Master Data Management - la forretningssiden ta kontroll over sine data

Transcription

1 Master Data Management - la forretningssiden ta kontroll over sine data Frank Olav Estensen Manager Master Data Management Affecto Norway AS

2 Hovedfokus: Business Intelligence 900 ansatte i Norge, Sverige, Danmark, Finland, Estland, Latvia, Litauen og Polen 135 ansatte i Norge Etablert i Norge i 1997 Finansielt sterkt rustet med gode resultater Sterke partnerskap med SAP, Oracle, Microsoft, IBM og Informatica

3 3 Totalleverandør av Business Intelligence

4 Master data what is it? Master data is data shared across computer systems in the enterprise. Master data is the dimension or hierarchy data in data warehouses and transactional systems Master data is core business objects shared by applications across an enterprise Slowly changing Reference data shared across systems Master data is data worth managing

5 Affecto 2008 Master data vs. Metadata vs. Transactional Transactional Company Country Account Sub-Account Date Amount Affecto NO KR Metadata Company Country Account Sub-Account Date Amount Text Text Integer Integer Date Float nvarchar(50) Char(2) Int(6) Int(3) Datetime (YYYYMMDD) Master data Products Customers Country Decimal Software Hardware CPU Affecto OY Affecto AS Affecto AB Europe Norway Sweden

6 Master data domains Product master data - Product Information Management (PIM) Customer master data - Customer Data Integration (CDI) Analytical master data - Hierarchies used for reporting Other possible - Location master data - Vendor master data - Employee master data The rest? - Reference data management

7 What is Master Data Management? The processes and technology to produce and maintain a single clean copy of master data The Golden record An Application for creating and maintaining an authoritative view of master data including policies and procedures for access, update, modification, viewing between systems across the enterprise

8 Components in a typical enterprise KPI Score Cards Personalized User interfaces for Information Consumption and Creation CPM & BI Financial Consolidation Planning Analysis Reporting Operational Data Store / Data Warehouse Data Integration Platform ERP GL HR Supply Chain Management DATA QUALITY and EAI processes

9 Affecto 2007 Master data shared across systems CRM Order Entry Production systems Billing Customer Master Data Data Customer Master Data Data Customer Master Data Data Customer Master Data Data Transactional Data Transactional Data Transactional Data Transactional Data

10 Traditional data warehouse loading Source Load to stage Clean Match and map Data Warehouse

11 Traditional data warehouse loading Source MD MD MD TD TD TD Data Warehouse

12 The Master Data Business Problem Many different people are involved Inevitably manual process Updates are interpreted by systems experts Error-prone and inconsistent No way to audit Planning Admin Accounts Entity Project Product Location Channel Planning Essbase Essbase Analytic Services Oracle Admin DW Admin DW ETL EAI Spreadsheet No way to rollback changes Peoplesoft Oracle Financials SAP Custom Time and resource consuming Review Spreadsheet Business User IT Admin

13 Master data Management solution Single version of truth Master data synchronized and validated Data maintained by Business Users and domain experts not systems experts Accounts Entity Project Product Location Channel Planning Essbase Essbase Analytic Services MDM DW ETL EAI Peoplesoft Oracle Financials SAP Custom Business User

14 Components in a typical enterprise BPM Work Flow KPI Score Cards Personalized User interfaces for Information Consumption and Creation MDM CPM & BI Master Data Management Financial Consolidation Planning Analysis Reporting Operational Data Store / Data Warehouse Data Integration Platform entity account product supplier customer ERP GL HR Supply Chain Management DATA QUALITY and EAI processes

15 Data warehouse loading with MDM MDM source Load master data and mapping tables Data warehouse Source Load transactions to staging Load mapped transactions

16 Main parts of a Master data management system Import of master data records Cleansing and enhancement interface Workflow for approval Verifications and validations Versioning and life-cycle management Logging for compliance, governance and auditing Export of master data records

17 MDM implementation styles MDM is Master data Hub or System of Record (SOR) MDM Source systems Subscribing systems MDM is System of Entry (SOE) MDM Subscribing systems

18 Affecto 2007 Master data management program MDM Vision & Strategy Infrastructure Framework/Governance Process Organization

19 Take away points

20 Arrangementer fremover Affecto events: ILM seminar 10.mars DVH/BI 2.0 seminar 23.mars SAP tech-brief i mars INFA tech-brief i april ABC-seminar 5. mai MDM Forum mai Affecto kurs: BI Fundamentals Kravspesifikasjon for BI Dimensjonsmodellering SAP BO-kurs Informatica-kurs MS-kurs 20