Dr. Eduardo Castro, MBA ecastro@grupoasesor.net http://ComunidadWindows.org

Empower Your

People

Self-Service

access &

insight

Familiar

interface &

tools you own

today

Improve

Organizational

Effectiveness

Alignment,

Accountability

& Ownership

Collaborative

across your

value chain

Enable IT

Efficiency

Trusted,

scalable &

secure

IT

Management

&

Interoperability

Low Total Cost of Ownership

Leverage your existing Infrastructure

Investment Strategy

Empower Your

People

Self-Service

access &

insight

Familiar

interface &

tools you own

today

Improve

Organizational

Effectiveness

Alignment,

Accountability

& Ownership

Collaborative

across your

value chain

Enable IT

Efficiency

Trusted,

scalable &

secure

IT

Management

&

Interoperability

Low Total Cost of Ownership

Leverage your existing Infrastructure

Investment Strategy

Empower Your

People

Self-Service

access &

insight

Familiar

interface &

tools you own

today

Improve

Organizational

Effectiveness

Alignment,

Accountability

& Ownership

Collaborative

across your

value chain

Enable IT

Efficiency

Trusted,

scalable &

secure

IT

Management

&

Interoperability

Low Total Cost of Ownership

Leverage your existing Infrastructure

Investment Strategy

Session Objective(s):

What is MDM?

Discuss Analytical MDM drivers

Understand BI/MDM process & data flow

Value proposition for MDM

How Microsoft MDM enables BI

MDM integration with SQL, IS, AS

8

ERP - USA

ERP - Europe

Data Warehouse or

Analytic App

•Difficulty coordinating multiple systems – Operational MDM

•Difficulty managing dimensions – Analytic MDM

•Or both – Enterprise MDM

Operational

•Europe keeps changing the color

•New products never include the

French product name

•I can’t pick the right Boeing

Analytic

•My sales reports are wrong

•Analysts can’t maintain dimensions

•Marketing can’t analyze by patch area

MD – Slowly changing reference data shared across systems

MDM – An application for creating and maintaining an authoritative view of master data including policies and procedures for access, update, modification, viewing between systems across the enterprise

PEOPLE

• Customers

• Vendors

• Sales people

• Employees

• Partners

• Patients

THINGS

• Products

• Organizational units

• Recipes

• Parts

• Storage bins

• Documents

PLACES

• Stores

• Wells

• Power lines

• Geographical areas

ABSTRACT

• Contracts

• Warrantees

• Time

• Metrics

Is this a real problem?

Tiger Brands has 23 different business units,

each using a different customer tracking

system

Microsoft had 9 “Boeing” top parent records

with 5907 different “Boeing” companies not

linked to any top parent records.

Compass Bank reduced the cost center

maintenance effort from 30 person days a

month to 2 by implementing a central

management process and system

Where is the real Boeing?

Purchasing

DB Asset Mgmt HR Doc

Boeing Boeing Inc Boeing

(Renton) Aut_Boeing Boein’

MDM

Boeing

Merge/Match

Versioning

Workflow Approval

Role Security

Hierarchy Mgmt

Master Data

Stewardship

Purchasing

DB Asset Mgmt HR Doc

Boeing Boeing Inc Boeing

(Renton) Aut_Boeing Boein’

15

Operational Analytic

•Any domain hub

•Stewardship portal

•Attribute association

•Business rules

•Workflow

•Email Notifications

•Granular security

•Model metadata

•Data quality tools

•Transaction logging

•Deployment tools

•Packaged content

•Hierarchy Management

•App-specific dimension builds

•Versioning

•Async Notifications

•App-specific integration

•Federation

Message

oriented -

BTS

Bulk

oriented -

SSIS

Office

Integration

SAP

Integration

“homeless”

data

Control

16

Customer Product

•Any domain hub

•Stewardship portal

•Attribute association

•Business rules

•Workflow

•Email Notifications

•Granular security

•Data quality tools

•Transaction logging

•Deployment tools

•Packaged content

•Model metadata

External

Services

Specific

Matching

Algorithms

Industry

standards

Federation

Complex data

model

Consistent

Schema

High data

volume

Diverse

Scenarios

17

SQL Imp.

Office Features &

Improvements

Stratature Base

New Features

•3 Tier UI

•Admin UI

•LOBI

•Metadata

•Model Deployment

•Powershell

•Services API

Product Adjustments

•Setup & Install

•Configuration Manager

•UI Updates

•Business Rules

•Authentication

•Model Deployment

•World Readiness

•Services API

•Security

•Documentation

•MetaData Explorer

•Workflow

•Performance

•Schema, Business Rule,

Granular Security, Testing

•Stress & Long Haul

•LOBi

•Async Export *

•Matching *

Improvements Completed

•Accessibility

•DB Schema Perf.

•Infragistics

•Internationalization

•Multi-Tenancy

•Security Config

•Setup

•SharePoint Int.

•UI Renovation

•ULS for MDM

•Windows Auth

Stratature Features

•Entity & Hierarchy Management

•Version Management

•Transaction History/Compliance

•Role-based, Granular Security

•Multi/any-Domain Models

•Central system of record

•Business Rules

•Notifications

•Bulk SQL Interfaces

85 – 95% Fact or Transaction

Data

5 to 15% Master Data

Master Data

•Ubiquitous

•Decays

•Reconciliation required

Fact Data

•Relatively Static

•Single Source

Master Data is Alive Needs Constant Management to Remain Valid

Decay

Data decays as the world changes around it

Corruption Data is corrupted as people and

processes touch it

Conflict

M&A and external relationships

• Deaths

• Mergers

• Marriages

• Divorce

• Bankruptcy

• Births

• Legislation

• Web Forms

• Mobile Forms

• Call Center

• Data Maintenance

• Data Input

• Internal Processing

• Inter- and Intra-company

• External Mandates (Wal-Mart / RFID)

• Multi-source Systems

• Federation

• Cross geography issues (reporting, rules)

• Data Silos

Problems multiply with scale and complexity • Number of geographies / governments

• Number of entities / customers / products

• Number of applications

Good BI = Good Facts + Good Dimensions

Dimensions define the structure for analysis Products

Customers

Centers – Revenue and Cost

Chart of Accounts

Fiscal Period

Hierarchies support consolidation and drill-down along dimensions

Good facts + bad dimensions = Bad BI

International and domestic accounting standards and legislation are demanding more visibility, transparency and audit ability of systems

Can you track changes in dimensions?

Do you know who made the changes?

Do you know when changes occurred?

Can you produce a dimension from Q2 last year?

Most analytics tools use a single administrator

Few if any have version control

Customers often believe they can have a single homogenous DW or ERP that provides all data with all dimensional categories needed for analysis. Frank conversations usually reveal that this is not realistic

The most important Master Data is often “homeless”

How do you map multiple customer IDs into one recognized relationship?

Your ERP has a product group but how do you reflect other important product attributes and hierarchies?

How do you exclude the effect of acquisitions?

How do you merge multiple chart of accounts into a common structure?

How can you analyze customers by market?

Data Stewardship Support

• Application Integration

• User transparency

• Approval and Notification

• Manual Data Conflict Resolution and Reconciliation

• Data Steward Console

Data Browsing and Editing

• Hierarchy Management

• Entity Management

• Role based and Context sensitive browsing

• Ubiquitous integration

• Arbitrarily defined views

Change Management

• Versioning

• Histories

• Slowly Changing Dimensions

• Slowly Changing Hierarchies

Data Rules Engine

• Customizable

• Pre-configurable

• Extensible

• Integrated with workflow

• Factors in authoritativeness

Security

• Context Sensitive Entity Views

• Value and Role Based Security

• Security based on Metadata and attributes

• Transaction logging and rollback

Master Data Synchronization

• Write-back

• Real time updates

• Automatic Data Conflict Resolution and Reconciliation

• Bulk Import/Export into hub

Master Data Metadata

• Entity tagging

• Entity prioritization

• Lineage

• Impact Analysis

• Referential Tracking

• Descriptions, Usages, Custom

High Speed Merge/Match Engine

• Ad-hoc real-time lookups

• Bulk capabilities

• Third party data integration

• Diff/Update capable

• Cross mode results compatible

Enterprise integration

• Thin client capable

• Office thick client available

• SharePoint integration

• Easier on-boarding

• Third party application integration

• Federated aggregation

Process agnostic central repository for master data that is highly available to organization

Allows us to build multiple dimensions from complete representation of the master data from department or organization

Web based UI and security model enables users to have very limited update permissions without providing access to sensitive data.

Server based data provides organization with access to master data 24/7

AS is great at BI analytics

Cross dimension analysis

Slicing, dicing, aggregations

Usually requires a cube context

AS not good at managing change

Core engine not optimized for edits

Write-back possible, but difficult to audit, manage & surface

No workflow, notifications, business rules, auditing, stewardship UI, fuzzy matching

MDS provides the ability to manage hierarchies, using explicitly (arbitrary) relationships or derived from data Provide attributes and attribute groups at parent and child nodes Slowly changing dimension semantics Allows for the automatic and accurate creation of hierarchy paths based on attribute relationships Enforces the structure and security of the hierarchy by preventing inaccurate relationship assignments This provides business intelligence users with a wide array of possible dimensions

Benefits

Manage multiple versions without cluttering individual BI application ie AS, PPS , TM1, Cognos Planning

Version flag

Support effective dates

Analysis Services

Permit multiple snapshots of dimensions

Used for VSCD (very slowly changing dims)

Customer2007, Customer 2008, Customer

Benefits

We provide robust business rule engine and workflow to maintain data quality for dimensions.

Transaction Management & Auditing

Analysis Services

Clean up the data presented to the business

Flag problems in records

Automatically categorize entities

SQL Server Analysis Services

SQL Server Integration Services

Excel & SQL Server Reporting Services

Planning Applications

LOBI/BDC Integration

Traditional BI SSIS loads warehouse AS loaded from WH MDS from WH Dimensions

Mastered BI

SSIS loads MDS WH Dimensions loaded from MDS AS loaded from WH

Source SSIS DW AS & MDS

Source SSIS MDS WH AS

demo

Central management of dimensions Product, Cost Center, Chart of Accounts, Customer, others….

Audit-ability / Trace-ability Tracking of changes by user, time and other change details

Version control Preservation of past dimension versions and comparison highlights among versions Promotion of new versions to subscribing systems and notification of version changes to users

Integration with OLAP, ERP and data warehouse

Preguntas

Ing. Eduardo Castro, PhD ecastro@grupoasesor.net