IPL Proposal April 2014 IPL Service Definition - Master Data Management for Cloud Related Services Project: Date: 10 April 2014 Issue Number: Customer: Crown Commercial Service Page 1 of 11
IPL Information Processing Limited 2014 Contents 1. Service - Master Data Management for Cloud Related Services 3 1.1. An overview of the G-Cloud Service (functional, non functional) 3 1.2. Detailed Description of the G-Cloud Service 4 1.2.1. Master Data Environment 4 Figure 1 IPL's Enterprise Architecture 4 1.2.2. IPL Master Data Method 5 1.3. Benefits of the IPL service 6 1.4. Keywords 7 2. Information Assurance 7 3. Back-up and Restore / Disaster Recovery 7 3.1. Consulting Services 7 3.2. Development Services 7 3.3. Service Delivery 7 4. On-boarding and Off-boarding 8 4.1. Consulting Services 8 4.2. Development Services 8 4.3. Service Delivery 8 5. Service Management 8 5.1. Consulting Services 8 5.2. Development Services 8 5.3. Service Delivery 8 6. Service Constraints 8 7. Service Levels 8 8. Financial Recompense Model 9 9. Training 9 10. Termination terms 9 11. Data Restoration/Service Migration 9 12. Consumer Responsibilities 9 13. Technical Requirements 10 14. Trial Service 10 Page 2 of 11
1. Service - Master Data Management for Cloud Related Services 1.1. An overview of the G-Cloud Service (functional, non functional) IPL consultants have been providing Business Intelligence, Process consulting and Master Data Management (MDM) for over 15 years to a wide variety of both Public and Private Sector clients. MDM is one of the core IPL data management principles necessary for the effective management of a single subject area, such as customer, product, location, account or organisation. The IPL Master Data Method is a carefully designed module-based framework necessary for successful MDM initiatives. This method defines the foundation for managing master data entities, including the design of the enterprise data model, required data governance structures for efficient stewardship, and the evaluation, implementation and deployment of solution capabilities. IPL Consultants are data professionals with significant information management expertise and possess certifications from renowned data organisations such as DAMA International. IPL works closely with customers to assist in the selection of the perfect fit for MDM. IPL can assist with the implementation of any aspect of the Master Data Method, preparation of MDM solution RFI/RFPs through to final vendor selection. Page 3 of 11
1.2. Detailed Description of the G-Cloud Service 1.2.1. Master Data Environment MDM is the authoritative, reliable foundation for data used across many applications and constituencies within an organisation, with the goal to provide a single view of the truth no matter where it resides. MDM processes must be based on ISO standards to allow the management of dynamic business driven data structures. Associated reference data and metadata must be centrally managed via MDM tools and appropriate governance mechanisms to offer consistency across all organisational product and service lines. The following diagram Figure 1 is a schematic showing the various components that make up the Master Data Environment. Source: IPL Figure 1 IPL's Enterprise Architecture The Data Sourcing element is used to source master data from the Systems of Entry and existing Systems of Record to perform data integration, harmonisation and cleansing. The Data Sourcing Element makes use of the Data Quality element in order to standardise, de-duplicate and enrich the master data. A repository (or virtual repository) element serves as the System of Record. In other words, the repository (or virtual repository) contains the organisation s best information about each critical business entity. The User Interface element enables Data Stewards to monitor the quality of master data, and to resolve conflicts where necessary. The tools that are used to fulfil the Data Sourcing, System of Record and User Interface functions may vary from one Master Data Subject Area to another. The Meta-data Catalogue contains the published catalogue of meta-data associated with the contents of the repository (plus meta-data associated with other systems). The Data Distribution element is used to distribute master data to consuming systems. It is also used to distribute meta-data to consuming systems. The Metadata Catalogue and the Data Distribution element are likely to be common across all Master Data Subject Areas. Page 4 of 11
1.2.2. IPL Master Data Method As part of the IPL method, a Data Asset Plan (DAP) will be produced for each identified Subject Area. This will identify the data subject area, data owner and outline business information requirements. Further specific deliverables resulting from the production of a DAP will form the input required for execution of the Master Data Method. The Master Data Method is split into a number of modules; each module into a number of activities, and each activity, optionally, consists of a number of steps. An increasing level of detail is associated with each breakdown. A summary of the content of individual modules is presented in the table below: Module No. N/A Module Name Data Asset Plan Summary Defines the scope of the Master Data Subject Area, and defines the broad scope of the project to bring that subject area under Master Data Management, in terms of systems, business processes etc. 1 Governance 2 Business Requirements Develop and deliver the service level agreement, operational guidelines and organisational structure for the subject area, and all associated training. This module runs in parallel with all other modules. Conduct workshop(s) with key process contacts to identify concepts and associated definitions in the subject area. Use the results to develop and extend the outline business requirements from the Data Asset Plan. 3 Source Systems Analysis Refine inventory of Systems of Entry and consuming systems and collect additional required system details. Collect and catalogue relevant meta-data associated with the identified systems and conduct data quality assessments against all potential Systems of Entry. 4 Data Modelling Conduct workshop(s) with system contacts to agree attributes, rules, definitions and prioritisation for use in the logical data model. Review the conceptual data model in the Data Asset Plan and either develop a bespoke logical model or extend the identified industry standard model identified in the scoping document. 5 Select MDM Architecture and Toolset Define the MDM Architecture to be used, and select tools to provide Data Integration, Data Quality and Master Data Management capabilities 6 System Requirements Specify the data mappings and rules between attributes in the Systems of Entry and attributes in the System of Record. Specify the data mappings and rules between attributes in System of Record and attributes in the consuming systems. Analyse and record details of the impact on and necessary changes to all identified systems. 7 8 9 Build Data Sourcing Components Build Data Distribution Components Build Data Quality Components Develop the physical data model and plan, load and test the integration Master Data Environment. Plan and perform the initial population of the System of Record. Develop the components that make data available to consuming systems. This can include components to update the Systems of Entry with enriched data. Develop components to monitor Data Quality, and develop Data Enrichment web services to be used by Systems of Entry in order to help end-users to improve data quality at the point of data entry. Page 5 of 11
Module No. 10 Module Name Build User Interfaces and Workflows Summary Develop user interfaces and associated workflows for Data Stewards. 11 End-to-end Testing Test the behaviour of the Master Data Environment with respect to the subject area, testing each data concept throughout its lifecycle from creation through to retirement. 12 Acceptance Testing and Deployment Define and execute the deployment plan for the Master Data Subject Area, and perform acceptance testing. 13 Project Review Review all aspects of the project, update the Master Data Method and archive all documentation for future reference. These modules may not be strictly executed sequentially as per the flow indicated by the method overview, however will be tailored to suit both the requirements and the data subject area. Some degree of iteration and parallelism is expected to take place between modules. The method provides a series of templates and recommended deliverables. It builds upon the successful IPL body of knowledge and success in delivering Master Data solutions. 1.3. Benefits of the IPL service Improve data quality and integration across data sources, applications and technologies. [DAMA] Provide a consolidated, 360-degree view of information about important business parties, roles and products, particularly for more effective reporting and analytics. [DAMA] Improve data quality Ensure compliance with data quality standards (completeness, validity, consistency, timeliness and accuracy) Improve the integration of data from different sources Allowing data to be combined for reporting and analysis ( Analytic MDM ) Reducing data inconsistencies within systems and between different systems ( Operational MDM ) Page 6 of 11
1.4. Keywords Master data management, MDM, system of record, Master data method, data asset plan, master data environment, data sourcing, data quality, enterprise data modelling, single view, user interface, system of entry, data governance, data steward, meta-data, data distribution, subject area. 2. Information Assurance IPL has an information security management system which is independently certified to ISO 27001 by LRQA, who are in turn accredited by UKAS. The scope of the management system covers all of IPL s work. It is not possible to specifically accredit the type of services offered by IPL above at this time as accreditation is required to be specific to a project or function. Any accreditation will depend on the totality of arrangements for the infrastructure, customer processes and IPL s processes for such an engagement and will be advised in the scope of works for the provision of any services. Our portfolio of projects and customers include working with information and systems at all impact levels from IL 0 to IL 6. IPL s secure facilities have been accredited for work by the MoD, Police and government agencies. We also work with clients at their own sites. 3. Back-up and Restore / Disaster Recovery Back-up and restore/ disaster recovery facilities are not directly applicable to the Lot 4 service offered above. The information below explains how back-up and restore/disaster recovery processes relating to service continuity are managed. 3.1. Consulting Services IPL s Consulting Services provide individuals at day rates to customer organisations. Work carried out using IPL s systems is backed up in accordance with our ISO27001 accredited processes and procedures. Work carried out using customer systems will be subject to the customer s own back-up and restore/disaster recovery facilities. 3.2. Development Services Where IPL develops applications and services for a customer the back-up and restore/disaster recovery processes will depend on the hosting environment. Where IPL hosts the development, our back-up and restore/disaster recovery processes will be used. These form part of our ISO 27001 accredited processes and procedures. Where hosting is provided by the customer, their processes will apply, although IPL will provide advice if required. 3.3. Service Delivery Where IPL provides a managed service for a customer the back-up and restore/disaster recovery processes will depend on the hosting environment. Where IPL hosts the services applications and data, our back-up and restore/disaster recovery processes will be used. These form part of our ISO 27001 accredited processes and procedures. Where hosting is provided by the customer, their processes will apply, although IPL will provide advice if required. Page 7 of 11
4. On-boarding and Off-boarding On-boarding and Off-boarding with their associated applications and data, is generally not a commodity service. The activities that must be performed and the skills required will be very different for different instances. The information below describes IPL s approach to on- and off-boarding. 4.1. Consulting Services On-boarding and off-boarding are not applicable to consulting services. 4.2. Development Services Where IPL develops applications and services for a customer, the effort required to integrate any data or existing applications will be included in any costings, on the same basis as any other activities. The transfer of applications and data to another provider will also be costed on the same basis as any other activity. 4.3. Service Delivery Where IPL provides a managed service for a customer, the effort required to take over an existing service, with its applications and data will be included in the costing. The exit planning and transfer to another provider will also be included in any costing. 5. Service Management 5.1. Consulting Services Service Management is not applicable to consulting services. IPL s consultancy services are managed in line with our ISO9001 accreditation, which provides assurance of a high quality service. 5.2. Development Services Service Management is not applicable to the development services. IPL s development services are managed in line with our ISO9001 and TickIT Plus accreditation, which provides assurance of a high quality service. 5.3. Service Delivery IPL s service management is provided in accordance with ITIL and our ISO 27001 accreditation. This provides the assurance of a high quality service that meets the requirements for transparency and audit required by G- Cloud. 6. Service Constraints It is not expected that there would be any service constraints for the above services however any would be detailed within the scope of works for the proposed service. 7. Service Levels IPL can offer a variety of service levels and times, these will be advised in response to customer requirements and will form part of any Call-Off agreement. Page 8 of 11
8. Financial Recompense Model Financial recompense for the Lot 4 services will be related to the actual losses incurred as a result of specific engagement issues. It is not therefore appropriate to provide a generic model. Financial penalties and their calculation will be agreed as part of the call-off agreement together with the specific terms and conditions for this service. 9. Training Any required training provided to customers or other users is usually a bespoke activity based on user needs and ability. Options for training would be advised in the scope of works for any proposed contract. Once an agreeable response has been received from IPL to a requirement drafted by the customer, the customer should supply IPL with a purchase order referencing the IPL quotation number and this framework. As all the services on Lot 4 can be contracted using the SFIA rate card, IPL will issue electronic invoices monthly in arrears for the resources involved during that period, which should be paid within thirty calendar days of receipt of a valid invoice. Any invoices issued will include additional information, such as cost centres or other codes, requested by the customer. For fixed price engagements the invoice will identify the milestone payments due in the month. For other engagements the incurred costs will be identified. All order and invoice information is entered in the mandated monthly management information reports for CCS. 10. Termination terms Termination terms will be as defined in the Call-Off Agreement Terms and Conditions together with those specific to this service. 11. Data Restoration/Service Migration Data Restoration and Service Migration, with their associated applications and data, are not commodity services. The activities that must be performed and the skills required will be very different for different services. Where IPL provides a managed service for a customer, the effort required to take over an existing service, with its applications and data will be included in the costing. The exit planning and transfer to another provider will also be included in any costing. 12. Consumer Responsibilities Any customer responsibilities, such as the timely provision of information, facilities or access to key resources, will be identified in the call-off agreement for each engagement. Page 9 of 11
13. Technical Requirements The technical requirements for this service offered under Lot 4 will be specific to each call-off. 14. Trial Service This service is not available on a trial basis. Page 10 of 11
April 2014 IPL Information Processing Limited Eveleigh House Grove Street Bath BA1 5LR T +44 (0)1225 475000 E cgprocurement@ipl.com