Master data done right.

Transcription

1 Master data done right.

2 MDM for Business Master data value, delivered. Master data consists of the information that is key to the core operations of a business. Master data may include data about people or parties (customers, employees, vendors), locations (branches, stores, cost/revenue centers), and things (products, contracts, accounts, assets). Master data also defines relationships between objects, such as reporting hierarchies, roll-ups or bills of materials, which provide the context of how data is derived, viewed and used within an organization. Master data management comprises practices, tools and technologies for creating and maintaining an authoritative view of an organization s master data. By applying data management strategies, organizations attain the full value of that data. This is especially important in today s environment of myriad data sources, data sharing across multiple systems and user communities, mergers and acquisitions, and global business demands. Master Data Maestro delivers practical benefits beyond IT and data warehousing, directly to the business. { Direct Business Benefits of MDM Immediate gains in sales and marketing results mean rapid value from your new CRM system, as it is populated from the outset with a complete and accurate single view of customer. Increased receivables turnover ratio as your credit management, shipping and invoicing systems all work from consistent, high-quality, up-to-date customer and account information. Improved customer service and satisfaction levels with faster turnaround and lower costs, through immediate enterprise access to a single, reliable 360 view of key service-related entities. Informed and reliable business decisions with intelligence and analysis facilitated by easy access to hierarchical and historical views of your data. Accelerated assimilation of mergers and acquisitions through efficient integration of disparate data and systems and access to global data quality solutions. Lower costs and improved efficiency of customer onboarding through look-upbefore-create functionality fully integrated with your CRM system. Lower manufacturing, warehousing and shipping costs through the ongoing integration and de-duplication of data across the supply chain.

3 Profisee MDM Platform Stewardship Enablement Data Quality

4 Enterprise MDM Imagine all the size, scale, resources, and strength of Microsoft, dovetailed with MDM expertise from Profisee. { Master data management is the cornerstone of a successful enterprise information management strategy. Deriving the full business benefit from master data management requires a platform with enterprise capabilities. Powerful Microsoft Stack & Maestro As part of SQL Server Enterprise Edition or higher, Microsoft delivers Master Data Services (MDS), a master data management database that is powerful, adaptable, secure and scalable. MDS provides an excellent foundation for any MDM application. Profisee s Master Data Maestro platform leverages that foundation to provide a seamless enterprise-level MDM solution that enables companies to maximize existing investments and skill sets within the Microsoft technologies stack, while taking advantage of the purpose-built, MDMfocused capabilities and usability of Maestro. Scalable Multi-Domain Platform Master Data Maestro scales to suit any enterprise. Whether supporting a single model with a thousand product records, or a robust entity with hundreds of millions of records, Master Data Maestro provides a trusted, scalable multi-domain platform a single technology stack, delivered in a single install, that supports every domain you want to implement, now and in the future, with no additional fees for added domains, users or records. Reliable Single View of Data Master Data Maestro gives users the ability to integrate data from a variety of source systems, loading the data into a Maestro MDM Server for cleaning, matching, de-duplicating and mastering the data to produce an accurate, single view that is shared across enterprise systems, applications and users. Data Quality When consolidating data from multiple sources, Master Data Maestro offers Data Quality features to verify, validate and cleanse the data, including capabilities for address correction and standardization. Basic global address validation, completion and geocoding services are provided at no additional fee, with unlimited lookups, no per-record transaction fees, and parallel processing for scalability and performance. Build and save address standardization strategies based on desired fields and confidence threshold, and use them for batch validation or to check addresses individually on the fly prior to running matching strategies. With Maestro Premium Data Quality Services, enhanced data services for mail-to locations (suite/apartment data), contact name, domain, and telephone validation are also available. Golden Record Management Once all of the data elements have been standardized, matching strategies can be developed to find any duplicate records, and a single complete master record the Golden Record can be determined for the matched entity. User-defined mastering rules and processes determine which attributes of matched records from multiple sources will be used to create the Golden Record. Harmonization is the complimentary process of pushing data from a Golden Record back out to source system records for ultimate operational MDM capability. The combination of mastering and harmonization forms a closed-loop process referred to as survivorship, which takes data values from designated authoritative systems and propagates those values to other systems that need them. In this way, Master Data Maestro ensures the establishment and persistence of a single, true view of the data across the enterprise.

5 Extensible Real-time Integration There are many benefits to using Master Data Maestro to master data for use in CRM and other organizational systems. Available Master Data Maestro Connectors for Microsoft Dynamics CRM and Salesforce were specifically created to deliver powerful data stewardship and data quality capabilities to customers deploying CRM, and to support the rapid transfer of data from CRM systems into Maestro. In addition, Maestro Federation provides a fully extensible connector framework that will enable organizations to build additional system connectors, using Federation s pluggable integration to leverage all of Maestro s UI and Event Management capabilities. Event Management Master Data Maestro s event management supports real-time integration between enterprise systems, tracking changes made within either the connected system or Maestro. In addition, with Maestro s built-in event messaging, any member change within the Maestro system triggers a message in the Maestro message queue, providing subscribing systems with the member identifier, type of change (create, update, delete), and any changes to attributes in the system. Software Development Kit (SDK) The Maestro SDK is designed to address challenges encountered when weaving your MDM solution into a larger enterprise environment. These include making it easier and faster to integrate your MDM solution with other enterprise systems via web services; providing a web-based data stewardship experience for large numbers of casual data stewards with configurable forms and web controls; or developing purpose built applications for stewarding master data. The SDK provides a toolset that helps solve these complex challenges with reduced cost and minimized risk. Workflow Management Master data management should be driven by an enterprise-wide governance policy that defines the processes through which master data are managed, and assigns data ownership and stewardship responsibilities. Maestro provides an enterprise-class workflow capability that supports the implementation and enforcement of such governance policies. With Maestro Workflow, you gain the benefits of real-time processing; complex business process modeling that supports custom collaborative scenarios; workflow status visibility; sophisticated display of MDM tasks; and dynamic workload management, allowing you to amend processes as warranted, based on actual workflow performance.

6 Accelerating Time-to-Value There are two key drivers of value realization with enterprise MDM: Efficient implementation and user experience. Rapid Implementation There is no better approach to MDM than Profisee s Master Data Maestro running on Microsoft SQL Server Enterprise Edition or higher. Profisee s proven technology and top quality services full-service/ turnkey implementation support, and/or accelerated skills transfer engagements minimize complexity and implementation effort so that you can deploy your MDM solution in record time, accelerating time-to-value and maximizing return-on-investment. Maestro s price, ability to leverage existing software investments, packaged services, and scalable architecture are all key drivers for rapid implementation and risk-management. Industry Models Maestro also offers pre-defined Industry Models, crafted from Profisee s extensive real-world experience and collaboration with professional associations in specific industries Healthcare, Hospitality & Gaming, Insurance, Oil & Gas, and Retail. Maestro Industry Models provide the fastest, lowest-risk method for implementing MDM applications. Use an entire Industry Model as a springboard, or carefully select individual entities to complement your existing data modeling structure, or leverage Maestro s CA ERwin integration for easy pick-and-mix custom modeling. User Productivity Power Data Stewards At the heart of any MDM application is a small group of Subject Matter Experts. These SMEs your data stewards are the very foundation of data management and governance, driving the success of an application. No other product matches Master Data Maestro s out-ofthe-box capabilities for the data steward, with expertly designed user interfaces for managing any task: business rules, security, filtering, personalization, matching and survivorship, reporting, and production operations. Business Users, Casual Data Stewards Second only to the core SME group is a broad group of business users. These users are often contributors or subscribers to your company s data who need welldesigned workflow steps to facilitate their participation. For these users, Maestro SDK and Workflow provide the tools to create a workflow-centric interface with very specific forms and web portals to transparently initiate and orchestrate required tasks across users in multiple departments, while moving work through the process as efficiently as possible, without gaps or delays. Learning Curve The shorter the learning curve, the better the user experience, and the more readily users accept and embrace the system, driving a rapid return on investment. In addition to out-of-the-box desktop and user interface features designed for ease-ofuse, available services such as Profisee s Master Data Accelerator deliver a comprehensive introduction to Microsoft Master Data Services, Maestro, and MDM by combining classroom learning, practical workshops, design sessions, implementation assignments and best-practice reviews. In just a few weeks, clients gain the self-sufficiency needed to build upon a solid project foundation encompassing the fundamentals of a comprehensive master data model.

7 The Profisee Advantage MDM Pedigree As the original creators and most experienced implementers of Microsoft Master Data Services globally, Profisee delivers the first, and only, product in the market dedicated to enabling Microsoft MDS implementations and driving them to repeatable success. The Profisee team has literally written the book on Microsoft-based MDM solutions (Microsoft SQL Server 2012 Master Data Services, 2nd Edition), developed the Microsoft MDS training curriculum, published the online MDS University, and evolved its own Agile MDM methodology. Many companies do not realize their existing investment in Microsoft SQL Server means that they already own Microsoft Master Data Services. With Master Data Maestro, unlock the latent potential of your SQL Server investment. Partnering for Success Profisee offers consulting services and service packages that ensure the rapid deliverables and tangible ROI that are imperative for MDM. Profisee s consultants are the global leaders in implementing MDM solutions using Maestro and Microsoft SQL Server. Profisee customers also benefit from an MDM best-in-class partner eco-system to assist delivery of all components of an enterprise-class MDM solution, including process design, governance leadership, data modeling, data integration, and the development of a custom user experience. If a mentoring approach is best for your organization, Profisee offers Master Data Accelerator, an implementation partnership in which a joint team of Profisee consultants and technical support experts combine with your IT and business personnel to help you craft your own MDM Center of Excellence. SQL Server 2014 marks the third major release of Master Data Services and demonstrates Microsoft s ongoing commitment to MDM. Profisee is proud to be a Microsoft Gold ISV partner, and as such, honors a commitment to dovetail with Microsoft s technology and roadmap. Profisee s Master Data Maestro pedigree is a result of customer time-to-value and an enterprise-capable platform, combined with unmatched technical services. Master Data Maestro ensures success in your master data management implementation, whether you are using it to empower a single-view system of record or customer 360 strategy; to improve data quality across your operations; {or to streamline data and systems integration for global mergers and acquisitions.

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