Data Migration: A Path to Information Governance. Paul Médaille EIM Solutions GTM, SAP

Transcription

1 Data Migration: A Path to Information Governance Paul Médaille EIM Solutions GTM, SAP

2 Value of EIM You buy new companies, you change your business, you change your systems, you hire new people but the one thing that remains through it all is your data. --customer just starting a governance initiative 2014 SAP AG or an SAP affiliate company. All rights reserved. 2

3 What is Information Governance and why do you need it?

4 What Is Information Governance? Information Governance A discipline that includes people, processes, policies, and metrics for the oversight of enterprise information to improve the business value People Process High Value Information: Optimized Business Processes Smarter Business Analytics Timely Mergers and Acquisitions Compliance with Laws and Regulations Policies & Standards Metrics 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 4

5 Information governance provides the discipline Required for enterprise information management Business Goals EIM Initiatives Enterprise Architecture Business Process Efficiency Improved Analytics Mergers & Acquisitions Compliance A D C Before B After Master Data Management Data Integration and Data Warehousing Data Quality Management Enterprise Content Management Information Governance Compliant Archiving/System Decommissioning 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 5

6 How quickly is your company s data growing? The total amount of global data is expected to grow to 2.7 zettabytes during 2012 up from The total digital universe will reach 7.9 ZB in % If each byte were a dollar bill, 7.9 zettabytes would stretch from the sun to Pluto 18,000 times 3 1: IDC Predictions 2012: Competing for 2020, doc #231720, December 2011; 2: IDC Digital Universe Study, sponsored by EMC, June 2011; 3: SAP SE or an SAP affiliate company. All rights reserved. Internal 6

7 What types of data does your company manage? Structured data grew by more than 40% per year Traditional content types, including unstructured data, are growing by up to 80% per year Gartner, Information Governance: 12 Things to Do in 2012, Published: 27 January SAP SE or an SAP affiliate company. All rights reserved. Internal 7

8 Why is it important to manage your company s data effectively? Poor data quality is a primary reason for 40% of all business initiatives failing To achieve their targeted benefits Gartner, Inc., Measuring the Business Value of Data Quality, October SAP SE or an SAP affiliate company. All rights reserved. Internal 8

9 So Why Do I Need Information Governance? Value of EIM Because nearly every major, strategic initiative at your company will rely heavily on information. That information must be fit-foruse and actively managed (governed), or your project will be slow and will be less successful - if at all SAP AG or an SAP affiliate company. All rights reserved. 9

10 Entry Points for Information Governance 5. Master Data Management 7. Link Master Data to Rich Information 8. Retention and Archiving 4. DQ Initiative 6. Point of Entry Firewall 9. Process Monitoring and Optimization 3. Data Migration 1. Information Discovery 2. BI + Predictive Analytics Organization Accountability Policies Metrics 2012 SAP AG. All rights reserved. 10

11 Data Migration: Perils and Pitfalls

13 The Trouble With Data Migration More than 80% of data migration projects run over time and/or over budget. Cost overruns average 30%. Time overruns average 41%. Bloor Research % to 70% of ERP implementations are reported as challenged in part to data integrity and/or data accuracy problems. Adaptive Growth Inc. 80% of organizations will underestimate the costs related to the data acquisition tasks by an average of 50 percent. Gartner 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 13

15 10 Big Data Migration Mistakes Jeff Bertolucci / InformationWeek Pitfalls: 1. Failing to engage the lines of business and business users at the outset 2. Absence of data governance policies and organizational structure 3. Poor data quality in a legacy system 4. Neglecting to validate and redefine business rules 5. Failure to validate and test the data-migration process Risks: 1. Employees entrusted with a data-migration project lack industry best-practices experience 2. Your team relies too much on the tools of the job 3. Cross-object dependencies 4. Attempting to go live in one big upload at the end 5. Budget overruns due to inadequate scoping or preparation at the start 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 15

16 Data Migration: SAP Tools and Technology

17 SAP Data Services is your One-Stop Solution Move, correct, and monitor any data, anywhere, anytime SAP Data Services & SAP Information Steward Technical UI (Data Services) Business UI (Information Steward) SAP Data Services open architecture enables access to any data, abilities to transform, improve, and enrich structured or unstructured data, in batch or at real-time point of entry, all via a single solution One Runtime Architecture & Services Unified Metadata ETL Data Quality Profiling Text Analytics SAP Information Steward provides users with the insight and knowledge about how good and how trustworthy their data is and allows them to trace issues down to the root causes of their bad data One Administration Environment (Scheduling, Security, User Management) One Set of Source/Target Connectors 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 17

18 SAP Data Services: One Innovative Solution with Multiple Integrated Data Management Capabilities One Solution that Provides Data Integration Data Quality Text Data Processing One server to execute all capabilities One design environment to manage all development One administration console to monitor all functions Lower TCO Efficient Development Simplified Landscape 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 18

19 SAP Information Steward complements SAP Data Services Designed for the Data Stewards Discover Define Assess Monitor Improve Understand & catalog enterprise data Rules and ownership Overall data quality Quality continuously Data quality & governance Business Business users can see how their information measures up against information governance rules and standards IT IT can share data quality metrics with business users and involve them in owning the data problem 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 19

20 Approach Combines Technology and Best Practices SAP Data Migration Software with Rapid-Deployment Solutions SAP RAPID DATA MIGRATION ANALYSIS EXTRACT CLEAN VALIDATE LOAD RECONCILE Governance and Visualization SAP Data Migration gives you what you need: A solution you can trust Easy to use data migration solution to reduce project risks and speed implementation Reusable Tools for Ongoing Data Governance Pre-Defined Content and Rules SAP and Partner Services 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 20

21 What You Get with SAP s Rapid Data Migration Solution Reusable Tools for Ongoing Data Governance Pre-Defined Content and Rules SAP and Partner Services SAP Data Services SAP BusinessObjects Business Intelligence platform Migration content, reports, and migration services based on best practices Pre-built implementation services 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 21

22 How Data Migration Works Using Data Services and Rapid Deployment Solutions Legacy Data Environment Data Staging and Test Environment Loading Target Environment Performance Analysis Dashboards and Business Reporting Staging Area Flat Files/ Excel SAP Data Services Platform Pre-Built load routines for SAP Objects Files/LSMW Databases Cleanse Transform Validate & Load Extract & Profile Name Parsing Address Parsing & Correction Material/Product Parsing Transform Data into SAP structure Business Validation Rules Automatic SAP Config Validation IDocs SAP Applications Matching Reconciliation SAP Configuration Extraction XML Transparency, Communication and Governance 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 22

23 SAP Data Services Migration Accelerator by BackOffice Associates Extends and Augments SAP Technology and Process Provides Actionable Visibility to Stakeholders Across Projects and Status Quickly Jumpstarts Projects with Methodology and Pre-built Content SAP Data Services Migration Accelerator by BackOffice Associates Migration Accelerator Powerful migration management console, mapping tools and data construction automation to accelerate your SAP Data Services migration project BackOffice Associates Data Stewardship Platform can reduce data migration costs by as much as 80%. Gartner Predicts SAP SE or an SAP affiliate company. All rights reserved. Internal 23

24 SAP Data Services Migration Accelerator Solution Details SAP Data Services Migration Accelerator by BackOffice Associates Complete in-context migration console providing visibility across the project and actionable detail for stakeholders Organize migration teams by defining waves and process areas Simple web applications to eliminate Excel and automate 1/3 of manual migration processes Mapping tool for field/value source and target systems Construction of missing data through simple web forms with workflow routing to business users Automatic generation of documentation Complete audit control and logs detailing approvals and job execution Complete integration with SAP Data Services Fosters end-to-end management of migration! 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 24

25 Architecture SAP Data Services Migration Accelerator Data Services Legacy Data Source ETL SAP Data Services Migration Accelerator Project Management Console Data Services Legacy Data Source Backoffice Native Content Master System (documentation/design) Vertical (HCM) Mapping Design /Documentation Data Construction Data Quality Package (Address Cleansing, Deduplication) Load ETL CONTENT MAPPING CONSTRUCTION CLEANSE, TRANSFORM, CONSOLIDATE, LOAD Built-in BackOffice Methodology Accelerates Migration Success In-Context Console for visibility and project management Mapping design and documentation to eliminate Excel and simplify Data Services coding Rapid collection and construction of missing data required by Data Services Prebuilt content and robust methodology empowers team members and de-risks projects 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 25

26 The SAP Data Services Migration Accelerator difference Risk vs. Quality Traditional Methodology BackOffice Associates Methodology Operational Readiness LOW HIGH Readiness Risk Level 1 Good Enough to Go-Live Readiness risk Level 2 Error Free Go-Live Readiness Level 3 Business-Ready Go-Live Validated & Authorized Readiness Level 4 Validated & Authorized LOW Business Readiness HIGH 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 26

27 Proven Data Migration Principles Load Early, Load Often! Let the data tell the story what to configure, what to cleanse? Engage the business in data mapping and requirements gathering Validate, Validate, Validate! Follow a repeatable process for each deployment: Assess data for anomalies, localization, and unknown configuration requirements Employ best practices for pre-validation and configuration discovery Engage business users in cleansing and construction activities Develop/enhance additional changes for the deployment phase Load multiple mock cycles with validation in each cycle to achieve a successful and timely Go-Live Mature the repeatable process to gain efficiency as each wave deployment is executed and experience and confidence is gained Scale validation Scale cleanse and construct Strive for overall reduction in execution timing and streamlining of each process Manage towards constant quality improvement 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 27

28 And what about after go-live? Going live on time and in budget with high quality data is the goal of every data migration project. But what happens after go live? How do you make sure your operational and analytic processes are working with clean, valid, trusted data? 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 28

29 And what about after go-live? SAP has a full suite of industry-leading information management applications to help you keep your data on course, including: SAP Sybase PowerDesigner SAP Information Steward SAP Master Data Governance SAP Extended Enterprise Content Management by OpenText SAP NetWeaver Information Lifecycle Management and introducing SAP Information Steward Accelerator by BackOffice Associates Data Quality Accelerator Proactive error remediation console, data steward alerts and pinpoint details on out of bound data, accelerating your SAP Information Steward data quality management project Human Capital Management (HCM) Edition Custom Edition 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 29

30 Moving from Data Migration to Information Governance

31 Tip #1: Be an Advocate Work within your organization to promote the idea that data migration can be the perfect trigger for a more complete information governance initiative. The success of your data migration as well as future migration and other dataoriented projects may depend on it SAP SE or an SAP affiliate company. All rights reserved. Internal 31

32 Tip #2: Get it Right Up Front Failure to get the data migration project right will leave your data problems in place; that will mean operational inefficiencies, poor business decisions, increased risk, and failure to deliver on the promised benenfits. The risk is not in implementing governance, but in failing to do so SAP AG. All rights reserved. 32

33 Tip #3: Start with Passive Governance Your data migration project may not be the ideal time to implement a full-blown Master Data Management or information governance initiative; but as you work on improving the quality of data in-flight during the migration process, implement repeatable processes for monitoring and remediating ongoing data quality problems 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 33

34 Tip #4: Turn Data Quality Rules into Policies During the migration you will be implementing data quality rules; document these separately as the beginning of an information governance policy SAP SE or an SAP affiliate company. All rights reserved. Internal 34

35 Tip #5: Reuse! Reuse! Reuse! All of the data quality rules you implement during the migration can be reused once the new system goes live. Let these rules be reused as the basis of your information governance initiative SAP SE or an SAP affiliate company. All rights reserved. Internal 35

36 Where s the good stuff?

38 Important Links Information for EIM, Data Migration, and Information Governance Includes cost calculators, customer interviews, infographics, technical links, and more Where s the Good Stuff: A Comprehensive Walkthrough of EIM Resources: C SAP SE or an SAP affiliate company. All rights reserved. Internal 38

39 Enterprise Information Management with SAP Understand the big picture of SAP s enterprise information management offerings Explore step-by-step instructions for working with SAP Data Services Learn how to perform the most important tasks in SAP Information Steward, SAP NetWeaver Information Lifecycle Management, SAP Master Data Governance, and more All royalties donated to Doctors Without Borders 2 nd edition coming soon! Reviews are in! A consistent Top 10 Best-seller with SAP Press! 2014 SAP SE or an SAP affiliate company. All rights reserved. Internal 39

40 THANK YOU FOR PARTICIPATING Please provide feedback on this session by completing a short survey via the event mobile application. SESSION CODE: 0208 For ongoing education on this area of focus, visit