An Introduction to Master Data Management MDM Presented

An Introduction to Master Data Management (MDM) Presented by: Robert Quinn, Sr. Solutions Architect FYI Business Solutions Emerging Technologies

Agenda • Introduction • MDM Definition • MDM Terms • Best Practices • Data Challenges • MDM Benefits • Technical Terms • Q&A Emerging Technologies

Definition MDM is a set of processes and tools that enable an organization to define and manage “non-transactional data entities” Emerging Technologies

Non-transactional Data Entities • Master Data = “nouns” (aka Domains, Entities) ü People (Customers, Employees, Vendors, etc. ) ü Location (Addresses, Geography) ü Things (Products, Materials, Assets, etc. ) ü Reference Data (Codes) ü Other (Date/Time, Chart of Accounts, etc. ) Emerging Technologies

Practices, Processes and Tools • Collect, Cleanse, Relate, Distribute, and Protect • Standards • Ownership / Approvals • Understanding • Communication Emerging Technologies

Big Umbrella • Consolidate disparate data sources • Matching / De-duplication • Relationship Management • Organizational Views • Access Control / Ownership • Cleansing / Data Quality / Standardization • External Data Integration Emerging Technologies

Typical Data Challenges • Multiple systems contain subsets of critical data • Existing applications can’t support new/different requirements • Operational requirements conflict with analytical requirements • Organizations can’t agree on a single version of the truth • Garbage in, garbage out Emerging Technologies

Benefits of MDM • Collect – Combine data from isolated systems to create a complete picture • Cleanse – Consistent / well structured data is easier to use • Relate – Relating entities together creates new information • Distribute – Consistency reduces confusion, promotes reuse and improves integration • Protect – Compliance and security are fundamental requirements Emerging Technologies

Recap • MDM is a focused, organizational approach to business “entities” • MDM is NOT concerned with the “activity” of the entities (orders, returns, loans, etc. ) • MDM should be more about process than technology • Technology enables MDM, but it’s the process that is MDM Emerging Technologies

Relationship Management • Relating entities creates new information – Matching is not just about duplicates • House-holding • Social Networks • Shared Ownership • Comparing relationships from multiple sources is a powerful discovery tool • Effective dating provides a view of entities & relationships through time Emerging Technologies

Integrate multiple versions of the “truth” Emerging Technologies

Relationship Management Summary • MDM is foremost about improving the consistency, quality and scope of your data • Relationship Management is a process of generating new and valuable information from existing data • Effective dating is the practice of tracking data changes through time Emerging Technologies

MDM Technical Terminology • Operational vs. Analytical • Single Domain vs. Multiple-Domains • Federated vs. Centralized • MDM Architectures Ø Registry Ø Transaction Ø Co-existence Ø Consolidated Emerging Technologies

Analytical MDM Architecture Emerging Technologies

MDM Hub ~ Data Flow Sources MDM Trust Framework Rules-based Configuration Tools Staging Delta Detection and Cleansing Consolidation Process Landing ETL Queued for Merging f(x) Insert/ Update Data Source f(x) Raw f(x) Reject Management Auto Merge Manual Merge Match Un-Merge Queued for Matching Target Data Model Apply Trust and Validation Product Insert/ Update Address Metadata Rules Delta Detection and Cleansing Data Consumer P OA Application Events Msg Queue L/S XM f(x) Dynamic Cell -Level Survivorship Name New Msg Queue/ Services Data Warehouse ET L (Reference or Relationship Data) Hierarchy Validation State Mgmt Workflow Event Trigger Content History Lineage X Ref Trust Score Audit Application Emerging Technologies

Operational MDM Architecture Emerging Technologies

Architecture Recap • There are numerous architectures, approaches, and toolsets for implementing MDM • Architectural choices (as always) are dependent on your requirements, culture and long-term vision • The technical landscape is maturing but should still be considered “leading edge” Emerging Technologies

Questions and Answers Thank you for your time! Robert Quinn – FYI Business Solutions Emerging Technologies