Five Step Guide To MDM (Master Data Management)

Zero to Five:
A Stepwise Progression For MDM and Data

Governance
Jill Dyché, Partner, Baseline Consulting
Evan Levy, Partner, Baseline Consulting
Moderator - Daniel Teachey, Director of Corporate

Communications, DataFlux
Zero to Five:
A Stepwise
Progression For MDM
and Data Governance
Jill Dyche and Evan Levy

Partners, Baseline Consulting
A Webcast for DataFlux

November 20, 2007
www.baseline-consulting.com
Copyright © 2007, Baseline Consulting. All rights reserved. Do not copy, print, or distribute without written permission 2
Today’s Agenda
The Current Perspective of MDM

The IT Conversation: MDM Evolving
The Business Conversation: Data
Governance Moves in Lockstep
Q&A
Common MDM Misperceptions
This isn’t that hard. We can

do it with our… Hey. They just Awesome!
put me in What’s MDM?
 ERP system
charge of
 Data warehouse MDM.
 Enterprise service bus
It’s the same as metadata
management, and we have
that.
We just need to hire a data
modeler.
We have a data steward—
isn’t that his job?
We have a Single Version
of the Truth. We’re done.
And These Misperceptions Lead to…
No documented requirements Awesome!

Lack of clear ownership What’s MDM?
Uninformed technology selection

 Overinvestment
 Underinvestment
Lack of educated business
sponsorship
Underestimation of data
governance issues Shoot. I
No clear success metrics thought you’d
know.
Views of MDM from the Industry
“The discipline in IT that focuses on the management of reference

or master data that is shared by several disparate IT systems and
groups”
"MDM is much more than a single technology solution; it requires an

ecosystem of technologies to allow the creation, management, and
distribution of high-quality master data throughout the organization"
"Master data management is a discipline involving people, process and

technology, which helps enterprises define, link and maintain consistent
definitions of "master" business objects such as customers, suppliers or
products.”
The Details of MDM
Content Relationship Processing Admin
• Subject Area • Party Identity • Match and • Data Mgmt

Details (“Like” Attributes) Identification Configuration
• Identification • Groupings • CRUD • Data Change
Attributes (Rules/Logic) Processing And Approval
• Item Names • Hierarchy • Data Correction • Security /
• Definitions (Parent/Child) • Data Change Access
• Relationship Logging • Data
• Value
Representation Rules / • Survivorship Maintenance
Situations Rules
• Format
Standardization
Clearing Up the Confusion
Master data management isn’t a universal set of
functions
 The goal is to deliver business (and/or technical) value,
not a laundry list of capabilities
 There’s no such thing as “one size fits all.” Start with a
small set of functions, and build out if you need to.
MDM requires centralized management, not
centralized data
 Data management rigor allows for location flexibility
 Data access and change management must be rigorous
Expect to evolve your MDM environment over
time
Plan against long term goals; deliver against short
term needs
The Evolution of MDM Deployment
Enterprise
Data
Convergence
Processing Maturity
Business
Rule &
Policy
Support
Centralized
Hub
Processing
Peer-Based
Access
List
Provisioning
No MDM
Level 0 Level 1 Level 2 Level 3 Level 4 Level 5
Evolution of MDM Deployment
Level 0: No Master
Application Application
System System
App Data App Data
App Data
Application
System
Level 1: List Provisioning
Data Application
Host System
Master
Master App Data
List
Data
Master
List
App Data
Application
System
Level 2: Peer-Based Access
Data Changes
& Corrections
Data Application
Host System
Master
App Data
Master
Data List
Data Changes Master

& Corrections List
App Data
Application
System
Level 3: Centralized Hub Processing
Master Data Hub
System System
App Data App Data
Master
Data
App Data
Application
System
Level 4: Business Rule and Policy Support
Master Data Hub
System System
App Data App Data
Master
Data
Policies App Data Business

Rules
Application
System
Level 5: Enterprise Data Convergence
Master Data Hub
Business Rules
System & Policies System
App Data App Data
Master
Data
App Data
Application
System
Enterprise
Data
Convergence
Processing Maturity
Business
Rule &
Policy
Support
Centralized
Hub
Processing
Peer-Based
Access
List
Provisioning
No MDM
Industry Views of Data Governance
" Data Governance is the organizing framework for establishing

strategy, objectives, and policies for corporate data.”
“Data governance encompasses the people, processes and

procedures required to create a consistent, enterprise view of a
company's data...
“The overall management of the availability, usability, integrity, and

security of the data employed in an enterprise. A sound data governance
program includes a governing body or council, a defined set of
procedures, and a plan to execute those procedures.
Governance versus Management
Executive Management Protect, enhance, and

fund the asset
IT Governance Provide oversight,

Data assess compliance,
Governance manage risks to the
Data Governance asset
Develop and support the

Data Data
asset per governing
Management policies and standards
Management
Data Data Metadata Data Privacy and

Requirements Administration Management Quality Security
Data Governance and Decision Rights
The concept of “decision rights” establishes WHO is
responsible for making WHAT types of decisions
Decision rights implies business-IT alignment
 The business owns key data decisions
 IT often drives the need for data governance
Most companies lack formal means of assigning decision rights
 The “squeaky wheel” syndrome is the determinant
 Politics is the de-facto way to assign decision making authority
Governance without decision rights isn’t governance
“…how effective an organization is at making high-quality decisions

consistent with its mission and objectives… is a prime determinant of its
ability to compete in the marketplace.”
From “Decision Rights: Who Gives the Green Light?” Harvard Business Review
MDM and Data Governance Evolve Together
Enterprise
MDM Maturity
Data
Data Governance Maturity Convergence
Processing Maturity
Business
Rule &
Policy
Support
Centralized
Hub Enterprise
Processing Data
Data Governance
Peer-Based
Governance Program
Access
Council
List Data
Provisioning Stewardship
Application-
Based
No MDM Data
No Data Governance Standards
Evolution of Data Governance & MDM
The MDM Development Habitat
Program Management
Data Governance Data Management

Council Team
MDM
Program
Team
IT Application
Architecture Development
What We’re Telling Our Clients
Align MDM requirements with
specific business needs so you
know where to start
Determine existing data
management capabilities
Business rule support requires
enterprise rule management Analytic
Data
Be honest about your culture
supporting decision rights and
embracing change
Operational
Be ready to claim a Data
“bigger slice of the pie”
Questions and (Hopefully) Answers
Thank You!
Download the White Paper!
www.baseline-consulting.com
The Baseline on MDM:

5 Levels of Maturity for MDM

Five Step Guide To MDM (Master Data Management)

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Zero to Five:

A Stepwise Progression For MDM and Data

Evan Levy, Partner, Baseline Consulting

Moderator - Daniel Teachey, Director of Corporate

Jill Dyche and Evan Levy

A Webcast for DataFlux

The Current Perspective of MDM

This isn’t that hard. We can

No documented requirements Awesome!

Uninformed technology selection

“The discipline in IT that focuses on the management of reference

"MDM is much more than a single technology solution; it requires an

"Master data management is a discipline involving people, process and

Content Relationship Processing Admin

• Subject Area • Party Identity • Match and • Data Mgmt

Level 0 Level 1 Level 2 Level 3 Level 4 Level 5

Evolution of MDM Deployment

Data Changes Master

Master Data Hub

Master Data Hub

Policies App Data Business

Master Data Hub

Level 0 Level 1 Level 2 Level 3 Level 4 Level 5

Evolution of MDM Deployment

" Data Governance is the organizing framework for establishing

“Data governance encompasses the people, processes and

“The overall management of the availability, usability, integrity, and

Executive Management Protect, enhance, and

IT Governance Provide oversight,

Develop and support the

Data Data Metadata Data Privacy and

“…how effective an organization is at making high-quality decisions

Level 0 Level 1 Level 2 Level 3 Level 4 Level 5

Evolution of Data Governance & MDM

Data Governance Data Management

The Baseline on MDM:

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