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Master Data Management
and Data Warehousing
Zahra Mansoori
1
1. Preference
2
IT landscape growth
3
Impeding initiatives of:
Customer relationship management (CRM)
Enterprise resource planning (ERP)
Supply chain management (SCM)
Corrupting analytics
Costing corporations billions of dollars a year
IT landscapes have grown into complex arrays of different systems,
applications, and technologies over the last several decades
and creates significant data problems
Fragmented inconsistent Product data
defects
Slows time-to-market
Creates supply chain
inefficiencies
Weaker than expected market
penetration and
drives up the cost of compliance
4
Hides revenue recognition
Introduces risk
Creates sales inefficiencies
Misguided marketing
campaigns and
lost customer loyalty
A critical question arises
How do you get from a
thousand points of data
entry to a single view of
the business?
5
We are going to answer this question…
2. Introduction to MDM
6
Master Data Management (MDM)
7
A combination of Applications and Technologies
To Consolidates, Cleans, and Augments corporate master
data
Synchronizes with all Applications, Business Processes,
and Analytical Tools
Master data is the critical business information supporting
the Transactional and Analytical operations of the enterprise
Master Data Management (MDM)
Characteristics
Master data management has two architectural components:
•The technology to profile, consolidate and synchronize the master data across the
enterprise
•The applications to manage, cleanse, and enrich the structured and unstructured master
data
Integrate with modern service oriented architectures (SOA)
•And bring the clean corporate master data to the applications and processes that run the
business
Integrate with data warehouses and the business intelligence (BI) systems
•Bring the right information in the right form to the right person at the right time
Support data governance
•Enables orchestrated data stewardship across the enterprise
8
3. Enterprise Data
9
Enterprise Data
Transactional
Data
Analytical
Data
Master Data Metadata
10
Transactional Data : OLTP
• Significant amounts of data caused by a company’s
operations:
 Sales, service, order management, manufacturing, purchasing,
billing, accounts receivable and accounts payable
• The objects of the transaction are the customer and the
product
• Data stores in
tables
• Support high volume low latency access and update
• Master data solution is called:
11
Analytical Data: OLAP
• Support a company’s decision making
• Identify
 Churn, profitability, and marketing segmentation
 Suppliers categorization based on performance, for better supply
chain decisions
 Product behavior over long periods to identify failure patterns
• Data is stored in large data warehouses and possibly
smaller data marts with table structures
• Data stores in tables
• Master data solution is called:
 Lack the ability to influence operational systems
12
Master Data:
A Single Version Of The Truth
• Master Data represents
 Business objects that are shared across more than one
transactional application
 Key dimensions around which analytics are done
• Must support high volume transaction rates
13
Master Data Hub (Also called Dimensions)
Master
Data Hub
Credit
Database
Campaign
Data Mart
Marketing
Department
Transactional
ODS
Sales
Department
Customer
EDW
Product
Master
Account
Master
14
Enterprise MDM
• Maximum business value comes from managing both
and master data
• Operational data cleansing:
 improves the operational efficiencies of the applications and the
business process
• Analytical analysis:
 true representations of how the business is actually running
• The insights realized through analytical processes, are
made available to the operational side of the business
15
4. Data Warehouse
16
Data Warehousing
• Somewhat similar to a water purification system.
• Water with different chemical composition is collected
from various sources.
• specific cleaning and disinfection methods are applied
for each case of water source
• Water delivered to the consumers meets strict quality
standards
17
Evolution of OLTP and OLAP
understandings 18
ETL
(Extraction, Transformation, and
Loading )
• main objective of ETL is to extract data from multiple
sources to bring them to a consistent form and load to
the DW
19
Six layers of DW architecture 20
ETL 21
Six layers of DW architecture - SRD 22
SRD vs. ETL
• can be simply called , as well as the system of extraction,
transformation, and loading on the second layer
• To emphasize the differences from , are sometimes called
• tasks of differ significantly from the tasks of , namely,
sampling, restructuring, and data delivery ( - Sample,
Restructure, Deliver)
extracts data from a variety of external systems, but selects
data from a single DW
receives inconsistent data that are to be converted to a common
format, but has to deal with purified data
loads data into a central DW, but shall deliver the data in
different data marts in accordance with the rights of access, delivery
schedule and requirements for the information set
23
Six layers of DW architecture – Data Marts 24
The data warehouse bus architecture
Showing a series of data marts connecting to the conformed dimensions of the
enterprise 25
5. Information
Architecture
26
Contents
1. Operational Application
2. Analytical Systems
3. Ideal Information Architecture
27
4.1. Operational Application
• Heterogeneous Applications
• Transactional data exists in the
applications local data store
• Data needs to be synchronized
in order to
28
The 𝒏𝟐
Integration Problem
• complexity grows geometrically
with the number of applications
• Some companies have been
known to call their data center
connection diagram a “hair ball”
• IT projects can grind to a halt
• costs quickly become prohibitive
29
This problem literally drove the
creation of Enterprise
Application Integration (EAI)
technology
Enterprise Application Integration
(EAI)
or
• Uses a metadata driven approach
to synchronizing the data across
the operational applications at
runtime
 Information about what data needs
to move
 When it needs to move
 What rules to follow as it moves
 What error recovery processes to
use, etc.
is stored in the metadata repository
of the EAI tool
30
Service Oriented Architecture
(SOA)
• The features and functions of the
applications are exposed as shared
services using standardized
interfaces
• End-to-end business processes by
a technique called
• The Data Quality Problem still
remains
31
4.2. Analytical Systems
• Data warehousing to as a single view of the truth
32
Composed of three key components:
The Data Warehouse and subsidiary Data Marts
Tools to Extract data from the operational systems,
Transform it for the data warehouse, and Load it into
the data warehouse (ETL)
Business Intelligence tools to analyze the data in
the data warehouse
Enterprise Data Warehousing
(EDW) and Data Marts
• Carries transaction history from operational applications
including key dimensions such as
 Customer
 Product
 Asset
 Supplier
 Location
33
Business Intelligence (BI)
34
Data Quality Problem still remains
4.3. Ideal Information Architecture 35
Master Data Management
Component placed Between The
Operational And Analytical Sides, And
Is Connected To All The Transactional
Systems Via The EAI Technology
36
ETL is used to connect the
Master Data to the OLAP and
OLTP
4.3. Ideal Information Architecture
37
4.3. Ideal Information Architecture
Master data represents many of the
Major Dimensions supported in the
Data Warehouse
References
I. David Butler, Bob Stackowiak, “Master Data
Management, An Oracle White Paper”, June 2009
II. Ralph Kimball, Margy Ross, “The Kimball Group
Reader: Relentlessly Practical Tools for Data
Warehousing and Business Intelligence”, Wiley
Publications, March 2010
III. Sabir Asadullaev ,Learning course Data warehouse
architectures and development strategy, Open Group
40

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Master data management and data warehousing

  • 1. Master Data Management and Data Warehousing Zahra Mansoori 1
  • 3. IT landscape growth 3 Impeding initiatives of: Customer relationship management (CRM) Enterprise resource planning (ERP) Supply chain management (SCM) Corrupting analytics Costing corporations billions of dollars a year IT landscapes have grown into complex arrays of different systems, applications, and technologies over the last several decades and creates significant data problems
  • 4. Fragmented inconsistent Product data defects Slows time-to-market Creates supply chain inefficiencies Weaker than expected market penetration and drives up the cost of compliance 4 Hides revenue recognition Introduces risk Creates sales inefficiencies Misguided marketing campaigns and lost customer loyalty
  • 5. A critical question arises How do you get from a thousand points of data entry to a single view of the business? 5 We are going to answer this question…
  • 7. Master Data Management (MDM) 7 A combination of Applications and Technologies To Consolidates, Cleans, and Augments corporate master data Synchronizes with all Applications, Business Processes, and Analytical Tools Master data is the critical business information supporting the Transactional and Analytical operations of the enterprise
  • 8. Master Data Management (MDM) Characteristics Master data management has two architectural components: •The technology to profile, consolidate and synchronize the master data across the enterprise •The applications to manage, cleanse, and enrich the structured and unstructured master data Integrate with modern service oriented architectures (SOA) •And bring the clean corporate master data to the applications and processes that run the business Integrate with data warehouses and the business intelligence (BI) systems •Bring the right information in the right form to the right person at the right time Support data governance •Enables orchestrated data stewardship across the enterprise 8
  • 11. Transactional Data : OLTP • Significant amounts of data caused by a company’s operations:  Sales, service, order management, manufacturing, purchasing, billing, accounts receivable and accounts payable • The objects of the transaction are the customer and the product • Data stores in tables • Support high volume low latency access and update • Master data solution is called: 11
  • 12. Analytical Data: OLAP • Support a company’s decision making • Identify  Churn, profitability, and marketing segmentation  Suppliers categorization based on performance, for better supply chain decisions  Product behavior over long periods to identify failure patterns • Data is stored in large data warehouses and possibly smaller data marts with table structures • Data stores in tables • Master data solution is called:  Lack the ability to influence operational systems 12
  • 13. Master Data: A Single Version Of The Truth • Master Data represents  Business objects that are shared across more than one transactional application  Key dimensions around which analytics are done • Must support high volume transaction rates 13
  • 14. Master Data Hub (Also called Dimensions) Master Data Hub Credit Database Campaign Data Mart Marketing Department Transactional ODS Sales Department Customer EDW Product Master Account Master 14
  • 15. Enterprise MDM • Maximum business value comes from managing both and master data • Operational data cleansing:  improves the operational efficiencies of the applications and the business process • Analytical analysis:  true representations of how the business is actually running • The insights realized through analytical processes, are made available to the operational side of the business 15
  • 17. Data Warehousing • Somewhat similar to a water purification system. • Water with different chemical composition is collected from various sources. • specific cleaning and disinfection methods are applied for each case of water source • Water delivered to the consumers meets strict quality standards 17
  • 18. Evolution of OLTP and OLAP understandings 18
  • 19. ETL (Extraction, Transformation, and Loading ) • main objective of ETL is to extract data from multiple sources to bring them to a consistent form and load to the DW 19
  • 20. Six layers of DW architecture 20
  • 22. Six layers of DW architecture - SRD 22
  • 23. SRD vs. ETL • can be simply called , as well as the system of extraction, transformation, and loading on the second layer • To emphasize the differences from , are sometimes called • tasks of differ significantly from the tasks of , namely, sampling, restructuring, and data delivery ( - Sample, Restructure, Deliver) extracts data from a variety of external systems, but selects data from a single DW receives inconsistent data that are to be converted to a common format, but has to deal with purified data loads data into a central DW, but shall deliver the data in different data marts in accordance with the rights of access, delivery schedule and requirements for the information set 23
  • 24. Six layers of DW architecture – Data Marts 24
  • 25. The data warehouse bus architecture Showing a series of data marts connecting to the conformed dimensions of the enterprise 25
  • 27. Contents 1. Operational Application 2. Analytical Systems 3. Ideal Information Architecture 27
  • 28. 4.1. Operational Application • Heterogeneous Applications • Transactional data exists in the applications local data store • Data needs to be synchronized in order to 28
  • 29. The 𝒏𝟐 Integration Problem • complexity grows geometrically with the number of applications • Some companies have been known to call their data center connection diagram a “hair ball” • IT projects can grind to a halt • costs quickly become prohibitive 29 This problem literally drove the creation of Enterprise Application Integration (EAI) technology
  • 30. Enterprise Application Integration (EAI) or • Uses a metadata driven approach to synchronizing the data across the operational applications at runtime  Information about what data needs to move  When it needs to move  What rules to follow as it moves  What error recovery processes to use, etc. is stored in the metadata repository of the EAI tool 30
  • 31. Service Oriented Architecture (SOA) • The features and functions of the applications are exposed as shared services using standardized interfaces • End-to-end business processes by a technique called • The Data Quality Problem still remains 31
  • 32. 4.2. Analytical Systems • Data warehousing to as a single view of the truth 32 Composed of three key components: The Data Warehouse and subsidiary Data Marts Tools to Extract data from the operational systems, Transform it for the data warehouse, and Load it into the data warehouse (ETL) Business Intelligence tools to analyze the data in the data warehouse
  • 33. Enterprise Data Warehousing (EDW) and Data Marts • Carries transaction history from operational applications including key dimensions such as  Customer  Product  Asset  Supplier  Location 33
  • 34. Business Intelligence (BI) 34 Data Quality Problem still remains
  • 35. 4.3. Ideal Information Architecture 35 Master Data Management Component placed Between The Operational And Analytical Sides, And Is Connected To All The Transactional Systems Via The EAI Technology
  • 36. 36 ETL is used to connect the Master Data to the OLAP and OLTP 4.3. Ideal Information Architecture
  • 37. 37 4.3. Ideal Information Architecture Master data represents many of the Major Dimensions supported in the Data Warehouse
  • 38. References I. David Butler, Bob Stackowiak, “Master Data Management, An Oracle White Paper”, June 2009 II. Ralph Kimball, Margy Ross, “The Kimball Group Reader: Relentlessly Practical Tools for Data Warehousing and Business Intelligence”, Wiley Publications, March 2010 III. Sabir Asadullaev ,Learning course Data warehouse architectures and development strategy, Open Group 40