5
Matthias Kretschmer and Markus Ganser, SAP AG column | SAP NetWeaver Unleashed Subscribe today. Visit sapinsider.wispubs.com. Companies that run their business on heterogeneous IT landscapes are more the rule than the exception. Accordingly, these organizations need a pervasive master data management strategy to avoid the rampant spread of inconsistent and redundant data across their systems. Relying on spreadsheets to manually track and organize data throughout the system landscape is no longer a sufficient master data strategy; it’s just too cumbersome, too time- consuming, and too error-prone. To effectively tackle inconsistent and redundant master data, organizations typically pursue one of two master data management approaches: With a decentralized approach, the original data ownership lies in the local systems. A master data management instance then serves as a central hub for subsequent consolidation and harmonization of globally relevant master data information. By contrast, with a centralized approach, globally relevant data is cleansed and housed in a central repository and then dispersed to local systems. The goal is to avoid misaligned, erroneous data at the point of creation. SAP NetWeaver Master Data Management (SAP NetWeaver MDM) can play a leading role in both approaches. Yet, only when an organization adopts a centralized approach can it ensure upfront that enterprise data complies with company standards and legal obligations. What’s more, organizations can gain even greater process flexibility by combining SAP NetWeaver MDM with SAP NetWeaver Business Process Management (SAP NetWeaver BPM). By adding SAP NetWeaver BPM For a comprehensive overview of SAP NetWeaver MDM, see “Misaligned Master Data Is a Compromised Corporate Asset” by Markus Ganser in the July-September 2007 issue of SAPinsider (sapinsider.wispubs.com). to the mix, a business has an ideal environment for nimbly and continuously adapting its processes — all while ensuring that those processes are relying on consistent, high-quality master data. Using these tools in tandem, you can ensure your data’s quality before it is distributed throughout your company’s various systems. In this article, we’ll pick apart a sample business process — master data creation — from its modeling and definition of the business logic to its execution and quality enhancement. By way of this example, we’ll demonstrate how the native capabilities of SAP NetWeaver MDM and the modeling capabilities of SAP NetWeaver BPM combine to provide the ideal environment for managing your master data. A Sample Scenario: The Master Data Creation Process To explore the benefits of a centralized master data management approach, let’s consider a sample process: master data creation. Figure 1 (on the next page) depicts the process that one company uses to create master data centrally. The process comprises four steps: request, check, approve, and create. Let’s walk through these steps in more detail. Consider that a sales manager is speaking with a buyer who would like to place a large custom order. To get started with the order, the sales manager (the line-of-business owner) first checks to see if the customer’s record already exists within his customer relationship management (CRM) system. If the record doesn’t exist, the sales manager requests the cre- ation of a new record using a specific request form. The sales manager can now check the data entered in the request form against SAP NetWeaver MDM to find out whether the customer’s record already exists in the central SAP NetWeaver MDM registry. If the record doesn’t already exist in the central registry, Error-Free, Consistent Master Data Starts at the Source Unleash High-Quality Master Data Throughout Your Disparate Systems by Combining SAP NetWeaver MDM and SAP NetWeaver BPM Matthias Kretschmer (matthias. [email protected]) is a solution manager within the enterprise information management group at SAP AG. In his role, Matthias focuses on master data management. He has a strong background in Java and ABAP programming, composition environment, mobile infrastructure, and process integration. Markus Ganser (markus. [email protected]) is a solution manager focusing on master data management within the enterprise information management group at SAP AG. He is also an experienced technical writer with additional expertise in ERP topics such as enterprise asset management and quality management. This article appeared in the Apr n May n Jun 200 issue of SAPinsider (http://sapinsider.wispubs.com) and appears here with permission from the publisher, Wellesley Information Services (WIS).

Error-Free, Consistent Master Data Starts at the Source€¦ · in the central SAP NetWeaver MDM registry. If the record doesn’t already exist in the central registry, Error-Free,

  • Upload
    others

  • View
    3

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Error-Free, Consistent Master Data Starts at the Source€¦ · in the central SAP NetWeaver MDM registry. If the record doesn’t already exist in the central registry, Error-Free,

Matthias Kretschmer and Markus Ganser, SAP AG

column | SAP NetWeaver Unleashed

Subscribe today. Visit sapinsider.wispubs.com.

Companies that run their business on heterogeneous

IT landscapes are more the rule than the exception.

Accordingly, these organizations need a pervasive

master data management strategy to avoid the

rampant spread of inconsistent and redundant data

across their systems. Relying on spreadsheets to

manually track and organize data throughout the

system landscape is no longer a sufficient master

data strategy; it’s just too cumbersome, too time-

consuming, and too error-prone.

To effectively tackle inconsistent and redundant

master data, organizations typically pursue one of

two master data management approaches:

With a decentralized approach, the original data

ownership lies in the local systems. A master data

management instance then serves as a central hub

for subsequent consolidation and harmonization

of globally relevant master data information.

By contrast, with a centralized approach, globally

relevant data is cleansed and housed in a central

repository and then dispersed to local systems.

The goal is to avoid misaligned, erroneous data at

the point of creation.

SAP NetWeaver Master Data Management (SAP

NetWeaver MDM) can play a leading role in both

approaches.� Yet, only when an organization adopts a

centralized approach can it ensure upfront that

enterprise data complies with company standards

and legal obligations.

What’s more, organizations can gain even greater

process flexibility by combining SAP NetWeaver MDM

with SAP NetWeaver Business Process Management

(SAP NetWeaver BPM). By adding SAP NetWeaver BPM

� ForacomprehensiveoverviewofSAPNetWeaverMDM,see“MisalignedMasterDataIsaCompromisedCorporateAsset”byMarkusGanserintheJuly-September2007issueofSAPinsider (sapinsider.wispubs.com).

to the mix, a business has an ideal environment for

nimbly and continuously adapting its processes — all

while ensuring that those processes are relying on

consistent, high-quality master data. Using these

tools in tandem, you can ensure your data’s quality

before it is distributed throughout your company’s

various systems.

In this article, we’ll pick apart a sample business

process — master data creation — from its modeling

and definition of the business logic to its execution

and quality enhancement. By way of this example,

we’ll demonstrate how the native capabilities of SAP

NetWeaver MDM and the modeling capabilities of

SAP NetWeaver BPM combine to provide the ideal

environment for managing your master data.

A Sample Scenario: The Master Data Creation ProcessTo explore the benefits of a centralized master data

management approach, let’s consider a sample

process: master data creation. Figure 1 (on the next

page) depicts the process that one company uses to

create master data centrally. The process comprises

four steps: request, check, approve, and create. Let’s

walk through these steps in more detail.

Consider that a sales manager is speaking with a

buyer who would like to place a large custom order.

To get started with the order, the sales manager (the

line-of-business owner) first checks to see if the

customer’s record already exists within his customer

relationship management (CRM) system. If the record

doesn’t exist, the sales manager requests the cre-

ation of a new record using a specific request form.

The sales manager can now check the data entered

in the request form against SAP NetWeaver MDM to

find out whether the customer’s record already exists

in the central SAP NetWeaver MDM registry. If the

record doesn’t already exist in the central registry,

Error-Free, Consistent Master Data Starts at the SourceUnleash High-Quality Master Data Throughout Your Disparate Systems by Combining SAP NetWeaver MDM and SAP NetWeaver BPM

Matthias Kretschmer ([email protected]) is a solution manager within the enterprise information management group at SAP AG. In his role, Matthias focuses on master data management. He has a strong background in Java and ABAP programming, composition environment, mobile infrastructure, and process integration.

Markus Ganser ([email protected]) is a solution manager focusing on master data management within the enterprise information management group at SAP AG. He is also an experienced technical writer with additional expertise in ERP topics such as enterprise asset management and quality management.

This article appeared in the Apr n May n Jun 20�0 issue of SAPinsider (http://sapinsider.wispubs.com) and appears here with permission from the publisher, Wellesley Information Services (WIS).

Page 2: Error-Free, Consistent Master Data Starts at the Source€¦ · in the central SAP NetWeaver MDM registry. If the record doesn’t already exist in the central registry, Error-Free,

Subscribe today. Visit sapinsider.wispubs.com.

the sales manager dispatches the request. Next, the

request appears in the inbox of a designated local

data steward who enriches the customer record with

missing information and runs specific validations.

Then, the enriched data is automatically forwarded to

the head data steward, who reviews the enriched data

and gives final approval, which triggers the record’s

actual creation in SAP NetWeaver MDM.

At this point, the high-quality record is available in

the central SAP NetWeaver MDM system, and it is

also distributed to the local systems — back to the

CRM system, for example — that are connected to

SAP NetWeaver MDM. The sales manager who ini-

tially made the request is notified of the available

data; he can now use it to place a new sales order.

Process Implementation: From Modeling to ExecutionWith a firm grasp of how the master data creation

process should ideally flow, how can our sample

company now go about implementing and executing

it? Armed with an understanding of the supporting

technical architecture behind this process (see side-

bar), let’s dive deeper.

Modeling the Process Using SAP NetWeaver BPM

The starting point for implementing the new master

data creation process is modeling it. Knowing the pro-

cess’s necessary steps, a business process expert can

create a model using the Process Composer, the design-

time environment of SAP NetWeaver BPM.2 Integrated

into SAP NetWeaver Developer Studio as a separate

perspective, the Process Composer provides business

process modeling notation (BPMN) capabilities.

Figure 2 shows the completed, modeled process,

consisting of three roles — requestor, data steward A,

and data steward B — represented by three swim

lanes within the modeling “pool.” The first role is the

requestor — the sales manager, in our example — who

requests a new customer record. The second and

third role is the data steward who is responsible for

both the enrichment and the approval of the new

record. (To simplify the example, we’ll have one data

steward represent both A and B.) The intersection

of SAP NetWeaver BPM and SAP NetWeaver BRM is

relevant here: Based on company standards, a busi-

ness rule is created within SAP NetWeaver BRM and

integrated into SAP NetWeaver BPM to help deter-

mine whether data steward A or data steward B is

2FormoredetailsaboutSAPNetWeaverBPM,see“GainControlofYourCriticalBusinessProcesses”byDonkaDimitrovaandRalfSchaubintheJanuary-March2009issueofSAPinsider (sapinsider.wispubs.com).

Request Check Approve Create

Line-of-businessowner

Local datasteward

Head datasteward

FIgurE 1 p Four steps of a sample master data creation workflow

Behind the Scenes: The Architecture Supporting Our Sample Master Data Creation ProcessThe supporting architecture behind our sample master data creation process

consists of three layers: an underlying services layer, a user interface (UI)

layer, and a process layer (see figure below).

On the services layer, SAP NetWeaver MDM, SAP BusinessObjects Data

Services, SAP Customer Relationship Management (SAP CRM), and the

attached SAP ERP system’s functionality have been exposed as Web services.

On the UI layer, Web Dynpro Java serves as the development environment

for highly sophisticated UIs. With SAP NetWeaver MDM 7.� support package 4,

Web-based data governance UI components are available. These compo-

nents are ready-made, granular UI building blocks that a user can configure

with SAP NetWeaver MDM Web Dynpro Configurator. The components are

reusable and reduce the effort needed to create custom applications, such

as UIs and processes for maintaining master data. As a result, a developer

doesn’t have to reinvent the wheel for each customer implementation.

On the process layer, SAP NetWeaver BPM enables you to combine your

UIs and services into a logical, collaborative business process flow (the four

steps of our master data creation process, in our example). In addition, you

can leverage the Rules Engine of SAP NetWeaver Business Rules Manage-

ment (SAP NetWeaver BRM) to react dynamically during the runtime on user

input with business rules. The customer creation workflow can be instanti-

ated in SAP NetWeaver Portal, transparent to the end user and independent

from the underlying architecture.

p The architecture of our sample master data creation process consists of

a process layer, a user interface layer, and a services layer

Process LayerWorkflow and rules

Request Check Approve Create

User Interface LayerRole-based UI

SAP NetWeaverMDM SAP ERP SAP CRM

SAP BusinessObjectsData Services Non-SAP

UI UI

Services Layer

Page 3: Error-Free, Consistent Master Data Starts at the Source€¦ · in the central SAP NetWeaver MDM registry. If the record doesn’t already exist in the central registry, Error-Free,

Subscribe today. Visit sapinsider.wispubs.com.

responsible for the enrichment and approval tasks.

The process itself consists of a flow of steps, including

human and automated activities. A human activity

represents a direct user interaction, and an auto-

mated activity represents a service interface or call.

Defining the Process’s Business Logic Using

SAP NetWeaver MDM

Now that we have a modeled process, the next step is

to make it executable by defining the business logic.

To do so, we first need to create and integrate Web

Dynpro UIs, and also create and assign services.

Developers use Web Dynpro, which usually requires

sophisticated programming skills, to create complex

UIs for business applications. However, we can use

the new SAP NetWeaver MDM Web Dynpro Configura-

tor to ease the creation of the UIs for our master data

creation process — a UI designer can configure SAP

NetWeaver MDM Web Dynpro components with this

tool without coding and thus without relying on IT.

The Web-based SAP NetWeaver MDM Web Dynpro

Configurator can be accessed via a browser (see

Figure 3). This application supports the following

types of UI components:

Search: This component enables a search for master

data records in an SAP NetWeaver MDM repository.

Result Set: This component displays master data

records that match predetermined search settings.

Item Details: This component is used to manage,

modify, and maintain a master data record.

The following three steps explain how to create the

Web-based data governance UIs and integrate them

into the process:

�. Within SAP NetWeaver MDM Web Dynpro Configu-

rator, create a project containing the connection

data to your SAP NetWeaver MDM server. The proj-

ect also acts as a container for the configured UI

components (refer again to Figure 3).

2. Configure the SAP NetWeaver MDM Web Dynpro

components with the necessary fields, actions, and

buttons — for example, the “Validate,” “Save,” and

“Edit” buttons.

3. Plug the ready-made SAP NetWeaver MDM Web

Dynpro components into the process. The Item

Details component can even be directly consumed

by the BPM process. To integrate the components

into the process, you only have to specify the proj-

ect and component name in the corresponding

human activity process step (see Figure 4 on the

next page).

To complete the step of defining the business logic,

we also need to create and assign Web services. SAP

NetWeaver MDM Web Services Generator can create

MDM schema-specific Web services to create, read,

update, and delete (CRUD) master data records. A

developer can assign these services to automated

activity process steps within SAP NetWeaver BPM.

Now that we’ve modeled the process flow and

defined the business logic by integrating UIs and Web

services, we can deploy and execute the process.

Process Execution: Validating and Enhancing Your Master DataWith the process now deployed and ready, we can go

ahead and run it. In our example, the sales manager

4 NoTE!

SAP netWeaver

mDm Web Dynpro

configurator is

available with the

release of SAP

netWeaver mDm 7.1,

support package 4.

A human activity

The poolA swim lane

An automated activity

FIgurE 2 p A modeled master data creation process

FIgurE 3 p A view of the

SAP netWeaver mDm

Web Dynpro configura-

tor, showing a project

and its associated uI

components

Project

componentscomponent type

Page 4: Error-Free, Consistent Master Data Starts at the Source€¦ · in the central SAP NetWeaver MDM registry. If the record doesn’t already exist in the central registry, Error-Free,

Subscribe today. Visit sapinsider.wispubs.com.

requests the information, and the data steward then

processes the request (see Figure 5) and checks and

enriches the record to ensure its quality and correct-

ness before it is dispersed to local systems.

The Data Quality component of SAP Business-

Objects Data Services is integral to guaranteeing

the utmost quality of the new master data records

we create.3 Specifically, a developer or development

consultant can create an SAP BusinessObjects Data

Services job that processes the address data of a

new customer through the global address cleanse

engine provided by the Data Quality component. This

address cleanse job can be exposed as a Web service

on the services layer and seamlessly integrated in

our process — it can be consumed by a UI or an auto-

mated activity.

As a result of the integration into the process,

when a data steward runs the address cleanse to

check the data, he can view the validated information

in a pop-up screen (see the right side of Figure 5).

To ensure the continuous use of accurate data

across the business, a designated data steward

should be responsible for monitoring the quality of

your organization’s data (see sidebar on the next

page). This way, you’ll know that the business pro-

cesses running throughout your organization are

leveraging top-quality, accurate, and cleansed data.

We’ve now come full circle. Through this sample

master data creation process, we have explored

how to model a process and define its business

logic using SAP NetWeaver BPM and SAP NetWeaver

MDM. We have also seen how you can maintain the

�ForadetailedexampleofusingSAPBusinessObjectsDataServicestocleanseandenrichdata,see“BaseYourBusinessDecisionsonCleaner,Smarter,andMoreMeaningfulData”byHeikoSchneiderintheJanuary-March20�0issueofSAPinsider (sapinsider.wispubs.com).

FIgurE 5 p The local data steward processes the request and can view the validated data cleansed by SAP Businessobjects Data Services

using the Run matching button, a data steward can determine whether a duplicate record exists

using the Run Address cleanse button, a data steward can validate an address

FIgurE 4 p Assigning an SAP netWeaver mDm Web Dynpro component to a human

activity within a process using SAP netWeaver BPm

Page 5: Error-Free, Consistent Master Data Starts at the Source€¦ · in the central SAP NetWeaver MDM registry. If the record doesn’t already exist in the central registry, Error-Free,

Subscribe today. Visit sapinsider.wispubs.com.

You’ve Improved Master Data Quality — But Now How Do You Sustain It?Creating quality data is only part of your strategy to centrally control master

data — you also need to focus on continuous data quality assurance.

To systematically improve the quality of your master data in heteroge-

neous IT landscapes, you must be able to define specific master data quality

rules, monitor the data’s compliance to those quality rules, and directly trig-

ger follow-up actions, such as data correction requests or remediation

activities, if data quality issues are revealed.

Similar to the central master data creation process described in this arti-

cle, a central view into master data quality can easily be set up, combining

SAP NetWeaver MDM, SAP NetWeaver BPM, and SAP BusinessObjects Data

Services. Within such a scenario, we would extract all of the master data

from the SAP NetWeaver MDM repository, cleanse it again with SAP Business-

Objects Data Services, and collect statistical information, which is visualized

via Data Quality dashboards and reports. If incorrect data is detected, issue

reconciliation workflows are triggered based on SAP NetWeaver BPM.

A data steward can graphically view the quality of various types of master

data in an SAP BusinessObjects Xcelsius dashboard (see figure below).*

Continuous data quality assurance can be applied for initial and delta

loads from source systems, when entering new data, or for periodic cleanse

activities.

*Withdynamic,customizableXcelsius2008datavisualizationsoftware,userswithdifferentskilllevelscancreateinsightfulandengagingdashboardsfromanydatasourcewithpoint-and-clickease.

one dashboard allows a data steward to monitor the quality of key data

categories, including supplier data, customer data, product data, and

material data

quality of your master data with SAP BusinessObjects

Data Services.

ConclusionCompanies heading for a centralized approach to

master data management can use a flexible process

infrastructure from SAP. Preventing duplicate and

inconsistent master data at the point of creation

affords significant benefits. Flawless end-to-end busi-

ness transactions and reliable enterprise analyses

can far outweigh the initial change management chal-

lenges that might accompany such a strategy shift.

By making both SAP NetWeaver MDM and SAP

NetWeaver BPM central pillars of your overarching

data management strategy, you can benefit from a

flexible environment that allows you to adapt your

processes as the business changes — and truly put

business users in the driver’s seat. Combining process

modeling, data integrity, and data quality capabilities

in a flexible, end-to-end governance environment can

be an ideal solution for agile companies that run their

business on diversified landscapes.

To view a demo of a sample data creation process,

visit www.sdn.sap.com/irj/scn/elearn?rid=/library/

uuid/5027e2ef-ddf6-2c10-da89-f6eef81044f6. n