New Company Magazine Features Data Quality Insights on Merging Duplicate Patient Records into a Golden Record, also Tips on Improving Healthcare Data Warehousing


Rancho Santa Margarita, CALIF. - September 9, 2014 - Melissa Data, a leading provider of global contact data quality and data enrichment solutions, today announced matching and de-duping functionality that solves duplicate records for healthcare database administrators (DBAs). Using tools based on proprietary logic from Melissa Data, healthcare DBAs can consolidate duplicate customer records objectively, unlike any other data quality solution. This and other healthcare data quality challenges are featured in Melissa Data Magazine, the company's new quarterly resource for DBAs and data quality developers.

Healthcare data is characterized by a steady stream of patient records and evolving contact points, warranting a smart, consistent method to determine the best contact information. Melissa Data Magazine highlights a new way to merge duplicate records, based on a unique data quality score that retains the best pieces of data from all of the various records.

"It's essential that healthcare data managers acknowledge data quality challenges up front, implementing processes to cleanse and maintain the trustworthiness of the information that goes into their master data systems," said Bud Walker, director of data quality solutions, Melissa Data. "Our new publication outlines how to ensure this high level of data precision, creating an accurate, single view of the patient. This is known as the Golden Record and is of critical value in healthcare settings - reducing costs, streamlining business operations and improving patient care."

Highlighting industry-specific data quality tools and solutions, Melissa Data Magazine will help DBAs and health information managers adapt to evolving challenges particularly as data becomes more global in nature. Future published issues will feature technologies such as SQL Server development tools, and markets such as retail, ecommerce, government and real estate.

Melissa Data Magazine will be available at the American Health Information Management Association (AHIMA) conference, Booth #723, starting September 27 in San Diego, Calif. Click here to download the healthcare issue of Melissa Data Magazine, or call 1-800-MELISSA (635-4772) for more information.

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SmartMover Updates Business and Individual Addresses; Ensures Compliance with New Canadian Mail Laws Requiring In-Country NCOA Processing


Rancho Santa Margarita, CALIF. - August 12, 2014 - Melissa Data, a leading provider of contact data quality and data enrichment solutions, today announced SmartMover, its cloud-based NCOA service, now provides Canadian change-of-address processing, as well as U.S. address updates for individuals, families, and companies that have recently moved. SmartMover compares address data in real time*, updating existing customer information against more than 160 million address changes recorded in the USPS® NCOALink® (National Change of Address) database, representing permanent change-of-address records filed in the U.S. within the last 48 months. SmartMover also matches data against over 10 million change-of-address records filed by Canadian households and businesses within the last 72 months. SmartMover complies with Canada's new licensing regulation requiring NCOA processing to be handled on Canadian soil.

"More than 40 million individuals, families and businesses move annually in the U.S. alone, about 14 percent of the country's population. For mailers and data processors, maintaining current address information in such a dynamic environment presents a significant challenge and warrants a data quality strategy optimized to reduce costs and undeliverable mail," said Chris Rowe, VP of Data Enhancement Services at Melissa Data. "Melissa Data is one of only 13 vendors licensed by Canada Post to provide Canadian NCOA so mailers can stay in contact with customers in both Canada and the U.S."

As a cloud-based service, SmartMover is available 24/7 for fast, safe, and secure processing with the ability to handle more than one million records per hour. The service also standardizes, parses, and validates addresses, whether or not it updates the record with a new address. In addition to the SmartMover cloud solution, end-users can access U.S. and Canadian change-of-address processing by sending files via email to Melissa Data's service bureau or by setting up fully- automated NCOA workflows via FTP.

Mailing lists processed through the NCOALink service meet the USPS Move- Update requirement for a period of 95 days from the date of processing and mailing, necessary for First-Class Mail® and Standard Mail® postal discounts.

Click here to request a free trial of Melissa Data's SmartMover cloud-based change-of-address service, or call 1-800-MELISSA (635-4772) for more information.

*Melissa Data receives weekly NCOALink updates from the USPS.

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A 6-Minute MatchUp for SQL Server Tutorial

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In this short demo, learn how to eliminate duplicates and merge multiple records into a single, accurate view of your customer - also known as the Golden Record - through a process known as survivorship using Melissa Data's advanced matching tool, MatchUp for SQL Server.

Click below to watch the video:

https://www.youtube.com/watch?v=1Nl871Bxy2M

By David Loshin

In the past few entries in this series we have basically been looking at an approach to understanding customer behavior at particular contextual interactions that are informed by information pulled from customer profiles.


But if the focal point is the knowledge from the profile that influences behavior, you must be able to recognize the individual, rapidly access that individual's profile, and then feed the data from the profile into the right analytical models that can help increase value.

The biggest issue is the natural variance in customer data collected at different touch points in different processes for different business functions. A search for the exact representation provided may not always result in a match, and at worse, may lead to the creation of a new record for the same individual, even one or potentially more records already exist.

In the best scenario, the ability to rapidly access the customer's profile is enabled through the combination of smart matching routines that are tolerant to some variance along with the creation of a master index.

That master index contains the right amount of identifying information about customers to be able to link two similar records together when they can be determined to represent the same individual while differentiating records that do not represent the same individual.

Once the right record is found in the index, a pointer can be followed to the data warehouse that contains the customer profile information.

This approach is often called master data management (MDM), and the technology behind it is called identity resolution. Despite the relative newness of MDM, much of the capability has been available for many years in data quality and data cleansing tools, particularly those suited to customer data integration for direct marketing, mergers, acquisitions, data warehousing, and other cross-enterprise consolidation.

In other words, customer profiles and integrated analytics builds on a level of master data competency that is likely to already be established within the organization.


Uniquely Includes Comprehensive Facts on All Types of Property for Any User; Simplifies and Accelerates Property Research Required to Fast-Track Real Estate Deals


Rancho Santa Margarita, CALIF. - July 23, 2014 - Melissa Data, a leading provider of contact data quality and integration solutions, today announced Property Data Book, an iPhone app offering convenient access to detailed, up-to-date property and mortgage data on more than 110 million U.S. properties nationwide. Owned and developed by Mobile Data Books, LLC, Property Data Book incorporates Melissa Data's extensive data enrichment capabilities in its cost-effective mobile platform; its scope of information is uniquely broad, spanning land, residential and commercial properties whether or not they are listed for sale. Users can access data quickly and easily without a subscription or account registration, creating significant value for homebuyers, real estate investors and sales professionals, insurers, lenders and a broad range of service and product providers.

As a mobile-only solution, Property Data Book functions in contrast to existing real estate information sites, which provide limited information in order to drive homebuyer traffic and build a lead-based business model. "Powered by Melissa Data's Property database, Property Data Book delivers thorough information to all users, including property value, type, age, size, building characteristics, last sale and mortgage deed, tax info and more," said Gary Van Roekel, COO, Melissa Data. "Ownership information includes number of owners, absentee or out of area owners, and corporate entities. Users can also access contact information associated with a particular address or phone number."

"Most mobile real estate apps are merely an extension of a corporate website. Information is limited to properties listed for sale, and only partial information is delivered to users in exchange for account signup. Deeper data requires the user to contact an agent, creating an environment more focused on developing leads and commission fees than serving up excellent data," said Constantine Vassil, founder of Mobile Data Books, LLC. "Property Data Book is dramatically different, and is all about the data. Users have an intelligent tool that considers the typical needs of homebuyers and real estate professionals, often on the go and in need of affordable, comprehensive property information in a timely fashion."

Mobile app users often indicate their biggest challenge is entering addresses on a small keyboard. Property Data Book incorporates this feedback, and includes a powerful reverse address and telephone lookup. Its custom algorithm populates data automatically after a few keystrokes, loading only correct options based on zip, city or area code provided. The app itself remains small in size, yet address entry is fast, correct and does not require connectivity to load the address or phone.

The app comes with limited free credits toward property research, and users simply purchase credits for what they use. Property Data Book can be downloaded from the App Store for free at getPDB.mobi.

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Featured at 'Growing Global' Conference, Ecommerce Leaders Discuss Strategies to Reduce Shipping Costs and Fraud Through Better Customer Data


Rancho Santa Margarita, CALIF. - July 9, 2014 - Melissa Data, a leading provider of contact data quality and integration solutions, today announced it is hosting a panel discussion focused on the data quality challenges of global customer data and addressing, slated for July 16 at 2:30 p.m. at the Growing Global industry conference. In addition to Melissa Data, the panel will feature ecommerce leaders OrderCup, a web technology company that streamlines and automates order management and fulfillment for ecommerce companies, and General Medical Company, a medical device manufacturer with more than 250,000 devices sold in over 40 countries. Together the three firms will provide insight on technology tools and strategies used to verify and correct international customer addresses in ecommerce platforms - ensuring smooth business operations with faster, easier order entry, fewer delivery errors and reduced online fraud.

Aloke Nath, co-founder and CEO of OrderCup, as well as Thomas F. Greany, president of General Medical Company, will participate in the presentation. Melissa Data's Global Address Verification capabilities integrate with OrderCup's ecommerce platform used by General Medical, providing the engine for real-time data quality in the online shopping interface. Melissa Data also integrates with other ecommerce platforms such as Magento, Shopware and Demandware, enabling online merchants to verify and correct addresses as they are entered, validating information from more than 240 countries and territories in real-time.

"Address data is delivery data, and maintaining its accuracy ensures the best online experience for both shopper and merchant. Yet the data can differ significantly from country to region, territory or prefecture, and may even be stored in different languages or character sets. This creates a significant, ongoing challenge for global business relying on customer data as the foundation for growth and profitability," said Charles Gaddy, director of global sales and alliances, Melissa Data. "Data quality is job one and must be managed with a global perspective - for ecommerce platforms, that means integrating smart tools that eliminate bad data at the source and before it permeates business operations."

The panel event is titled "Getting the Package Delivered," and will offer a broad look at international address requirements. Using automated, integrated data quality tools, online merchants can instantly validate and cleanse international addresses, correcting and standardizing them into the official postal format of each geographic locale, and adding missing components such as postal codes or region.

The Growing Global conference takes place July 15-16, 2014 at the Renaissance Long Beach Hotel in Long Beach, California.

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Online Merchants Can Now Verify and Correct Worldwide Customer Addresses; Better Customer Data Reduces Shipping Costs and Eliminates Online Fraud


Rancho Santa Margarita, CALIF. - June 25, 2014 - Melissa Data, a leading provider of contact data quality and integration solutions, today announced a new data quality plug-in for users of Shopware, ensuring powerful contact data quality for e-commerce applications. The Shopware plug-in enables online merchants to verify and correct addresses as they are entered, validating information from more than 240 countries and territories in real-time. The plug-in is based on Melissa Data's Global Address Verification capabilities and was developed by NetzTurm GmbH, a service provider for the implementation of online stores, search engine optimization and web design. The two firms are now engaged in an exclusive partnership for data quality in Shopware-based ecommerce sites.

Online merchants can instantly validate and cleanse international addresses, correcting and standardizing them into the official postal format of each geographic locale, and adding missing components such as postal codes or region. Data fields are populated automatically using an efficient type-ahead feature that auto-completes entries after the first few digits or letters have been entered. Data entry is not only correct, but also up to 50 percent faster with reduced keystrokes, improving the customer's online experience and increasing website conversions.

"With data quality integrated into Shopware, online shoppers have only one step between shopping cart and checkout, which can drastically reduce the drop-off rate during the checkout process. Bad data is eliminated at the source, improving the customer's overall shopping experience with faster, easier order entry and fewer delivery errors," said Gary Van Roekel, COO, Melissa Data. "For the online merchant, accurate shipping and billing information is everything - reducing online fraud, enabling smooth operations and ensuring the best overall customer service."

In addition to ensuring lower shipping costs, timely deliveries and lower return rates, better customer data also improves the success rate of merchants' direct marketing activities. The solution also supports online shops in reaching new markets and customer groups. Both Melissa Data and NetzTurm also plan to develop further joint plug-in technologies for other e-commerce platforms in the future.

Click here to download the Shopware data quality plug-in, available as a stand-alone product, or bundled with "One-Page-Checkout" from NetzTurm. The plug-in is available at a net price of 759 € including 5,000 queries valid for one year and the auto-completion feature for international addresses.

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Named to DBTA 100: Companies that Matter Most in Data, as well as SD Times 100 for Innovation and Market Presence

Rancho Santa Margarita, CALIF, June 18, 2014 - Melissa Data, a leading provider of contact data quality and integration solutions, today announced it was named for the second consecutive time to the DBTA 100, Database Trends and Applications magazine's list of the companies that matter most in data. SD Times has also recognized Melissa Data with its third consecutive appearance in the SD Times 100, acknowledging firms demonstrating innovation and leadership.

"Melissa Data's comprehensive data quality solutions, both onsite and cloud-based, recognize data quality as a global challenge," said Gary Van Roekel, COO, Melissa Data. "Whether you're a start-up or major international brand, trusted data is a powerful business tool that can accelerate company performance and provide the ideal foundation for global growth. These industry acknowledgements validate the reasoning that for business intelligence and governance initiatives to succeed, there needs to be the proper foundation of data quality, enrichment and accuracy."

Judged by DBTA's editorial staff as the top companies in data and enterprise information management, organizations are selected for the "DBTA 100" based on their presence, execution, vision, and innovation in delivering products and services to the marketplace. All 100 companies are highlighted in the special June edition of Database Trends and Applications magazine and on the DBTA.com website.

The "SD Times 100" spotlights industry leadership and influence in a range of essential enterprise business categories, and is based on reputation, product leadership and overall innovation. By examining newsmakers of the previous year, SD Times editorial staff reviews company achievements to determine the stand-outs. Each organization's offerings and reputation are considered, as well as industry "buzz" which demonstrates market leadership. Melissa Data has again been recognized in the Database & Database Management category, acknowledging top firms supporting developers; Melissa Data's development tools help create seamless data quality integrations, enabling custom applications to capitalize on clean, enhanced customer data.

For more on Melissa Data and its global contact data quality solutions, visit www.MelissaData.com or call 1-800-MELISSA (800-635-4772).

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Customer Profiling

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By David Loshin

In my last post I suggested that reviewing the exchanges of value at different customer touch points exposed opportunities for improvement, depending on the context. One of those contexts is framed by who the customer is, what that customer likes and dislikes, and how that customer's decisions are influenced.

This is more simply referred to as a customer profile. We have already looked at some aspects of customer profiling in previous blog entries, mostly concentrating on the relationship between location and generalizations that can be made about transactions that take place at a specific location.

However, a specific customer's profile must encompass more than just location data. The most comprehensive models for customer profile take into account all aspects of the decision-making processes presented to the customer, ranging from small decisions such as which links to click though on a web site to large decisions such as committing to buying a product.

The result of each decision presented to the customer adds to the profile, and can be used in analytical models to look for probabilities that certain kinds of decisions will be made at each touch point.

Managing customer profiles implies two things: that at any touch point, the identity of the entity involved can be discerned, and that that entity's profile can be located and accessed as part of the process. Both of these assertions require identity resolution, and that will be the topic of the next post.


Melissa Data Launches Listware for Salesforce

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Powerful Data Quality Plug-In Cleanses, Validates and Enriches CRM Information; Increases Customer Intelligence with Property and Mortgage Data

Rancho Santa Margarita, CALIF. - June 10, 2014 - Melissa Data, a leading provider of contact data quality and integration solutions, today announced Listware®for Salesforce®, its powerful data quality plug-in that integrates data cleansing, validation, and enrichment directly into Salesforce.com's CRM software. Now available on the Salesforce AppExchange, Listware for Salesforce drives a more intelligent approach to customer data, arming users with unprecedented access to real-time data quality; features include cross-matching contact records, address verification and appending of missing name, address, email and phone information, and updating of addresses for customers that have moved. Listware also validates and cleanses international addresses - standardizing them into the official postal format for each geographic locale, and adding missing components such as postal codes or region. Salesforce users can also enhance their CRM data with detailed, up-to-date property and mortgage information on more than 140 million U.S. properties, improving their customer intelligence for better service and a competitive edge.

"Listware enables high performance CRM, improving opportunities to connect with clients and prospects based on better data. Clean, complete, and enhanced data not only offers greater customer insight but also assures the most fruitful application of sales resources," said Bud Walker, director of data quality solutions at Melissa Data. "Property and mortgage data enrichments help sales teams know their customer more personally - allowing them to act immediately and respond with more competitive services."

Listware for Salesforce verifies names-to-U.S. addresses and further cross-matches the elements of each contact record including address, name, phone, and email; this significantly improves validity and performance of CRM data by verifying identity and ensuring addresses are deliverable. Options for property and mortgage data enhancements cover the spectrum of parcel, lot/land, and subdivision information, including a wealth of data generated from trust deed records.

Listware for Salesforce is available for a $95 license fee which includes 50,000 credits applied to each of its various integrated data quality processes. Click here to purchase and download Listware for Salesforce; for more information call 1-800-MELISSA (635-4772).

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