Before MDM

What You Need before
You Deploy
Master Data Management
Presented by Malcolm Chisholm Ph.D.
Telephone 732-539-3406 Fax 407-264-6809
mchisholm@MasterDataMgmt.com
www.refdataportal.com
AskGet.com Inc., 2007. All rights reserved
Metadata Professional Organization

Malcolm Chisholm Ph.D. is an independent consultant
focusing on and Enterprise Information Management with a
special emphasis on Master Data Management. He has over 25
years of experience in IT, and has worked in a variety of
sectors, including finance, government, manufacturing, and
insurance. Malcolm is the author of Managing Reference Data
in Enterprise Databases and How to Build a Business Rules
Engine and frequently writes and speaks on these topics. He
is a columnist in DM Review and will have an expert channel
in the B-eye Network. He runs two Web sites
www.refdataportal.com and www.bizrulesengine.com. You can
contact him at mchisholm@refdataportal.com
Malcolm Chisholm
AGENDA

Understanding Master Data
Discovering Master Data
Understanding Master Data

Issue: Its All Very Fuzzy
MDM is Not as Mature as Other Areas (e.g. DW)
MDM concepts are not mature
Neither are many MDM tools
Methodologies are not clear
MD can be highly specific. Different enterprises have different needs.
All this makes MDM / DQ issues difficult.

Master
Data
Data
Warehouse
Product Customer
Maturity
?
Is Data just Data?
What Can We See In A Data Model?
Metadata
Reference Data
Transaction Structure Data
Enterprise Structure Data
Transaction Activity Data
Transaction Audit Data
Enterprise Information Architecture
Increasing:
Volume of Data
Population Later in Time
Shorter Life Span
Increasing:
Per Value Data Quality Importance
Semantic Content
Most Relevant
To Design
Most Relevant
To Outside World
Most Relevant
To Business
Most Relevant
To Technology
Layers of Data
Metadata Usually describes the structure of databases.
Found in a databases system catalog. Sometimes included in
database tables.
Reference Data Codes and descriptions. Tables containing
this data usually have just a few rows and columns.
Transaction Structure Data The parties to the transactions of
the enterprise. E.g. Customer, Product.
Enterprise Structure Data Data that describes the structure of
the enterprise. E.g. organizational or financial structure.
Transaction Activity Data Traditional focus of IT in many
enterprises the only focus.
Transaction Audit Data Data that tracks the life cycle of
individual transactions. Includes server logs.
What Is Reference Data?
Definition of Reference Data:

Reference Data is any kind of data that is used solely
to categorize other data found in a database, or
solely for relating data in a database to information
beyond the boundaries of the enterprise.

Also known as: Lookup Data, Domain Values.

Some people regard any data imported into a
database, or not updated by a system as reference
data.
Askget.com Inc., 2006. All rights reserved
What Is Transaction Structure Data?
Definition of Transaction Structure Data:

Data that represents the direct participants in a transaction, and
which must be present before a transaction fires.

Definition of Transaction Activity Data:

Data that represents the operations an enterprise carries out

Some people do not think of data that represents all participants
in a transaction as Master Data. They only recognize some, e.g.
Product, Customer.
What Is Enterprise Structure Data?
Definition of Enterprise Structure Data:

Data that permits business activity to be reported or analyzed by
business responsibility.

Some people call it hierarchies or dimensions.
Metadata
Reference Data
Master Data
Master Data = Reference Data (Code Tables, Taxonomies)
+ Transaction Structure Data (Product, Customer)
+ Enterprise Structure Data (CoA, Org. Structure)

Reference Data
Specific Data Management Tasks for
Each Category of Master Data
Semantic meaning of codes
Standards Discovery
Manage Multiple Identities
Historical Hierarchies
Determine specific management tasks for each category of MD
One size fits all approaches to MDM will not work
Categorize your data in a data discovery process prior to MDM
Discovering Master Data:
The Problem of the Data Landscape

The Data Landscape
You need to know what data is out there
You need to know where to find it
Then you can categorize it and do MDM

Data Landscape May Be Big
Assume 25 databases
Assume 100 tables per database
Assume 20 columns per table
25 x 100 x 20 = 50,000 columns
What if 10% of these columns are Master Data?
Maybe your enterprise is bigger


Data Landscape Typically Not Well Known
Do knowledge management artifacts exist?
Are there processes to keep them in synch?

Suite of Logical Data Models
Maybe Enterprise Data Model?
Physical Databases
Documentation
Metadata Repository
Data Dictionary
You will never have enough analysts to map the data landscape
They could be doing more productive things
It becomes project-based (remember Y2K)
As soon as they did some, it would change
Detailed tasks for MDM especially looking at content

Effort too Big for Forward Analysis
50,000 columns?
Infer Semantics?
Categorize based on content?
Catalog Master Data?
Automated mapping of data landscape is becoming possible
Have a good probability of identifying Master Data
This is a new activity for Enterprise Information Management (formerly
Data Administration)
Only Hope is Tools
Repository
Tool
Metadata-aware
Examine Content
Infer
Categorize Physical Databases
Map Data Landscape
Metadata
Reference Data
But We Need a Methodology
MDM is a complex multi-dimensional problem
If it was easy it would have been done long ago
A tool for mapping the data landscape and discovering Master
Data must be integrated into an overall methodology
EIM must develop the methodology before deploying the tool

Mapping
Identify Master Data
Categorize Master Data
Goals
Data Mart Dimensions
Workflow for Quality

Metadata Management
Identify Metadata to Gather
Build Repository

MDM Governance
Who owns what
Issue Resolution

and a great deal more
What You Need before
You Deploy
Master Data Management

Questions and Answers
Presented by Malcolm Chisholm Ph.D.
Telephone 732-539-3406 Fax 407-264-6809
mchisholm@MasterDataMgmt.com
www.refdataportal.com
Metadata Professional Organization
September 11, 2007

Before MDM

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