1. Tech·Ed North America 2009 5/13/2019 7:29 AM
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. Planning and Implementing Master Data Management Solutions
Tech·Ed  North America 2009
5/13/2019 7:29 AM
Planning and Implementing Master Data Management Solutions
John McAllister --
Group Program Manager
Microsoft
Session Code: BIN205
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. Session Overview What is Master Data and Master Data Management?
Introducing Microsoft Master Data Services (MDS)
Planning MDS Projects
Implementing MDS Projects

4. What is Master Data and MDM?
Master Data – Key nouns of the business – slow changing – shared across systems – key to transactional and analytic systems
Master Data Management – Software and Processes for creating and maintaining an authoritative view of master data including policies and procedures for access, update, modification, and viewing -- between systems and across the enterprise
People
Customers
Vendors
Sales people
Employees
Partners
Patients
Things
Products
Organizational units
Recipes
Parts
Storage bins
Documents
Places
Stores
Wells
Power lines
Geographical areas
Abstract
Contracts
Warrantees
Time
Metrics
Add stewardship

5. Why do you need MDM? Or both Difficulty coordinating multiple systems
Warehouse or
Analytic App
Add 15 attributes to product xrb019
Information workers can’t edit dimensions
ERP - USA
Resolve XYZ Corp’s Address
Does product xrb019 = fft019?
Difficulty coordinating multiple systems
Difficulty managing dimensions
Or both
ERP - Europe

6. Data Platform Vision Enterprise Data Platform Platform For All Data
Services
Query
Analysis
Reporting
Integration
Sync
Search
Master Data
Entity Data Model
Platform For All Data
OLAP
FILE
XML
RDBMS
Mobile and
Desktop
Cloud Storage
Datacenter
Dynamic Development
The amount and variety of information that organizations need to work with continues to explode. Myriad new forms of information are becoming integral to business operations, from digitized images and video to sensor information from RFID tags. At the same time, growing regulatory compliance in a globalized business world requires that organizations store more information securely and that the information is available at all times. In parallel with these driving needs, the cost of disk storage has dramatically decreased, enabling businesses to store more data per dollar invested. With ever more data being stored, users and decision makers must be able to quickly sift through mountains of data to find relevant information and gain business insight.
Pervasive Insight
Enabling customers of all sizes to derive value from ALL data, birth through archival

7. Introducing Master Data Services
Part of SQL Server 2008 R2
CTP and TAP in second half of 2009
More information at

8. Introducing Master Data Services
MDS Management & Stewardship Interface
Master Data Services - WCF
LOB Application
Custom Application
WF Workflows
SQL Server 2008 R2
Change Notification
Service Broker
Notification
SQL Mail
Bulk Operations
Staging &
Subscriptions
Any application can contribute, any application can consume, process is key

9. Master Data Services - Features
5/13/2019 7:29 AM
demo
If you would like to host your demo on the Virtual Server, please use the myVPC demo slide, not this slide.
Master Data Services - Features
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Demoed Features Other Features Master Data Portal Notifications
Attributes
Hierarchies
Versioning
Model Metadata
Notifications
Workflow
Business Rules
Model Deployment
SharePoint Integration
Integration
Security

11. Master Data Methodology
Envision
Plan
Develop
Stabilize
Deploy
Your methodology variant will probably work as well for MDM as it does for other projects

12. Pick the right thing to solve
Master Data Management software is only part of the solution. MDM implementations must accompany changes in processes, procedures and policies – this usually can’t happen overnight
Select a domain and problem set that adds value and can be leveraged in future phases

13. MDM Project Drivers Number of: Domains (Models) Entities Attributes
5/13/2019
MDM Project Drivers
Number of:
Domains (Models)
Entities
Attributes
Hierarchies
Subscribing Systems
Security Profiles
Number and Complexity of Workflow Scenarios
Source Systems
The drivers in an MDM system have an almost multiplicative effect in determining the effort(cost) and the likelihood of failure. A project can have a large number in any of the categories, or even several of the categories above and still be in great shape. A project that has large numbers in all of the categories should be approached with skill and caution.
Intentionally missing from this list is the size of the domain. While a million or ten million member model takes more effort for initial build, these models usually have far fewer attributes, rules and hierarchies.
Designing Models with Microsoft MDM -- Copyright (c) 2008, Microsoft Corporation

14. MDM Project Governing Principles
5/13/2019
MDM Project Governing Principles
Start small – especially when you are learning
Solve a real problem owned by a sponsor
Scan the horizon, drive to your destination
Engage strong technical resources
Engage knowledgeable business resources
Process is more important than technology
Solving master data for the entire enterprise is a worthy goal, but that journey should be approached as a series of small steps. Most organizations have some degree of delegated control, asynchronous schedules, alternate priorities, and different pressures across subdivisions of the larger organization. It is unusual to find a single business user who is the single expert in every context and (even around a single subject or domain) and it is nearly impossible to find an organization with multiple systems where there are disjoint priorities.
It stands to reason that if a solution will not work for a subset of a problem and not demonstrate value by harmonizing 2 or more areas, that it is unlikely to stand a better chance of being accepted by a larger audience. While benefits accrue quickly as stakeholders are added, costs and project risks accelerate as well.
In our experience finding a sponsor who is paying for and is accountable for project results is the best path to MDM success. When an organization has real pain to solve, the project gets proper focus, funding, and support.
We are not suggesting that you shut out all other potential stakeholders, systems and problem areas – you should take stock of them – we simply suggest that they are approached in phases.
MDM’s architecture allows you to easily add entities, members, roles, rules, hierarchies, collections, subscriptions, and versions as you go. It is unlikely that you’ll have to start over or really even have to pay that much for your initial oversights.
Designing Models with Microsoft MDM -- Copyright (c) 2008, Microsoft Corporation

15. MDM Analysis & Discovery
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MDM Analysis & Discovery
Environment & Stakeholders
Business drivers
Required integrations
Process – current and desired
Enumerate out-of-scope and nice-to-haves
Designing Models with Microsoft MDM -- Copyright (c) 2008, Microsoft Corporation

16. Common Evolution Pattern
Analytic App
LOB App(s)
Master Data Services 1 1 2 3 3 3 3 3
Critical dimension loaded from LOB Apps to MDS and MDS to analytic apps. Users manage hierarchies and “homeless” attributes in MDS portal
Organization recognizes benefits of MDS and begins pushing MDS back to LOB App.
Organization integrates more LOB apps and/or other domains, and more analytic apps

17. Deployment & Integration
5/13/2019 7:29 AM
demo
If you would like to host your demo on the Virtual Server, please use the myVPC demo slide, not this slide.
Deployment & Integration
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. question & answer

19. Required Slide
5/13/2019 7:29 AM
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.