BCS – DAMA, UKMaster Data Management – Practitioner’s View
18 June, 2015
Hemant Patil
100
Excellence
Enterprise Architecture – Deploying MDM reference architectures, information strategy formulation, toolset evaluation / selection, architecture governance forums
Solutions Architecture – Early engagement in project life-cycles, proposing solution options, securing sign-off through gating mechanisms, representations on Technical Design Authorities
Delivery - Lead Designer / Business Architect for BI, Data Warehousing and MDM projects, Technical Lead
Experience
Hemant is an Information Architect with over 18 years of experience, who specialises in helpingorganisations use information as a strategic asset. He has worked in Banking and Insuranceorganisations across UK, India and the Nordics. Key accounts are Aviva, Royal Bank of Scotland, UBS,Thomson Reuters and Nordea AB
Hemant has worked in Advisory and Delivery roles in large and complex organisations to help –
Improve the customer experience by removing inefficiencies in the sales and service processesthrough effective deployment of Customer MDM architectures
Generate actionable information out of a plethora of data assets littered across the enterprise byproposing and implementing Business Intelligence strategies
Enhance the trust in data as well as agility of IT change by creating the right Data Qualitymanagement frameworks and Data Ownership / Stewardship structures
What is Master Data?
101
Master data is the currency of the business processes in your organisation
Master Data
Used to describe the operations of
an organisation
Adds a business context to basic
data, thus turning it into
“information”
Metadata
Reference Data
Enterprise Structure Data
Transaction Structure Data
Transaction Activity Data
Data About Datae.g. Data models & definitions, Business rules,
technical information, operational data, audit data…
Codes and Descriptionse.g. List of values, SIC codes, Instrument ids…
Organisation Structurese.g. Sales / Legal Hierarchies, Business Topology,
Reporting structures…
“Nouns” of the Enterprisee.g. Customers (Parties), Vendors, Product,
Employee…
Health information for the Enterprisee.g. Account balances, sales volumes, inventory…
What is Management of master data?
102
Policies, procedures, organisation structures and technology required of management of key data entities in your organisation
Master Data Management
Implementing MDM – A Practitioners Approach
103
Structured, methodical approach, tempered with the right level of ambition
Formulate The Project
ProjectDefinition
Design & Profile ImplementationCommunicateCommunicateCommunicate
GOVERNANCE
• Assess and baseline MDM maturity
• Set a level of ambition
• Create the business case
• Confirm project scope
• Define delivery team and methodology
• Identify key risks
• Check for cross program dependencies
• Identify golden sources
• First pass data profiling
• Model the MDM domain(s)
• Define MDM architecture
• Choose a toolset
• Set up a DQ Framework
• Build and test
• Cut – over, migration, adoption
• Harmonise data
• Set up DQ monitoring
• Set up end user support
• Set up Data Ownership and Stewardship
• Create communication capsules
• Deploy on various channels – intranet sites, blogs, forums
• Road shows
MDM Strategy Project CharterLogical & Technical
Design
SOE / SOR, DQ Framework
Socialisation StrategyTypical deliverables
What could go wrong
Improper / incomplete bench-marking
Unclear business case
Poor architecture and strategy
Technology acquisition before anything else
Siloed MDM delivery
Lack of business participation – Governance structures, mind-set change, business process refinement
104
A large proportion of MDM projects fail
Culture of Transformation and of Right Usage of Data
105
Its not all about technology…
To-Be Data Culture
Improved behavior imbibed in mainstream business processes
Behaviour, Values, Norms
Strategy, Structure &
Goals
Processes & PracticesLeadership
Sub - optimal As- Is Data
Culture Cultural Discovery• Assessment of current behaviours
• Gap analysis against Target State
• Roadmap to address gaps
Cultural Transformation• Identify change champions
• Training and Coaching
• Integration incentive strategy
Cultural Integration• External and internal communication
• Events and motivational tools