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Dr. Eduardo Castro, MBA
ecastro@grupoasesor.net

http://ComunidadWindows.org
Investment Strategy

                                   Improve
          Empower Your                             Enable IT
                               Organizational
             People                                Efficiency
                                Effectiveness

            Self-Service         Collaborative       Trusted,
             access &             across your       scalable &
              insight             value chain         secure


               Familiar                                  IT
                                  Alignment,
             interface &                           Management
                                 Accountability
           tools you own                                 &
                                 & Ownership
                today                             Interoperability



                           Low Total Cost of Ownership

                Leverage your existing Infrastructure
Investment Strategy

                                   Improve
          Empower Your                             Enable IT
                               Organizational
             People                                Efficiency
                                Effectiveness

            Self-Service         Collaborative       Trusted,
             access &             across your       scalable &
              insight             value chain         secure


               Familiar                                  IT
                                  Alignment,
             interface &                           Management
                                 Accountability
           tools you own                                 &
                                 & Ownership
                today                             Interoperability



                           Low Total Cost of Ownership

                Leverage your existing Infrastructure
Investment Strategy

                                   Improve
          Empower Your                             Enable IT
                               Organizational
             People                                Efficiency
                                Effectiveness

            Self-Service         Collaborative       Trusted,
             access &             across your       scalable &
              insight             value chain         secure


               Familiar                                  IT
                                  Alignment,
             interface &                           Management
                                 Accountability
           tools you own                                 &
                                 & Ownership
                today                             Interoperability



                           Low Total Cost of Ownership

                Leverage your existing Infrastructure
Session Objective(s):
  What is MDM?
  Discuss Analytical MDM drivers
  Understand BI/MDM process & data flow

Value proposition for MDM
How Microsoft MDM enables BI
MDM integration with SQL, IS, AS
Introduccion M D S
Introduccion M D S
Analytic
                            •My sales reports are wrong
                            •Analysts can’t maintain dimensions
                            •Marketing can’t analyze by patch area

 ERP - USA                                                           Data Warehouse or
                                                                     Analytic App
                     Operational
       •Europe keeps changing the color
       •New products never include the
       French product name
       •I can’t pick the right Boeing




                         •Difficulty coordinating multiple systems – Operational MDM
                         •Difficulty managing dimensions – Analytic MDM
ERP - Europe
                         •Or both – Enterprise MDM


                                                                                         8
Introduccion M D S
MD – Slowly changing reference data shared across
    systems

    MDM – An application for creating and maintaining an
    authoritative view of master data including policies and
    procedures for access, update, modification, viewing
    between systems across the enterprise

      PEOPLE            THINGS             PLACES         ABSTRACT

•   Customers      • Products         • Stores         • Contracts
•   Vendors        • Organizational   • Wells          • Warrantees
•   Sales people     units            • Power lines    • Time
•   Employees      • Recipes          • Geographical   • Metrics
                   • Parts              areas
•   Partners
                   • Storage bins
•   Patients
                   • Documents
Introduccion M D S
Is this a real problem?
Tiger Brands has 23 different business units,
each using a different customer tracking
system


Microsoft had 9 “Boeing” top parent records
with 5907 different “Boeing” companies not
linked to any top parent records.



Compass Bank reduced the cost center
maintenance effort from 30 person days a
month to 2 by implementing a central
management process and system
Where is the real Boeing?




                        Boeing
Boeing   Boeing Inc                Aut_Boeing     Boein’
                       (Renton)


          HR Doc                                Purchasing
                                   Asset Mgmt
                                                   DB
Boeing


                                        MDM
Merge/Match                                                                Role Security
                                      Master Data
                                      Stewardship

         Versioning                                              Hierarchy Mgmt
                                    Workflow Approval


                                        Boeing
    Boeing            Boeing Inc                        Aut_Boeing         Boein’
                                       (Renton)


                       HR Doc                                           Purchasing
                                                        Asset Mgmt
                                                                           DB
Operational                                   Analytic
                                  •Any domain hub
                                  •Stewardship portal
                                  •Attribute association        •Hierarchy Management
•Async Notifications              •Business rules               •App-specific dimension builds
•App-specific integration         •Workflow                     •Versioning
•Federation                       •Email Notifications
                                  •Granular security
                                                                                      Bulk
                                  •Model metadata                                  oriented -
                                  •Data quality tools                                SSIS
       Message                    •Transaction logging
       oriented -
          BTS
                                  •Deployment tools
                                  •Packaged content                            Office
                                                                            Integration


                                          Control              “homeless”
                       SAP
                    Integration                                   data




                                                                                                15
Customer                                      Product
                                •Any domain hub
                                •Stewardship portal                    Specific
       Consistent               •Attribute association                Matching
        Schema                  •Business rules                       Algorithms
                                •Workflow
                                •Email Notifications                            Industry
                                •Granular security                             standards
External                        •Data quality tools
Services                        •Transaction logging
                                •Deployment tools                     Complex data
                                •Packaged content                        model
                                •Model metadata
      Federation
                                                                    Diverse
                                                                   Scenarios
                    High data
                     volume




                                                                                           16
New Features
•3 Tier UI
•Admin UI
•LOBI
•Metadata
•Model Deployment
•Powershell
•Services API


   Improvements Completed                                 Product Adjustments
•Accessibility                         SQL          •Setup & Install
•DB Schema Perf.
•Infragistics
                                       Imp.         •Configuration Manager
                                                    •UI Updates
•Internationalization                               •Business Rules
•Multi-Tenancy                                      •Authentication
•Security Config                                    •Model Deployment
•Setup                                              •World Readiness
•SharePoint Int.
                                      Office        •Services API
•UI Renovation
                                                    •Security
•ULS for MDM                        Features &      •Documentation
•Windows Auth                     Improvements      •MetaData Explorer
                                                    •Workflow
       Stratature Features                          •Performance
•Entity & Hierarchy Management                        •Schema, Business Rule,
•Version Management                                   Granular Security, Testing
•Transaction History/Compliance                     •Stress & Long Haul
•Role-based, Granular Security                      •LOBi
•Multi/any-Domain Models          Stratature Base   •Async Export *
•Central system of record                           •Matching *
•Business Rules
•Notifications
•Bulk SQL Interfaces
                                                                                   17
Master Data
•Ubiquitous
•Decays                       5 to 15% Master Data
•Reconciliation required


Fact Data
•Relatively Static         85 – 95% Fact or Transaction
•Single Source                        Data
Master Data is Alive
Needs Constant Management to Remain Valid
              Decay                           Corruption                         Conflict
  Data decays as the world changes   Data is corrupted as people and   M&A and external relationships
              around it                     processes touch it

  • Deaths                           • Web Forms                       • Inter- and Intra-company
  • Mergers                          • Mobile Forms                    • External Mandates (Wal-
  • Marriages                        • Call Center                       Mart / RFID)
  • Divorce                          • Data Maintenance                • Multi-source Systems
  • Bankruptcy                       • Data Input                      • Federation
  • Births                           • Internal Processing             • Cross geography issues
  • Legislation                                                          (reporting, rules)
                                                                       • Data Silos



                  Problems multiply with scale and complexity
                    • Number of geographies / governments
                    • Number of entities / customers / products
                    • Number of applications
Good BI = Good Facts + Good Dimensions
Dimensions define the structure for analysis
   Products
   Customers
   Centers – Revenue and Cost
   Chart of Accounts
   Fiscal Period
Hierarchies support consolidation and drill-
down along dimensions
Good facts + bad dimensions = Bad BI
International and domestic accounting
standards and legislation are demanding more
visibility, transparency and audit ability of
systems
  Can you track changes in dimensions?
  Do you know who made the changes?
  Do you know when changes occurred?
  Can you produce a dimension from Q2 last year?
  Most analytics tools use a single administrator
  Few if any have version control
Customers often believe they can have a single homogenous DW or
ERP that provides all data with all dimensional categories needed for
analysis. Frank conversations usually reveal that this is not realistic
The most important Master Data is often
“homeless”

How do you map multiple customer IDs into
one recognized relationship?
Your ERP has a product group but how do you
reflect other important product attributes and
hierarchies?
How do you exclude the effect of acquisitions?
How do you merge multiple chart of accounts
into a common structure?
How can you analyze customers by market?
Data Stewardship Support            Data Browsing and Editing            Change Management
• Application Integration           • Hierarchy Management               •   Versioning
• User transparency                 • Entity Management                  •   Histories
• Approval and Notification         • Role based and Context sensitive   •   Slowly Changing Dimensions
• Manual Data Conflict Resolution     browsing                           •   Slowly Changing Hierarchies
  and Reconciliation                • Ubiquitous integration
• Data Steward Console              • Arbitrarily defined views


Data Rules Engine                   Security                             Master Data
•   Customizable                    • Context Sensitive Entity Views     Synchronization
•   Pre-configurable                • Value and Role Based Security      • Write-back
•   Extensible                      • Security based on Metadata and     • Real time updates
•   Integrated with workflow          attributes                         • Automatic Data Conflict
•   Factors in authoritativeness    • Transaction logging and rollback     Resolution and Reconciliation
                                                                         • Bulk Import/Export into hub


Master Data Metadata                High Speed Merge/Match               Enterprise integration
•   Entity tagging                  Engine                               • Thin client capable
•   Entity prioritization           •   Ad-hoc real-time lookups         • Office thick client available
•   Lineage                         •   Bulk capabilities                • SharePoint integration
•   Impact Analysis                 •   Third party data integration     • Easier on-boarding
•   Referential Tracking            •   Diff/Update capable              • Third party application
•   Descriptions, Usages, Custom    •   Cross mode results compatible      integration
                                                                         • Federated aggregation
Process agnostic central repository for
master data that is highly available to
organization

  Allows us to build multiple dimensions from
  complete representation of the master data
  from department or organization
  Web based UI and security model enables
  users to have very limited update permissions
  without providing access to sensitive data.
  Server based data provides organization with
  access to master data 24/7
AS is great at BI analytics
   Cross dimension analysis
   Slicing, dicing, aggregations
   Usually requires a cube context

AS not good at managing change
   Core engine not optimized for edits
   Write-back possible, but difficult to audit,
   manage & surface
   No workflow, notifications, business rules,
   auditing, stewardship UI, fuzzy matching
MDS provides the ability to manage hierarchies, using
explicitly (arbitrary) relationships or derived from data

Provide attributes and attribute groups at parent and
child nodes

Slowly changing dimension semantics

Allows for the automatic and accurate creation of
hierarchy paths based on attribute relationships

Enforces the structure and security of the hierarchy by
preventing inaccurate relationship assignments
This provides business intelligence users with a wide
array of possible dimensions
Benefits
  Manage multiple versions without cluttering
  individual BI application ie AS, PPS , TM1,
  Cognos Planning
  Version flag
  Support effective dates
Analysis Services
  Permit multiple snapshots of dimensions
  Used for VSCD (very slowly changing dims)
  Customer2007, Customer 2008, Customer
Benefits
  We provide robust business rule engine and
  workflow to maintain data quality for
  dimensions.
  Transaction Management & Auditing
Analysis Services
  Clean up the data presented to the business
  Flag problems in records
  Automatically categorize entities
SQL Server Analysis Services
SQL Server Integration Services
Excel & SQL Server Reporting Services
Planning Applications
LOBI/BDC Integration
Traditional BI
                                                              AS &
   SSIS loads warehouse     Source     SSIS         DW
                                                              MDS
   AS loaded from WH
   MDS from WH Dimensions


Mastered BI
   SSIS loads MDS
   WH Dimensions loaded from MDS
   AS loaded from WH
                            Source   SSIS     MDS        WH     AS
demo
Central management of dimensions
   Product, Cost Center, Chart of Accounts, Customer,
   others….

Audit-ability / Trace-ability
   Tracking of changes by user, time and other change
   details

Version control
   Preservation of past dimension versions and
   comparison highlights among versions
   Promotion of new versions to subscribing systems and
   notification of version changes to users

Integration with OLAP, ERP and data warehouse
Preguntas
Ing. Eduardo Castro, PhD
ecastro@grupoasesor.net
Introduccion M D S

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Introduccion M D S

  • 1. Dr. Eduardo Castro, MBA ecastro@grupoasesor.net http://ComunidadWindows.org
  • 2. Investment Strategy Improve Empower Your Enable IT Organizational People Efficiency Effectiveness Self-Service Collaborative Trusted, access & across your scalable & insight value chain secure Familiar IT Alignment, interface & Management Accountability tools you own & & Ownership today Interoperability Low Total Cost of Ownership Leverage your existing Infrastructure
  • 3. Investment Strategy Improve Empower Your Enable IT Organizational People Efficiency Effectiveness Self-Service Collaborative Trusted, access & across your scalable & insight value chain secure Familiar IT Alignment, interface & Management Accountability tools you own & & Ownership today Interoperability Low Total Cost of Ownership Leverage your existing Infrastructure
  • 4. Investment Strategy Improve Empower Your Enable IT Organizational People Efficiency Effectiveness Self-Service Collaborative Trusted, access & across your scalable & insight value chain secure Familiar IT Alignment, interface & Management Accountability tools you own & & Ownership today Interoperability Low Total Cost of Ownership Leverage your existing Infrastructure
  • 5. Session Objective(s): What is MDM? Discuss Analytical MDM drivers Understand BI/MDM process & data flow Value proposition for MDM How Microsoft MDM enables BI MDM integration with SQL, IS, AS
  • 8. Analytic •My sales reports are wrong •Analysts can’t maintain dimensions •Marketing can’t analyze by patch area ERP - USA Data Warehouse or Analytic App Operational •Europe keeps changing the color •New products never include the French product name •I can’t pick the right Boeing •Difficulty coordinating multiple systems – Operational MDM •Difficulty managing dimensions – Analytic MDM ERP - Europe •Or both – Enterprise MDM 8
  • 10. MD – Slowly changing reference data shared across systems MDM – An application for creating and maintaining an authoritative view of master data including policies and procedures for access, update, modification, viewing between systems across the enterprise PEOPLE THINGS PLACES ABSTRACT • Customers • Products • Stores • Contracts • Vendors • Organizational • Wells • Warrantees • Sales people units • Power lines • Time • Employees • Recipes • Geographical • Metrics • Parts areas • Partners • Storage bins • Patients • Documents
  • 12. Is this a real problem? Tiger Brands has 23 different business units, each using a different customer tracking system Microsoft had 9 “Boeing” top parent records with 5907 different “Boeing” companies not linked to any top parent records. Compass Bank reduced the cost center maintenance effort from 30 person days a month to 2 by implementing a central management process and system
  • 13. Where is the real Boeing? Boeing Boeing Boeing Inc Aut_Boeing Boein’ (Renton) HR Doc Purchasing Asset Mgmt DB
  • 14. Boeing MDM Merge/Match Role Security Master Data Stewardship Versioning Hierarchy Mgmt Workflow Approval Boeing Boeing Boeing Inc Aut_Boeing Boein’ (Renton) HR Doc Purchasing Asset Mgmt DB
  • 15. Operational Analytic •Any domain hub •Stewardship portal •Attribute association •Hierarchy Management •Async Notifications •Business rules •App-specific dimension builds •App-specific integration •Workflow •Versioning •Federation •Email Notifications •Granular security Bulk •Model metadata oriented - •Data quality tools SSIS Message •Transaction logging oriented - BTS •Deployment tools •Packaged content Office Integration Control “homeless” SAP Integration data 15
  • 16. Customer Product •Any domain hub •Stewardship portal Specific Consistent •Attribute association Matching Schema •Business rules Algorithms •Workflow •Email Notifications Industry •Granular security standards External •Data quality tools Services •Transaction logging •Deployment tools Complex data •Packaged content model •Model metadata Federation Diverse Scenarios High data volume 16
  • 17. New Features •3 Tier UI •Admin UI •LOBI •Metadata •Model Deployment •Powershell •Services API Improvements Completed Product Adjustments •Accessibility SQL •Setup & Install •DB Schema Perf. •Infragistics Imp. •Configuration Manager •UI Updates •Internationalization •Business Rules •Multi-Tenancy •Authentication •Security Config •Model Deployment •Setup •World Readiness •SharePoint Int. Office •Services API •UI Renovation •Security •ULS for MDM Features & •Documentation •Windows Auth Improvements •MetaData Explorer •Workflow Stratature Features •Performance •Entity & Hierarchy Management •Schema, Business Rule, •Version Management Granular Security, Testing •Transaction History/Compliance •Stress & Long Haul •Role-based, Granular Security •LOBi •Multi/any-Domain Models Stratature Base •Async Export * •Central system of record •Matching * •Business Rules •Notifications •Bulk SQL Interfaces 17
  • 18. Master Data •Ubiquitous •Decays 5 to 15% Master Data •Reconciliation required Fact Data •Relatively Static 85 – 95% Fact or Transaction •Single Source Data
  • 19. Master Data is Alive Needs Constant Management to Remain Valid Decay Corruption Conflict Data decays as the world changes Data is corrupted as people and M&A and external relationships around it processes touch it • Deaths • Web Forms • Inter- and Intra-company • Mergers • Mobile Forms • External Mandates (Wal- • Marriages • Call Center Mart / RFID) • Divorce • Data Maintenance • Multi-source Systems • Bankruptcy • Data Input • Federation • Births • Internal Processing • Cross geography issues • Legislation (reporting, rules) • Data Silos Problems multiply with scale and complexity • Number of geographies / governments • Number of entities / customers / products • Number of applications
  • 20. Good BI = Good Facts + Good Dimensions Dimensions define the structure for analysis Products Customers Centers – Revenue and Cost Chart of Accounts Fiscal Period Hierarchies support consolidation and drill- down along dimensions Good facts + bad dimensions = Bad BI
  • 21. International and domestic accounting standards and legislation are demanding more visibility, transparency and audit ability of systems Can you track changes in dimensions? Do you know who made the changes? Do you know when changes occurred? Can you produce a dimension from Q2 last year? Most analytics tools use a single administrator Few if any have version control
  • 22. Customers often believe they can have a single homogenous DW or ERP that provides all data with all dimensional categories needed for analysis. Frank conversations usually reveal that this is not realistic
  • 23. The most important Master Data is often “homeless” How do you map multiple customer IDs into one recognized relationship? Your ERP has a product group but how do you reflect other important product attributes and hierarchies? How do you exclude the effect of acquisitions? How do you merge multiple chart of accounts into a common structure? How can you analyze customers by market?
  • 24. Data Stewardship Support Data Browsing and Editing Change Management • Application Integration • Hierarchy Management • Versioning • User transparency • Entity Management • Histories • Approval and Notification • Role based and Context sensitive • Slowly Changing Dimensions • Manual Data Conflict Resolution browsing • Slowly Changing Hierarchies and Reconciliation • Ubiquitous integration • Data Steward Console • Arbitrarily defined views Data Rules Engine Security Master Data • Customizable • Context Sensitive Entity Views Synchronization • Pre-configurable • Value and Role Based Security • Write-back • Extensible • Security based on Metadata and • Real time updates • Integrated with workflow attributes • Automatic Data Conflict • Factors in authoritativeness • Transaction logging and rollback Resolution and Reconciliation • Bulk Import/Export into hub Master Data Metadata High Speed Merge/Match Enterprise integration • Entity tagging Engine • Thin client capable • Entity prioritization • Ad-hoc real-time lookups • Office thick client available • Lineage • Bulk capabilities • SharePoint integration • Impact Analysis • Third party data integration • Easier on-boarding • Referential Tracking • Diff/Update capable • Third party application • Descriptions, Usages, Custom • Cross mode results compatible integration • Federated aggregation
  • 25. Process agnostic central repository for master data that is highly available to organization Allows us to build multiple dimensions from complete representation of the master data from department or organization Web based UI and security model enables users to have very limited update permissions without providing access to sensitive data. Server based data provides organization with access to master data 24/7
  • 26. AS is great at BI analytics Cross dimension analysis Slicing, dicing, aggregations Usually requires a cube context AS not good at managing change Core engine not optimized for edits Write-back possible, but difficult to audit, manage & surface No workflow, notifications, business rules, auditing, stewardship UI, fuzzy matching
  • 27. MDS provides the ability to manage hierarchies, using explicitly (arbitrary) relationships or derived from data Provide attributes and attribute groups at parent and child nodes Slowly changing dimension semantics Allows for the automatic and accurate creation of hierarchy paths based on attribute relationships Enforces the structure and security of the hierarchy by preventing inaccurate relationship assignments This provides business intelligence users with a wide array of possible dimensions
  • 28. Benefits Manage multiple versions without cluttering individual BI application ie AS, PPS , TM1, Cognos Planning Version flag Support effective dates Analysis Services Permit multiple snapshots of dimensions Used for VSCD (very slowly changing dims) Customer2007, Customer 2008, Customer
  • 29. Benefits We provide robust business rule engine and workflow to maintain data quality for dimensions. Transaction Management & Auditing Analysis Services Clean up the data presented to the business Flag problems in records Automatically categorize entities
  • 30. SQL Server Analysis Services SQL Server Integration Services Excel & SQL Server Reporting Services Planning Applications LOBI/BDC Integration
  • 31. Traditional BI AS & SSIS loads warehouse Source SSIS DW MDS AS loaded from WH MDS from WH Dimensions Mastered BI SSIS loads MDS WH Dimensions loaded from MDS AS loaded from WH Source SSIS MDS WH AS
  • 32. demo
  • 33. Central management of dimensions Product, Cost Center, Chart of Accounts, Customer, others…. Audit-ability / Trace-ability Tracking of changes by user, time and other change details Version control Preservation of past dimension versions and comparison highlights among versions Promotion of new versions to subscribing systems and notification of version changes to users Integration with OLAP, ERP and data warehouse
  • 35. Ing. Eduardo Castro, PhD ecastro@grupoasesor.net