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Improving Quality and Adoption –
Introducing EIM with SQL Server 2012
About Perficient




Perficient is a leading information technology consulting firm serving
clients throughout North America.

We help clients implement business-driven technology solutions that
integrate business processes, improve worker productivity, increase
customer loyalty and create a more agile enterprise to better respond
to new business opportunities.
PRFT Profile
   Founded in 1997

   Public, NASDAQ: PRFT

   2011 Revenue of $260 million

   20 major market locations throughout North America
     — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland,
       Columbus, Dallas, Denver, Detroit, Fairfax, Houston,
       Indianapolis, Minneapolis, New Orleans, Philadelphia, San
       Francisco, San Jose, St. Louis and Toronto


   1,800+ colleagues

   Dedicated solution practices

   600+ enterprise clients (2011) and 85% repeat business
    rate

   Alliance partnerships with major technology vendors

   Multiple vendor/industry technology and growth awards
Our Solutions Expertise & Services

Business-Driven Solutions              Perficient Services
• Enterprise Portals                    End-to-End Solution Delivery
• SOA and Business Process              IT Strategic Consulting
  Management                            IT Architecture Planning
• Business Intelligence                 Business Process & Workflow
• User-Centered Custom Applications       Consulting
• CRM Solutions                         Usability and UI Consulting
• Enterprise Performance Management     Custom Application Development
• Customer Self-Service                 Offshore Development
• eCommerce & Product Information       Package Selection, Implementation
  Management                              and Integration
• Enterprise Content Management         Architecture & Application Migrations
• Industry-Specific Solutions           Education
• Mobile Technology
• Security Assessments
                       Perficient brings deep solutions expertise and offers
                       a complete set of flexible services to help clients
                       implement business-driven IT solutions                  4
Our Speaker

Duane Schafer
• Manages the National Microsoft BI Practice at Perficient.
• 16 years experience in providing guidance and thought
  leadership to his clients in the area of Enterprise
  Information Management, Business Intelligence and
  Data Warehousing.
• Provided services ranging from Enterprise Data
  Warehouse architecture to EIM strategy and has worked
  with several Fortune 500 companies.




                                                                        5
Agenda

 Base Assumptions
   Quality is important

 What is EIM?
  • Gartner definition and functions

 Exploring the EIM services within SQL Server
  • DQS - Data Quality Services
  • MDS – Master Data Services

 Recap


                                                      6
EIM Poll




           7
Perficient’s Microsoft Practices


                        Microsoft
                          NBU



                         Business
    SharePoint         Intelligence                  Cloud
                      (Duane Schafer)

•   Content       •    Dashboards            •   Scalability
•   Sites         •    Scorecards            •   Time to market
•   Communities   •    OLAP                  •   DAC support
•   Composites    •    DW                    •   Tenancy
•   Insights      •    Integration           •   Integration
•   Search        •    MDM / DQS             •   Reporting
•   Security      •    Security              •   Security
                                                                  8
Base Assumption #1


• A major issue is access to relevant and reliable data.




Source: Information Week Reports, 2011
Base Assumption #2


• Data Quality issues affect BI adoption.




Source: Information Week Reports, 2011
Base Assumption #3


• Data Quality issues drive interest in MDM.




Source: Information Week Reports, 2011
Gartner EIM Definition


• Enterprise Information Management (EIM) is an
  integrative discipline for structuring, describing and
  governing information assets regardless of
  organizational and technological boundaries to
  improve operational efficiency, promote
  transparency and enable business insight.

              - From Gartner Group, BI Summit 2007
What does it mean?


“Really long definition… “


• EIM maturity model?         Ignore it for now…
 • Master data stewards?      Ignore that for now…
 • Master Blaster?            Wrong movie…


• Definition implies an EIM program (with
  technologies) is needed…
EIM Definition revisited
EIM Service Layers


• Collaboration                Share/Search                KM
• Delivery                   Traditional BI            SSBI
• IQ Governance         Data Quality          Master Data
• Analytic                          OLAP                Predictive
• Integration                       ETL              CEP      SOA
• Storage                    OLTP             DW           OLAP

  Note – there is no implication of ‘service layer’ maturity here,
  however our EIM program is now more mature because we’ve
  defined additional layers.
What is DQS?

• DQS is a knowledge-driven solution that provides both
  computer-assisted and interactive ways to manage the integrity
  and quality of your data.

        Data Cleansing
        Matching
        Reference Data Services
        Profiling
        Monitoring
        Knowledge Management (built from domains)



                                                                   16
What is the DQS process?




                     17
What are the DQS components?
     Server                                Client




Note – If you have SharePoint, you have SQL Server. If it’s SQL 2012,
you have DQS.
                                                                   18
What does DQS look like?




                           19
DQS – Main Page




             20
DQS – Domain Management




                     21
DQS – Domain Management




                     22
DQS - Profiling




            23
DQS - Quality




          24
DQS - Administration




                 25
DQS - Integration




              26
DQS - Integration




              27
DQS Architecture




             28
What is MDS?

• MDS is a service that allows an organization to consistently
  define and manage their master data. (i.e. non-transactional)


       Build the model
          Models, Entities, Attributes (base components)
          Hierarchies, Attribute Groups, Collections (complex components)
       Enhance the model
          Business rules, Approval Workflows
       Map data to the model
       Maintain the model
       Expose data from the model

                                                                             29
What is the MDS process?




                     30
What are the MDS components?
     Server                                Clients




Note – If you have SharePoint, you have SQL Server. If it’s SQL 2012,
you have MDS.
                                                                   31
What does MDS look like?




Demo Time!




                          32
MDS – Explore model




                33
MDS – Attribute Groups




                   34
MDS – Hierarchies




              35
MDS – Collections




              36
MDS – Build model




              37
MDS – Business Rules




                 38
MDS – Business Rules




                 39
MDS – Integration




              40
MDS – Views




         41
MDS – Views




         42
MDS Architecture




             43
What did we just see?

 Introduced a simpler definition of EIM
    • i.e. “A set of functions we should be good at.”
 Described ‘major’ service layers of EIM
 Filled the last major technology gap to EIM implementation
    • “Information Quality Governance”

 Increased visibility into data issues (increase quality)


 Empowered the business (increase adoption)

                                                               44
New Features that Contribute to BI Solutions




                                          45
Thank You!




   Contact: Duane Schafer
        314.971.4663
Duane.Schafer@perficient.com




                               46

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Improving Quality and Adoption: EIM SQL Server 2012

  • 1. Improving Quality and Adoption – Introducing EIM with SQL Server 2012
  • 2. About Perficient Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities.
  • 3. PRFT Profile  Founded in 1997  Public, NASDAQ: PRFT  2011 Revenue of $260 million  20 major market locations throughout North America — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, St. Louis and Toronto  1,800+ colleagues  Dedicated solution practices  600+ enterprise clients (2011) and 85% repeat business rate  Alliance partnerships with major technology vendors  Multiple vendor/industry technology and growth awards
  • 4. Our Solutions Expertise & Services Business-Driven Solutions Perficient Services • Enterprise Portals  End-to-End Solution Delivery • SOA and Business Process  IT Strategic Consulting Management  IT Architecture Planning • Business Intelligence  Business Process & Workflow • User-Centered Custom Applications Consulting • CRM Solutions  Usability and UI Consulting • Enterprise Performance Management  Custom Application Development • Customer Self-Service  Offshore Development • eCommerce & Product Information  Package Selection, Implementation Management and Integration • Enterprise Content Management  Architecture & Application Migrations • Industry-Specific Solutions  Education • Mobile Technology • Security Assessments Perficient brings deep solutions expertise and offers a complete set of flexible services to help clients implement business-driven IT solutions 4
  • 5. Our Speaker Duane Schafer • Manages the National Microsoft BI Practice at Perficient. • 16 years experience in providing guidance and thought leadership to his clients in the area of Enterprise Information Management, Business Intelligence and Data Warehousing. • Provided services ranging from Enterprise Data Warehouse architecture to EIM strategy and has worked with several Fortune 500 companies. 5
  • 6. Agenda  Base Assumptions  Quality is important  What is EIM? • Gartner definition and functions  Exploring the EIM services within SQL Server • DQS - Data Quality Services • MDS – Master Data Services  Recap 6
  • 8. Perficient’s Microsoft Practices Microsoft NBU Business SharePoint Intelligence Cloud (Duane Schafer) • Content • Dashboards • Scalability • Sites • Scorecards • Time to market • Communities • OLAP • DAC support • Composites • DW • Tenancy • Insights • Integration • Integration • Search • MDM / DQS • Reporting • Security • Security • Security 8
  • 9. Base Assumption #1 • A major issue is access to relevant and reliable data. Source: Information Week Reports, 2011
  • 10. Base Assumption #2 • Data Quality issues affect BI adoption. Source: Information Week Reports, 2011
  • 11. Base Assumption #3 • Data Quality issues drive interest in MDM. Source: Information Week Reports, 2011
  • 12. Gartner EIM Definition • Enterprise Information Management (EIM) is an integrative discipline for structuring, describing and governing information assets regardless of organizational and technological boundaries to improve operational efficiency, promote transparency and enable business insight. - From Gartner Group, BI Summit 2007
  • 13. What does it mean? “Really long definition… “ • EIM maturity model?  Ignore it for now… • Master data stewards?  Ignore that for now… • Master Blaster?  Wrong movie… • Definition implies an EIM program (with technologies) is needed…
  • 15. EIM Service Layers • Collaboration Share/Search KM • Delivery Traditional BI SSBI • IQ Governance Data Quality Master Data • Analytic OLAP Predictive • Integration ETL CEP SOA • Storage OLTP DW OLAP Note – there is no implication of ‘service layer’ maturity here, however our EIM program is now more mature because we’ve defined additional layers.
  • 16. What is DQS? • DQS is a knowledge-driven solution that provides both computer-assisted and interactive ways to manage the integrity and quality of your data.  Data Cleansing  Matching  Reference Data Services  Profiling  Monitoring  Knowledge Management (built from domains) 16
  • 17. What is the DQS process? 17
  • 18. What are the DQS components? Server Client Note – If you have SharePoint, you have SQL Server. If it’s SQL 2012, you have DQS. 18
  • 19. What does DQS look like? 19
  • 20. DQS – Main Page 20
  • 21. DQS – Domain Management 21
  • 22. DQS – Domain Management 22
  • 29. What is MDS? • MDS is a service that allows an organization to consistently define and manage their master data. (i.e. non-transactional)  Build the model  Models, Entities, Attributes (base components)  Hierarchies, Attribute Groups, Collections (complex components)  Enhance the model  Business rules, Approval Workflows  Map data to the model  Maintain the model  Expose data from the model 29
  • 30. What is the MDS process? 30
  • 31. What are the MDS components? Server Clients Note – If you have SharePoint, you have SQL Server. If it’s SQL 2012, you have MDS. 31
  • 32. What does MDS look like? Demo Time! 32
  • 33. MDS – Explore model 33
  • 34. MDS – Attribute Groups 34
  • 37. MDS – Build model 37
  • 38. MDS – Business Rules 38
  • 39. MDS – Business Rules 39
  • 44. What did we just see?  Introduced a simpler definition of EIM • i.e. “A set of functions we should be good at.”  Described ‘major’ service layers of EIM  Filled the last major technology gap to EIM implementation • “Information Quality Governance”  Increased visibility into data issues (increase quality)  Empowered the business (increase adoption) 44
  • 45. New Features that Contribute to BI Solutions 45
  • 46. Thank You! Contact: Duane Schafer 314.971.4663 Duane.Schafer@perficient.com 46