1. NCR’s Enterprise Data Warehouse and Data Management February 2008

2. NCR Corporate Overview
Fortune 500 company –
$5 billion in revenue
Global operations in roughly 100 countries & territories
20,000 employees
Payment &
Imaging Solutions
Retail
Solutions
Financial
Worldwide Customer
Services
Systemedia
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3. EDW Business Functionality
Sales & Marketing
Self-service quota attainment
& order flow analytics + alerts
Productivity analysis
Demand forecasting
Financial
Management
Book close
Top-to-bottom results
analysis
Self-service mgmt
reporting
Asset mgmt
SOX compliance
Reporting to support
financial service centers
ERP migration support
Supply Chain/
Manufacturing
Supply Chain Analytics
Manufacturing Analytics
Customer Services
Global operational metrics
and analysis
Customer profitability
Product performance mgmt
Service parts tracking
Info. for call centers
Info. for customer portal
Info. to support ATM
Channel Mgmt offerings
Knowledge repository &
usage metrics
Teradata EDW
Procurement
Spend analysis
Supplier performance
Human Resources
Headcount reporting
Workforce analytics
Self-service HR reporting
Professional Services
Activity analysis
Utilization metrics
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4. Financial Solution – Business Benefits
Business Improvement Opportunities
Financial Returns
Speed, depth, integration and quality of financial information
Manage based on facts, not anecdotes
Eight-day reduction in close cycle, daily key metrics
Expense reductions
$50 Million reduction in annual finance costs
Improved asset management
$100 Million sustainable reduction in finished inventory
$200 Million sustainable reduction in accounts receivable
Self service management reporting
$2+ million annual savings through reduced administrative support of reporting
Business transition support
Legacy to ERP migration
Seamless integration of multiple charts of accounts
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5. Customer Services Solution – Business Benefits
Metrics automation and field reporting – globally consistent and actionable operational knowledge, with $4 million annual labor savings
Customer P&L – $3 million annual gross margin improvement to date
Analytics supporting Managed Services revenue stream
NCR At Your Service – 20% reduction in call center volume/cost and reduction of SLA reporting middlemen, with better service
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6. Enterprise Data Warehouse
NCR EDW Environment
Integrated
Data
Repository
Sources
35 Source Systems
Oracle Financials & Supply Chain (Legacy  ERP)
CSMS and Oracle ERP Customer Services Mgmt.
PeopleSoft Human Resource Management
Changepoint Professional Services Management
30 Business Solutions & Analytic Views
Built on: Business Objects WebIntelligence
Cognos Powerplay and Impromptu
Standard web tools
Teradata V2R6.1
Enterprise data model
5,100 active internal users + 2,000 external
400,000 user queries (SQL’s) per month
Enterprise Data Warehouse
33 High-Level Data Subjects
Data Preparation
Business Value
Analytic Applications
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7. EDW Business Architecture
Data Environment
Business Analytical Environment
Self-Service Application Environment
Organized by Detailed Data Subject
Organized by Role or Audience
Management Analysis Portal (Financial Reporting)
Sales Opportunities
Professional Services
BU Management
Teradata Customer Profiling
Orders/Backlog
Global Process and Operational Metrics
Human Resources Headcount
Solution Revenue
BU & Functional Management
Sales Management Information Desktop (SMID)
Annuity Revenue
EDW
Service Activity
Sales Management
Order Delivery Detail
Accounts Receivable
Service Entitlement & Equipment
Sales Associate Information Desktop (SAID)
Order Header
Sales Associates
Finished Inventory
Field Service Parts
Order Lines
Product Reporting & Analysis (PR&A)
Procurement & Payables
Product Service Performance
1,900 Data Subjects or “Entities”
Product Management
Service Order Management (ESOT)
Fixed Assets
General Ledger
Warehouse Management
NCR On Line
CS Customer P&L
Order Fulfillment
Systemedia External Customers
Used By Power Users & Data Miners
Used By Business Analysts & Operations
Used by Management &
External Customers
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8. EDM Charter
Ensure the consistency and integration of the data loaded into EDW
Ensure the standardization, sharing, and integrity of selected key enterprise data across all global processes and applications
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9. Role of EDM in the Enterprise Data Warehouse (EDW)
Engaged on all projects
Activities
Analyze requirements
Develop and maintain the data model
Define the metadata (Table/Column Specs)
Testing
Resolve data issues
Peer reviews
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10. EDW Data Model Single model integrating data from multiple sources
Data subject orientation - not application
Normalized (3NF)
Denormalized tables and derived columns for performance
Enterprise view across business functions and geography
Drives the physical database schema
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11. Financial Transaction Sales/Service Invoice
EDW Data Model
Sales Order Line
Order Number (FK)
Order Line ID (FK)
Source Country Code (FK)
Service Contract
CS Contract Nbr
Instance ID (FK)
Customer
Customer Number
Data Source Code (FK)
Organization
FML Organization Code
Sales Opportunity
Opportunity Nbr
Financial Account
FML Account Code
Offering
Offering ID
Source Country Code
GL Code Combinations
Set of Books ID (FK)
GL Code Combination ID
Service Request
Installed Equipment
Offering ID (FK)
Serial Nbr (FK)
Financial Transaction
JE Header ID (FK)
JE Line Number
Sales Order
Order Number
Employee
Empl Nbr
PS Project
PS Project Nbr
PS Worksheet
Worksheet ID
PS Instance ID (FK)
Customer Location
PS Customer Location Nbr
Sales/Service Invoice
Invoice Nbr
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12. Standards & Guidelines
Data Model Standards
Establishes the requirement for maintaining an integrated EDW data model, and defines the nature, scope and components of the model.
Entity Relationship Diagramming Standards
Defines what objects comprise the Entity Relationship Diagram component of the model.
Metadata Standards
Defines the object properties that will be maintained in the EDW Metadata Repository.
Data Naming Standards
Defines the standards for naming entities, tables, attributes, and columns.
Data Definition Standards
Defines the standards for defining attributes and columns.
Attachment A - Standard Abbreviations/Short Names
Attachment B - Standard Class Words
Attachment C - Teradata Reserved Words
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13. EDW Metadata Management
Entity Relationship Diagram
Business Name
Physical (Teradata) Name
Business Definition
Data Type/Length
Data Source
Data Transformation Rules
BO to Teradata Mapping
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14. EDW Metadata Repository
Merges variety of metadata
Physical database (Teradata)
Documented model and sourcing (Erwin)
Reporting layer (Business Objects)
Allows impact analysis of changes to EDW
Reconcile differences between designed model and implemented model
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15. EDW Metadata Repository
Erwin
Metadata
Teradata
Metadata
Business
Objects
Metadata
Metadata
Repository
Teradata
Metadata
Universe
Business
Objects
Metadata
Queries
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16. EDW Model Peer Review
Data modelers review new/changed tables prior to code design
Verify integration points
Multiple sets of eyes to review standards
Share knowledge of new data available in EDW
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17. Reconciliation Processes in EDW
Objective to keep source system and EDW in sync
Processes in use today
For the past 30 days, does the EDW have all of the records created in the source?
Does EDW have current version of record?
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18. Source to EDW Reconciliation
Target primary transaction tables
One time record reconciliation
Compare record counts of key tables (all records)
Compare ids where counts differ
On-going record reconciliation (weekly)
Compare record counts for last 4 weeks (creation date)
Load results to EDW
Consulting Services reviews results from Reconciliation Universe
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19. Weekly Reconciliation - Original
Requires access to source and availability of creation date in source and EDW
If record counts by creation date differ, download ids to identify missing records
Process runs for ERP/CFS (24 tables) and GEMS Reporting (8 tables)
Customers Inventory
Contracts Install Base
Orders Invoices
Receivables GEMS Incidents
Does not verify EDW has current version or deletes occurring more than 30 days ago
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20. Weekly Reconciliation - New Direction
Once a week, source sends record ID and last update date to EDW
Identifies broader differences between source and EDW
In source, not in EDW
In EDW, not source
In EDW but not current version
Discrepancies sent to source team for retrigger
Process for GEMS operational data
GEMS: Remote incident resolution system
Data used by customer to monitor performance
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21. Reconciliation Future
Revise Weekly Process
Migrate more systems to new reconciliation
File of differences sent to source for retrigger
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22. Role of EDM in Enterprise Data Quality
Monitor enterprise application conformance to data standards
Identify key data issues
Facilitate resolution of issues with the business and other IT organizations
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23. ROR Compliance Define ROR and enterprise data standards
Monitor enterprise application conformance to data standards
Identify key data issues
Facilitate resolution of issues with the business and other IT organizations
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24. Data Quality Framework1 2 3
Data Standardization
Data Monitoring
Data Improvement
Define business rules for key enterprise data
Measure application conformance against business rules
Identify business improvement opportunities related to fixing data issues
Key Data Subjects
Customer
Employee
Product
Opportunity
Quote
Order
Invoice
Service Contract
RoR for each Data Subject
Key Data Attributes for each Data Subject (313)
Key Business Rules for each Data Attribute (970)
Key enterprise applications (10)
Audit business rules in RoR applications
Audit RoR compliance in Non-RoR applications
Significant project recommendations
Minor grooms/fixes
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25. Data Quality Metrics Methodology
Metric Components:
Business Rules
Is the value null or blank?
Does the value match a list of specified valid values?
Does the value conform to specific NCR business rules?
Does the value cause a referential integrity concern?
Does the value conform to postal standards? (address elements only)
RoR Conformance
Does the value in the application match the value in the RoR
Metric Calculations:
Component Level
Number of Rows Passing Check / Number of Rows Checked
Aggregate Level
Sum(Number of Rows Passing All Checks) / Sum(Number of All Rows Checked)
Data Attribute
RoR
Non-RoR
Business Rules
Mandatory
Valid Value
Specific Rules
Referential Integrity
RoR Conformance
Postal Directory
RoR Value
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26. Data Quality Metrics Architecture
Oracle/Progress/
SQL Server
Teradata
Enterprise
Applications
Enterprise
Data
EDW
Enterprise
Business
Rules
Data Quality Metrics
Data Quality Metrics
BO Universe
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27. Data Quality Roles & Responsibilities
Data Subject Experts
(Business and/or ITS)
Provides business subject matter expertise to define business rules, and to determine the root cause of data issues
De facto data stewards
Enterprise Data
Management (EDM)
IT Partner
Global Process Teams
Determines key attributes & business rules
Identifies SMEs to engage
Scopes data improvement opportunities into appropriate annual plan projects
Approves and prioritizes projects
Facilitates definition of business rules
Develops and maintains the repository of business rules
Monitors and measures application compliance with business rules
Facilitates root cause analysis of data issues
Identifies business improvement opportunities related to fixing data issues
Development
Teams
Provides technical application subject matter expertise to define business rules, and to determine root cause of data issues
Ensures compliance with business rules
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28. Data Quality Scorecard
Green %
Yellow %
Red <95%
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30. Sunday, September 16, 2018Sunday, September 16, 2018
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31. ITS Architecture Reviews
Each new application release produces architecture specification
Architecture specification includes diagram and table of all data interfaces
Data management reviews each specification to identify issues with RoR data usage
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32. Other Reconciliation Activities
Combination of data quality improvement activities and EDW reconciliation
Measure synchronization of service dispatch system with customer service contract system and EDW
Complex rules within interfaces between systems
Identify and correct data differences
Retrigger data (short term resolution)
Root cause analysis and fix (long term resolution)
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33. Enterprise Customer Objective
The ability to get a 360 degree view of our customers through EDW
(i.e., all business transactions, from all applications, from all countries, for all BUs, for a single customer)
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34. Key Roadblocks Duplicate customer master records within a country
Improved with migration to ERP (only “active” customers migrated) and deployment of Customer Web Tool
Separate customer master records by country
Not all applications 100% RoR compliant
Customer does business under different names in different countries
Lack of visibility to parent company and subsidiary relationships (i.e., customer hierarchy)
BUs do not view their accounts according to the strict rules applied for establishing master customers for the operational systems
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35. Solution – Enterprise Customer
Use Trillium to link duplicate customer records across applications and countries
Each BU maps the linked sets of customer records to their accounts
9/16/2018
NCR Confidential

36. Customer Data without Enterprise Customer
Opportunity
Order
Invoice
CS Contract
PS Project
Wal-Mart
Cust # 12345
C/O Asda Stores
Cust # 23456
Sam’s Club
Cust # 34567
FUNNEL
REVENUE
FILE VALUE
FUNNEL
REVENUE
FILE VALUE
FUNNEL
REVENUE
FILE VALUE
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37. Customer Data with Enterprise Customer
BU Mapping
Trillium
EDW Source Data
Opportunity
Order
Invoice
CS Contract
PS Project
FUNNEL
Wal-Mart
Cust # 12345
REVENUE
FILE VALUE
Wal-Mart
Opportunity
Order
Invoice
CS Contract
PS Project
FUNNEL
Wal-Mart
C/O Asda Stores
Cust # 23456
REVENUE
FILE VALUE
Wal-Mart
Opportunity
Order
Invoice
CS Contract
PS Project
FUNNEL
REVENUE
Sam’s Club
Sam’s Club
Cust # 34567
FILE VALUE
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NCR Confidential

38. Customer Web Tool NCR standard front end for customer data
Interfaces with NCR ERP application
Utilizes Trillium to standardize customer address data and match for duplicate customers and customer addresses
Input comes from Customer Data Steering Committee
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39. Customer Web Tool Example
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40. Questions? Jeff Nottingham jn129814@ncr.com 937-445-7949
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