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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...
BUSINESS VALUE IMPACT
3
Wrong suffixes in delivery
address street names were
costing extra charges from
delivery companies...
Net Impact
Company incurred
$2Mper annum for bad shipping
addresses.
extra
charges
BUSINESS VALUE IMPACT
4
Wrong suffixes ...
BUSINESS VALUE IMPACT
5
Lack of data validation and
process review results in
incorrect units of measure
for consumer prod...
BUSINESS VALUE IMPACT
6
Cost Driver: Dirty Data
Net Impact
Company’s delivery trucks being
turned around at state border
c...
LEARNING POINTS
 What is a Pace-Layered Application Strategy and why
should we embrace it for master data?
 Why use Exce...
8
Demand Capacity
Business Leaders IT/Apps Leader
CFO
“Spend
Less!”
“We need it
now!”
“We have an
18-month
backlog!”
IT BA...
POSTMODERN ERP
Develop a Strategic Road Map
for Postmodern ERP in 2013
and Beyond
Recommendations:
 “Create a business-dr...
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.“
-Stew...
PACE-LAYERED APPLICATION STRATEGY
Built to Last
Built to Change
An acceptance of continuous change as the “new normal” is ...
1
Material Vendor Customer Financial
Partner Function
Classification
Credit Limit
Vendor Info Record
Work Center
Company C...
There is an ever increasing number of
Business Developer tools and platforms
available in the market.
Why use
Excel and Sh...
TWO WORLDS – PEOPLE AND PROCESS
Get specs
from
customer
Validate specs
with Tech
Sales
Estimate
custom
design
Cost out
the...
EXCEL AND SHAREPOINT
Why use Excel and SharePoint?
 Excel and SharePoint are already widespread and
familiar business use...
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
maint...
KEY LEARNINGS
 Adopting Gartner’s Pace-Layered Application Strategy
provides more agility and flexibility and can help re...
THANK YOU FOR PARTICIPATING
Follow Kristian Kalsing on @kalsing
and Winshuttle on @winshuttle.
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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 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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Transcript of "Improve Master Data Quality with Excel and SharePoint"

  1. 1. Improve master data quality with Excel and SharePoint Kristian Kalsing Director of Solution Management, Winshuttle
  2. 2. 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
  3. 3. BUSINESS VALUE IMPACT 3 Wrong suffixes in delivery address street names were costing extra charges from delivery companies. Cost Driver: Dirty Data
  4. 4. 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
  5. 5. BUSINESS VALUE IMPACT 5 Lack of data validation and process review results in incorrect units of measure for consumer products. Cost Driver: Dirty Data
  6. 6. 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.
  7. 7. 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. 8. 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
  9. 9. 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
  10. 10. What is a Pace-Layered Application Strategy and why should we embrace it for master data?
  11. 11. PACE LAYERING “The fast parts learn, propose, and absorb shocks; the slow parts remember, integrate, and constrain.“ -Steward Brand, The Long Now Foundation
  12. 12. 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”
  13. 13. 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
  14. 14. There is an ever increasing number of Business Developer tools and platforms available in the market. Why use Excel and SharePoint?
  15. 15. 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
  16. 16. 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.
  17. 17. Which master data pain points can we address with Excel and SharePoint?
  18. 18. USE CASES FOR EXCEL AND SHAREPOINT SAP SAP Mass maintenance Active data governance
  19. 19. PAIN POINT: DATA ENTRY AND VALIDATION
  20. 20. PAIN POINT: DATA COLLECTION AND APPROVAL New vendor is requested Manager reviews Accounting adds data Upload to SAP
  21. 21. 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
  22. 22. 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.”
  23. 23. THANK YOU FOR PARTICIPATING Follow Kristian Kalsing on @kalsing and Winshuttle on @winshuttle.
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