Data Relationship Management It s Not Just for Hierarchies. Todd Rebner, Managing Partner

Transcription

1 Data Relationship Management It s Not Just for Hierarchies Presented by: Todd Rebner, Managing Partner

2 Agenda Data Relationship Management Overview Data Governance DRM Functionality : General & Advanced DRM Design Considerations & Best Practices Q&A

3 Data Governance Manager Operational Systems Siebel Data Governance Manager Operational MDM Apps Analytical MDM Analytical Systems Dashboards EBS SAP Cust tomer Sup pplier Pro oduct Site Fina ancial lytical Ana DW BI & Datamarts PeopleSoft Planning JDE Custom Apps Oracle Customer Hub Oracle Supplier Hub Oracle Product Hub Oracle Site Hub Oracle Hyperion Data Relationship Management Financial Consolidation External Apps Application Integration Architecture Oracle Fusion Middleware Budgeting Copyright 2010, Oracle and/or its affiliates. All rights reserved.

4 DRM Pedigree Best of breed solution Mature product: 10+ years, multiple releases Developed by Bank One Brought to market by Razza, Hyperion, and now Oracle 200+ users, most in Fortune 1000, cross industry Technology agnostic: Flexible DB schema to represent any hierarchical relationship Tools to integrate with downstream applications: Flat files, ODBC connectivity, automated feeds Hierarchies can be transformed during export process Application Templates for Hyperion applications Copyright 2009, Oracle and/or its affiliates. All rights reserved.

5 DRM History in 60 seconds (Mazlo, Razza, MDM, DRM) Versions (Working, Submitted, Finalized, Expired) Property Categories (HFM, Essbase, SAP, Oracle) Hierarchies (Ragged & Balanced) Nodes & Node Properties (Global, Local, Derived) BatchClient Utility (formerly MDMConnect) Automator, Import, Export, Blender Validations, Verifications to enforce referential integrity

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8 DRM General Exports/Books

9 DRM General Audit Trail/Reports

10 DRM General - Validations If(PropValue(Leaf),False,If(Equals(String,Substring(Abbrev(),1,2),PK),If(Greaterthan OrEqual(Length(Abbrev()),5),If(IsNumeric(Substring(Abbrev(),3,Subtract(Length(Ab Subtract(Length(Ab brev()),2))),true,false),false),false),false) Nodes beneath Parent 123XXX must begin with 5 5 Node descriptions cannot exceed 25 characters in length Nodes cannot be set to Dynamic Calc in one hierarchy and not in another

11 DRM General - Compare

12 Data Governance Processes and procedures that support an overarching commitment to ensuring the integrity of data assets throughout an organization Clearly defined roles and responsibilities Disciplined approach with checks & balances

13 Data Governance Model Leadership review board Approve Strategy roadmap Aligns with Corporate strategy Advocates compliance Global Data Manager Legal Entity Account Product Application Stewards Essbase HFM BO Define Stds & Policies by dimension Approval authority of execution Define Stds and Policies by Apps Approval authority of execution Data Stewards Interface with the user group Manage their section of the hierarchy

14 FDM Mappings via Derived Properties

15 New Features Enhanced architecture, simplified deployment Enhanced architecture: 1. Full featured, browser based client 2. Unicode support & internationalization bit support Also: Multiple apps on a single server Enhanced, role based security model WDK streamlined Reusable external connections Integration with Oracle Customer Hub 8.2 Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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26 DRM Java API

27 Oracle Developer BPEL

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30 DRM & Data Governance Considerations Executive sponsorship Establish a dedicated team of Global Data Managers, Application Stewards, Data Stewards, and Leadership review board Establish both proactive and reactive processes for Data Relationship Management. Use a holistic approach: people, process, technology and information Build your processes to be ongoing gand repeatable, supporting continuous improvement Understand DRM data Model and how it integrates with your internal source systems and external content providers Stay current with vendor provided patches Budget for Data Governance improvements Align Master Data Management withstrategic business goals Organizational Change Management

31 Performance Improvements Upgrade Support Console Improvements Property Namespaces Single Sign On URL Based Navigation Job Status & Cancellation Action Script Options

32 Questions

33 Todd Rebner Managing Partner 8803 Brecksville Rd., Suite / Brecksville, Ohio Cell: (330) / efax: (440) trebner@advancedepm.com