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Transcript of 1 Presentation on MDM and Reference Data ARK Conference on Data Quality Management Barry Williams...
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Presentation on MDM and Reference Data ARK Conference on Data Quality Management Barry Williams DatabaseAnswers.org22nd March 2007
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Master Data Management and Reference Data
Overview
1. Pinpointing key data definitions to function within your strategy
2. Assessing impact of master data management in your organisation
3. Creating common concept and vision of data quality
4. The importance of an enterprise data model
3
Master Data Management and Reference Data
Data Architecture Overview
MASTER DATA STANDARDISATION LAYER
BI Data Marts
Product/Services Catalogue
Customer Matching
Data
Dictionary
Data Quality Audit
CRM
Reference Data
DATA GOVERNANCE
Council TaxHousing BenefitsSocial Services, etc.
Data Integration
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Master Data Management and Reference Data Data Architecture Details
DATA STANDARDISATION LAYER - Enterprise Data Model (4)- Mapping from Vendor-specific to MDM Standards (1)
- Customer Master Index, Customer Hub, SOA Tibco Smart Mapper (2)
BI Data Marts (1)- Street Environment- BVPIs, IEG Returns
Services (1) - ERDMS File Plan- LGSL / IPSV (Govt Std)
Customer Matching (2) Data Integration (2)- Links to ODS
- Council Tax (2)- Housing Benefits- Social Services, etc..
Data Quality Audit (3)- Data Profiling - Gazetteer Validation
CRM (1)- Customer Profiles- Good/Bad Customers
Reference Data (2)- Ethnic Origins - Vehicle Makes and Models
Data (1)
Dictionary
DATA GOVERNANCE (3)
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Master Data Management and Reference Data Business Drivers
• Over 200 Legacy Systems
• 300,000+ customers – Customers receiving multiple Services ?
• Fraud
• Need Single View of the Customer
• MDM is essential for BI and CRM
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Master Data Management and Reference Data
1. Pinpointing Key Data Definitions to Function within your Strategy
• Enterprise Data Dictionary– BI Facts and CRM Customer Hub
– Maps to MDM Customer
– Published over Intranet
– Feedback & Consensus
• Mapping from Sources to one Target – Using the Data Standardisation Layer
and here's a small example ...
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Master Data Management and Reference Data
Mapping from Vendor to BI Data
• Low-level example from Street Environment Services
BI Data Mart
BV199d587FLY
BV199c588FP
BV199bGraffiti584GRA
BV199aLitter580STC
BVPIServiceLGSL CodeVendor Code
Ealing BI Data Mart
BV199dFly-Tipping587FLY
BV199cFly-Posting588FP
BV199bGraffiti584GRA
BV199aLitter580STC
BVPI
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Master Data Management and Reference Data
2. Impact of Master Data Management
• What is Master Data Management ?
• MDM means providing a ‘Single View of Things of Interest’
• Starts with
– Reference Data ('List of Values')
– Products and Services Data
– Customers Data
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Master Data Management and Reference Data
Role of Master Data Management
• Supports CRM and BI
• Requires Customer Data Integration
• Requires Standard Data Platform
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Master Data Management and Reference Data
Implications of Master Data Management
• Enterprise adopts a common way of looking at data
• Data Governance
• Starts with
– Data Stewards
– Product Catalogs
– Services Definitions
– Matching Customers …
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Master Data Management and Reference Data
What is Customer Data Integration ?
• Matching and Consolidation of Customer Data
• Building a Customer Master Index to support BI and CRM
• Providing a Single View of the Customer
• Needs Customer Matching and Data Integration Software
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Master Data Management and Reference Data
What is a Customer Master Index ?
Customer- Date- Standard Debt Type- Amount
Housing Benefits Overpayments
Council Tax
Parking Fines
Business Rates
Rent Arrears
• Customer Master Index provides
• A Master Customer ID
• Matches to IDs in Operational Systems
CMI
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Master Data Management and Reference Data
Customer Master Index and BI
• The Customer Master Index supports Data Marts
• FACTS are recorded consistently
– Customer Demographics
– Geographic Distribution
– Service Requests
– Financial Analysis
– Etc.
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Data Warehouse for DebtorsThe Total Amount of Debt can beanalysed by Service, Date or Customer.
DW_Customer_Accounts
Account Number
Customer Group NameCustomer AddressCustomer Typeeg Person or Organisation
DW_Services
Service Name
Service DescriptionDirectorateStatus - eg SchoolBusiness UnitSection Nameeg Council Taxeg Housing Benefits Overpaymenteg Housing Renteg Mortgage Paymenteg Parking Fine
DW_Time_Periods
Period Number
Period NamePeriod End Dateeg 10, Jan 2005, 31/01/05
DW_Debt_Amounts
Record ID
Date Account CreatedDebt raised YTDRevenue received YTDDebt written-off YTDDebt outstanding per BUPercentage TargetPercentage ActualRed Amber Green StatusAmount 90 days and UnderAmount 91-120 DaysAmount 121-150 DaysAmount 151-180 DaysAmount 181-210 DaysAmount Over 211 DaysComments - What is the Over 211 day debt ?Comments - What is status/action on Over 211 day debt ?
Master Data Management and Reference Data
Debtors Data Mart Star Schema
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Master Data Management and Reference Data
Customer Master Index and CRM
• The Customer Master Index supports CRM
• Agent sees a consolidated View of the Customer
– Appointments
– Building Applications
– Debts
– Housing
– Parking Permits
– Etc.
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Master Data Management and Reference Data
3. Creating a Common Concept and Vision of Data Quality
• Integration requires Data Quality
• Data Quality is an Enterprise Issue
• Common Enterprise Data Platform …
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Master Data Management and Reference Data
A Common Concept and Data Platform
• An Enterprise Data Platform• Each Stage builds on the previous one
5) BI Data Mart
1) Properties - Gazetteer
2) Services - Directorate- Service Name
3) Customer Master Index
4) Customer Services
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Master Data Management and Reference Data 4. The Importance of an Enterprise Data Model
• Consistent View of Master Data
• Standard Definitions of Customers, Services...
• Mapping to BI, CRM, etc..
• Implemented in Master Data Standardisation Layer
• The Ealing Enterprise Data Model ...– http://www.ealing.gov.uk/services/nonlgcl/enterprise_data_model/
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Master Data Management and Reference Data
The Ealing Enterprise Data Model
• Comprehensive, Generic and Unique
• A Standard way to integrate Customer Data
• Property with Gazetteer, Services with LGSL
• Over 200 Entities in 14 Functional Areas
• Defines Data Standardisation Layer in SOA
• Provides Foundation for Data Marts
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Master Data Management and Reference Data
Enterprise Data Model Overview
Case
Party Finance
Agreement
Agreement
CommunicationProgramme
Location
Reservation
Service
Service_Request
Party- Organisation- Person
Party_Agreement
Party_Contact
Campaign
CampaignEvent
Case
Case_Event
Geographic_Address
Account
Party_Activity
Party_Reservation
Party_Address_Occupancy
Finance
Account
Accounting Transaction
Service CatalogueService Delivery
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Customer Area
Property Area
Service_Request
Customer - Organisation - Person
Geographic_Address(Std = Gazetteer LLPG)
Service Catalogue(Std=LGSL/IPSV)
Service Delivery Area
Master Data Management and Reference Data
Enterprise Data Model Extract
Customer_Address_Occupancy
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DATA MART FACTS- Date Time- Location- Customer- Service- FactType- Details
CUSTOMER MASTER INDEX- Customer ID- Customer Details
LOCATIONS- Location ID- Location Detailseg Ward, Street, Postcode
Master Data Management and Reference Data
MDM, EDM and BI
• MDM standard for Products, Services data
• EDM standard for Definitions
• BI Data Mart is Repository for standardised Data
ENVIRONMENT FACT TYPES- Street Inspections- Grafitti- Litter, etc.
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Master Data Management and Reference Data
Example of MDM supporting BI
LB Ealing Licence no. LA100019807 2006
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Master Data Management and Reference Data
5. Getting Started
• Identify Business Champions
• Decide the Approach• Top-down, Bottom-Up• Ref Data, Product Catalogue, CMI
• Determine the Standards• Internal, External, National, Int'l
• Data Quality Audit • Infrastructure, Software Tools, Governance
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Master Data Management and Reference Data
Getting Started - Champions
• Identify Business Champions
• With Vision • High-Profile Service
• Successful Track-Record
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Master Data Management and Reference Data
Getting Started - Approach
• Decide the Approach •Top-Down and/or Bottom-Up • POC or ‘Feasibility Study’
• Management Involvement • Success Criteria
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Master Data Management and Reference Data
Getting Started - Standards
• Determine the Standards •Easy where defined
• LGSL /IPSV, BVPIs • Look for obvious Data Leaders
• eg Social Services for Ethnic Origins • Create Glossary for Mapping • Aim for Buy-In
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Master Data Management and Reference Data
Getting Started - DQ Audit
• Data Quality Audit
• Sell the Importance • Prepare a Business Case • Carry out Enterprise-wide
• Data Profiles suggest Standards • Obtain Buy-In from ‘Data Stewards’
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Master Data Management and Reference Data
And In Conclusion …
• Overview, Implications and Getting Started
• Finally a Tutorial with Feedback
• Database Answers and Microsoft- 10 Data Models
- Customers in Contact Management,e-Commerce, Help Desk- Products in Asset Management,Catalogues, Inventory Control
• Email me at [email protected]