2. Investment Strategy
Improve
Empower Your Enable IT
Organizational
People Efficiency
Effectiveness
Self-Service Collaborative Trusted,
access & across your scalable &
insight value chain secure
Familiar IT
Alignment,
interface & Management
Accountability
tools you own &
& Ownership
today Interoperability
Low Total Cost of Ownership
Leverage your existing Infrastructure
3. Investment Strategy
Improve
Empower Your Enable IT
Organizational
People Efficiency
Effectiveness
Self-Service Collaborative Trusted,
access & across your scalable &
insight value chain secure
Familiar IT
Alignment,
interface & Management
Accountability
tools you own &
& Ownership
today Interoperability
Low Total Cost of Ownership
Leverage your existing Infrastructure
4. Investment Strategy
Improve
Empower Your Enable IT
Organizational
People Efficiency
Effectiveness
Self-Service Collaborative Trusted,
access & across your scalable &
insight value chain secure
Familiar IT
Alignment,
interface & Management
Accountability
tools you own &
& Ownership
today Interoperability
Low Total Cost of Ownership
Leverage your existing Infrastructure
5. 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
6.
7.
8. Analytic
•My sales reports are wrong
•Analysts can’t maintain dimensions
•Marketing can’t analyze by patch area
ERP - USA Data Warehouse or
Analytic App
Operational
•Europe keeps changing the color
•New products never include the
French product name
•I can’t pick the right Boeing
•Difficulty coordinating multiple systems – Operational MDM
•Difficulty managing dimensions – Analytic MDM
ERP - Europe
•Or both – Enterprise MDM
8
9.
10. 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 THINGS PLACES ABSTRACT
• Customers • Products • Stores • Contracts
• Vendors • Organizational • Wells • Warrantees
• Sales people units • Power lines • Time
• Employees • Recipes • Geographical • Metrics
• Parts areas
• Partners
• Storage bins
• Patients
• Documents
11.
12. 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
13. Where is the real Boeing?
Boeing
Boeing Boeing Inc Aut_Boeing Boein’
(Renton)
HR Doc Purchasing
Asset Mgmt
DB
14. Boeing
MDM
Merge/Match Role Security
Master Data
Stewardship
Versioning Hierarchy Mgmt
Workflow Approval
Boeing
Boeing Boeing Inc Aut_Boeing Boein’
(Renton)
HR Doc Purchasing
Asset Mgmt
DB
16. Customer Product
•Any domain hub
•Stewardship portal Specific
Consistent •Attribute association Matching
Schema •Business rules Algorithms
•Workflow
•Email Notifications Industry
•Granular security standards
External •Data quality tools
Services •Transaction logging
•Deployment tools Complex data
•Packaged content model
•Model metadata
Federation
Diverse
Scenarios
High data
volume
16
17. New Features
•3 Tier UI
•Admin UI
•LOBI
•Metadata
•Model Deployment
•Powershell
•Services API
Improvements Completed Product Adjustments
•Accessibility SQL •Setup & Install
•DB Schema Perf.
•Infragistics
Imp. •Configuration Manager
•UI Updates
•Internationalization •Business Rules
•Multi-Tenancy •Authentication
•Security Config •Model Deployment
•Setup •World Readiness
•SharePoint Int.
Office •Services API
•UI Renovation
•Security
•ULS for MDM Features & •Documentation
•Windows Auth Improvements •MetaData Explorer
•Workflow
Stratature Features •Performance
•Entity & Hierarchy Management •Schema, Business Rule,
•Version Management Granular Security, Testing
•Transaction History/Compliance •Stress & Long Haul
•Role-based, Granular Security •LOBi
•Multi/any-Domain Models Stratature Base •Async Export *
•Central system of record •Matching *
•Business Rules
•Notifications
•Bulk SQL Interfaces
17
18. Master Data
•Ubiquitous
•Decays 5 to 15% Master Data
•Reconciliation required
Fact Data
•Relatively Static 85 – 95% Fact or Transaction
•Single Source Data
19. Master Data is Alive
Needs Constant Management to Remain Valid
Decay Corruption Conflict
Data decays as the world changes Data is corrupted as people and M&A and external relationships
around it processes touch it
• Deaths • Web Forms • Inter- and Intra-company
• Mergers • Mobile Forms • External Mandates (Wal-
• Marriages • Call Center Mart / RFID)
• Divorce • Data Maintenance • Multi-source Systems
• Bankruptcy • Data Input • Federation
• Births • Internal Processing • Cross geography issues
• Legislation (reporting, rules)
• Data Silos
Problems multiply with scale and complexity
• Number of geographies / governments
• Number of entities / customers / products
• Number of applications
20. 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
21. 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
22. 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
23. 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?
24. Data Stewardship Support Data Browsing and Editing Change Management
• Application Integration • Hierarchy Management • Versioning
• User transparency • Entity Management • Histories
• Approval and Notification • Role based and Context sensitive • Slowly Changing Dimensions
• Manual Data Conflict Resolution browsing • Slowly Changing Hierarchies
and Reconciliation • Ubiquitous integration
• Data Steward Console • Arbitrarily defined views
Data Rules Engine Security Master Data
• Customizable • Context Sensitive Entity Views Synchronization
• Pre-configurable • Value and Role Based Security • Write-back
• Extensible • Security based on Metadata and • Real time updates
• Integrated with workflow attributes • Automatic Data Conflict
• Factors in authoritativeness • Transaction logging and rollback Resolution and Reconciliation
• Bulk Import/Export into hub
Master Data Metadata High Speed Merge/Match Enterprise integration
• Entity tagging Engine • Thin client capable
• Entity prioritization • Ad-hoc real-time lookups • Office thick client available
• Lineage • Bulk capabilities • SharePoint integration
• Impact Analysis • Third party data integration • Easier on-boarding
• Referential Tracking • Diff/Update capable • Third party application
• Descriptions, Usages, Custom • Cross mode results compatible integration
• Federated aggregation
25. 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
26. 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
27. 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
28. 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
29. 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
30. SQL Server Analysis Services
SQL Server Integration Services
Excel & SQL Server Reporting Services
Planning Applications
LOBI/BDC Integration
31. Traditional BI
AS &
SSIS loads warehouse Source SSIS DW
MDS
AS loaded from WH
MDS from WH Dimensions
Mastered BI
SSIS loads MDS
WH Dimensions loaded from MDS
AS loaded from WH
Source SSIS MDS WH AS
33. 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
