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AnalytiX Mapping Manager®
Accelerate Project Delivery

WHITEPAPER

Mergers and Acquisitions:
Orchestrating and Accelerating Data Ingestion,
Standardization and Transformation

Samuel T. Benedict
Vice President—Strategic Accounts
AnalytiX Data Services
May, 2013

www.analytixds.com

AnalytiX Mapping Manager®
Accelerate Project Delivery

WHITEPAPER

Introduction / Background
The Mergers and Acquisitions (M&A) process brings with it a broad range of complexity, from contracts and
accounting, to organizational structure and employee protocols. More often than not, companies embroiled in
M&A activities do not even consider the data integration aspect of the merger until they are well into the process,
not realizing that this activity can extend timelines, limit visibility with regard to financials, supply chain, and other
key components of the combined businesses. All too often, those managing the acquisitions are left to also deal
with integration of the acquired company’s data, tools and integration practices – with little or no expertise in this
area. There are few out-of-the-box answers for streamlining this process, and though there are many system integration companies available to help, this can add significant cost and time to the M&A cycle. AnalytiX Mapping
Manager can be a key accelerator as part of a systematic approach to the M&A integration process. With a
web-based centralized repository for scanning and importing source metadata automatically, users can quickly
understand and assess the data they are acquiring, how it aligns with their current data sets and structures, and
develop a plan for unification of the acquired data. The tool’s features and functionality offer a broad range of
utility in this space, including standardization of code sets, business rules, mapping formats and patented version
control.

Abstract
This paper seeks to provide insight into how AnalytiX Data Services can address many of the data related issues
that come with combining disparate source data as is often the case in mergers and acquisitions. It will cover
some of the best features and functionality offered by AnalytiX Data Services’ flagship product AnalytiX Mapping
Manager, which have specific capabilities that are of high value in this scenario. Many companies handle this data
ingestion process, whether during post-acquisition, or during the scoping phase, as a prototype that ultimately
guides them into an overall integration strategy. These traditional means and measures can become very
expensive when you consider the time to analyze the new source data, metadata, and work through the process to
map it to the existing repository or repositories. Standardizing a multitude of source systems, managing an army
of business analysts, data analysts, and development staff can become overwhelming for a data-centric certified
project manager. One can only imagine the anxiety to be suffered by a project manager that is not well versed in
the system development life-cycle, or has not a clue about what it means to integrate, standardize, and govern
data. Specialties aside, tools can make all the difference in the world when it comes to taking on new pursuits. For
example, even if one had never mowed a lawn in their lifetime, a well-crafted mower that is easy to start, and
intuitive to use would put you miles ahead of the capabilities offered by a push-mower. In a vast majority of
businesses, all of the intricacies of managing data integration begin with a manually created spreadsheet – which is
similar to a push mower when compared to the features and functionality that a best-in-breed, if not
one-of-a-kind mapping management solution can offer.

www.analytixds.com

AnalytiX Mapping Manager®
Accelerate Project Delivery

WHITEPAPER

Problem Statement / Introduction
The pain points in mergers and acquisitions begin with basic decisions about how the organizations involved with
align with one another. There are a variety of options including:

“Solely Financial” where the accounting aspects of the business become one, and the products and
services remain distinct – in doing so, they are able to leverage peaks and valleys in their distinct businesses
for an overall optimized outcome.

“Market Share-ing” companies with similar products or service offerings within separate markets align to
capitalize on each other’s markets.
 “Darwinian Double-up” survival of the fittest, and the realization that in order to survive, some companies
must join forces and merge their technologies to meet new and changing demands of the market. The
emerging company would theoretically become a different technology altogether, that is better equipped
to survive through the combination of the core competencies of both.
 “Total Consolidation” wherein the companies rebrand products and service offerings to become a single
unified offering with similar look and feel – and complementary value offerings.
Each of these scenarios is unique, yet they all have a common thread – data. Even in the minimalist model where
the aligning companies are strictly financially merged, their financial data must be merged to allow them to see
their overall margins, and combined profit and loss statements across the combined structure. Operational
aspects of the combined company cannot properly operate until operational data is integrated. As a result, the
companies may end up with added cost of operations, duplicate systems with legacy systems driving the business
while IT organizations struggle to reach the integration finish line.
The possibility of separate ETL platforms is significant, and converting ETL Jobs between ETL platforms is neither
quick nor easy. A major challenge facing the integration industry today is that ETL Jobs built using a particular ETL
tool cannot be easily ported or migrated to another ETL tool. Organizations in the midst of M&A, and embarking
on an ETL conversion project will require an ETL expert for both tools (the legacy ETL tool and the tool of choice for
the two companies) to analyze the legacy ETL tool jobs, document the “job mappings” using Microsoft Excel
templates and finally bring in new ETL developers to create the ETL job for the target ETL tool.

www.analytixds.com

AnalytiX Mapping Manager®
Accelerate Project Delivery

WHITEPAPER

The typical merger or acquisition data conversion project using a resource-driven approach looks something like
this:
 Bring in legacy ETL developers to analyze and document L\legacy ETL mappings.
 Document the ETL jobs using MS Excel templates.
 Identify opportunities for improvement.
 Build phased conversion plan.
 Bring in new ETL developers and begin “rewriting” the ETL jobs.
As you look at the steps involved, the complexity within each step, and the resources required in the execution
of each of the steps, you can quickly see the expense in managing this in the traditional way.

Introduction of Solution
AnalytiX Data Services is an international software and technology services company offering services in support of
the software solution. AnalytiX specializes in the development of ‘agile tools’ for integration activities in the M&A
space, which automate manual processes and enable organizations to accelerate completion and operate more
efficiently while lowering costs of the M&A integration.
As a part of any merger or acquisition, data and data mappings play a critical role in defining the overall integration
strategy, particularly in industries which are heavily regulated such as Financial Services and Health Care. AnalytiX
Mapping Manager meets the industry’s auditing and compliance requirements by automating and managing the
data mappings involved in data integration projects and complying with industry regulations such as SOX, Basel,
Solvency II, Health Care PHI and SPI regulations across the organization. Automation equals a significant savings in
both the discovery phase of the merger or acquisition, as well as the redefinition of existing repository structures
to accommodate disparate systems, and finally the conversion or development phase – moving the data from
where it was, and what it used to be, to where it needs to be and in a form that serves the new entity in a unified
way.

www.analytixds.com

AnalytiX Mapping Manager®
Accelerate Project Delivery

WHITEPAPER

Application of Solution
The AnalytiX Mapping Manager solution applies to nearly every integration project, in every business vertical
imaginable. Though there are variances in a number of ways, data is data, and we work with all facets and
forms. Our open framework allows companies with completely different tools and technologies to come
together like no other – we can connect to all major entity relationship tools, as well as all major ETL tools in the
market. Dealing with a mountain of spreadsheets? No worries, we can easily import flat files as well.
The process that companies looking to merge, or having recently joined via acquisition, go through to convert
and move their data from one ETL tool to another is typically referred to as the ETL conversion process. AnalytiX
Mapping Manager automates the analysis of ETL jobs, saving time and resource hours while creating a reusable
ETL Conversion Template. This ultimately reduces the number of high-priced, specifically-skilled resources to
analyze ETL jobs, as well as document them in order to then manually create “new” ETL jobs for the integration.
AnalytiX Mapping Manager, with its out-of-the-box code generation templates, and custom code templates
eliminates much of the manual coding involved. The M&A team will gain better insight, control, and visibility
over the conversion scope and status of the overall integration effort using Mapping Manager. The tool defines
job design best practices for the “New or Jointly-agreed upon” ETL tool, and builds a reusable
forward-engineering template to auto-generate ETL jobs directly from Mapping Manager.

www.analytixds.com

AnalytiX Mapping Manager®
Accelerate Project Delivery

WHITEPAPER

Using our embedded out-of-the-box technology, new and existing source systems can be scanned and reviewed for fit,
and migration strategy and design. Upon acquisition, the tool will help to align new sources, map to existing repositories,
and generate ETL to complete the migration.

Throughout the process, version-controlled mapping specifications preserve the original state of the converted
job and compare changes, while the tool automatically analyzes impacts and views data lineage from imported
jobs – complete transparency, offering assurance that everything happened as it should.

Future Direction / Long-Term Focus
With economic constraints, global recession, and changing technology, the daunting task of managing data
through the acquisition process will likely gain momentum than fade away. As companies partner for strength
and prosperity, or redefinition of their offerings, finding ways to easily and quickly assess the data landscape will
be more important than ever. AnalytiX Data Services is looking to the future with great anticipation as we add
more robust features to meet the demand and enable the businesses of the future in their quest to remain
viable. With an intuitive user interface, open framework that connects to all major tools in the market, and
custom service offerings at a fraction of the cost of most vendors, we position our customers for success in the
near term and self-reliance in the future.

Results / Conclusion
Oscar Wilde once said “Discontent is the first step in the progress of man or a nation”, at AnalytiX Data Services,
we began out of discontent with cumbersome and time consuming processes associated with data management,
and set out to make progress. Companies that manage the complex integration that comes from joining
disparate data sources through the acquisition process using spreadsheets will continue to find discontent in
their ability to make sound decisions early in the process, quickly assess the data landscape, and ultimately in
their ability to deliver as planned. Continued pursuits with the same results; human error, lack of visibility, lack
of control, lack of governance and consistency, and ultimately extended timelines and budgets will motivate
them to progress. If you had the option to solve this problem forever, for less than you might pay in annual
maintenance on your other integration tools, why wouldn’t you choose progress? Change your future, give your
company the edge - choose AnalytiX Mapping Manager.
We’re here to help: www.analytixds.com or (800) 603-4790

www.analytixds.com

AnalytiX Mapping Manager®
Accelerate Project Delivery

WHITEPAPER

Appendices
Appendix A – Scenarios
Below is a graphical depiction of the efficiency gains experienced by an actual AnalytiX Data Services client, in
the same scenario experienced by many merger/acquisition efforts. Note the significant reduction in work effort, and exponential cost reduction for the effort – this can be scaled up or down, the gain remains.

Appendix B – Features Sample (those highlighted in Blue are key to performing M&A integration )

Manage and Reuse System Metadata
Import Existing Excel Mapping Specifications
View technical and business definitions from metadata browser
Role Based Security
Import/Export Mapping Specifications
Store and share project management
Reuse and share commonly used transformation logic
View Mapping Spec resource assignments and statuses
Store and share system documentation
Manage Project Resources and Users
Track the status of mapping specifications
Drag and Drop user interface
Store and manage mapping Specifications versions
Perform impact analysis of Tables, Columns and Transformations

www.analytixds.com

AnalytiX Mapping Manager®
Accelerate Project Delivery

WHITEPAPER

Supports many to many relationships
Advanced mapping specifications comparison capabilities
View data lineage across the enterprise
Print ,share and collaborate on Mapping Specifications
Manage Enterprise Transformations at a governance level
View change and version history
Automates Creation of ETL Jobs for major ETL tools (Informatica, DataStage, Etc.)
Automates import of ETL jobs as mapping specifications (Informatica, DataStage, others)
Print Reports: Mapping Spec, Project Report & System Analysis Report
Integration with Erwin
Supports Excel upload capabilities to store system metadata
Built in Metadata scanners for all major database vendors
Seamless install
No Prerequisite ETL Tool Version requirement
Define, maintain and upload data dictionary for systems
Advanced search and filtering capabilities
Central Repository for integration project documentation
Import System Metadata
Customizable integrated data grid
Preview data Capabilities from Metadata Browser
Certified to run on Linux based environments (Ubuntu and Red Hat)
Certified on internal repository Oracle DBMS and new versions of SQLServer
Enhanced change log tracking and other features

Appendix C – Authors
Samuel T. Benedict – AnalytiX Data Services, Vice President – Strategic Accounts
Michael Boggs – AnalytiX Data Services, Chief Technology Officer and Founder
Appendix D – AnalytiX Data Services Solution Collateral
AnalytiX Mapping Manager Solution Collateral
1. SlideShare Tool Overview: http://www.slideshare.net/AnalytixDataServices
2. YouTube Channel: http://www.youtube.com/channel/UCpNxdxBJEOIb91c_EhewpzA?feature=vmdshb
Content: Analytix Mapping Manager 3 minute Introduction Video..
3. Bloor Research Article Link: http://www.bloorresearch.com/analysis/11809/analytix-mapping-manager-missing-link-movingdata.html
4. Informatica Marketplace - Analytix Entry in the Marketplace
Informatica’s marketplace is a forum for complementary software solutions to be featured and purchased on-line. AnalytiX Data
Services won GRAND PRIZE for the overall marketplace among more than 600+ solutions and across 8 categories.
Link:
https://community.informatica.com/solutions/1077?cid=ADS

www.analytixds.com

AnalytiX Mapping Manager®
Accelerate Project Delivery

DATA SHEET

www.analytixds.com
For further information, please contact Analytix Data Services
Corporate HQ
14175 Sullyfield Circle, Suite # 400 Chantilly, VA 20151 USA
Tel: 1+ (800)-656-9860,
Email: info@analytixds.com
SALES
For Sales - Please call (800)-603-4790 (9am-5pm EST) or Email: sales@analytixds.com
SUPPORT
For Product Support - Please call (800)-617-9620 or Email: support@analytixds.com


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