Customer Case Studies on MDM Driving Real Business Value

Transcription

1 Customer Case Studies on MDM Driving Real Business Value Dan Gage Oracle Master Data Management Master Data has Domain Specific Requirements CDI (Customer, Supplier, Vendor) PIM (Product, Service) Financial (Account, Cost Center, Entity) Analytical (Classification, Dimensions, BI) Build golden record of customer Cleanse and remove duplicates Survivorship rules Data quality Pre-built customer data management processes Rich, customercentric database schema Data enrichment (Axciom, Dun & Bradstreet) Build golden record of product Standardize product descriptions, attributes, units of measure Share standardized product definitions with multiple global systems Add rich content (images, schematics, diagrams) Publish product data with trading partners via UCCNet, Transora, catalogs Build golden record of financial elements Align different financial perspectives (US GAAP, IFRS, etc) Maintain different account code definitions Define mappings across ledgers and financial system instances Audit requirements Historical analysis Multiple, visual hierarchies and data relationships Versioning control, modeling, what-if scenarios Audit trail, change history, rollback, compare Fully customizable attributes, derived values, data validation Rapid deployment, highly adaptable 2008 Oracle Corporation 2 1

2 Enterprise Master Data Management Oracle MDM offerings Data Governance & Compliance Operational Systems Operational MDM Apps Analytical MDM Apps Analytical Systems Siebel DW EBS SAP Customer Supplier Product Locations Financial Analytical BI & Data marts Planning Custom Apps Oracle Customer Hub Oracle Product Hub Oracle Site Hub (2008) Oracle / Hyperion Data Relationship Management Financial Consolidation External Apps Oracle Fusion Middleware Budgeting 2008 Oracle Corporation 3 About ADP and Dealer Services Automatic Data Processing, Inc. (NYSE: ADP), with nearly $8 billion in revenue and approximately 585,000 clients, is one of the world's largest providers of business outsourcing solutions Dealer Services, ADP s second largest business unit, provides integrated computing solutions to more than 200,000 users at nearly 25,500 auto, truck, motorcycle, marine and recreational vehicle dealers in nearly 50 countries a company I m proud of customer-centric, with integrity 2008 Oracle Corporation 4 2

3 Breaking Down Silos vs. Building Bridges Even in 2008, Islands of Data don t seem to be going away at most companies However, you can build bridges between major silos with Master Data Management and Data Governance But don t underestimate the hard political and technical work required Sales & Finance were the first to get connected at ADP Dealer Services 2008 Oracle Corporation 5 Who s Involved? Sales Contributing 2 key people and 3 data librarians Primary application: SalesLogix CRM Finance Contributing 1 key person and 2 data stewards Primary application: Oracle ERP & MDM platform (with external content from D&B) and of course, IT 2008 Oracle Corporation 6 3

4 Covering the field ADP Dealer Services Business ownership and executive sponsorship Guides & directs project and owns results IT group can connect core products in useful ways (and create custom apps where absolutely necessary) Dun & Bradstreet Provides data quality & matching services External content on prospects & customers Hub Solution Designs Experience with both Oracle and D&B Management & technology consulting on data, processes and people Formalizing MDM and Data Governance Platform Vendors Provide key components of IT architecture (hub, middleware, key source systems) 2008 Oracle Corporation 7 Lessons Learned Importance of people side of the business Knowing the people in your company and forging relationships is key to creating MDM bridges Don t call it done - importance of continuous improvement Don t get angry when people bring you errors or problems They re helping improve the hub and the data s usefulness This is a signal things are working! The biggest win for us has been getting Sales & Finance to work from a common Hub 2008 Oracle Corporation 8 4

5 What s Next Have done 59 acquisitions and migrated from legacy system to Oracle Redesigned Customer Master several times Moving towards more & more integration Solidifying Data Governance gains by further documenting processes & procedures; looking into data profiling as part of new M&A process Expanding to new partners like Legal and Tax Listen to what they need why are they using or not using the Hub See what else we can do for them with the Hub Further leverage investment in Oracle and D&B We re realizing that MDM and Data Governance are not a project, they re the core of ongoing programs 2008 Oracle Corporation 9 Royal Caribbean Cruises Ltd We are a vacation company 5 brands Royal Caribbean International Celebrity Cruises Pullmantur S.A. Azamara CDF Over 35 ships, 4 rail cars, 52 motor coaches 30,000+ employees Headquarters located in Miami, FL Remote offices across the world 2008 Oracle Corporation 10 5

6 Enabling Strategy through Software Oracle s Universal Customer Master Matching, Survivorship and Data Stewardship functionality 20 Million records converted from four different sources Batch integration with enterprise systems Data federation approach 2008 Oracle Corporation 11 Enabling Strategy through Software CDI Benefits: Appropriate guest recognition across all enterprise customer touch points Household assignment Establish data stewardship best practices Maintain a holistic and centralized view of the customer profile (prospect, guest and travel agency/agent) across the enterprise Improve data quality and survivorship capabilities Real-time customer & prospect data entry, address correction & de-duplication 2008 Oracle Corporation 12 6

7 Current & Future CDI Environment at RCCL 2008 Oracle Corporation 13 Company Profile Founded in 1921 in Milwaukee, Wisconsin World s largest padlock manufacturer Growth through acquisition and product innovation Subsidiary of Fortune Brands 2008 Oracle Corporation 14 7

8 Key PIM Business Drivers Increasing pressure and expanding opportunities to reduce supply chain costs through data synchronization and improved data management. Data quality issues impacting compliance efforts and foundational business processes. Disparate systems make data management and synchronization compliance too costly. Elimination of non-oracle systems 1 System corporate initiative. Overall Business process improvement and consistency Oracle Corporation 15 Benefits Data Synchronization Consistency Minimize need for cross system validation Align product data across departments Provide reliable product data to customers Fewer Systems/One Platform Lower TCO Focus skill set requirements Automated Workflow Process Discipline Improve process control Ensure proper authorization and accountability Improve approval and prioritization processes 2008 Oracle Corporation 16 8

9 Benefits 360 o View of Product Data Structured and Unstructured Data XML Publisher and Oracle Content DB Integration Enhanced response to marketing requests 2008 Oracle Corporation 17 Lessons Learned Don t underestimate the critical importance of data quality, consistency, and governance. Fundamental business process changes can take time to implement across the enterprise. PIM and Data Synchronization are more about business process than technology. Establishing data ownership and accountability is critical for success. Oracle PIM Data Hub provides solid flexibility to define business processes and data definitions Oracle Corporation 18 9

10 Financial & Analytical MDM: Chart of Accounts COMPANY OVERVIEW Sixth-largest bank in North America, with more than $350 billion in assets 60,000 employees Subsidiary banks operate 2,600 consumer and small business banking stores across North America CHALLENGES/OPPORTUNITIES Managing chart of accounts and related financial data Alignment of financial master data with EPM systems (consolidation, reporting, planning) Manage, synchronize and reduce overall maintenance of master data for all current and future systems Improve visibility and compliance "Oracle s Hyperion Data Relationship Management has eliminated redundant data entry across WaMu s core finance system platforms. The time savings have been re-invested in improving the quality of our GL and Cost Center reference data and supporting data management initiatives across the enterprise." - Heidi Roybal, VP, Financial Systems, Washington Mutual Bank SOLUTIONS Hyperion Data Relationship Management Integration with Liquid Office (workflow) ~200 users RESULTS Reduced time required and resources for data maintenance execution and requests by 50% Increased financial control and audit traceability for Sarbanes-Oxley compliance Increased agility to respond to changing business and data management needs Predictable, efficient financial close devolving maintenance responsibility to business units while eliminating redundant data entry Reduced risk of financial re-statements 2008 Oracle Corporation 19 Hierarchy Governance Formalize maintenance request process Eliminate of redundant system maintenance Automate controls and validations Robust change tracking Eliminate incomplete and inaccurate request data Eliminate Outlook approval tracking Centralize change management documentation archival Simplify audit efforts 2008 Oracle Corporation 20 10

11 New account Process Flow Downstream Systems Hyperion DRM Liquid Office 2008 Oracle Corporation 21 Benefits Delivered data consistency one version of the truth Reduced time required for data maintenance execution and maintenance requests by 50 percent Increased financial control and Sarbanes-Oxley compliance via a more transparent MDM process Reduced time required to prepare alternate views of financial activity Decreased likelihood that financial restatements will need to be made Delivered new data management functionality that required fewer resources for maintenance 2008 Oracle Corporation 22 11

12 Applications Global Sales Support Dan Gage Global Solution Architect US: Oracle Corporation 23 12