1. Master Data Management Introduction
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Master Data Management Introduction
Rushabh Mehta
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. Introduction to Master Data Management
Rushabh Mehta

3. About the Instructor - Rushabh Mehta
1/25/ :54 PM
About the Instructor - Rushabh Mehta
Business Intelligence Mentor – Solid Quality Mentors / Managing Director – Solid Quality India
Specialization: Enterprise BI Architecture, ETL Architecture
8+ years implementing large-scale BI solutions
Executive Vice President – The Professional Association for SQL Server
SQL Server MVP
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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5. What is Master Data?
Core business objects shared by applications across an enterprise
Item Master
Customer Master
Vendor Master
Employee Master
Chart of Accounts
Relatively static
Not Order Master or Inventory Master
Data worth managing

6. What is MDM Master Data Management Two main subsets
The processes and technology to produce and maintain a single clean copy of master data
As much about governance and stewardship as technology
Political issues often more difficult than technical issues
Currently requires a lot of consulting help
Two main subsets
Customer Data Integration (CDI)
Often generalized to party management
Product Information Management (PIM)

7. What MDM Isn't MDM is not Metadata Management
We store and manage metadata about the master data but we aren’t a general purpose metadata repository
MDM is not Taxonomy Management
Master data entities and hierarchies look similar to taxonomies and it would probably be possible to build an MDM model to store taxonomies but we don’t have tool support for gathering and managing taxonomies
MDM is not a Data Warehouse
MDM data should be used as dimension data in a data warehouse but MDM has no facts
MDM is not a Transactional Data store
Master Data is used to produce transactional data but transactional data is not master data – Item Master is MDM, Inventory isn’t
Taxonomy is the science of classification

8. Why MDM? SOA Mergers and Acquisitions
SOA can make a data cleanliness problem worse
SOA is often seen as an integration solution
Integrated access to non-integrated data is often worse than data silos
With silos the duplicates and inconsistencies are at least hidden
6,000 top-level Boeing records
Mergers and Acquisitions
Multiple customer masters with inconsistent views of the same customers
Incompatible ERP systems
Multiple SKU’s for the same product
Inconsistent specifications and prices for the same product
RFID
Consistent data source to tie to identifiers

9. Why MDM? Data Pools Single copy of product data required
Some retailers won’t pay invoices or stock products if data is inconsistent
Item
I2 List
QAD List
Difference
16” ICVF-125
$5,765.10
$7,565.10
$1,800
½” B-6301
$223,525.15
$22.35
$223,502.80
008QT
$400.35
$556.20
$155.85
909M1QT
$20,716.95
$26,052.75
$5,335.80
777S
$35.60
$126.30
$90.70

10. Governance & Compliance Concerns
International and domestic accounting standards and legislation are demanding more visibility, and transparency of systems
Auditability is a must
Can you track changes in master data?
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

11. Microsoft MDM Assets Windows Workflow WCF Reporting Services
SQL Server
SQL Server Integration Services
Transformation
Fuzzy Matching
Data Quality
BizTalk
Realtime Integration
Adapter Framework
Transformations
Orchestration
SharePoint
Human Workflow
Non-structured data
Distributed Application Platform
LOBi, BDC
Windows Workflow
Machine Workflow
Rules Engine
WCF
Web Services
Open Interfaces
Secure communications
Reporting Services
Analysis Services
Excel
Performance Point

12. MDM Architecture MDM Hub CDI PIM Metadata Load Sync Reporting
Applications
Stewardship
MDM Hub
CDI
Hierarchy
Management
PIM
Version
Management
Data Quality
Business Rules
Metadata
Load
Sync

13. The 4 Ps of Master Data Management
Processes
Technology
Budgeting
Turf Wars
Executive
Sponsorship
Cross Team
Dynamics
Data Profiling,
Data Quality, Workflow
Data Monitoring, Auditing,
Data Validation, Lineage
Change Management
Version Control, Role Based Security
Thin/Thick Client Management
Impact Analysis, Alerts
Business Rules Repository
Service Oriented Architecture
Business Rules Discovery
Business Rules Management
Match and Merge
Transform and Enrich
Conform and Canonicalize
Connect and Populate
Data Governance Support
Command Line Capable
Data Model Management
Planning/Implementation Support
Data Stewardship
Program Governance
Data Strategy
Data Security
Data Entry Processes
Incentives/Disincentives
Process Reviews
Employee Training Programs
Legacy System Reviews
Statistical Sampling &
Auditing

14. Microsoft's Vision for MDM
Empower organizations to effectively and pervasively use critical data assets
Provide an extensible application
Encourage an MDM ecosystem
Help people and systems integrate, contribute to and consume an authoritative source of master data
Support direct and proactive data stewardship

15. Microsoft MDM Philosophy
Multi-domain hub
Open interfaces
Incremental implementation
Distributed, Federated MDM
Partner for domain specific solutions
Use existing integration capabilities
Tight integration with Microsoft Products
Hierarchy Management is a critical capability
Data Stewardship is a key success factor
Analytical and Operational MDM are just two uses for the same data

16. Key Attributes of a Successful MDM Solution
Ubiquitous
Enabled contextually
Available everywhere
Transparent
Unobtrusive
Surfaced to business users in tools
Low Risk TTV
Deploy at the departmental level
Integrate at the corporate level
Integrated
Connected across applications
Federated across instances

17. MDM Requirements - market
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MDM Requirements - 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
MICROSOFT CONFIDENTIAL
© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. MDM Requirements - Stratature
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MDM Requirements - Stratature
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
MICROSOFT CONFIDENTIAL
© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. MDM Requirements – Office release
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MDM Requirements – Office release
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
MICROSOFT CONFIDENTIAL
© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. Offering Stratature +EDM remains largely intact
Performance, reliability, security enhancements
SharePoint
Workflow
Shared Services Provider
Integrated Services and data availability
Non structured data storage
Enhancements
Localized
UI Updated
Web Services
Enhanced Rules and Workflow
Integration
PerformancePoint
Commerce Server
Dynamics
SQL Server BI Stack
SharePoint
Project Server
Excel
Others

21. Planned for the next Office release
Fully Microsoft compliant product
Security, localization, automated testing, Watson, MOM, ULS…
Performance, scalability, reliability
Web Services Interface
Data, modeling, security, business rules
Realtime data input and output
Async change events
SharePoint integration
Setup, deployment, administration, security, identity, UI,etc.
Hosted deployment
Workflow and non-structured data

22. Planned for the next Office release
Integration with key Microsoft Apps
Performance Point
LOBi/BDC
Excel
ECM
Open integration interfaces
SSIS, BizTalk, third party tools
Integration Wizard
Integration with third party applications
Domain specific MDM tools
LOB applications

23. Schedule Technical Preview released Nov 2007
Beta 1 and TAP later this year
Currently 2 Betas planned
Released with next version of Office

24. Vision of an Integrated MDM stack
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MDM Content
Financial
Health Care
Services
Utilities
Retail
Basic Materials
Client Applications & Integration
PerformancePoint
Exchange Server
Enterprise Search
Business Data Catalog
Analysis Services
Dynamics CRM
Dynamics ERP
Composite Applications
Custom LOB
Excel
Outlook
SharePoint Services
Project Server
Commerce Server
Other Third Party Apps
Custom LOB Apps
Value Add
MDM Applications
CMDM
(Customer)
PMDM
(Product)
RMDM
(Recipe)
Third Party Data Synch
Address Correction
House holding
Nicknaming
Cataloging
Canonicalization
GDSN Compat
SCM Integration
Source Vendor Updates
Ingredient Substitution
FDA Standards Support
Value Add
MDM App Platform
Data
Synchronization
Transactional
Merge/Match
Real Time Lookup
Data Stewardship
Role Based Security/Views
Hierarchy Management
Integrate
Import/Export
Version Control
Entity Management
Data Platform
eSQL/EDM
SQL Server
Data Mining
MOSS HWF
BSM
SSRS
WCF
Data
Quality
MOSS
SQL
Replication
SSSB
Adapter Framework
ADO.Net
MSR
SSIS
ssssssssssssssssss

25. Microsoft MDM System View

26. Resources Public Resources MS Internal Resources
Microsoft’s public MDM roadmap:
Microsoft’s MDM Web site:
MSDN Forum:
Kirk’s blog: 
My blog:
MDM articles:
Tech Preview customer signup: mail with “Interested in TP” as subject to MDMVibe @microsoft.com
MS Internal Resources
Tech Preview download: \\mdmshare-1\TechPreview
MDM Internal site:

27. QUESTIONS?

28. 1/25/ :54 PM
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.