The document provides an overview of critical success factors for data quality management and discusses Chain SYS's data management tools and services. It emphasizes the importance of data quality and describes the key concepts around data life cycles and types. It also outlines the data quality improvement cycle of define, measure, analyze, improve, and control. Finally, it discusses Chain SYS's appMIGRATE tool and how it can help with data extraction, cleansing, validation, loading, and ongoing management.

1. Critical Success factors for Data
Quality Management (DQM)
Presented by
Austin Davis & Stephen Rivet
June 10, 2013
Creator of the appLOAD™ Suite of Data Management Tools
appLOAD™ appEXTRACT™ appMIGRATE™ appINTERFACE™ appBI™

2. o
o
o
o
o
Oracle Platinum Partner
Oracle ConsultingServices Partner
Oracle EBS, Database and Middleware products Reseller
Oracle EBS Mobility Solution Provider
Oracle University AuthorizedEducation providerand Center
Proud developers and owners of:
o e-chain™ ERP/SCM suite for 11 Verticals
o appLOAD™ family of productivitytools for Oracle eBS R12/11i- Oracle ValidatedIntegration
o Accelerated IntegrationSolutions for Salesforce, Siebel, Optivision, Icon, etc.
An Introduction
CHAIN SYS is a fast growing technology, product and management consulting company.
Established in 1998 and headquartered in Lansing, MI, with more than 350+ engineers and
100 customers worldwide.
Strong Partnership with Oracle Corporation

3. Information is currency.
Information Quality contributes to that edge by delivering the right
information, at the right time, in the right place, to the right people.
The right Information can help Inventory Managers keep the supply chain
lean, help CEO’s make long-term plans for growth based on accurate and
dependable performance measures.

4. Key Concepts: Data, Data, Data and even more Data
Plan Obtain Store Maintain Apply DisposeData Life Cycle
Master data
•Customers
•Employees
•Vendors
•Locations
•Organization
•Accounts
•Products
Reference Data
•Customer type
•Item type
Transactional Data
•Sales orders
•Purchase orders
•Trips
•Deliveries
•Invoices
•Payments
Meta Data
•Table name
•Field name
•Constraints
•Data types

5. Assessment
Awareness
Action
Data Quality Improvement Cycle: Does it ever end?
Assessment
Data
Quality
Cycle
AwarenessAction
1.Business
needs
2.Analyse
3.Assess data
quality
4. Assess
Business
impact
1.Identify root
cause
2.Improvement
plans
1.Prevent
future errors
2.Correct
current data
errors
3.Implement
Controls

6. Define Measure Analyze Improve Control
Business
Needs
Analyze
Data
Assess
Data
quality
Assess
Business
Impact
Identify
root cause
Develop
improvem
ent plans
Prevent
Future
data
errors
Correct
current
data
errors
Implement
Controls
Data Quality Improvement Cycle
Six sigma DMAIC

7. Cross Reference
Suppliers
Financials
Get Clean, Stay Clean
Source Systems
TheTool
Combine,
Match,
Grouping,
Cleansing,
Enrichment
Unforming
De-activate/Archive,
Cleansing in current
systems
Cleansed data
Data for
Enrichment
Get Clean
System 1
System 2
xref
Data Hub
Consolidation/
PDH
Customer
Stay CleanItems
erp crm edw

8. 11i Pre-validation
or Correction
Manual
extract
Source System Extraction
Source
Iterative Correction
appMIGRATE
eBS
Environment & Validation
CRP
Non-PROD
appMIGRATE
PROD
SIT
FIT
UAT
Non-PROD
appMIGRATE
PROD
appMIGRATE
Post ProductionIterative Cleansing & Migration
When to do DQM? Right NOW !!!

9. 








Date Extraction
Data Cleansing & Validation
Data Consolidation
Data Load
Error Handler
Staging Table
FTP file Transfer Scheduler
Schedule Engine
Transaction Log & Notification
Tool Approach
appMIGRATE the Data Management Tool

10. appMIGRATE Value Proposition…
 Reduce Overall Project Timeline
~ Immediate Data Visibility & Reduced Cut-over Times
 Minimize Data Risks
~ Functional Business Process Testing
 Budget Savings
~ Significant ROI over Traditional Programing Methods

11. Define Stage
Define Business Need
Based on:
1. Lost revenue and missed
2.
3.
4.
opportunity
Unnecessary or excessive
costs
Increased risk
Shared processes and data
1.
2.
3.
Analyze Information
Identify data subject to the business
issue
Create a detailed data list for the
data of interest
Understand the data model

12. Measure Stage
Define Business Need
Based on:
1. Lost revenue and missed
2.
3.
4.
opportunity
Unnecessary or excessive
costs
Increased risk
Shared processes and data
1.
2.
3.
Analyze Information
Identify data subject to the business
issue
Create a detailed data list for the
data of interest
Understand the data model

13. Solution Approach Organization Creation
 To create new organizations, synchronize entities from source system to the target eBS
instance; appMIGRATE will be leveraged to minimize the amount of time needed to create
new organizations with cleansed data. Cleanse Data based on Source and Target
Validations. Future organizations will contain cleaner data.
Target
Source
eBS
A
ORG
ORG
ORG
ORG
ORG
Source
2
Target
Target
Target
ORG
Source
1
Target
Target
Target
ORG
ORG
ORG
ORG
Target
Target
Target
ORG
ORG
Target
ORG Target
Target
ORG
Target
Target
Target
ORG

14. CE Project
Inventory Management
Supply Chain
Functional Currency
Risk Management
Optimize Global Effective Tax Rate

15. Analyze Stage
Assess Data Quality
1. Finalize your data capture
2.
3.
4.
5.
Extract the data into data mart
Profile the data
Analyze the results
Duplication
1.
2.
3.
Assess Business Impact
Collect examples of poor data
Illustrate the effects of poor data
Compare potential benefits of
investing in data quality with
anticipated costs.

16. Analyze Stage
Duplication
1.
2.
True Match
Non Match
3.
4.
False Negative
False Positive
threshold MatchNo Match
False PositivesFalse Negatives

17. Solution Approach Organization Acquisitions
 During an acquisition, legacy data is frequently brought into the existing eBS environment.
appMIGRATE will allow an easy way to extract the data from source system to the target eBS
instance; appMIGRATE will be leveraged to minimize the amount of time needed to create
new organizations with or without data. Data can be profiled, consolidated and cleansed.
Rules based algorithms ensure that future data stay’s clean!
Target
eBSSource
B
Source
1
Source
2
Legacy or eBS
Target
ORG
ORG
ORG
ORG Target
Target
ORG
Target
Target
Target
ORG

18. Summary of IBM & Chain-Sys Engagements

19. Improve Stage
Prevent future data errors
1. Focus on root causes
2. Implement improvement plans
3.
4.
Improvement should not affect
existing functionalities
Project Planning and effective
communication
Correct current data errors
1.
2.
3.
4.
Identify the data to be updated or
deleted
Existing functionality should not get
affected.
Use Manual or automated tools to fix
Document the change

20. Solution Approach Organization Creation
 During improvement project, appMIGRATE will be leveraged to minimize the amount of time
needed to create new organizations with cleansed data. Cleanse Data based on Source and
Target Validations. Rapidly respond to Changing needs: costing, financial, regulatory
Target
Source
eBS
C
ORG
ORG
ORG
ORG
ORG
Source
2
Target
Target
Target
ORG
Source
1
Target
Target
Target
ORG
ORG
ORG
ORG
Target
Target
Target
ORG
ORG
Target
ORG Target
Target
ORG
Target
Target
Target
ORG
Target
ORG
Target
ORG Target
Target
ORG

21. Established Thermal Power Generation Company
Part of US$ 4 bn. Avantha Group
Operational Capacity of 191 MW of Power and Generating
Capacity of 2460 MW under various stages of implementation
Demerged from BILT in 2012
Captive Power Plants operating since 1955
Costing, Financials, Regulatory Concerns

22. Control Stage
Implement Controls
1. Use the data quality dimensions to control
the data quality.
2. Survey knowledgeable business users for
issues in the data.
3. Measure the data quality improvements that
have been implemented.
4. Identify next potential area of improvements.
Communication
1.
2.
3.
Determine who need to be
communicated
Increase the
communication
Agreement and
consensus.

23. Solution Approach Organization Creation
appAugmenter is an application to apply dynamic personalizations to
OAF pages of Oracle EBS, built on the OA framework and pages can be
augmented from a single interface. It is developed per OA Framework
standards and guidelines
Target
Source
eBS
C
ORG
ORG
ORG
ORG
ORG
Source
2
Target
Target
Target
ORG
Source
1
Target
Target
Target
ORG
ORG
ORG
ORG
Target
Target
Target
ORG
ORG
Target
ORG Target
Target
ORG
Target
Target
Target
ORG
Target
ORG
Target
ORG Target
Target
ORG

24. The appMIGRATESolution Features…
 Over 500 Pre-build Extract & Load Templates for Oracle eBS R12 covering
Master, Reference, Setup, Transactional and Historical Data
 Extract for Multiple Sources, Output into Excel, CSV or xml Formats & Load
+Million Records in “One Shot”
 Utilizes Oracle Security Model & Provides Extensive Audit Trails & Notification
 Purge, Archive, Transform, Cleanse, Validate & Refresh Data as Required
 Scalable Java/J2EE Technology & Hub & Spoke Model minimizes Infrastructure
No Programming Needed, Simple Configurations,
Intuitive & Easy-to-Use & Deploy

25. Questions?
Visit our
Booth.

26. Cleanse & Transform Data as Required
•
•
•
appMIGRATEincludes several data cleansing tools. Data may be compared to
located duplicate records with Alias Key Identifiers based on sound, key words
(Levinstein Distance Method) and custom configured logical relationships.
All Objects/Attributes in the Data Mart are available for edit.
An audit trail is created for all changes.
• appMIGRATEprovides a robust logical data
transformation tool. It is capable of
logically modifying existing data or creating
data logically in pre-defined fields. If a new
segment is added to the general ledger
chart set the entry can be created using this
feature.

27. Pre-Validate Data & Correct Errors As Required
•
•
•
An on-line error report is presented and the user may make corrections as
required.
A tool to assist in the correction of errors (by suggestion) is also provided.
All data correction data is collected and maintained and is available in an
electronic document form.
•
•
appMIGRATEwill perform a pre-
validation of the data in the Data Mart
using the same criteria as the target.
In addition special validation rules may
be added to the appMIGRATE pre-
validation if needed.

28. •
•
appMIGRATEincludes a capability to
select records based on any column,
including transaction type, transaction
date, etc.
Records can be segregated into files for
Purge & Archive Data as Required
(Migrating Historical Data)
both Purging & Archiving as well as for
load to the target.
• Historical transaction data can be migrated in the same manner that it was
originally entered so the integrity of the audit trail is maintained.
• This capability makes migration of historical transaction data easy and efficient.

29. Load Data to Target Instance
•
•
•
Where standard API’s are not provided by eBS, appMIGRATE uses custom
developed API”s & Open Interface Rules to provide for data validation.
Load executions may be scheduled automatically using File Transfer Protocol
(FTP) procedures standard to eBS. Helps with cut-over.
Load execution is run as a “background task” permitting other applications
to be used simultaneously .
• appMIGRATE uses standard eBS
Application Programming
Interfaces (API’s) to ensure that
data is validated in accordance
with the eBS rules.

30. Interfaces
Loading
Template
Adapters
Extract
Adaptors
appLoad
Adapters
Log & Notification
Handler
appMIGRATE
Schedule
Engine
appExtract
Service
FTP
Service
appLoad
Service
appINTERFACE
Template
Processor
Loader
Processor
Pre-validation
Engine
Error Correction
Cleansing Handler
appLOAD
Query
Parser
Extract
Engine
app EXTRACT
Instance
Handler
Data
Processor
Validation
Engine
Log & Notification
Handler
Base Components
appBI
Interface
Adaptors
Migrate
Adapters
Log &
Notification
Data
Consolidation
Tactical
Log & Notification
Handler & Integration
Next Generation
Data Migration
Data
Extraction and
Error
Handler
Chain-Sys Product Overview

31. Summary of eBS Template List
Master Data:
• Manufacturing Master
Data
• WIP, BOM, Routing
• Quality
• Inventory
• Order Management
•
•
•
Fixed Assets Master
Data
Pricing
Purchasing
• OPM
Transactional Data
• Payables
• Receiveables
• Purchasing
• Order Management
• Items
• Costing
• General Ledger
Setup Data
• General Ledger
• Payables
• Receiveables
• Fixed Assets
• Purchasing
• Order
•
•
•
management
Inventory
Pricing
OPM INV
•
•
•
•
OPM MFG
OPM QA
OPM FIN
Admin
100+
Master data
Templates
500+
Total
Templates
100+
Transaction
Templates
200+
setup
Templates

32. Chain-Sys is
Featured
in Oracle’s
Profit Magazine

33. Oracle Partnership
CHAIN SYS - Oracle Platinum Partnership…
Chain-Sys is recognized by Oracle for
achieving key specializations in functional
and technology expertise. Chain-Sys is a
recognized Accelerate Partner.
Chain-Sys appLOAD suite
is validated and has
achieved “Ready” status
from Oracle.

34. appMIGRATEClients