
Master Data Management in Practice Achieving True Customer MDM
by Cervo, Dalton; Allen, Mark; Dyché , Jill-
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Summary
Author Biography
MARK ALLEN is a Senior Consultant and Enterprise Data Governance Lead at WellPoint, Inc. Prior to joining WellPoint, Mark was a senior program manager in customer operations groups at both Sun Microsystems and Oracle. Mark has led Sun's Customer Data Governance Board and has been a member of customer advisory boards for DataFlux, Oracle, and Dun & Bradstreet, where he was a presenter and panel member for various data governance and master data management events and forums.
Please visit their website at www.mdm-in-practice.com.
Table of Contents
Foreword | p. xiii |
Preface | p. xvii |
Acknowledgments | p. xxi |
Introduction | p. 1 |
Planning Your Customer MDM Initiative | p. 7 |
Defining Your MDM Scope and Approach | p. 9 |
MDM Approaches and Architectures | p. 9 |
Analytical MDM | p. 11 |
Operational MDM | p. 14 |
Enterprise MDM | p. 18 |
Defining the Business Case | p. 20 |
Cost Reduction | p. 21 |
Risk Management | p. 22 |
Revenue Growth | p. 23 |
Selecting the Right MDM Approach | p. 23 |
Data Management Maturity Level | p. 24 |
Addressing the ROI Question | p. 27 |
Summary | p. 27 |
Note | p. 28 |
Establishing Effective Ownership | p. 29 |
The Question of Data Ownership | p. 29 |
Executive Involvement | p. 31 |
MDM with Segmented Business Practices | p. 31 |
A Top-Down and Bottom-Up Approach | p. 32 |
Creating Collaborative Partnerships | p. 33 |
Can Your Current IT and Business Model Effectively Support MDM? | p. 33 |
The Acceptance Factor | p. 34 |
Business Access to Data | p. 35 |
Coordination of MDM Roles and Responsibilities | p. 36 |
Summary | p. 38 |
Notes | p. 38 |
Priming the MDM Engine | p. 39 |
Introduction | p. 39 |
Positioning MDM Tools | p. 40 |
Data Integration and Synchronization | p. 42 |
Data Profiling | p. 43 |
Data Migration | p. 46 |
Data Consolidation and Segmentation | p. 55 |
Reference Data | p. 57 |
Metadata | p. 60 |
Summary | p. 63 |
Notes | p. 63 |
The Implementation Fundamentals | p. 65 |
Data Governance | p. 67 |
Initiating a Customer Data Governance Model | p. 67 |
Planning and Design | p. 69 |
Establishing the Charter | p. 70 |
Policies, Standards, and Controls | p. 78 |
Implementation | p. 85 |
Process Readiness | p. 85 |
Implement | p. 88 |
Maintain and Improve | p. 91 |
Summary | p. 93 |
Notes | p. 94 |
Data Stewardship | p. 95 |
From Concept to Practice | p. 95 |
People | p. 96 |
MDM Process Core Team | p. 97 |
Operational Process Areas | p. 102 |
Processes | p. 107 |
Data Caretaking | p. 108 |
Summary | p. 109 |
Data Quality Management | p. 111 |
Implementing a Data Quality Model | p. 111 |
A Process for Data Quality | p. 114 |
Drivers | p. 115 |
Data Quality (DQ) Forum | p. 117 |
Controls/Data Governance | p. 119 |
Data Analysts | p. 120 |
Design Team | p. 123 |
IT Support/Data Stewards | p. 125 |
Metrics | p. 126 |
Establishing a Data Quality Baseline | p. 127 |
Context | p. 127 |
Data Quality Dimensions | p. 129 |
Entities and Attributes | p. 129 |
Putting It All Together | p. 132 |
Data Alignment and Fitness Assessment | p. 136 |
Data Correction Initiatives | p. 137 |
Summary | p. 140 |
Note | p. 140 |
Data Access Management | p. 141 |
Creating the Business Discipline | p. 141 |
Beyond the System Administrator | p. 142 |
Creating the Right Gatekeeper Model | p. 144 |
Preparing | p. 145 |
Employee Data | p. 146 |
Access Management Requirements | p. 146 |
Add User Group Names | p. 148 |
Map Privileges to Requirement Categories | p. 149 |
Profiling the Data | p. 150 |
Implementing and Managing the Process | p. 152 |
Testing and Launching the Process | p. 157 |
Resolve Issues Immediately | p. 157 |
Auditing and Monitoring | p. 158 |
Segregation of Duty (SoD) Management | p. 159 |
Summary | p. 161 |
Notes | p. 161 |
Achieving a Steady State | p. 163 |
Data Maintenance and Metrics | p. 165 |
Data Maintenance | p. 165 |
Specify, Profile, and Analyze | p. 167 |
Improve | p. 167 |
Data Quality Metrics | p. 184 |
Monitors | p. 185 |
Scorecards | p. 187 |
Summary | p. 189 |
Note | p. 190 |
Maturing Your MDM Model | p. 191 |
How to Recognize and Gauge Maturity? | p. 191 |
Data Governance Maturity | p. 193 |
Data Stewardship Maturity | p. 194 |
Data Quality Maturity | p. 195 |
Data Access Management Maturity | p. 197 |
Summary | p. 198 |
Notes | p. 199 |
Advanced Practices | p. 201 |
Creating the Customer 360° View | p. 203 |
Introduction | p. 203 |
Hierarchy Management (HM) | p. 206 |
Operational versus Analytical Hierarchies | p. 207 |
Single versus Multiple Hierarchies | p. 208 |
Number of Levels in the Customer Hierarchy | p. 209 |
Virtual versus Physical Customer Records | p. 211 |
Legal versus Non-Legal Hierarchies | p. 212 |
The Elusive, yet Achievable, 360° Customer View | p. 213 |
Summary | p. 213 |
Surviving Organizational Change | p. 215 |
How Adaptable Is Your Customer Master Data? | p. 215 |
Data Quality Factors | p. 216 |
Data Completeness | p. 217 |
Data Consistency | p. 217 |
Data Integrity | p. 218 |
The Change Management Challenge | p. 219 |
Data Governance Can Greatly Assist a Transitioning State | p. 220 |
Leveraging the Data Stewards and Analysts | p. 220 |
Adopting Best Practices | p. 222 |
Summary | p. 222 |
Beyond Customer MDM | p. 225 |
The Leading and Lagging Ends | p. 225 |
Technology's Influence on MDM | p. 226 |
Overcoming the IT and Business Constraints | p. 228 |
Achieving an Effective Enterprise-Wide MDM Model | p. 230 |
Where Does MDM Lead? | p. 233 |
Summary | p. 235 |
Note | p. 236 |
Recommended Reading | p. 237 |
About the Authors | p. 239 |
Index | p. 241 |
Table of Contents provided by Ingram. All Rights Reserved. |
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