Improve Master Data Quality with Excel and SharePoint
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Improve Master Data Quality with Excel and SharePoint

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Business user tools such as Excel and SharePoint can be utilized to improve processes for master data creation and maintenance. Power users in the business can create web forms and spreadsheets for ...

Business user tools such as Excel and SharePoint can be utilized to improve processes for master data creation and maintenance. Power users in the business can create web forms and spreadsheets for data collection and validation. Combined with automated workflows, these provide the business with transformed processes for ongoing data governance. In this session, it will be discussed how to quickly improve data quality with lightweight and cost-effective solutions, employing a bottom-up approach that will yield immediate results.

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Improve Master Data Quality with Excel and SharePoint Improve Master Data Quality with Excel and SharePoint Presentation Transcript

  • Improve master data quality with Excel and SharePoint Kristian Kalsing Director of Solution Management, Winshuttle
  • EVERYTHING DEPENDS ON MASTER DATA 2 Master Data is the strength of the data foundation that runs the enterprise Errors and omissions in master data Operational problems Suboptimal decision-making Reporting Transactional Data Master Data Costing millions in both lost opportunities and having to rectify mistakes
  • BUSINESS VALUE IMPACT 3 Wrong suffixes in delivery address street names were costing extra charges from delivery companies. Cost Driver: Dirty Data
  • Net Impact Company incurred $2Mper annum for bad shipping addresses. extra charges BUSINESS VALUE IMPACT 4 Wrong suffixes in delivery address street names were costing extra charges from delivery companies. Cost Driver: Dirty Data
  • BUSINESS VALUE IMPACT 5 Lack of data validation and process review results in incorrect units of measure for consumer products. Cost Driver: Dirty Data
  • BUSINESS VALUE IMPACT 6 Cost Driver: Dirty Data Net Impact Company’s delivery trucks being turned around at state border crossings due to being overloaded doubling delivery expenses with each turn around. Lack of data validation and process review results in incorrect units of measure for consumer products.
  • LEARNING POINTS  What is a Pace-Layered Application Strategy and why should we embrace it for master data?  Why use Excel and SharePoint?  Which master data pain points can we address with Excel and SharePoint?
  • 8 Demand Capacity Business Leaders IT/Apps Leader CFO “Spend Less!” “We need it now!” “We have an 18-month backlog!” IT BACKLOG CONSTRAINING THE BUSINESS
  • POSTMODERN ERP Develop a Strategic Road Map for Postmodern ERP in 2013 and Beyond Recommendations:  “Create a business-driven and agile ERP strategy.”  “Use Gartner's Pace-Layered Application Strategy to codify the functionality into systems of innovation, differentiation and record.” Gartner Research Publication #G00252735
  • What is a Pace-Layered Application Strategy and why should we embrace it for master data?
  • PACE LAYERING “The fast parts learn, propose, and absorb shocks; the slow parts remember, integrate, and constrain.“ -Steward Brand, The Long Now Foundation
  • PACE-LAYERED APPLICATION STRATEGY Built to Last Built to Change An acceptance of continuous change as the “new normal” is key to improving business performance today… IT’s traditional focus on “built to last” is being replaced by a process-enabled focus on “built to change”
  • 1 Material Vendor Customer Financial Partner Function Classification Credit Limit Vendor Info Record Work Center Company CodeBOMUnit of Measure Source List Production Version Storage Bin Location Forecast Parameter Storage TypeRecipe Terms Code Routing Warehouse Data How deep is your master data problem? Many master data processes are systems of differentiation or innovation
  • There is an ever increasing number of Business Developer tools and platforms available in the market. Why use Excel and SharePoint?
  • TWO WORLDS – PEOPLE AND PROCESS Get specs from customer Validate specs with Tech Sales Estimate custom design Cost out the solution Decide discount strategy Assemble proposed response Approve proposed response Unstructured Qualified? Retire Lead Closed? Complete Sale Create Invoice CRM ERP Create Lead Create Oppt’y Create Quote Structured
  • EXCEL AND SHAREPOINT Why use Excel and SharePoint?  Excel and SharePoint are already widespread and familiar business user tools.  Easier to make UI changes.  Minimize technology footprint and leverage existing investments in SAP and Microsoft products.  Reduced time-to-value.
  • Which master data pain points can we address with Excel and SharePoint?
  • USE CASES FOR EXCEL AND SHAREPOINT SAP SAP Mass maintenance Active data governance
  • PAIN POINT: DATA ENTRY AND VALIDATION
  • PAIN POINT: DATA COLLECTION AND APPROVAL New vendor is requested Manager reviews Accounting adds data Upload to SAP
  • ACCELERATING MASTER DATA MATURITY 2 Standardized and automated processes Limited automated processes and manual data maintenance Tactical Strategic MasterDatamaturity Organizational focus on Master Data Desktop Eliminate manual data entry and free up valuable resources Capabilities • Mass maintenance in Excel • Ad-hoc queries to Excel or Access Workgroup Broader rollout to the business without compromising governance Capabilities • All Desktop capabilities • Basic workflows on Excel files • Governance and administration Enterprise Full automation of end-to- end processes for master data creation and modification Capabilities • All Workgroup capabilities • Web forms • Custom workflows for web forms and Excel files • Server-based execution • Process analytics
  • KEY LEARNINGS  Adopting Gartner’s Pace-Layered Application Strategy provides more agility and flexibility and can help reduce the IT backlog.  Excel and SharePoint are familiar and widely deployed front-ends for systems of differentiation and innovation.  Solving pain points around mass maintenance, data entry and data collection is “low hanging fruit.”
  • THANK YOU FOR PARTICIPATING Follow Kristian Kalsing on @kalsing and Winshuttle on @winshuttle.