Pierre-Louis Usselmann, Ben Watt SOGETI Switzerland pierrelouis.usselmann@sogeti.com,...

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Pierre-Louis Usselmann, Ben WattSOGETI Switzerlandpierrelouis.usselmann@sogeti.com, ben.watt@sogeti.com

SQL Server 2008 R2

Master Data Services

AgendaSogeti 2‘

The problems with Data 2‘What is Master Data ? 3‘Master Data Management 5‘

Master Data Services 10‘SS2008 R2 MDS Demo 30‘

SOGETI

Capgemini GroupSogeti and Business Intelligence

4 disciplines and 2 brands€ 8’710 Million92’000 employees

Capgemini Group

Business Transformation

Economic Performance Improvement

“Big deals” IS

Business Process Outsourcing

Design & Integration of Enterprise

Solutions

Technological Transformation Program

Answer to all IT needs that require Proximity:

* Technical Assistance * Small/Medium

Projects * Maintenance

20’000 employees

Sogeti and Business Intelligence

Architecture

Best Practices

Framework

Roadmap

Maturity Assessment

BIAssessment

DataQuality

Assessment

Enterprise Information Managemen

t

Data Governance

Master Data Managemen

t

Information Quality

Management

Metadata Managemen

t

Information Managemen

t

Data Modeling

Data Warehousin

g

Data Integration

Information Delivery

PortalCollaboratio

n

Reports

Dashboards

ScorecardsKPI

AnalysisData mining

Performance

Management

Monitoring

Analyzing

PlanningForecasting

Migration / Support

BI Testing

Tools Upgrade

Data Migration

User Training

Data

The Problems with Data

The Problems with Data

It takes us too long to introduceproducts. Product information is

intoo many places, and we don’t

havea system or process for managing

allof the information that we need

tooffer our products.

We have customer data spreadacross many systems. We don’tknow which data is right, and

wecan’t see our complete

relationshipwith our customers.

Master Data

What is it ?

Five types of data in enterprise

• e-mail, magazine articles• corporate intranet portals, marketing

Unstructured

• sales, deliveries, invoices• trouble tickets, claims

Transactional

• data about other data• reside in a formal repository Metadata

• the relationships between other data• the relationships between master dataHierarchical

• critical nouns of a businessMaster

Master data, which may include reference data, is information that is key to the operation of business

Master Data

People

• Customers• Vendors• Sales• Employees• Partners• Patients

Things

• Products• Org. Units• Recipes• Parts• Storage

bins• Documents

Places

• Stores• Wells• Power Lines• Geographic

al areas

Abstracts

• Contracts• Warrantees• Time• Metrics

Master Data Management

• What is MDM ?• Core Capabilities• Benefits

Decouples master information from individual applicationsBecomes a central, application independent resourceEnsures consistent master information across transactional and analytical systemsSimplifies ongoing integration tasks and new application developmentAddresses key issues such as data quality and consistency proactively rather than “after the fact” in the data warehouse

What is MDM?

What is MDM?

Master Data

Existing Application

s

Data

Existing Application

s

Data

Existing Application

s

Data

NewApplication

s

Data

Analytical Systems

Historical Data

MDM is the discipline of providing an authoritative source for referential data in your organization.MDM is a continuous process, involving

Technology & ToolsPeopleProcesses

MDM objective is creating and maintaining consistent and accurate lists of Master Data

What is MDM?

Hierarchy ManagementGovernance and StewardshipWorkflow ManagementFlexible and business user centric data modelingSource and IT system synchronizationMatching, Cleansing & StandardizationAuthoring Master DataVersioning

MDM Core Capabilities

Creating and maintaining a high quality, consistent set of Master Data leads to

Coherent and correct reporting & regulatory complianceAn authoritative source of information used throughout your organizationThe ability to evolve Master Data to accommodate changing business needs

MDM can also facilitate the merging of multisource environments

e.g. as a result of mergers and acquisitions

MDM Benefits

Master Data Services

• Concepts and Features• Core Capabilities

ModelsEntities

AttributesMembers

HierarchiesDerivedExplicit

CollectionsVersions

Database

Concepts and Features

Container of logical entitiesUnit of data versioningBoundary for entites relationshipsTypically named for their „primary entity“1-N models per MDS instance

RDBMS metaphor : DatabaseOLAP metaphor : Cube

Model

Container for master data („members“)Identifies the attributes for entity membersCan be related to each other (1:1, 1:N, N:M)Examples : Products, Customers, Country1-N entities per Model

RDBMS metaphor : TableOLAP metaphor : Dimension

Entity

An instance of an entityDefine the attribute values for the instanceCan be related to each other (1:1, 1:N, N:M)Examples : „BK-M18B-40“, „Mountain 500 Black, 40“1-N members per entity

RDBMS metaphor : RecordOLAP metaphor : Dimension member

Member

A data value associated with an entity memberText, numeric, datetime, link, ...Examples : Name, Size, Color, Width, HeightCan be sourced from another entity

Domain based attribute

1-N attributes per entity

RDBMS metaphor : ColumnOLAP metaphor : Attribute

Attribute

Relational arrangement of entity membersTypes

Derived : Based on attributesExplicit : each member can have one parent assigned

1-N hierarchies per model

RDBMS metaphor : Parent/Child relationshipOLAP metaphor : Hierarchy

Hierarchy

MDS Core Capabilities

Master Data Hub

SQL Server Data Platform

Authoritative Source

Versioning

Stewardship Portal

Governance

Modeling

Documentation

Import & Export

Stewardship Process

Workflow

Notifications

Business Rules

Validation

Master Data

Platform

Multi domain

Model Deployment

Source and IT system

synchronization

Master Data Services

Demo

Demo Overview

Model: GeographyEntities: Region, Country, StatusMembers: France, Germany, Hungary, …Attributes: Population, Square km, …

Hierarchy: Country → Region (derived)Country → Sales Volumes (explicit)

Workflow: Business Rules

Security: User Access

Import/Export

Business Case Demonstration

Master Data

ExcelSource

SQL ServerAnalysis Services

VersioningGovernance

WorkflowNotification

Thank you for your Attention!For more Information please contact

Pierre-Louis USSELMANNBI Practice Manager

pierrelouis.usselmann@sogeti.com

+41 (0) 76.220.78.78

Ben WATTMicrosoft BI Consultant

ben.watt@sogeti.com

+41 (0) 61.205.41.00