well as tangible business benefits Nokia achieved by implementing Oracle's Siebel UCM for business-to-business master data.
  • Institutionalizing "idomain-level data governance" to synchronize between domains while managing each domain separately
  • Understanding the "implementation business value"
  • Adhering to country-specific rules, policies & restrictions in truly global initiatives

Speakers:

Sakari Jorma

Sakari Jorma
Head Of Master Data Management Platforms
Nokia


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Neil Storkey Neil Storkey
Senior Enterprise Architect - Master Data
Nokia


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Tuesday
20 April
14:25-15:10

Track 2

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EXPERTS PANEL: MDM & Data Governance in Financial Services
Moderator:
Aaron Zornes, Founder & Chief Research Officer, The MDM Institute
Panellist:
Nadim Bhatti, Vice President - Data Services Programme Manager, Deutsche Asset Management


Market-leading financial services providers are adding MDM capabilities to their list of strategic IT initiatives to: increase customer satisfaction and retention, increase profitability, create operational efficiencies, and meet compliance directives - as well as provide the economies of scale promised by M&A.  Moreover, many business drivers are now requiring organizations to institutionalize data governance as a prerequisite capability to MDM. Technical challenges abound - from increasingly complex B2B2C business models to demand for "near real-time" data lineage.  Based on their cumulative experiences, this panel will share practical insights on:
  • Transforming early "success stories" within the program to generate ongoing management & business stakeholder enthusiasm
  • Integrating new customer access channels (e.g., Internet) which complicate matching & merging of operational customer data
  • Knowing your business case - especially marketing cross-sell & regulatory/compliance (Basel II)

Moderator:

Aaron Zornes

Aaron Zornes
Founder & Chief Research Officer
The MDM Institute


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Panellist:

Nadim Bhatti

Nadim Bhatti
Vice President - Data Services Programme Manager
Deutsche Asset Management

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Tuesday
20 April
15:15-16:00

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PLENARY KEYNOTE: Implementing MDM Indexing in a Complex Environment
Graeme Fullerton, Head of Enterprise Architecture, Electrocomponents plc
Vis Bowatte, Software Sales and Strategy, IBM Software Group



Electrocomponents plc is a high service electronic, electrical and industrial distributor that supplies a wide range of products to customers who are typically research and development or maintenance engineers in business around the world. Electrocomponents operates companies in 27 countries under various trading brands such as RS Components, Radiospares, Radionics and Allied Electronics, and has distributor networks that cover a further 38 countries. In this session Electrocomponents will review how a MDM solution must underpin any multi-channel and product based growth plans of an organization. This will be set in the context of MDM's growing impact on enterprises both large and small, and how required MDM architectures and capability differ according to organizational and functional needs. This plenary keynote will provide both a strategy roadmap and a case study to demonstrate how MDM can help the business in:
  • Deploying a common standardised platform to improve collaboration across subsidiaries, distribution & retail channels
  • Enhancing support of supply chain operations & synchronising demand & supply to respond faster to changing market conditions
  • Applying MDM on a centralised basis to improve data integrity, management capabilities, & financial reporting

Speakers:

Graeme Fullerton

Graeme Fullerton
Head of Enterprise Architecture
Electrocomponents plc


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Vis Bowatte Vis Bowatte
Software Sales and Strategy
IBM Software Group


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s16:30- 17:15 CONCURRENT SESSIONS

Tuesday
20 April
16:30- 17:15

Track 1

 

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MDM Case Study: A 10 Step Roadmap for a Single View of the Customer
Noel Garry, Information Agenda Senior Insurance Consultant, IBM


Many organisations are beginning to realise that having an information agenda that incorporates a single view of their customer is a prerequisite for doing business. This session will look at a financial services company who has completed a large Single View of Customer project and who has produced value at each milestone on the journey. Transforming the company from a product centric view to a customer-centric view has also been key in preparing the organisation for the next phase of its business strategy. This journey has involved many related issues such as data quality, data governance, etc. The session will look at the issues involved in this initiative and look at possible ways of overcoming these difficulties. Areas to be covered include:
  • A 10 step incremental roadmap
  • Addressing different cultures and approaches to data
  • Taking an incremental approach to ensure value delivery as early as possible

Speaker:

Noel Garry

Noel Garry
Information Agenda Senior Insurance Consultant
IBM

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Tuesday
20 April
16:30- 17:15

Track 2

 

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CASE STUDY: "Master Data Harmonization in a Shared Service Center based on SAP MDM"
Teodora Nedelcheva, Head Master Data Team, Coca Cola Hellenic Shared Service Center
Martin Schiesser, Associate Partner, Lodestone Management Consultants Ltd.


Like many multi-national companies today, Coca Cola Hellenic (CCH) is faced with major challenges in the area of master data. CCH produces, bottles, sells and distributes a wide range of non-alcoholic beverages across 28 European countries - extending from Ireland to the easternmost point of Russia. Moreover, CCH has a wide range of products with a complex material structure that cover about 2750 brands,1000 flavors and 18 material types. The products are spread over three different SAP R/3 systems (two Wave 1 and one Wave 2 systems for specific countries) and need to be reported via two BI systems. Recently, Lodestone Management Consultants helped evaluate, design and build a master data landscape with SAP MDM, Portal and SAP PI to enable the exchange of master data between MDM and the R/3 and BI systems. The target landscape currently supports a consolidated material master data repository fully integrated into CCH's IT landscape via central management and distribution. This 4 month project provided a redundancy-free pool of master data guarantees both high data quality and readiness to efficiently mitigate data harmonization pain points. In the future, SAP MDM will be the foundation for further process improvements such as a master data self service model for the countries. Topics to be covered during this case study include:
  • Applying MDM to reduce costs associated with duplicative finished goods and material master maintenance
  • Leveraging MDM to reduce & mitigate inconsistencies between multiple SAP ERP systems
  • Providing upstream data governance to overcome insufficient validations prior to their saving in MDM

Speakers:

Teodora Nedelcheva

Teodora Nedelcheva
Head Master Data Team
Coca Cola Hellenic Shared Service Center

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Martin Schiesser

Martin Schiesser
Associate Partner
Lodestone Management Consultants Ltd.

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