Data Quality Management for SAP DQM for SAP Team April 12th, 2011
Topics Poor Data Quality What is the impact? What is the cause? Impact of Poor Data Quality within CRM Solution Overview with short demos High-level Architecture 2
Topic Poor Data Quality What is the impact? What is the case? Impact of Poor Data Quality within CRM Solution Overview with short demos High-level Architecture 3
Companies Encounter Risk and Inefficiency from Poorly Managed Information Average organization loses $8.2 million annually through poor data quality. Gartner Lower Profits 55% of all CRM projects failed to meet software customers' expectations. Poor customer data is one of the biggest factors. Poor Customer Relations 50% to 70% of ERP implementations are reported as challenged in part due to data integrity and/or data accuracy problems. Low Productivity Gartner Adaptive Growth, Inc. 4
What Are the Sources of Bad Data Problems? Employee Data Entry Purchased or Rented External Data Customer Self-Service Enterprise Information IT Application Updates Data Migration Projects 5
Topics Poor Data Quality What is the impact? What is the case? Impact of Poor Data Quality within CRM Solution Overview with short demos High-level Architecture 6
How does this Impact our SAP CRM customers? Common problems experienced when data quality practices are not used Difficult to determine the right recipients for marketing campaigns Inaccurate order information causes delayed or lost shipments and lower customer satisfaction Sales representatives are not able to identify relevant accounts Costs are high due to account duplications, while response rates are low Potential customers are annoyed by redundant mails, e-mails and phone calls Reporting uses wrong data and this leads to wrong conclusions/decisions 7
Topics Poor Data Quality What is the impact? What is the case? Impact of Poor Data Quality within CRM Solution Overview with short demos High-level Architecture 8
Cleanse and Enhance, Detect Duplicates Current Data Quality Capabilities Available in Real Time Transparent, out-of-the-box, data quality solution for CRM and ERP Address cleansing and enhancement Improves productivity Minimal data entered, missing elements added Parsing corrects misfielded data Entry is cased, no need to retype / correct Suggestion lists prompt for additional content after minimal information entered Address reference data for 230+ countries regularly updated, ensures data stays relevant Ability to review and accept (or not) a validated address o Validation results can be overridden in accordance with customer preferences Duplicate Checking Prevent new duplicates from entering system Likely duplicates tracked in Cleansing Cases, for later review and resolution 9
Automatically Completes and Corrects Entries, then Presents to User for Approval Incomplete address on new account Automatically made accurate! 10
Previously Unknown Entries are Identified, Before another Duplicate can be Created List of pre-existing entries is presented 11
DEMO # 1 12
Data Quality Management for SAP ERP Address Cleansing and Matching in real-time Entered data Validated data ERP Input Real-time validation / cleansing / matching Data Quality Management Real-time check Real-time response Original input Real-time response Cleansed / Matched result 13
DEMO # 2 14
Cleanse and Enhance, Detect Duplicates Current Data Quality Capabilities Available in Batch Mode Batch Address Cleanse and Batch Matching within CRM and ERP Quarterly Adjustment Reports Automates batch data cleansing within SAP Periodically refresh existing accounts address data Batch Matching reports Identify potential duplicates After account addresses are periodically updated, often new relationships are found Mark groups of duplicate candidates for later review via Cleansing Case routines. External List Management (CRM) Detect pre-existing records during data loads Prospect lists from Service Bureaus, leads gathered during trade shows, webinars DQM for SAP detects if lead already exists during CRM s ELM load, before a new prospect is created 15
Batch Match Finds Duplicates Not Encountered During RealTime Entry 16
Enhanced Matching on Marketing Attributes Provides fine-grained control over the identification of duplicates Marketing attributes such as age, hobbies, gender, diet, etc can be utilized as match criteria during the duplicate detection process Eradicating duplicates by matching on marketing attributes leads to more efficient segmentation of customers/prospects; thereby maximizing the return on marketing campaigns Snapshot of Marketing Attributes Mapping of fields Results Duplicate Detection 17
Address Validation and Duplicate Detection in MDG-S*** Address Cleansing and Enhancement Minimal data entered, missing elements added Parsing corrects misfielded data Entry is standardized and cased, no need to retype/correct Suggestion lists prompt for additional content after minimal address information entered Address data support for over 230+ countries Ability to review and accept (or not) a validated address Address Suggestion List Address Reviewer Duplicate Check Duplicate Detection Identify duplicates based on user-specified match criteria/thresholds; thereby, preventing new duplicates from entering the system Available with ECC 6.0 Ehp5 SP3 18
Sophisticated Searching/Look-up within MDG For example: MDG-M Open framework for specifying match code fields (i.e. match break-keys) Full-control over the definition of Match Codes Ability to utilize data services functions via SAP UI Options available to easily specify handling/processing of special words, punctuations, etc Customizable match fields Specify field/attribute that is part of the MDG defined data model as a match field to be utilized in the searching process for the respective MDG object Ability to easily set match thresholds via SAP UI Options available to easily specify handling/processing of special words, punctuations, etc during the match process Specify Match Code Material data model Customizable match criteria Available with ECC 6.0 Ehp6 19
Topics Poor Data Quality What is the impact? What is the case? Impact of Poor Data Quality within CRM Solution Overview with short demos High-level Architecture 20
How Does the Data Quality Management Solution Work with SAP CRM or SAP ERP? /FLDQ/ SAP DB RFC Server(s) RFC1 Gateway SBOP BAdIs for PV + DES Business Address Services SAP Client Interfaces DQM BAdIs for cleansing (PV) and matching (DES) seamlessly function within the CRM or ERP system. SAP CRM or SAP ECC RFC2 Data Services XI 3.n Data Quality Management RFC3 Central Rules Repository Postal Validation Reference Data (subscription license) DQM for SAP Solutions includes: DQM Business Add-Ins prebuilt software to enable address cleanse, duplicate check, and matching inside SAP system Includes custom ABAP code, Views, Tables, specific for data quality activities DQM s RFC Server conduit for data to DS and back again Pre-built Data Services jobs specifically tuned for SAP real-time & batch processing, fields, & tables Data Quality Management Premium which is licensed for use only within SAP CRM & SAP ERP 21
How Does the Data Quality Management Solution Work with SAP MDG? DQM BAdIs for cleansing (PV) and matching (DES) seamlessly function within the CRM,ERP & MDG-S system All MDG Data models provide duplicate check functionality which is supported through the MDG dupe check interface SBOP BAdIs for DES (MDG) /FLDQ/ SAP DB RFC Server(s) RFC1 Gateway SBOP BAdIs for PV (CRM,ECC,MDG-S)+ SBOP BAdIs for DES (CRM,ECC) MDG dupe check Business Address Services SAP Client Interfaces SAP CRM /SAP ECC/SAP MDG RFC2 Data Services XI 3.n Data Quality Management RFC3 Central Rules Repository Postal Validation Reference Data (subscription license) DQM for SAP Solutions includes: DQM Business Add-Ins prebuilt software to enable address cleanse, duplicate check, and matching inside SAP system Includes custom ABAP code, Views, Tables, specific for data quality activities DQM s RFC Server conduit for data to DS and back again Pre-built Data Services jobs specifically tuned for SAP real-time & batch processing, fields, & tables Data Quality Management Premium which is licensed for use only within SAP CRM, SAP ERP, SAP MDG 22
SAP BusinessObjects Data Quality Management for SAP Solutions Pre-built Data Quality integration for SAP Enforces data accuracy directly within SAP systems Virtually undetectable presence within the application native look and feel Extensive coverage for global postal validation processes - over 230+ countries Advanced record matching strategies for duplicate prevention Data Quality Management, version for SAP provides a prepackaged native integration of data quality best practices within the SAP CRM, ERP and MDG environments. 23
Benefits of SAP BusinessObjects Data Quality Management, version for SAP Solutions Enhances Data Integrity within your system On-entry data validation and duplicate prevention Periodic data cleansing processing to ensure ongoing data accuracy and completeness Streamlines Workflows to Boost Productivity Reduce redundant work and manual data cleansing End user productivity through use of native UI and data entry validation Helps Establish and Maintain a Single View Enables trustworthiness of data from data entry to reporting via duplicate record detection Achieve Operational Efficiency Reduce costs by eliminating downstream data cleansing tasks 24
THANK YOU! Questions? 25
Where does Data Quality Management live within SAP?... DQM User Interfaces within SAP retain native look and feel SAP CRM 7.0 and SAP CRM 2007 New Web Clients: Real-Time Data Entry o CRM Interaction Center WebClient o CRM WebClient SAP GUI: Back-Office Batch Processing MDG Supplier (Real-time Address cleansing/matching capabilities) New WebDynpro Clients Add-on for ERP 6 Enh Pack 5 SAP CRM 5.0 MDG Any Data Model (look-up and search capabilities. For example: look-up on materials within MDG-M) SAP GUI & IC WebClient: Real-Time and Batch Processing Add-on for ERP 6 Enh Pack6 SAP ERP 6 SAP ERP 5 SAP R/3 4.7 SAP GUI: Real-Time and Batch Processing Data Services XI 3 is the Central Platform for Data Quality Data Quality Management Premium XI 3.x 26