Webinar on Salesforce Master Data Management covering the definitions,strategy, tools, architecture for MDM:
- What is Master Data Management (MDM)?
- Why use MDM ?
- Steps for implementing MDM in your organization
- Architecture Models of MDM
- Salesforce Data duplicity/DeDupe issue and ways to mitigate it
- Best Deduplication/ DeDupe tools for Salesforce CRM (Ex: Advitya)
Create a 'Customer 360' with Master Data Management for Financial ServicesPerficient, Inc.
This document summarizes Perficient's capabilities in providing master data management (MDM) solutions for financial services clients. Perficient has expertise in implementing MDM to create a unified customer view across systems and business units. Key benefits of MDM include improved customer experience, increased revenue opportunities, and reduced costs. The document also discusses current industry trends like social media, mobility, and big data that are driving greater need for MDM.
Creating an Effective MDM Strategy for SalesforcePerficient, Inc.
As Salesforce has grown from a simple, standalone tool to a platform that touches every customer interaction, the data has grown more complex. This problem happens for many reasons including user error, adding other cloud apps requiring data integration, and business mergers and acquisitions that create multiple instances of Salesforce within an organization.
A master data management (MDM) strategy is critical to helping companies solve challenges like providing enterprise analytics and creating a 360-degree view of the customer. With Informatica Cloud, companies are learning to address the challenges and explore alternatives including a cost-effective cloud MDM versus a full-blown MDM solution.
During this webinar, our experts demonstrated the Informatica cloud MDM solution in action and showed how with an effective strategy, you can:
-Support the business case for MDM consolidation of multiple instances
-Create a customer 360-degree view in the cloud
-Understand the use case, reference architecture, and why companies are choosing cloud-based MDM
Master Data Management's Place in the Data Governance Landscape CCG
This document provides an overview of master data management and how it relates to data governance. It defines key concepts like master data, reference data, and different master data management architectural models. It discusses how master data management aligns with and supports data governance objectives. Specifically, it notes that MDM should not be implemented without formal data quality and governance programs already in place. It also explains how various data governance functions like ownership, policies and standards apply to master data.
Identity— Help protect against identity compromise and identify potential breaches before they cause damage
Devices—Enhance device security while enabling mobile work and BYOD
Apps and Data—Boost productivity with cloud access while keeping information protected
Infrastructure—Take a new approach to security across your hybrid environment
This document describes a cloud assessment service that helps organizations evaluate their readiness to move to the cloud. The assessment identifies current infrastructure and applications, evaluates business and IT value, and develops a cloud adoption strategy and roadmap. It determines which applications are suitable for the cloud, how to optimize existing resources, and recommends industry best practices for portfolio transformation and cloud migration.
Cloud Migration: Moving Data and Infrastructure to the CloudSafe Software
The movement to the cloud is accelerating across industries. This is driven by the maturing of cloud technology, and by the sudden shift to a more distributed and remote workforce.
The cloud has many strengths from no longer having to purchase and manage infrastructure to its ability to grow seamlessly and to scale up and down to meet demands.
With all these benefits, many organizations are preparing cloud migration strategies (such as on-premise to the cloud) and are finding themselves overwhelmed by the process.
There are many things to consider when planning a cloud migration but the process does not have to be complicated or costly due to private services. Join this webinar to learn how you get started with your cloud migration today!
This document provides resources for learning about the different phases and components of Azure Purview including documentation, training courses, how to create subscriptions and accounts, set up collections and scans, understand the data map and lineage, best practices, and connect data sources. It also lists some competitors to Azure Purview and provides pricing information for development/trial usage based on capacity units and hours for the data map, scanning, and resource set processing.
Data-Ed Slides: Best Practices in Data Stewardship (Technical)DATAVERSITY
In order to find value in your organization's data assets, heroic data stewards are tasked with saving the day- every single day! These heroes adhere to a data governance framework and work to ensure that data is: captured right the first time, validated through automated means, and integrated into business processes. Whether its data profiling or in depth root cause analysis, data stewards can be counted on to ensure the organization's mission critical data is reliable. In this webinar we will approach this framework, and punctuate important facets of a data steward’s role.
Learning Objectives:
- Understand the business need for a data governance framework
- Learn why embedded data quality principles are an important part of system/process design
- Identify opportunities to help drive your organization to a data driven culture
Create a 'Customer 360' with Master Data Management for Financial ServicesPerficient, Inc.
This document summarizes Perficient's capabilities in providing master data management (MDM) solutions for financial services clients. Perficient has expertise in implementing MDM to create a unified customer view across systems and business units. Key benefits of MDM include improved customer experience, increased revenue opportunities, and reduced costs. The document also discusses current industry trends like social media, mobility, and big data that are driving greater need for MDM.
Creating an Effective MDM Strategy for SalesforcePerficient, Inc.
As Salesforce has grown from a simple, standalone tool to a platform that touches every customer interaction, the data has grown more complex. This problem happens for many reasons including user error, adding other cloud apps requiring data integration, and business mergers and acquisitions that create multiple instances of Salesforce within an organization.
A master data management (MDM) strategy is critical to helping companies solve challenges like providing enterprise analytics and creating a 360-degree view of the customer. With Informatica Cloud, companies are learning to address the challenges and explore alternatives including a cost-effective cloud MDM versus a full-blown MDM solution.
During this webinar, our experts demonstrated the Informatica cloud MDM solution in action and showed how with an effective strategy, you can:
-Support the business case for MDM consolidation of multiple instances
-Create a customer 360-degree view in the cloud
-Understand the use case, reference architecture, and why companies are choosing cloud-based MDM
Master Data Management's Place in the Data Governance Landscape CCG
This document provides an overview of master data management and how it relates to data governance. It defines key concepts like master data, reference data, and different master data management architectural models. It discusses how master data management aligns with and supports data governance objectives. Specifically, it notes that MDM should not be implemented without formal data quality and governance programs already in place. It also explains how various data governance functions like ownership, policies and standards apply to master data.
Identity— Help protect against identity compromise and identify potential breaches before they cause damage
Devices—Enhance device security while enabling mobile work and BYOD
Apps and Data—Boost productivity with cloud access while keeping information protected
Infrastructure—Take a new approach to security across your hybrid environment
This document describes a cloud assessment service that helps organizations evaluate their readiness to move to the cloud. The assessment identifies current infrastructure and applications, evaluates business and IT value, and develops a cloud adoption strategy and roadmap. It determines which applications are suitable for the cloud, how to optimize existing resources, and recommends industry best practices for portfolio transformation and cloud migration.
Cloud Migration: Moving Data and Infrastructure to the CloudSafe Software
The movement to the cloud is accelerating across industries. This is driven by the maturing of cloud technology, and by the sudden shift to a more distributed and remote workforce.
The cloud has many strengths from no longer having to purchase and manage infrastructure to its ability to grow seamlessly and to scale up and down to meet demands.
With all these benefits, many organizations are preparing cloud migration strategies (such as on-premise to the cloud) and are finding themselves overwhelmed by the process.
There are many things to consider when planning a cloud migration but the process does not have to be complicated or costly due to private services. Join this webinar to learn how you get started with your cloud migration today!
This document provides resources for learning about the different phases and components of Azure Purview including documentation, training courses, how to create subscriptions and accounts, set up collections and scans, understand the data map and lineage, best practices, and connect data sources. It also lists some competitors to Azure Purview and provides pricing information for development/trial usage based on capacity units and hours for the data map, scanning, and resource set processing.
Data-Ed Slides: Best Practices in Data Stewardship (Technical)DATAVERSITY
In order to find value in your organization's data assets, heroic data stewards are tasked with saving the day- every single day! These heroes adhere to a data governance framework and work to ensure that data is: captured right the first time, validated through automated means, and integrated into business processes. Whether its data profiling or in depth root cause analysis, data stewards can be counted on to ensure the organization's mission critical data is reliable. In this webinar we will approach this framework, and punctuate important facets of a data steward’s role.
Learning Objectives:
- Understand the business need for a data governance framework
- Learn why embedded data quality principles are an important part of system/process design
- Identify opportunities to help drive your organization to a data driven culture
Suresh Menon, Vice President, Product Management - Information Quality Solutions at Informatica, shares how to master your data and your business from the 2015 Informatica Government Summit.
Microsoft Cloud Adoption Framework for Azure: Governance ConversationNicholas Vossburg
This document outlines Microsoft's Cloud Adoption Framework (CAF) governance model for governing cloud adoption. It recommends starting with an assessment of the current state and future vision. Then establish a Minimum Viable Product (MVP) for governance using core Azure services like management groups, subscriptions, resource groups, Azure Policy and role-based access control. The MVP should focus on key areas like resource tagging, grouping and security baselines. Governance then evolves by maturing the MVP with each cloud release to better align with cloud adoption and IT functions.
Securing SharePoint, OneDrive, & Teams with Sensitivity LabelsDrew Madelung
How do you protect your confidential content from being exposed? Being able to secure your files and content across workloads is a necessity and the tools are available to you today in the Microsoft 365 Security admin center. Microsoft 365 Sensitivity Labels are the evolution of Azure Information Protection and more within the Microsoft Information Protection suite.
Gartner: Master Data Management FunctionalityGartner
MDM solutions require tightly integrated capabilities including data modeling, integration, synchronization, propagation, flexible architecture, granular and packaged services, performance, availability, analysis, information quality management, and security. These capabilities allow organizations to extend data models, integrate and synchronize data in real-time and batch processes across systems, measure ROI and data quality, and securely manage the MDM solution.
The Ideal Approach to Application Modernization; Which Way to the Cloud?Codit
Determine your best way to modernize your organization’s applications with Microsoft Azure.
Want to know more? Don't hesitate to download our White Paper 'Making the Move to Application Modernization; Your Compass to Cloud Native': http://bit.ly/39XylZp
The document discusses Microsoft's Cloud Adoption Framework for Azure. It provides guidance, best practices and tools to help organizations align their business and technology strategies for cloud migration. The framework takes a phased approach including defining strategy, planning, preparing infrastructure with landing zones, adopting workloads, managing and governing resources. It warns against common pitfalls like trying to mirror on-premises environments, not involving stakeholders, and missing critical planning steps.
Henry Peyret Presentation - Data Governance 2.0.
Based on the analysis of Digital Transformation and Values Transformation, Forrester gives its insight and orientations in terms of Data Governance 2.0 and Data Citizenship.
Microsoft 365 provides holistic security across these four aspects of security.
By helping enterprise businesses secure corporate data and manage risk in today’s mobile-first, cloud-first world Microsoft 365 enables customers to digitally transform by unifying user productivity and enterprise security tools into a single suite that enables the modern workplace.
Identity & Access Mgmt
Secure identities to reach zero trust
Threat Protection
Help stop damaging attacks with integrated and automated security
Information Protection
Protect sensitive information anywhere it lives
Security Management
Strengthen your security posture with insights and guidance
How Salesforce CRM Improves Your Sales Pipeline?Cloud Analogy
The most powerful driver for salespeople to improve customer interaction and loyalty is a strong customer relationship management system like Salesforce.
The document discusses document management capabilities in SharePoint 2010, including using Document IDs to identify and track documents, discovering how Document Sets are used to group related documents, and implementing rules based document submission via the SharePoint Content Organizer feature. The objectives are to learn about these document management capabilities in SharePoint 2010 and use the Document Center site template to manage large document repositories.
This presentation walks through the Security and Compliance functionality to customers leveraging Azure as a compute environment. It includes deep-dive references to detailed information on each topic presented.
here's where Microsoft has invested, across these areas: identity and access management, apps and data security, network security, threat protection, and security management.
We’ve put a tremendous amount of investment into these areas and the way it shows up is across a pretty broad array of product areas and features.
Our Identity and Access Management tools enable you to take an identity-based approach to security, and establish truly conditional access policies
Our App and Data Security help you protect your apps and your data as it moves around—both inside and outside your organization
Azure includes a robust networking infrastructure with built-in security controls for your application and service connectivity.
Our Threat Protection capabilities are built in and fully integrated, so you can strengthen both pre-breach protection with deep capabilities across e-mail, collaboration services, and end points including hardware based protection; and post-breach detection that includes memory and kernel based protection and response with automation.
And our Security Management tools give you the visibility and more importantly the guidance to manage policy centrally
How to identify the correct Master Data subject areas & tooling for your MDM...Christopher Bradley
1. What are the different Master Data Management (MDM) architectures?
2. How can you identify the correct Master Data subject areas & tooling for your MDM initiative?
3. A reference architecture for MDM.
4. Selection criteria for MDM tooling.
chris.bradley@dmadvisors.co.uk
Uma introdução à malha de dados e as motivações por trás dela: os modos de falhas de paradigmas anteriores de gerenciamento de big data. A proposta de Zhamak Dehghani é comparar e contrastar a malha de dados com as abordagens existentes de gerenciamento de big data, apresentando os componentes técnicos que sustentam a arquitetura de software.
The document discusses six key questions organizations should ask about data governance: 1) Do we have a government structure in place to oversee data governance? 2) How can we assess our current data governance situation? 3) What is our data governance strategy? 4) What is the value of our data? 5) What are our data vulnerabilities? 6) How can we measure progress in data governance? It provides details on each question, highlighting the importance of leadership, benchmarks, strategic planning, risk assessment, and metrics in developing an effective data governance program.
This document discusses how Microsoft 365 can help organizations securely transition to hybrid work. It notes the challenges of the new normal, including increased security risks and economic uncertainties. Microsoft 365 offers an integrated portfolio of cloud solutions across Microsoft 365, Dynamics 365, and Azure with built-in security and privacy. It provides productivity apps, services, and world-class security to help organizations build resilience and improve productivity from anywhere. The document highlights how Microsoft 365 enables better productivity and collaboration from anywhere, protects organizations with trusted technology, and provides a cost-effective secure communication solution to help organizations thrive in this new hybrid world.
Tackling Data Quality problems requires more than a series of tactical, one-off improvement projects. By their nature, many Data Quality problems extend across and often beyond an organization. Addressing these issues requires a holistic architectural approach combining people, process, and technology. Join Nigel Turner and Donna Burbank as they provide practical ways to control Data Quality issues in your organization.
How to Drive Better Business Insights with Strong Data GovernanceMatt Dillon
Learn why leading CMOs and CEOs are making data governance and data integration a top priority for driving revenue growth and improving profitability.
Your data is one of the most important assets you have as a business but are you taking the necessary steps to manage your data with care?
Are you using your data to improve the customer experience and make better business decisions?
Webinar includes:
- Creating a centre of excellence
- Establishing data standardization
- Developing application management plans
- Release management
- Incorporating data & systems integration strategies
- Data cleansing essentials
1) MDM is the process of creating a single point of reference for highly shared types of data like customers, products, and suppliers. It links multiple data sources to ensure consistent policies for accessing, updating, and routing exceptions for master data.
2) Successful MDM requires defining business needs, setting up governance roles, designing flexible platforms, and engaging lines of business in incremental programs. Common challenges include lack of clear business cases and roadmaps.
3) Key aspects of MDM include modeling shared data, managing data quality, enabling stewardship of data, and integrating/propagating master data to operational systems in real-time or batch processes.
Suresh Menon, Vice President, Product Management - Information Quality Solutions at Informatica, shares how to master your data and your business from the 2015 Informatica Government Summit.
Microsoft Cloud Adoption Framework for Azure: Governance ConversationNicholas Vossburg
This document outlines Microsoft's Cloud Adoption Framework (CAF) governance model for governing cloud adoption. It recommends starting with an assessment of the current state and future vision. Then establish a Minimum Viable Product (MVP) for governance using core Azure services like management groups, subscriptions, resource groups, Azure Policy and role-based access control. The MVP should focus on key areas like resource tagging, grouping and security baselines. Governance then evolves by maturing the MVP with each cloud release to better align with cloud adoption and IT functions.
Securing SharePoint, OneDrive, & Teams with Sensitivity LabelsDrew Madelung
How do you protect your confidential content from being exposed? Being able to secure your files and content across workloads is a necessity and the tools are available to you today in the Microsoft 365 Security admin center. Microsoft 365 Sensitivity Labels are the evolution of Azure Information Protection and more within the Microsoft Information Protection suite.
Gartner: Master Data Management FunctionalityGartner
MDM solutions require tightly integrated capabilities including data modeling, integration, synchronization, propagation, flexible architecture, granular and packaged services, performance, availability, analysis, information quality management, and security. These capabilities allow organizations to extend data models, integrate and synchronize data in real-time and batch processes across systems, measure ROI and data quality, and securely manage the MDM solution.
The Ideal Approach to Application Modernization; Which Way to the Cloud?Codit
Determine your best way to modernize your organization’s applications with Microsoft Azure.
Want to know more? Don't hesitate to download our White Paper 'Making the Move to Application Modernization; Your Compass to Cloud Native': http://bit.ly/39XylZp
The document discusses Microsoft's Cloud Adoption Framework for Azure. It provides guidance, best practices and tools to help organizations align their business and technology strategies for cloud migration. The framework takes a phased approach including defining strategy, planning, preparing infrastructure with landing zones, adopting workloads, managing and governing resources. It warns against common pitfalls like trying to mirror on-premises environments, not involving stakeholders, and missing critical planning steps.
Henry Peyret Presentation - Data Governance 2.0.
Based on the analysis of Digital Transformation and Values Transformation, Forrester gives its insight and orientations in terms of Data Governance 2.0 and Data Citizenship.
Microsoft 365 provides holistic security across these four aspects of security.
By helping enterprise businesses secure corporate data and manage risk in today’s mobile-first, cloud-first world Microsoft 365 enables customers to digitally transform by unifying user productivity and enterprise security tools into a single suite that enables the modern workplace.
Identity & Access Mgmt
Secure identities to reach zero trust
Threat Protection
Help stop damaging attacks with integrated and automated security
Information Protection
Protect sensitive information anywhere it lives
Security Management
Strengthen your security posture with insights and guidance
How Salesforce CRM Improves Your Sales Pipeline?Cloud Analogy
The most powerful driver for salespeople to improve customer interaction and loyalty is a strong customer relationship management system like Salesforce.
The document discusses document management capabilities in SharePoint 2010, including using Document IDs to identify and track documents, discovering how Document Sets are used to group related documents, and implementing rules based document submission via the SharePoint Content Organizer feature. The objectives are to learn about these document management capabilities in SharePoint 2010 and use the Document Center site template to manage large document repositories.
This presentation walks through the Security and Compliance functionality to customers leveraging Azure as a compute environment. It includes deep-dive references to detailed information on each topic presented.
here's where Microsoft has invested, across these areas: identity and access management, apps and data security, network security, threat protection, and security management.
We’ve put a tremendous amount of investment into these areas and the way it shows up is across a pretty broad array of product areas and features.
Our Identity and Access Management tools enable you to take an identity-based approach to security, and establish truly conditional access policies
Our App and Data Security help you protect your apps and your data as it moves around—both inside and outside your organization
Azure includes a robust networking infrastructure with built-in security controls for your application and service connectivity.
Our Threat Protection capabilities are built in and fully integrated, so you can strengthen both pre-breach protection with deep capabilities across e-mail, collaboration services, and end points including hardware based protection; and post-breach detection that includes memory and kernel based protection and response with automation.
And our Security Management tools give you the visibility and more importantly the guidance to manage policy centrally
How to identify the correct Master Data subject areas & tooling for your MDM...Christopher Bradley
1. What are the different Master Data Management (MDM) architectures?
2. How can you identify the correct Master Data subject areas & tooling for your MDM initiative?
3. A reference architecture for MDM.
4. Selection criteria for MDM tooling.
chris.bradley@dmadvisors.co.uk
Uma introdução à malha de dados e as motivações por trás dela: os modos de falhas de paradigmas anteriores de gerenciamento de big data. A proposta de Zhamak Dehghani é comparar e contrastar a malha de dados com as abordagens existentes de gerenciamento de big data, apresentando os componentes técnicos que sustentam a arquitetura de software.
The document discusses six key questions organizations should ask about data governance: 1) Do we have a government structure in place to oversee data governance? 2) How can we assess our current data governance situation? 3) What is our data governance strategy? 4) What is the value of our data? 5) What are our data vulnerabilities? 6) How can we measure progress in data governance? It provides details on each question, highlighting the importance of leadership, benchmarks, strategic planning, risk assessment, and metrics in developing an effective data governance program.
This document discusses how Microsoft 365 can help organizations securely transition to hybrid work. It notes the challenges of the new normal, including increased security risks and economic uncertainties. Microsoft 365 offers an integrated portfolio of cloud solutions across Microsoft 365, Dynamics 365, and Azure with built-in security and privacy. It provides productivity apps, services, and world-class security to help organizations build resilience and improve productivity from anywhere. The document highlights how Microsoft 365 enables better productivity and collaboration from anywhere, protects organizations with trusted technology, and provides a cost-effective secure communication solution to help organizations thrive in this new hybrid world.
Tackling Data Quality problems requires more than a series of tactical, one-off improvement projects. By their nature, many Data Quality problems extend across and often beyond an organization. Addressing these issues requires a holistic architectural approach combining people, process, and technology. Join Nigel Turner and Donna Burbank as they provide practical ways to control Data Quality issues in your organization.
How to Drive Better Business Insights with Strong Data GovernanceMatt Dillon
Learn why leading CMOs and CEOs are making data governance and data integration a top priority for driving revenue growth and improving profitability.
Your data is one of the most important assets you have as a business but are you taking the necessary steps to manage your data with care?
Are you using your data to improve the customer experience and make better business decisions?
Webinar includes:
- Creating a centre of excellence
- Establishing data standardization
- Developing application management plans
- Release management
- Incorporating data & systems integration strategies
- Data cleansing essentials
1) MDM is the process of creating a single point of reference for highly shared types of data like customers, products, and suppliers. It links multiple data sources to ensure consistent policies for accessing, updating, and routing exceptions for master data.
2) Successful MDM requires defining business needs, setting up governance roles, designing flexible platforms, and engaging lines of business in incremental programs. Common challenges include lack of clear business cases and roadmaps.
3) Key aspects of MDM include modeling shared data, managing data quality, enabling stewardship of data, and integrating/propagating master data to operational systems in real-time or batch processes.
Data Ownership:
Most companies and organizations have this notion that data governance should be taken care of ,
by the Information Technology department, because IT owns the system which stores the data.
The owner of the data is responsible for providing attributes to the data and answerable to any questions regarding data.
The people answerable to these kinds of data are generally the ones involved in defining business rules,
data cleaning and consolidation.?
Data Stewardship:?
Data stewards should be favorably those people who are familiar with the data. It is often seen that
there is need to deploy several people, to handle and correct data,
whereas a single data steward could have done the same job. Since the data being handled involves
organizational level data, it is important that there are governance rules for this process.?
If there is some certain rule in the data which causes large data volumes to fail, this rule should be fixed while data cleansing.
So it is important to take care of the amount of clean data sent to the stewards,
since we are not aware of which rules might trigger what amount of data.?
Choice of data stewards is again a difficult selection.
Data Security:?
Although the master data is data on organization level, but there is some confidentiality level linked to it.?
Not every employee has the authorization to view its aspects.
Security rules can be applied to the data.
The various departments in the organization must set different rules to the data they own.
They need to grant permissions to these rules , so that the user can view the data.
A large company can have data sourced out of many regions.
It is to be ensured that they are responsible to correct only their own data.?
Data survivorship:
There are some guidelines which are set up by data governance.
These rules can often change over hthe time according to new data sources being added.
The changes made to the data , are communicated to the organization so that data stewards and users can understand the process.
So from a data steward's point of view, it is important to apply security rules to the people who are involved
in data handling and correction. This is a result of how data governance and data security can be applied while implementing MDM.?
?
Overcoming the Challenges of your Master Data Management JourneyJean-Michel Franco
This Presentaion runs you through all the key steps of an MDM initiative. It considers and showcase the key milestones and building blocks that you will have to roll-out to make your MDM
journey
-> Please contact Talend for a dedicated interactive sessions with a storyboard by customer domain
Mike Ferguson, managing director of Intelligent Business Strategies, highlights his top ten worst practices in Master Data Management (MDM) in this Information Builders webinar slideshow.
The document discusses Master Data Management (MDM). It defines MDM as a framework for creating and maintaining authoritative, reliable, accurate and secure master data across an enterprise. The key points covered are:
- MDM is needed to resolve data uncertainty and have a single version of truth. It identifies master data items and manages them.
- MDM implementation involves identifying master data sources, appointing data stewards, developing a data model, choosing tools, and designing infrastructure to generate and test master data.
- MDM provides benefits like a single version of truth, increased consistency, data governance and facilitates multiple domains and data analysis across departments.
Enterprise-Level Preparation for Master Data Management.pdfAmeliaWong21
Master Data Management (MDM) continues to play a foundational role in the Data Management Architecture of every 21st century enterprise. In a forward-looking organization, MDM is significant in the Enterprise Integration Hub.
Webinar: Initiating a Customer MDM/Data Governance ProgramDATAVERSITY
This document discusses using erwin Modeling to execute a data discovery and analysis pilot for an MDM and data governance initiative. It provides an overview of MDM and describes a case study of an initial failed MDM attempt. The benefits of a model-driven approach using erwin Modeling are outlined, including discovering and documenting the as-is data landscape, enabling stakeholder collaboration, and specifying the to-be MDM architecture and governance foundation. Key activities of the proposed pilot with erwin Modeling are reverse engineering data sources, analyzing and harmonizing differences, centralizing models, and deriving an MDM specification blueprint. The benefits of accelerating MDM analysis cycles and establishing reusable processes for governance are summarized.
Adopting a Process-Driven Approach to Master Data ManagementSoftware AG
What is a lasting solution to the sea of errors, headaches, and losses caused by inconsistent and inaccurate master data such as customer and product records? This is the data that your business counts on to operate business processes and make decisions. But this data is often incomplete or in conflict because it resides in multiple IT systems. Master Data Management (MDM)'s programs are the solution to this problem, but these programs can fail without the investment and involvement of business managers.
Listen to Rob Karel, Forrester analyst, and Jignesh Shah from Software AG to learn about a new, process-driven approach to MDM and why it is a win-win for both business and IT managers.
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TekMindz Master Data Management CapabilitiesAkshay Pandita
This document provides an overview of Master Data Management (MDM) offerings and benefits from TekMindz. MDM is an approach that centralizes master information such as customers, products, and suppliers to ensure consistent, up-to-date data across business systems. MDM addresses issues like data governance, quality and consistency. TekMindz' MDM capabilities include collaborative authoring, data quality management, event management, and integration with data quality tools. MDM implementations require data governance to construct trusted views of master data needed by business processes. TekMindz offers MDM solutions across four editions to meet different customer needs.
SG Data Mgt - Findings and Recommendations.pptxssuser57f752
The document provides an assessment of smart grid data management at an electric utility. Some key highlights:
- There is a lack of a coordinated smart grid data management strategy to handle exponential data growth from new sensors and enable business objectives.
- The assessment evaluated the current state of data governance, processes, technology and information use across different business units and projects.
- The maturity levels were found to range from level 1 to 4, with most areas being at level 2-3, indicating some basic level of data management but a lack of formal processes and enterprise-wide coordination.
- Recommendations focus on developing a data governance strategy, addressing master data management and a business intelligence strategy to improve information sharing and
The document provides an overview of master data management (MDM) solutions and tools. It defines MDM solutions as software that supports linking and synchronizing master data across systems, creates a central system of record, and enables a single view of data for stakeholders. The document compares features of MDM tools from IBM, Informatica, Siperian and Oracle, such as data modeling capabilities, integration support, and scalability. It also outlines guidance for implementing MDM solutions, including starting with quick wins, defining data governance strategies, and engaging business stakeholders.
The document discusses how Informatica can help companies accelerate customer insights by helping to find and consolidate disparate customer data across systems, enriching the data to ensure high quality, and enabling companies to use the unified customer data to transform their business. Informatica provides capabilities for data integration, quality, master data management, and governance that help speed up a company's adoption of the Common Data Model (CDM) approach to power customer insights from unified customer profiles.
Slide deck from a webinar presented by Earley Information Science on "MDM - The Key to Successful Customer Experience Management." Featured speaker is EIS Director of Delivery Services, Tim Barnes.
The client, a global producer of welding equipment, faced issues with inconsistent product data across multiple systems due to its large number of product lines and SKUs. It implemented Riversand's MDMCenter and MAM solutions to establish a single source of truth for cleansed product data and automate digital asset management. This reduced redundant systems costs by $100,000 annually and streamlined marketing efforts, lowering expenses by $500,000. With the centralized data hub, teams can now easily access consistent product information in 23 languages to provide localized experiences globally.
Microsoft Fabric & Profisee MDM Are Better TogetherProfisee
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Kansen voor marketing om snel en slim te analyseren en te activerenJordie van Rijn
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2. 225 March 2019
Agenda
➢ About Mirketa
➢ Todays Speakers
➢ Understanding MDM
➢ Why MDM?
➢ Implementing MDM
➢ Architecture Models
➢ Implementing MDM in Salesforce
➢ Data duplicity issue and Solutions
3. 325 March 2019
WE ARE EXPERIENCED, FOCUSED, AND GLOBAL.
Headquartered
in San Ramon,
CA
➢ Mirketa is a Salesforce Silver Consulting Partner headquartered in
San Ramon, California
➢ Business and technology consulting services in:
o Salesforce ecosystem
o Data & BI Solutions
o AI Chatbots
o Process Engineering in Customer Service, Sales, Marketing &
HR areas
o Custom App Development and Systems Integration – Mobile,
Force.com, .Net and JAVA
Global delivery
center in Noida,
India.
4. Strategy &
Architecture
Salesforce
Implementation
& Integration
Data Solutions
Application
Development
Delivery
Management
4
• Process Eng: Sales, Service & HR
• Cloud Strategy and Governance
• Technology Selection
• Solution Architecture
• Analytics: Sales Forecasting
Marketing & Social
• Agile Transformation
• Continuous Delivery (Chef,
Docker, Puppet, AWS,
VMWare, Virtual Machines)
• Force.com App
Development
• Salesforce1
• JAVA, PHP, Python
Apps
• Sales Cloud, Service
Cloud, Marketing
Cloud, Community
Cloud, Pardot,
desk.com, CPQ,
Heroku, Dell Boomi,
Mulesoft, Informatica
Mirketa Service Portfolio
5. 525 March 2019
Todays Presenters
Rajeev Kumar
CEO and CPO, Mirketa
Experienced in managing high performing teams,
leading organization transformations and building
business solutions using BPM, SaaS, Mobile and Web
technologies
Pranshu Goyal
Sr. Product Manager, Mirketa
Experienced in managing enterprise applications and
solutions helping organizations with their business
transformation
6. 625 March 2019
What is Master Data Management (MDM)?
➢Master Data is the attributes of key business objects required conduct business
operations. Example: Customers, Prospects, Partners
What’s not Master Data?
➢ Unstructured Data
➢ Transactional Data
➢ Metadata
➢ Hierarchical Data
Master Data Management (MDM) is a process used to identify and
manage Master Data to ensure that data used across different systems
and groups is accurate and is referred using the consistent terms.
Identifying Master Data requires business data architecture capturing business objects and
their attributes, definitions and contextual information.
7. 725 March 2019
Master Data Examples in Salesforce
Product
Supplier
Accounts
Location
Employee
Contacts
8. 8
25 March 2019
Benefits of MDM system
Consistent information
across channels
Easier integrations with
other system entities
Understand your customer
better
Better data governance
Increases accountability of
your data
Unified view of your masters
(builds cross domain
relationships)
9. Steps for Implementing MDM
9
Master data source identification
Data Stewards appointment
Infrastructure designing
Data Governance Council implementation
Owner identification for master data
Producers & consumers identification of master data
Maintenance process implementation
Master Data Model development
Master Data generation and testing
Toolset identification
10. 1025 March 2019
Architecture Models of MDM: Registry Architecture
Consumer
Application
Consumer
Application
Consumer
Application
Master Data
Source
Application
Source
Application
➢ Mainly used to spot duplicates by running
data cleaning logic
➢ Source Systems update the Master Data but
Master Data updates are not sent back to
Source Systems
➢ Information needed to identify the
duplication is stored in the Master Data
repo.
➢ Few elements of data are stored in Master
Data, Master Data is created by a job
Consumer App can also be Source App
11. 1125 March 2019
Architecture Models of MDM: Consolidation
Consumer
Application
Consumer
Application
Consumer
Application
Master Data
Source
Application
Source
Application
➢ Keys and most attributes are stored in MD
and each Source System has Master Data
➢ Source Systems update the Master Data and
after cleansing the MDM hub updates the
Source systems
➢ Information needed to identify the
duplication is stored in the Master Data
repo.
Consumer App can also be Source App
12. 1225 March 2019
Architecture Models of MDM: Hybrid
Consumer
Application
Consumer
Application
Consumer
Application
Master Data
Source
Application
Source
Application
➢ Complete Master Data record is kept in
MDM
➢ Source Systems update the Master Data and
updates to Master Data in Source Systems is
done in real time
➢ Information needed to identify the
duplication is stored in the Master Data
repo.
Consumer App can also be Source App
14. 1425 March 2019
How does Salesforce Implementation Strategyy Impact MDM?
➢ Salesforce originates Customer data and in many cases Locations, Product.
➢ If a company doesn’t have multiple CRMs, it is likely to have the key entity data like
Customers stores across different systems
➢ Data definitions in Salesforce are not the same as other systems
➢ Lack of data governance (Source, Golden Record, Duplicate Mgt, No Standards,
Hierarchies are not consistent)
➢ There could be multiple hierarchical relationship in the data that cant be replicated into
Salesforce Multiple
➢ MDM provides a common and complete source for MD across different systems
➢ MDM reduces the inbound queries on the Salesforce for data
15. 1525 March 2019
Data Governance in Salesforce: Data Duplicity
How Duplicate Data creeps in?
➢ Migrating from legacy CRM to Salesforce
➢ Data loader imports
➢ Errors in manual data entry
➢ Same information captured at multiple sources
➢ No instrument to restrict the duplicates from
entering the system
How it impacts the business?
➢ Bad customer experience.
➢ Increases the costs of marketing campaigns
➢ Brand image gets a hit
➢ Overall Productivity gets a hit
16. 1625 March 2019
How to keep a check on duplicates entering the system?
➢ Keeping a mandatory field on each object handling customer data. Use duplicate rules and matching rules.
➢ Ensuring your data is clean while migrating from old CRMs
➢ Cloning should be avoided at any cost. Clone button can even be disabled.
➢ Defining lead sources clearly
➢ Using standard Salesforce Reports for tracking duplicates entering the system
17. 1725 March 2019
Top Dedupe Apps on Salesforce
➢ Cloudingo
➢ DupeCatcher
➢ Duplicate check for Salesforce
➢ Complete Data Quality Suite
➢ Advitya
18. 25 March 2019 18
Ask for a demo: advitya@mirketa.com
19. Thank You!
• All rights reserved. No part of this document may be reproduced, stored in a retrieval system, transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise,
without the express written permission from Mirketa. The information contained herein is subject to change without notice. All other trademarks mentioned herein are the property of their respective
owners.
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