Semarchy xDM typical implementation process:
Project Discovery & Planning: Conduct workshops to define business objectives, data domains, requirements, and project scope with key stakeholders.
Solution Design: Finalize the architecture, data models, workflows, match/merge rules, and integration points to meet the initial scope and timeline.
Platform Installation: Install Semarchy xDM on-premises or in the cloud, configure environments (development, QA, production), and set up core components.
Configuration & Data Modeling: Configure data models, user roles, security, data quality rules, and workflows tailored to business needs.
Integration Setup: Connect source and target systems using SQL, REST APIs, or integration tools; set up data feeds and notifications.
Data Migration: Migrate and load initial data, profile and cleanse data, and apply match/merge and validation rules.
Application Development: Build and customize user interfaces, dashboards, and stewardship applications for data management.
Testing & Quality Assurance: Perform user acceptance, security, and performance testing to ensure the solution meets requirements.
Training & Change Management: Train users and administrators, provide documentation, and support user adoption through change management activities.
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Semarchy xDM can be customized extensively to fit specific business needs. Below are the data points supporting its customization capabilities:
No-Code Platform: Semarchy xDM is a no-code solution that allows data teams to quickly design tailor-made master data management applications without requiring extensive programming knowledge.
Customizable Data Management Applications: Users can design fully customizable interfaces for data browsing, authoring, and stewardship. These applications support branding with logos, avatars, and cover images, as well as dynamic configurations based on business requirements.
Flexible Data Models: The platform enables the creation of custom data models that adapt to specific domains such as customer, product, supplier, or location data. Designers can define match/merge rules, validation criteria, and enrichment processes tailored to business needs.
Dynamic User Interfaces: Semarchy xDM supports rich user interface components like display cards, multiple tabs, sections, and collections. These can be configured using SemQL expressions to provide contextual user experiences.
Workflow Customization: Workflows can be configured for specific tasks such as mass updates, record validation, and collaborative data management. Designers can adjust workflow priorities, labels, and comments dynamically.
Integration Flexibility: The platform integrates seamlessly with external systems (e.g., CRM, ERP) via REST APIs, SQL endpoints, and plugins. Custom pipelines can be created for data ingestion and distribution across operational and analytical systems.
Plug-in Framework: Built-in plug-ins (e.g., Google Translate, OpenStreetMap) and custom plug-ins allow enrichment and validation processes to be tailored to unique business scenarios.
Role-Based Access Control: Access permissions can be customized based on user roles to ensure secure and efficient collaboration among different teams.
Custom Notifications: Integration jobs and user notifications can be customized using advanced conditions and plug-in frameworks for email, file-based alerts, or web services.
Semarchy xDM additional costs can include several components beyond the core software subscription:
Setup/Implementation Fees:
Implementation is typically delivered as a time-and-materials (T&M) project, with up-front consultation and a four-stage process. These fees cover initial configuration, data modeling, integration, and deployment, and can vary based on project scope and complexity.
Ongoing Maintenance:
Maintenance services include software updates, bug fixes, security patching, and system monitoring. These are often bundled into the ongoing service or managed service agreements, with costs included in the annual or monthly subscription.
Support Charges:
Standard support (e.g., Monday to Friday, 8am–6pm) is typically included, but out-of-hours or onsite support is available at additional cost. Support levels can be tailored, with first and second line support provided and escalation to Semarchy as needed.
Support options include email, help desk, phone, chat, FAQ, forum, and 24/7 live support, with response times and coverage agreed upon in the service contract.
Hosting/Managed Service Fees:
For cloud or managed deployments, hosting and management are provided on a monthly or annual basis, with pricing ranging from approximately £40,000 to £90,000 per unit per year, depending on scale and requirements.
Training and Change Management:
Training (in-person, online, webinars, documentation) may be offered as an add-on service, with associated costs depending on the level and format required.
Licensing Model:
Pricing is typically subscription-based, with costs affected by the number of users, data volume, deployment option (cloud/on-premises), and support level. Some models may offer perpetual licenses or cloud-based pricing.
Customizations and Small Changes:
Ongoing service agreements often include capacity for small changes, but significant customizations or additional development may incur extra charges.
Semarchy xDM offers a range of training and support options to help new users get started and succeed with the platform:
Training Options:
Hybrid Learning: Customized virtual learning environments combining eLearning and instructor-led sessions.
eLearning Activities: Self-paced modules with presentations, demonstrations, quizzes, and hands-on exercises.
Instructor-Led Training: Interactive sessions with expert trainers, including Q&A and collaborative forums for students and instructors.
Step-by-Step Tutorials: Extensive library of tutorials for all user roles (business users, data stewards, architects, developers), covering installation, data modeling, workflows, integration, and more.
Demo Applications: Guided exercises using real-world scenarios to help users understand business processes and data management best practices.
Certifications: Training resources and courses to help users achieve certification in Semarchy xDM.
Onboarding Support: Managed service providers can deliver user adoption training and provide materials for ongoing learning.
Support Services:
Help Desk: Telephone and email support during standard business hours (Monday–Friday, 8am–6pm local time), with the ability to open tickets via the support portal.
Self-Service Resources: Access to a customer portal with product documentation, knowledge base, community forums, and best practices.
Technical Documentation: Comprehensive guides for installation, administration, development, and troubleshooting.
Service Levels: Defined response times based on issue severity, with critical issues receiving a 1-hour response and continuous effort until resolution.
Extended Support: Out-of-hours and onsite support available at additional cost, with escalation procedures for complex issues.
Semarchy xDM implements a comprehensive set of security measures to protect data across its platform:
Role-Based Access Control (RBAC):
Access to both platform features and data is governed by roles and privilege grants. Platform-level security controls who can design models or administer the system, while model-level security restricts access to specific data records based on user roles. Only users with the appropriate privileges can view or modify certain data or features.
Authentication and Single Sign-On:
Users authenticate via username/password or single sign-on providers such as Microsoft Entra ID (Azure AD). The platform supports role mapping and profile synchronization for secure, centralized identity management.
Login Protection:
To prevent brute-force attacks, xDM enforces a temporary IP block after five consecutive failed login attempts. This block lasts 24 hours by default and can be configured by administrators.
Data Validation and Sanitization:
Data entered or imported into the system is validated and sanitized using SemQL enrichers and validation rules. This helps prevent injection attacks, such as malicious scripts in Markdown or Hyperlink fields, by rejecting or cleaning unsafe content before it is stored or displayed.
Fine-Grained Data Security:
Row-level security can be configured using SemQL filters, ensuring users only access records relevant to their roles. This allows for highly granular data access policies.
Audit Trails and Lineage:
All changes to data are tracked, providing full auditability and lineage. This includes user change tracking, historization, and traceability of golden records back to their source systems, supporting compliance and forensic analysis.
Data Encryption and Secure Storage:
Sensitive information such as passwords and secrets can be encrypted and stored securely using services like Azure Key Vault. Data in transit and at rest is protected using industry-standard encryption protocols.
Vulnerability and Incident Management:
Regular vulnerability scans and external security assessments are performed in cloud environments (Azure, AWS, GCP). Incident management processes are in place, with monitoring for unauthorized access, usage abuse, and real-time alerts for potential security incidents.
High Availability and Failover:
Clustered deployments support high availability and failover, ensuring data remains protected and accessible even during hardware or network failures.
Workflow and Data Quality Controls:
Enrichers and validations are triggered during data entry and workflow transitions to enforce data quality and prevent unauthorized or erroneous changes.
Protective Monitoring:
Cloud deployments utilize monitoring devices to detect intrusion attempts, port scanning, and abnormal usage patterns, with near real-time alerts for potential compromises
Semarchy xDM policy on data ownership and portability is designed to give organizations full control over their data and ensure easy access and movement of information as needed:
Data Ownership:
The data managed within Semarchy xDM—including golden records, master data, and source data—remains the property of the client organization. Semarchy xDM acts as a platform for managing, governing, and mastering this data, but does not claim ownership over the data itself. Data governance decisions, such as access privileges and retention policies, are defined and controlled by the client’s data stewards and administrators.
Data Portability:
Semarchy xDM provides robust data export and integration capabilities to ensure data portability. Data can be extracted from the platform using:
SQL interfaces: Direct access to data tables for querying and exporting data.
REST APIs: Programmatic access for exporting and integrating data with other systems.
Bulk Export: Support for exporting data in common formats such as CSV and Excel, with customizable export settings for business users and data stewards.
Integration Connectors: Over 70 connectors and integration with data lakes, warehouses, and cloud platforms to facilitate seamless data movement.
Data Retention and Lineage:
Organizations can define custom data retention policies and schedule purges according to regulatory or business requirements. Full data lineage and history are preserved as needed, supporting compliance and traceability.
Deployment Flexibility:
Semarchy xDM can be deployed on-premises or in the cloud, and the client retains control over the underlying data storage, further supporting data sovereignty and portability.
Semarchy xDM is designed with flexible, transparent terms for scaling up or down as organizational needs change:
Elastic Scalability:
Organizations can scale the platform based on demand, both in terms of data volume and user concurrency. This is achieved by adding or removing application server nodes in a cluster or by adjusting CPU and RAM resources on existing nodes as user or workload demands increase or decrease.
Database Scaling:
As data volumes grow, the main bottleneck shifts to the underlying relational database. Semarchy xDM supports major databases (Oracle, PostgreSQL, SQL Server), all of which scale efficiently. The recommended guideline is 4 CPU cores per 1–3 million records, and resources can be increased as needed without disrupting service.
Cloud-Native and Managed Service Options:
Semarchy xDM can be deployed on-premises or in the cloud (Azure, AWS, GCP), including as a managed service. Cloud deployments allow organizations to scale infrastructure up or down instantly without managing physical hardware, supporting both rapid growth and cost optimization during periods of lower demand.
Tiered Licensing: The licensing model is tiered, starting from a base object count (e.g., 50,000 records) and scaling transparently as data or user needs grow. This ensures predictable costs and easy adjustments as requirements change.
Agile Data Modeling: The platform’s modeling framework supports iterative changes, allowing organizations to adapt data models, workflows, and governance rules as business needs evolve, without major rework or downtime.
Terms and conditions for contract renewal and cancellation for Semarchy xDM, based on available licensing agreements and service documentation:
Automatic Renewal:
License terms (except for evaluation licenses) automatically renew for additional periods equal to the expiring license term unless either party provides written notice of non-renewal at least 30 days before the current term expires.
Notice Period:
Written notice of non-renewal must be given at least 30 days before the end of the current license term.
Commitment Periods:
If the contract includes a commitment period (e.g., a 3-year commitment with annual renewals), non-renewal is not permitted during the commitment period. The customer must fulfill all payment obligations for the full commitment period before being eligible to terminate for convenience.
Annual Price Increases:
For a 12-month subscription with a 3-year commitment, renewal costs are fixed during the commitment period. Afterward, renewal costs increase by 3% per term.
For standard 12-month subscriptions, renewal costs increase by 3% per term.
For 1-month subscriptions, renewal costs may increase at Semarchy’s discretion, with at least 6 months’ notice of any change to the annual increase policy.
Termination for Convenience:
Not permitted during a commitment period (e.g., during the first three years of a 3-year commitment).
After the commitment period, the customer may terminate for convenience with proper notice, subject to any remaining payment obligations.
Termination for Cause:
Either party may terminate the agreement upon written notice if the other party materially breaches the contract and fails to cure the breach within a specified period.
Financial Implications:
If a customer terminates before the end of a commitment period, they are typically liable for the remaining subscription payments for that period, unless otherwise negotiated with Semarchy.
Data Ownership and Access:
Upon contract termination, the client retains full control and ownership of their data. Semarchy does not access or retain client data, and data backup/restoration is the client’s responsibility.
License Key Management:
If a license expires or is not renewed, the xDM instance will require a new license key to continue operation. Auto-sync can facilitate seamless renewal, while manual renewal requires the customer to request and apply a new license key.
Semarchy xDM is designed to help organizations meet a wide range of compliance standards and regulatory requirements, particularly those related to data protection, privacy, and auditability. Here are the key compliance standards and capabilities supported by Semarchy xDM:
GDPR (General Data Protection Regulation):
Semarchy xDM includes features such as data lineage, audit trails, consent management, and data masking to help organizations comply with GDPR requirements for data privacy, subject access, and the right to be forgotten.
CCPA (California Consumer Privacy Act):
The platform supports CCPA compliance through robust data governance, auditability, and the ability to manage and delete personal data as required by California law.
HIPAA (Health Insurance Portability and Accountability Act):
Semarchy xDM offers data security, access controls, and audit trails that help healthcare organizations meet HIPAA requirements for protecting sensitive health information.
CSRD (Corporate Sustainability Reporting Directive):
The platform provides transparent data flows, built-in auditing, and reporting features to support compliance with CSRD and other ESG (Environmental, Social, and Governance) reporting standards.
SOX (Sarbanes-Oxley Act):
With its detailed audit trails, data lineage, and change tracking, Semarchy xDM helps organizations meet SOX requirements for data integrity and financial reporting.
Data Protection and Privacy Regulations:
Semarchy xDM is built to support compliance with a variety of global data protection laws by providing access controls, encryption, data masking, and comprehensive audit capabilities.
Auditability and Traceability:
The platform features full data lineage, user change tracking, and historization, ensuring that all data changes are transparent and traceable for regulatory audits.
Integration with Data Governance Frameworks:
Semarchy xDM can integrate with governance tools like Microsoft Purview, further supporting compliance and unified data governance across the enterprise.
