Enterprise MDM Logical Modeling

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1 Enterprise MDM Logical Modeling Logical Modeling and Federation in an Enterprise MDM Initiative Tyler Graham, Profisee March 19, 2015 BI04

2 Presenter Bio Tyler Graham is the Vice President of Industry Solutions for the Profisee Group. Prior to joining Profisee, Tyler was an architect for Microsoft as a part of the Master Data Services team. He designed Entity Based Staging, the MS Excel Add-In, and authored the book, Microsoft SQL Server 2012 Master Data Services. Before joining Microsoft, Tyler spent over 10 years consulting with Fortune 100 companies on high-volume data management projects. Tyler has spoken at numerous conferences on the subject of Master Data Management. 2

3 Enterprise MDM Logical Modeling Profisee Introduction Master Data Management and the Role of Data Modeling Industry Models Federation in a Large Enterprise Scheduled Chat 3

4 Profisee Timeline V > Microsoft acquires Stratature Profisee formed by core Stratature Executives Maestro recognized as best-in-class GRM Profisee delivers world s only complete enterprise-grade MDM on Microsoft MDS platform 4

5 Platform Infrastructure Application The MDS-Maestro Extended Solution Mobile Device Support Azure Cloud Availability Stewardship Interface Web Part Library Software Development Kit Application Management Portal Visual Studio Extensions Salesforce Adapter Dynamics CRM Adapter Codeless Staging & View Based Integration Hierarchy Management Real-Time Event Based Integration Business Rules & Validation Version Control Security & Permissions Logical & Physical Modeling Notifications Workflow Data Quality Services Industry Models & Reference Data Matching Engine Mastering & De-Duplication Survivorship Engine Event & Queue Management Operational MDM Robust MDM Database System Aware Identity Management Federation Manager 5

6 Master Data Management and Role of Data Modeling

7 Master Data Domains :: Examples People Things Places Abstract Companies Products Locations Accounts Customers Services Stores Warranties Vendors Business Units Wells Policies Employees Supplies Regions Metrics Partners Parts Rivers Roles 7

8 Classifying Master Data (Financial Services) Reference (Industry) Reference (Company) Master (Simple) Master (Complex) Mapping (Cross-Reference) Country Cost Pool Financial Account Household Account Postal Code Risk Classification Business Unit Customer Currency Currency Account Type Product Group Customer Account Date Basel Code Center Type Department Product NAICS/SIC Code Employee Title Portfolio Employee 8

9 Maestro Industry Solutions Overview Healthcare Oil & Gas Hospitality & Gaming Insurance Retail Financial Services Accelerate implementation & time-to-value Leverage pre-built models & industry standards Integrate existing models & entity relationship diagrams Incorporate industry best practices for MDM Reduce project risk & total cost of ownership 9

10 Company-wide Federation

11 Integration Options 11

12 Batch Integration :: Data 12

13 Service Integration :: Direct 13

14 Real-Time Service Integration :: Enterprise Bus 14

15 Thank You for Attending! For any further questions, feel free to join the Chat Session following this presentation, or contact me outside of ERworld. Please enjoy the rest of your time at ERworld 2015! 15

16 Legal Notice Copyright CA All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. No unauthorized use, copying or distribution permitted. THIS PRESENTATION IS FOR YOUR INFORMATIONAL PURPOSES ONLY. CA assumes no responsibility for the accuracy or completeness of the information. TO THE EXTENT PERMITTED BY APPLICABLE LAW, CA PROVIDES THIS DOCUMENT AS IS WITHOUT WARRANTY OF ANY KIND, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT. In no event will CA be liable for any loss or damage, direct or indirect, in connection with this presentation, including, without limitation, lost profits, lost investment, business interruption, goodwill, or lost data, even if CA is expressly advised of the possibility of such damages. 16

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