Master Data Management Compiled by Sung Kuan [email_address] Disclaimers

What is MDM? It is a systematic approach to clean up customer data so that business can managed efficiently and grow effectively. It help business to move towards “single version of truth about the customers” The strategy, architecture and technology deals with customer data constitute known as Customer Data Integration or CDI.

It is a systematic approach to clean up customer data so that business can managed efficiently and grow effectively.

It help business to move towards “single version of truth about the customers”

The strategy, architecture and technology deals with customer data constitute known as Customer Data Integration or CDI.

Why MDM? Regulatory compliance Privacy and data protection Safety and security Meaningful data mining You can’t control what you don’t know You can’t measure what you don’t control

Regulatory compliance

Privacy and data protection

Safety and security

Meaningful data mining

You can’t control what you don’t know

You can’t measure what you don’t control

Courting Strategy Start small and demonstrate value Look for business drivers that give the most benefits and ‘quick win’ Explore the ideas and gather feedbacks Identify the service, its level, its costs, its limitations, its potential, its stakeholders Craft a story aka draft business proposal Propose to do a pilot before full implementation. If pilot fails, the project is better to be terminated as the organization is not ready.

Start small and demonstrate value

Look for business drivers that give the most benefits and ‘quick win’

Explore the ideas and gather feedbacks

Identify the service, its level, its costs, its limitations, its potential, its stakeholders

Craft a story aka draft business proposal

Propose to do a pilot before full implementation. If pilot fails, the project is better to be terminated as the organization is not ready.

How to propose MDM? (high level) CEO and senior management commitment Understand the business drivers Understand the resource requirements Understand the strategic risks Provide estimate of the benefits e.g. reduce workload, more sales, reduce costs Output: Board Approved Business Plan

CEO and senior management commitment

Understand the business drivers

Understand the resource requirements

Understand the strategic risks

Provide estimate of the benefits e.g. reduce workload, more sales, reduce costs

Output: Board Approved Business Plan

How to propose MDM? (middle level) Provide training to project team so as to establish common lingo and working styles Define goals and objectives of project Set boundaries and rules of engagement Plan and keep agreement sacred Output: Business Approved Project Plan

Provide training to project team so as to establish common lingo and working styles

Define goals and objectives of project

Set boundaries and rules of engagement

Plan and keep agreement sacred

Output: Business Approved Project Plan

How to propose MDM? (low level) Conduct risk assessment or ‘operationally what can go wrong’? Reduce risk, if not apply compensatory control Optimize work breakdown structure Plan regular and consistent project reviews Output: Team Agreed Implementation Plan

Conduct risk assessment or ‘operationally what can go wrong’?

Reduce risk, if not apply compensatory control

Optimize work breakdown structure

Plan regular and consistent project reviews

Output: Team Agreed Implementation Plan

How to do MDM Architectural considerations Data control considerations Customer integration considerations Measure the benefits / values / savings

Architectural considerations

Data control considerations

Customer integration considerations

Measure the benefits / values / savings

Architectural Considerations Meta-data driven Service Oriented Architecture – Reference Architecture Viewpoint ER diagram Data Governance

Meta-data driven Service Oriented Architecture – Reference Architecture Viewpoint

ER diagram

Data Governance

Data Control Considerations Risk Taxonomy (transaction, reputation, strategic & compliance) End to End Security Access (XACML, User provisioning & entitlements) Nonrepudiation Visible Security Architecture

Risk Taxonomy (transaction, reputation, strategic & compliance)

End to End Security

Access (XACML, User provisioning & entitlements)

Nonrepudiation

Visible Security Architecture

Customer Identification Considerations Use unique attributes to minimize matching errors along with discrimination attributes (e.g. match first_name, last_name, birthday, social security number to identify an individual) Define matching rules Understand Effect of Chaining

Use unique attributes to minimize matching errors along with discrimination attributes (e.g. match first_name, last_name, birthday, social security number to identify an individual)

Define matching rules

Understand Effect of Chaining

Measure & Evaluate The objective is to provide assurance that benefits are realized, if not what went wrong and what went right. Review the financial figures presented in business case, project plan and determine if it exceeded expectations or not. Identify soft benefits e.g. improve morale, less stress, increase compliments, reduce complaints, less sick leave etc

The objective is to provide assurance that benefits are realized, if not what went wrong and what went right.

Review the financial figures presented in business case, project plan and determine if it exceeded expectations or not.

Identify soft benefits e.g. improve morale, less stress, increase compliments, reduce complaints, less sick leave etc

Summary

Disclaimers This slides is for my personal understanding only and will not be 100% accurate but please feel to use it for your work. Your feedback is most welcome to improve on it.

This slides is for my personal understanding only and will not be 100% accurate but please feel to use it for your work.

Your feedback is most welcome to improve on it.

Reference Berson, A. & Dubov, L. (2007). Master Data Management and Customer Data Integration for a Global Enterprise. United States of America: McGraw Hill ITGI. (2007). IT Governance Implementation Guide 2 nd Edition. http://www.isaca.org/Template.cfm?Section=Home&Template=/ContentManagement/ContentDisplay.cfm&ContentID=32290

Berson, A. & Dubov, L. (2007). Master Data Management and Customer Data Integration for a Global Enterprise. United States of America: McGraw Hill

ITGI. (2007). IT Governance Implementation Guide 2 nd Edition. http://www.isaca.org/Template.cfm?Section=Home&Template=/ContentManagement/ContentDisplay.cfm&ContentID=32290

Reference Architecture Viewpoint

Visible Security Architecture