EIM104 Introduction to SAP Master Data...

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Markus Kuppe, Product Management, SAP Master Data Governance November, 2012 EIM104 Introduction to SAP Master Data Governance

Transcript of EIM104 Introduction to SAP Master Data...

Page 1: EIM104 Introduction to SAP Master Data Governancesapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM104.pdf · SAP Master Data Governance for material data Integrated, centralized

Markus Kuppe, Product Management, SAP Master Data Governance November, 2012

EIM104

Introduction to SAP Master Data Governance

Page 2: EIM104 Introduction to SAP Master Data Governancesapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM104.pdf · SAP Master Data Governance for material data Integrated, centralized

© 2012 SAP AG. All rights reserved. 2

Disclaimer

This presentation outlines our general product direction and should not be relied on in making a

purchase decision. This presentation is not subject to your license agreement or any other agreement

with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to

develop or release any functionality mentioned in this presentation. This presentation and SAP's

strategy and possible future developments are subject to change and may be changed by SAP at any

time for any reason without notice. This document is provided without a warranty of any kind, either

express or implied, including but not limited to, the implied warranties of merchantability, fitness for a

particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this

document, except if such damages were caused by SAP intentionally or grossly negligent.

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Master data challenges Materialize across the organization

Reduced Sales Effectiveness

Lack of consolidated view of customer data across all channels

Customer transactions are compromised due to limited view of the facts

Sub-optimal Procurement Decisions

Lack of transparency relating to suppliers and products

High costs due to insufficient supplier selection and rationalization

Delayed Go-to-Market Process

Failure to capitalize on market opportunity when introducing new products

Lack of real-time collaboration with front office, thus hindering customer services

Ineffective Business Decisions

Lack of consistent information impedes to make critical decisions supporting innovation

Compromised business dynamics with negative impact on managing resources effectively

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All lines of business are impacted by master data quality

High master data maintenance

costs

Need for multiple systems to

manage master data in different

domains

Lack of flexibility in dynamic

business environments

Lack of consolidated view of customer data across all channels

Customer transactions are compromised due to limited view of the facts

Lack of transparency relating to suppliers and products

High costs due to insufficient supplier selection and rationalization

Loss of potential for benefit realization (i.e. discounts, conditions, central contracts)

Limited availability of up-to-date master data in my business network

Inconsistent financial master data

across the enterprise

Manual efforts to update financial

master data in local financial

systems

Risk of non-compliance to IFRS,

SOX etc.

Slow group closes

Lack of transparency about

changes (Who, what, when, why?)

Organizations & Roles

Challenges

IT

CIO CFO VP of Supply Chain,

VP of Planning

Financials Sales

(S)VP of Sales, (S)VP of

Sales & Marketing

Supply Chain

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© 2012 SAP AG. All rights reserved. 5

SAP Master Data Governance Centrally govern master data on top of SAP Business Suite

SAP MDG is a natural extension of the business processes running

in SAP Business Suite, providing out-of-the-box, domain-specific master

data governance to centrally create, change and distribute master data.

Governance Enables governance, compliance and transparency through integrated staging, approval and central audit trail

Consistent Data Delivers consistent definition, authorization and replication of key master data entities for SAP. Eliminates error prone manual maintenance processes for master data in multiple systems

Integration Native integration with SAP Business Suite and SAP ERP

Re-use Re-use of SAP data model, UI and existing business logic and configuration for creation and validation of master data

Data Quality Integrates with SAP BusinessObjects Data Services for data quality and data enrichment as well as SAP BusinessObjects Information Steward for data remediation

NW MDM & MDG Can complement and extend SAP NetWeaver MDM

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SAP Master Data Governance Process flow archetype

Maintain Validate Approve Replicate

Adapt

3rd party systems

Business

Suite

systems

Business Processes

SAP Master Data Governance

Central maintenance of

master data in staging

area

Automatic replication to non-SAP

and SAP systems

Adaptation / Enrichment

in local systems 5

Maintain Validate Approve Replicate

Adapt

5

External Providers External Services

Re-Use existing business logic

Integrate external services

Data Enrichment, Address Cleansing,

Duplicate Check

Collaboration

Adaptable Workflow

Auditable Change Process

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© 2012 SAP AG. All rights reserved. 7

User centered design Work center provides work lists, search and applications

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Creating a change request Let the system check for business consistency and duplicates

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© 2012 SAP AG. All rights reserved. 9

SAP Master Data Governance capabilities Facilitating utmost business process performance

SAP Master

Data Governance

Integrated

Object Model

Robust Data

Replication Governance,

Collaboration

& Data Quality

Re-Usability

& Extensibility

Deliver

Out-of-the-Box

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Element 1

Deliver out-of-the-box

Out-of-the box data replication mechanisms, using stable mechanisms

Deliver a Data Model proven by several applications & industries

Workflow flexibility closely integrated to a framework for defining business rules

Deliver roles on a web based UI Deliver process-centric solution

Deliver predefined Data Quality Services

Reuse of existing processing logic

Full Integration to SAP Systems as a client

Offer integration services for non-SAP client systems Low TCO

Flexibility

Ease of consumption

Best Practice

Process Transparency

Integration

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© 2012 SAP AG. All rights reserved. 11

Element 2

Integrated object model

Bas

ic &

Cla

ss

ific

ati

on

Data

Material

Fin

an

cia

ls a

nd

Co

ntr

oll

ing

Cost Element

Org. Units:

Company

Profit Center

Cost Center

Chart of Accounts

GL Account

Consolidation

Unit / Group

Financials

Business Partner Attributes

Central Data

Bank Details

Tax Numbers

Roles

Industry Sectors

Supplier Attributes Customer Attributes

General Data

Comp. Code Data

Purchasing Data

Addresses with Usage and Versions

Supplier & Customer

Org

. U

nit

Data

Va

lue

Classification

General Data

& Descriptions

Units of Measure

Sales Data

Plant Data

Valuation

& Costing

EAN, UPC

Business Partner Relationships

Identification

General Data

Comp. Code Data

Sales Area Data

Tax Indicators

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© 2012 SAP AG. All rights reserved. 12

Element 3

Governance, collaboration…

Can be adapted and tailored based on customer needs

Linear or distributed & workflow based

Has roles and responsibilities and also task authority (e.g., create, change, approve)

Flexible enough to respect the distributed responsibilities existing in a company across various business units

Business Logic

Possibility to extend the process by adding business logic and thereby bringing in data quality

Data in process stored in a separated repository, will be transferred to operational database after final approval

Approval

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Element 3

…and data quality

Prevent creation of duplicates for increased

effectiveness and efficiency

Checked early and embedded in the process

High detection quality of matching using Enterprise Search or SAP BusinessObjects Data Services

Validations

Re-use of existing validation logic in SAP ERP

Custom validations can be modeled and programmed (e.g.

code lists, simple checks, or modeled rules via SAP BRF+)

Address Enrichment

Simple check and selection lists

Integration with content provided by SAP BusinessObjects Data

Services

Automatically adding Tax Jurisdiction Code re-using existing

interfaces / providers

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© 2012 SAP AG. All rights reserved. 14

Element 4

Robust data replication

Replication

Automatic or manual replication to SAP & non-SAP

Peer-to-peer or mediated

Replication Techniques

DRF controlling replication mechanisms like

− ALE for SAP ECC, R/3 and non SAP systems

− SOA service for SAP and non SAP systems

− RFC and File for SAP and non SAP systems

CIF for SAP SCM, and MW for SAP CRM & SRM

Replication Features

Flexibility to replicate selected data only to a specific

client system by defining filters (controlled by DRF)

Support different object IDs or customizing keys in

hub and client systems (mapping in MDG or NW PI)

Monitoring and error handling

Process

User

Data Replication

Non-SAP System SAP System

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© 2012 SAP AG. All rights reserved. 15

Element 5

Reusability & extensibility

Reuse standard content

Reuse existing data structures and functionality of

SAP Business Suite

Enhance functionality

Be able to enhance MDG functionality based on

predefined content (e.g. plant or sales data) or

customer-specific extensions

Extend data structures

Provide easy-to-use extensibility capabilities for

enhancing nodes and fields

− data model

− user interface

− processes

− data replication Central Team

Core Processes

Extended

Individual Processes

Tasks

Reused

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© 2012 SAP AG. All rights reserved. 16

SAP Master Data Governance for financial data Speed-up your financial close with consistent and reliable data

Manage Financial Data Centrally

Out-of-the-box master data governance application

to centrally create, change and distribute financial

master data with focus on SAP Business Suite

Upfront accuracy of chart of accounts and other

elements such as general ledger, hierarchies, org

units etc.

Change requests organized as Editions to steer

approval process

Deliver consistent data across corporate group and

local systems

Pre-built validation against SAP business logic

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© 2012 SAP AG. All rights reserved. 17

SAP Master Data Governance for material data Integrated, centralized product/material data for process excellence

Material Processing

Workflow-driven creation and change process for Materials

Change requests steer the maintenance & approval process of

new or changed data

Document changes for audits

Work lists organize due changes

Adaptable user interfaces and validations can be different per

workflow step if needed

Distribution

Changes are kept inactive until approval

Then distributed to operational systems via DRF using ALE or SOA

Scope of Master Data

Search, display, change, creation of single material master data

Mass processing of changes

File upload e.g. for initial load or system consolidation

Broad out-of-the-box coverage of material attributes – incl. central

and classification data as well as organizational unit data (can even

be extended by customers as needed)

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© 2012 SAP AG. All rights reserved. 18

SAP Master Data Governance for supplier data Manage mission critical data for procurement organizations

Supplier Processing

Workflow-driven creation and change process for Suppliers

Change requests steer the maintenance & approval process of

new or changed data

Document changes for audits

Work lists organize due changes

Adaptable user interfaces and validations can be different per

workflow step if needed

Distribution

Changes are kept inactive until approval

Then distributed to operational systems via DRF using ALE or SOA

Scope of Master Data

Search, display, change, creation of single supplier master data

Mass processing of changes

Data quality services such as duplicate check and address validation

File upload for initial load, system consolidation, or supplier on-boarding

Broad out-of-the-box coverage of supplier attributes (can even be extended as

needed)

Page 19: EIM104 Introduction to SAP Master Data Governancesapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM104.pdf · SAP Master Data Governance for material data Integrated, centralized

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SAP Master Data Governance for customer data Enable consistency towards your clients across all business units

Customer Data Processing

Workflow-driven creation and change process for Customers

Change requests steer the maintenance & approval process of

new or changed data

Document changes for audits

Work lists organize due changes

Adaptable user interfaces and validations can be different per

workflow step if needed

Distribution

Changes are kept inactive until approval

Then distributed to operational systems via DRF using ALE or SOA

Scope of Master Data

Search, display, change, creation of single customer master data

Mass processing of changes

Data quality services such as duplicate check and address validation

File upload for initial load, system consolidation, or on-boarding

Broad out-of-the-box coverage of customer attributes (can even be extended as

needed)

Page 20: EIM104 Introduction to SAP Master Data Governancesapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM104.pdf · SAP Master Data Governance for material data Integrated, centralized

© 2012 SAP AG. All rights reserved. 20

SAP Master Data Governance application foundation The basis for your central master data management

Extend SAP’s data model

Standard models provided Pre-configured data models, user interface configurations,

workflows, and data distribution are available

Changes expected

You can extend the existing models with your own master

data attributes, change the UI configuration to your users’

needs, and customize the workflow and distribution to define your specific governance processes

Define your own Tools allow you to define new objects and related

processes in order to govern your own master data

domains

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© 2012 SAP AG. All rights reserved. 21

SAP Master Data Governance

High-level architecture overview

Portal / NetWeaver Business Client

SAP Information

Management Suite

Central System for Master Data Processes Client

Systems

ERP

SRM

CRM

SCM

Cloud

Systems

3rd Party

NetWeaver MDM

AS ABAP 7.3x

Enterprise Search

Data Services

Information Steward

Optional

EIM Parts

SAP ERP 6.0

SAP Master Data Governance

On Premise

Apps

Financials

User Interfaces, Roles, Work Centers

Change Request, Governance Model, Search & DQ Adapters,

UI Framework, Analytics, Replication, Key / Value Mapping

Material

Business Partner Custom Objects

Workflows

Staging

Validation

Integrate services for data cleansing, matching & consolidation

Client systems are integrated via various channels (such as SOA, ALE, RFC, File)

Tight integration into SAP Business Logic and leveraging standard AS ABAP

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© 2012 SAP AG. All rights reserved. 22

SAP MDG deployment options Consciously decide for a central hub or co-deployment

SAP SCM

3rd party,

NWAs

SAP SRM

SAP ERP, SCM,

CRM, SRM …

3rd party, NWAs

Deploy SAP MDG…

… as standalone system /

master data hub

… on top of an

operational ERP

Customers typically choose to…

… create a dedicated master data hub and distribute to all operative systems from there, or

… co-deploy*) with their single instance SAP ERP (or pick one of their SAP ERP’s as the master for a particular domain) and create and

distribute master data from there

SAP MDG SAP ERP

SAP MDG

& SAP ERP

*) if speed of innovation in their ERP systems does not allow for quick introduction of SAP MDG, some customers create a separate system first, and re-combine later

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© 2012 SAP AG. All rights reserved. 23

Create and maintain high quality master data to support mission-critical business processes

Description:

The SAP rapid-deployment solution for master

data governance with information stewardship

allows customers profile, validate, and monitor

customer, supplier, and material master data, and to

remediate data problems in a governed process.

Key Functions and Features:

■ Data-quality monitoring cockpit for SAP Master

Data Governance

■ Direct and transparent insight into the current

level of data quality

■ Continuous monitoring and integration with

processes in SAP Master Data Governance to

remediate data issues

■ Increased and governed quality of master data in

SAP ERP

■ Accuracy and reliability of all master data–related

analyses

Customer Pain Points/Qualifiers:

■ Reduced sales effectiveness

Inappropriate customer and material master data

limit sales cycles, including cross- and up-selling

■ High marketing costs

Inaccurate customer attributes lead to higher

campaign costs

■ Suboptimal customer service

Inconsistent view of a customer profile limits

customer services

■ Suboptimal supplier relations

Inaccurate view of a supplier profile hinders

effective sourcing and price negotiations

■ Unreliable analysis

Inconsistent master data impedes reliable

analysis and decision making processes

Value Proposition:

■ For some time, master data management has

been seen as a technology to create a single,

unified view of data across an organization.

IT has driven these efforts most often, and

many initiatives have failed because of the

poor quality of input data, inaccurate or

nonaligned reporting, internal disagreements,

and broken processes. That means that they

have failed due to lack of governance and

involvement of the business.

■ This rapid-deployment solution focuses on

providing predefined content in SAP ®

Information Steward software for profiling and

assessing the quality of master data in SAP

ECC (table views, validation rules, and so on)

and continuous monitoring and integration

with processes in the SAP Master Data

Governance application to remediate data

issues (such as jobs in SAP BusinessObjects

Data Services software).

Target Market:

■ Industry: Cross

■ Customer role: Head of sales, Head of

services, Head of operations

■ Customer type: Existing customers

■ Customer size: Large and midsize

enterprises

Target Audience:

■ CIO

■ LoB Information Technology

■ LoB Sales, Service, and Marketing

■ LoB Supply Chain

■ LoB Manufacturing

Competitors:

■ Informatica

■ DataFlux (SAS)

■ Trillium Software

■ Oracle

Differentiation vs. Competition:

■ Fully integrated with SAP ERP

■ Master Data creation and data problem remediation

happens in an integrated, governed process

■ Pre-configuration combined with proven

implementation methodology lowers implementation

time and risk

Cross/Up Sell Opportunities:

■ SAP NetWeaver MDM rapid-deployment solution for

customer data integration

Material Numbers:

■ 7011828 SAP Master Data Governance, Customers

■ 7011827 SAP Master Data Governance, Supplier

■ 7011829 SAP Master Data Governance, Product

■ 7011320 BA&T SAP BusinessObjects Information

Steward

■ Service material number: 50111795

Pricing and Deal Size Range:

■ Solution is licensed by regular price list items,

Licensees are entitled to Use the functionality

specified herein.

Prerequisites:

■ EHP5 and EHP 6 for SAP ERP 6.0, including

SAP MDG

■ SAP BInformation Steward 4.0 or 4.1

■ SAP NetWeaver TREX Search 7.1, version 45

or above

Implementation Details:

■ Go live in 8 weeks

For More Information:

http://service.sap.com/rds-mdg

The combination of SAP Master Data Governance,

SAP BusinessObjects Information Steward, and

SAP BusinessObjects Data Services allows

customers to execute profiling tasks (column) to

create statistical information and analyze the

master data in SAP ECC and SAP Master Data

Governance in detail. For ongoing monitoring and

assessment of the data-quality level, validation

rules can be defined and applied to the data sets

on a regular schedule.

This approach allows getting trend information on

the data-quality level and early alerts about bad

data entering SAP ECC. For a complete overview

of the current data-quality level of master data, a

data steward can set up a data-quality scorecard

that consolidates the results of the ongoing data-

quality measurement into a single diagram. Using

this rapid-deployment solution, users can validate

and remediate master data by using the functions

of SAP Master Data Governance.

SAP RDS for master data governance with information stewardship

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What’s new in SAP Master Data Governance? SAP MDG 6.1 – ramp-up started in September 2012

Material Data Model, additional coverage – Basic data extension, Plant data, Sales Org / Distribution Channel data, Valuation data, Tax Classification data and Long Texts.

Customer Data Model, additional coverage – Partner Functions, Dunning Areas, Withholding Tax Types, Sales Area Data, Tax Indicators and Company Code Data

Supplier Data Model, additional coverage – Partner Functions, Dunning Areas, Withholding Tax Types and Purchasing Org Data 2

Business Partner enhancements – Person / Group data (in addition to organizations), Relationships, Contact Partners

Integration improvements – Inbound processing of Material master data via Enterprise Services for enhanced data model

– Data quality remediation through integration with Information Steward or other 3rd party services

– Support of client maintenance for suppliers via Supplier Lifecycle Collaboration (SLC)

Configuration improvements

– Definition of Governance Scope: remove or add entity types / attributes

Increased Data Model Coverage for Material, Customer and Supplier

Enhanced Application Foundation facilitating integration and configuration

Improved Data Quality through seamless analytics and remediation

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SAP Master Data Governance 6.1 Summary of the key capabilities

Master Data Governance for Financial Data Create or change Chart of Accounts, GL Accounts, Companies,

Profit and Cost Centers, Cost Elements and respective hierarchies

Data distribution to operational systems via Services (SOA) or ALE

Master Data Governance for Material Data Create or change a broad range of material master data attributes, including governed

classification

Mass data upload and mass change capabilities

Data quality services such as duplicate check

Data distribution to operational systems via SOA or ALE

Master Data Governance for Supplier and Customer Data Create or change a broad range of supplier or customer master data attributes as well as

the underlying business partner attributes

Mass data upload and mass change capabilities

Data quality services such as duplicate check and address validation

Data distribution to operational systems via SOA or ALE

Master Data Governance for Custom Objects Framework for data modeling, UI configuration, validation, and distribution of custom-

defined master data objects

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Benefits through SAP Master Data Governance

Up-front, central creation of master data enables

high data quality and leads to significant business

improvements.

Out-of-the-box, process-centric applications provide

centralized governance for master data domains such as

financial data, supplier data, customer data, material data.

Native integration with SAP Business Suite using existing

business logic and infrastructure leads to low TCO.

SAP Master Data Governance provides flexibility, from

configurable workflows and extensible data models, up to

custom built applications.

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Other SAP MDG sessions at TechEd Las Vegas

ID Type Title Speaker

EIM101 1h Lecture SAP Enterprise Master Data Management – Strategy and Road Map Olivier Claude

EIM104 1h Lecture Introduction to SAP Master Data Governance Olivier Claude

EIM119 1h Lecture COLGATE PALMOLIVE: SAP Master Data Governance –

A Data Governance and Value-Generation Solution Pratik Talwar

EIM222 1h Lecture INTEL: From Concept to Solution – The Master Data Story at Intel Jolene Jonas

EIM206 1h Lecture SAP Enterprise Master Data Management and

SAP Information Steward Michael Briles

EIM210 1h Lecture Monitoring Cross-System Master Data Governance Processes Scott Braker-Abene

EIM110 1h Lecture Managing Big Data with SAP HANA – Solution Strategy Roman Rytov

EIM261 2hr Hands-On

Workshop

SAP Master Data Governance –

Framework Configuration and UI Personalization

David Quirk &

Simer Grewal

EIM262 2hr Hands-On

Workshop Workflow Design in SAP Master Data Governance

Vikas Lodha &

Simer Grewal

EIM264 2hr Hands-On

Workshop

Flexible Governance – Govern Your Own Objects in

SAP Master Data Governance

David Quirk &

Scott Braker-Abene

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Other SAP MDG sessions at TechEd Madrid

ID Type Title Speaker

EIM101 1h Lecture SAP Enterprise Master Data Management – Strategy and Road Map Markus Ganser

EIM104 1h Lecture Introduction to SAP Master Data Governance Markus Kuppe

EIM206 1h Lecture SAP Enterprise Master Data Management and

SAP Information Steward Lars Rueter

EIM210 1h Lecture Monitoring Cross-System Master Data Governance Processes Lars Rueter

EIM110 1h Lecture Managing Big Data with SAP HANA – Solution Strategy Roman Rytov

EIM261 2hr Hands-On

Workshop

SAP Master Data Governance –

Framework Configuration and UI Personalization

Michael Boettcher &

Markus Ganser

EIM262 2hr Hands-On

Workshop Workflow Design in SAP Master Data Governance

Michael Boettcher &

Andreas Seifried

EIM264 2hr Hands-On

Workshop

Flexible Governance – Govern Your Own Objects in

SAP Master Data Governance

Lars Rueter &

Andreas Seifried

Page 29: EIM104 Introduction to SAP Master Data Governancesapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM104.pdf · SAP Master Data Governance for material data Integrated, centralized

© 2012 SAP AG. All rights reserved. 29

Resources: Enterprise Information Management with SAP

• Understand the big picture of SAP’s

enterprise information management offerings

• Explore step-by-step instructions for working

with SAP Data Services

• Learn how to perform the most important

tasks in SAP Master Data Governance,

SAP Information Steward, SAP NetWeaver

Information Lifecycle Management, and

SAP Extended Content Management

• All royalties donated to Doctors Without Borders

Enter 6Y8DF3 as your discount code when ordering at SAP PRESS

Page 30: EIM104 Introduction to SAP Master Data Governancesapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM104.pdf · SAP Master Data Governance for material data Integrated, centralized

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Further Information

SAP Public Web & SAP Community Network

Public: http://www.sap.com/solutions/technology/enterprise-information-management/master-data-management.epx

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