Before Mdm

What You Need beforeYou DeployMaster Data ManagementPresented by Malcolm Chisholm Ph.D.Telephone 732-539-3406 Fax [email protected] AskGet.com Inc., 2007. All rights reservedMetadata Professional Organization

AskGet.com Inc., 2007. All rights reservedMalcolm Chisholm Ph.D. is an independent consultant focusing on and Enterprise Information Management with a special emphasis on Master Data Management. He has over 25 years of experience in IT, and has worked in a variety of sectors, including finance, government, manufacturing, and insurance. Malcolm is the author of Managing Reference Data in Enterprise Databases and How to Build a Business Rules Engine and frequently writes and speaks on these topics. He is a columnist in DM Review and will have an expert channel in the B-eye Network. He runs two Web sites www.refdataportal.com and www.bizrulesengine.com. You can contact him at [email protected] Chisholm

AGENDA AskGet.com Inc., 2007. All rights reserved

Understanding Master DataDiscovering Master Data

Issue: Its All Very Fuzzy MDM is Not as Mature as Other Areas (e.g. DW) MDM concepts are not mature Neither are many MDM tools Methodologies are not clear MD can be highly specific. Different enterprises have different needs. All this makes MDM / DQ issues difficult.

MasterDataDataWarehouseProductCustomerMaturity? AskGet.com Inc., 2007. All rights reserved

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MetadataReference DataTransaction Structure DataEnterprise Structure DataTransaction Activity DataTransaction Audit DataEnterprise Information ArchitectureIncreasing: Volume of Data Population Later in Time Shorter Life SpanIncreasing: Per Value Data Quality Importance Semantic ContentMost RelevantTo DesignMost RelevantTo Outside WorldMost RelevantTo BusinessMost RelevantTo Technology AskGet.com Inc., 2007. All rights reserved

Layers of DataMetadata Usually describes the structure of databases. Found in a databases system catalog. Sometimes included in database tables.Reference Data Codes and descriptions. Tables containing this data usually have just a few rows and columns.Transaction Structure Data The parties to the transactions of the enterprise. E.g. Customer, Product.Enterprise Structure Data Data that describes the structure of the enterprise. E.g. organizational or financial structure.Transaction Activity Data Traditional focus of IT in many enterprises the only focus.Transaction Audit Data Data that tracks the life cycle of individual transactions. Includes server logs. AskGet.com Inc., 2007. All rights reserved

What Is Reference Data?Definition of Reference Data: Reference Data is any kind of data that is used solely to categorize other data found in a database, or solely for relating data in a database to information beyond the boundaries of the enterprise.

Also known as: Lookup Data, Domain Values. Some people regard any data imported into a database, or not updated by a system as reference data. Askget.com Inc., 2006. All rights reserved

What Is Transaction Structure Data?Definition of Transaction Structure Data: Data that represents the direct participants in a transaction, and which must be present before a transaction fires. Definition of Transaction Activity Data: Data that represents the operations an enterprise carries out

Some people do not think of data that represents all participants in a transaction as Master Data. They only recognize some, e.g. Product, Customer. Askget.com Inc., 2006. All rights reserved

What Is Enterprise Structure Data?Definition of Enterprise Structure Data: Data that permits business activity to be reported or analyzed by business responsibility. Some people call it hierarchies or dimensions. Askget.com Inc., 2007. All rights reserved

MetadataReference DataTransaction Structure DataEnterprise Structure DataTransaction Activity DataTransaction Audit DataMaster Data Master Data = Reference Data (Code Tables, Taxonomies) + Transaction Structure Data (Product, Customer) + Enterprise Structure Data (CoA, Org. Structure) AskGet.com Inc., 2006. All rights reserved

Reference DataTransaction Structure DataEnterprise Structure DataSpecific Data Management Tasks for Each Category of Master Data AskGet.com Inc., 2006. All rights reservedSemantic meaning of codesStandards DiscoveryManage Multiple IdentitiesHistorical HierarchiesDetermine specific management tasks for each category of MDOne size fits all approaches to MDM will not workCategorize your data in a data discovery process prior to MDM

Data Landscape May Be BigAssume 25 databasesAssume 100 tables per databaseAssume 20 columns per table25 x 100 x 20 = 50,000 columnsWhat if 10% of these columns are Master Data?Maybe your enterprise is bigger

AskGet.com Inc., 2007. All rights reserved

Data Landscape Typically Not Well KnownDo knowledge management artifacts exist?Are there processes to keep them in synch? AskGet.com Inc., 2007. All rights reserved

Suite of Logical Data ModelsMaybe Enterprise Data Model?Physical DatabasesDocumentationMetadata RepositoryData Dictionary

You will never have enough analysts to map the data landscape They could be doing more productive things It becomes project-based (remember Y2K) As soon as they did some, it would change Detailed tasks for MDM especially looking at content

AskGet.com Inc., 2007. All rights reservedEffort too Big for Forward Analysis50,000 columns?Infer Semantics?Categorize based on content?Catalog Master Data?

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Automated mapping of data landscape is becoming possible Have a good probability of identifying Master Data This is a new activity for Enterprise Information Management (formerly Data Administration) AskGet.com Inc., 2007. All rights reservedOnly Hope is ToolsRepositoryToolMetadata-awareExamine ContentInferCategorizePhysical DatabasesMap Data LandscapeMetadataReference DataTransaction Structure DataEnterprise Structure DataTransaction Activity DataTransaction Audit Data

But We Need a MethodologyMDM is a complex multi-dimensional problemIf it was easy it would have been done long agoA tool for mapping the data landscape and discovering Master Data must be integrated into an overall methodologyEIM must develop the methodology before deploying the tool AskGet.com Inc., 2007. All rights reserved

MappingIdentify Master Data Categorize Master Data GoalsData Mart DimensionsWorkflow for Quality Metadata ManagementIdentify Metadata to GatherBuild Repository MDM GovernanceWho owns whatIssue Resolution and a great deal more

What You Need beforeYou DeployMaster Data Management

AskGet.com Inc., 2007. All rights reservedQuestions and AnswersPresented by Malcolm Chisholm Ph.D.Telephone 732-539-3406 Fax 407-264-6809mchisholm@MasterDataMgmt.comwww.refdataportal.comMetadata Professional OrganizationSeptember 11, 2007

Before Mdm

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