Master Data Management

ViewPointsApril 26, 2013

Master Data Management

Challenges Solutions Benefits

Application erosion

Systems consistency

Okay data, who’s your Daddy?

Who’s in charge?

Continued integration

Defining business value

Challenges of MDM

High quality data for allReduced time in all analysisONE version of truth

No wasted time (dups)Integrated data for integrated analysis

Benefits of MDM

$$$ ?$$$ ?

$$$ ?

$$$ ?$$$ ?

APF• Changes in

customer number• Customers over

time• Translations: Rose

is a rose is a rose.

Trade Pulse• Navision number v

Trade Pulse ID• Products by

distributor changing

Vintners• Store id in sales• Site id in GL• Store = site?

Examples

Matching data – Trade Pulse/BDN to ERP

TP_WSID Cust_ID Cust_Name

16893 SPECIATY Specialty Imports

13654 QUENCH-AZ Quench Fine Wines

20168 REPUBLIC-AZ Youngs AZ

14377 REPUBLIC-AZ Republic/Youngs AZ

1

21. Misspellings mean non-matches

2. Can mis-map things and they will group together

APF• Changes in

customer number• Customers over

time• Translations: Rose

is a rose is a rose.

Trade Pulse• Navision number v

Trade Pulse ID• Products by

distributor changing

Vintners• Store id in sales• Site id in GL• Store = site?

Examples

CRM

Allocations

NavisionSpreadsheets

BDNTD Linx

Depletions Retail Accounts

Depletions/DW

Data flows into a master list from three sources: two primary and one secondary. It probably needs a manual maintenance mechanism.• Depletions• Allocations• CRM

Data In

Data Out

Data should flow out of the master list to three destinations. If depletions are to be kept in Nav, that would make four destinations (though redundant with Allocations)• Data Warehouse• Allocations• CRM

Source

Source/Dest.

Destination

Master.

Opus MDM project

Is there a pecking order?

ERPCRM

3rd Party

BudgetWMS

Other

Master system matrix

•Wholesaler•Product•Location/store

Mapping tool•Excel•Web app•Notepad

Process •Automate reports•Scheduled reviews

Start •Won’t do it by itself•Eating your own value in your system

What can you do?

1) Don’t name your map files…Load_co_merge_cust_no_consolidation_map_csv

Things to avoid

2) Everyone is in charge of something

3) No body is in charge of anything

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