From a data grave to an informed service organisation...

Transcription

1 <Insert Picture Here, See slide 38> From a data grave to an informed service organisation... Master Data Management João de Oliveira (joao.de.oliveira@oracle.com) Director Business Development, Master Data Management Oracle EMEA

2 The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle.

3 Master Data represents about 15% of all non-transactional data Parties Hierarchies Parties Customer, Supplier, Employee, Partner, Organisations, Things Product, Services, Fix Asset, Financials / analytical Cost Centre, Chart of Accounts, Sales Structure Sites / Locations Buildings, Addresses, Relationships Parties Parties, Parties Items, Locations Parties, Locations Item, Hierarchies Reference Data E.g.: Project ID, Order Numbering, Postal Codes, Parties * Installed Base Location Data Relationship & Parties Relationships Reference Data Installed Base * Locations Items Relationships Things Items Hierarchies

4 ... And is often stored and managed in separate systems... which haystack?

5 ...leading to redundancy, duplication inconsistency... business inefficiency... finding THE record is like finding a needle in an hay stack

6 Why that...?

7 Are we waiting for a catastrophic event happening to value the little things

8 Master Data High Impact, Low Priority?

9 Poor Data Quality is like dirt on the windshield Ultimately, poor data quality is like dirt on the windshield. You may be able to drive for a long time with slowly degrading vision, but at some point, you either have to stop and clear the windshield or risk everything. Ken Orr, The Cutter Consortium

10 which degrades the ability to drive business increasing risks, exposure Increased Risk Supply Chain Disruption Loan Defaults Cargo Security Risk Public Safety Risk Environmental Risk Public Health Risk Reduced Transparency Decreased Compliance Inaccurate Profile of Regulated Universe Improper Payments ( e.g.: benefits) Overpayment Fraud Abuse (internal and external) Misused of Public Funds Fraudulent Visa Applications Increased Costs Data Resolution Addition Workload System Delays Increased Business Processes Time Additional resources Reduced Interoperability Duplication resolution costs Decreased Performance Inability to have a entity s single view Delayed or Lost Collections Unmatched Disbursements Limited Predictability Misreporting, Over or Under reporting Lower Quality in Management Decisions Diminished Outreach

11 Some of hidden costs that MDM can help reducing (*) Nearly 60% of all invoices generated have errors; each invoice error costs enterprises from $40 to $400 to reconcile. Nearly 30% of the item data in catalogs used by retailers and manufacturers is incorrect. Correcting those errors costs between $60 and $80 each. 43% of all invoices result in some form of deduction. Companies lose approximately $40 billion, or 3.5% of sales, each year because of supply chain information inefficiencies. (**) UK Retail ecosystem 235m is the 5 year cost of corrections and manual workarounds for retailers and suppliers 475m is the admin shrinkage over 5 years 300m is the Lost sales over next 5 years. (*) A.T. Kearney (**) GS1 Data Crunch report

12 those costs have and impact on the bottom line! 245 UK companies, in the top European 1000, analyzed on the study in which were found to be leaking, collectively, 59.5 billion per year in uncollected cash, of which: 17.7 billion was due to customers withholding payments due to disputes; 14.2 billion due to unresolved customer queries; and 27.6 billion due to poor collection practices. Source: The Customer Value Group, May 2006

13 and block you to be better prepared for playing the Global Game GLOBALIZATION GOVERNANCE, RISK & COMPLIANCE U.S. SOX / OMB A-123 Canada MI Japan JSOX Korea KSOX U.K. Combined Code You must be cost competitive. Your customers want the same prices, products and services around the world. It takes manual effort to support effective internal controls over financial reporting in complex, heterogeneous environments. Can you afford it? Copyright Oracle 2011

14 Master Data Management In What Industry are YOU?

15 Oracle s Master Data Management <Insert Picture Here>

16 Oracle s MDM help your organization managing centrally your master data will improve driving costs down while improving business relationships...

17 Oracle Master Data Management The most complete MDM offering in the market today ww customers / 400 in EMEA Customer Supplier Product Site Financial Analytical Operational Systems Siebel Data Governance Manager Operational MDM Apps Analytical MDM Analytical Systems Dashboards EBS DW SAP BI &Data marts PeopleSoft JDE Oracle Customer Hub Oracle Supplier Hub Oracle Product Hub Oracle Site Hub Oracle / Hyperion Data Relationship Management Planning Custom Apps Best-in-Class Data Quality Financial Consolidation External Apps Application Integration Architecture Oracle Fusion Middleware Budgeting

18 Oracle MDM Hubs Key Components World class data governance High performance heavy duty import Pre-built library of extensible fine grain & composite web service Deep & easily configurable yet upgradeable Industry specific schema Robust DQ & unique Knowledge Based MDM offering

19 MDM Implementation Effort 10% - MDM software implementation 40% - Establish governance & document master data architecture 50% - Data remediation Clean-up to meet the new rules Find duplicates Eliminate discrepancies Fill gaps Data Quality Getting your data right and keeping it right AMR Research - MDM Strategies for Enterprise Applications, April 2007

20 Three Pillars to Data Quality Best of Breed solutions from Oracle Cleanse Party master data Cleanse Item master data Improve BI/DW data Profile, Standardize, Cleanse, Match and De-duplicate Party and Address data Customer, Supplier, Partner, Organization, Family, Constituent, etc. Within an MDM Hub, on entry to MDM Hubs, at Application data entry (for MDM Aware applications) Profile, Standardize, Cleanse, Match and Deduplicate Item data in any system or process Product, Item, Catalog, Medical Procedure, Calling Plan, Asset, Parts, SKU, etc. Within the MDM Product Hub, on entry to MDM Product Hub, at Application data entry (for MDM Aware applications) Integration quality and profiling as part of movement of data Into and out of data warehouses, BI and operational data stores Profile, Standardize, Cleanse Party and Item data elements. Oracle DQ Profiling Server, Parsing & Standardization Server, Matching Server, and Cleansing Server Oracle Product Data Quality (built on Silver Creek DataLens technology) Oracle Data Quality for Data Integrator, Oracle Data Profiling

21 The Data Quality Machine Rules Manager - Design, Develop & Validation (IDQ Workbench) Rules Execution Engine Relational and Flat Files Loans Credit Card Analyze / Profile Standardize & Cleanse Match & Deduplicate Enrich Apps Legacy ERP Scorecards & Reporting (IDQ Report Viewer) Objective: Zero rejects Other Corrective Actions Error Report Correction Files Manual Review Candidates Singles Merged Exception Management Process (Data Quality Assistant) ETL

22 Party Data Quality Solution Hybrid Matching Algorithm Which algorithm is the best in solving my searching and matching needs? The answer is No single algorithm is capable of compensating for all the classes of error and variation present in identity data.. In order to achieve a consolidated view of your identity data, you will need a combination of these algorithms, and more, each one addressing a particular class of problem, Our DQ technology uses a variety of techniques, including the six mentioned here and many more, to address different classes of error and variation in identities Empirical Phonetic Deterministic Linguistic Heuristic Probabilistic

23 Product Data Quality Server Semantic Architecture at the Core Consolidate Govern Siebel EBS Trusted Product Data Share Users Siebel SAP Cleanse EBS GDSN SAP Other Custom Apps BI Standardize Std. Classification(s) Std. Attributes Std. Descriptions Translate (inbound) Quality Governance Data Steward Dashboard Exception Management Validation & Remediation Match De-duplicate Merge Enrich Classify Extract/append info Repurpose Translate (outbound) (Re-)classify (Re-)standardize (Re-)format Product Data Quality Server integrated capability to recognize, cleanse, match, govern, validate, correct and repurpose product data from any source to any target Semantic Recognition Contextual understanding & learning

24 Understanding Data Governance Business Pain Points Data attribute are ambiguous How do you enforce consistent data definitions? Each application has its own schema and semantics How do you integrate across disparate schema? What happens when you change or extend your model? Sharing data is hard across systems and hierarchies Who can write to it and when? How do you resolve conflicts? To even start fixing these issues, What is the source of the problems? Can you track trends or measure improvements?

25 Oracle s Data Governance Full Data Governance Life Cycle Support Data Governance File/Batch Import Mgmt/Analysis Hierarchies/Relationship Mgmt/Viewer Data Profiling Data Quality Reports Data Quality Administration Data Ownership & Security History and Audit Trails Rules Management Change Management Data Certification Data Decay Management Data Watch and Repair

26 Oracle Data Quality & Governance Infrastructure Mapping & Standardization Profiling Normalization Cleansing Mapping Data Validation & Enrichment Pre-built standard-based adaptors with top address validation vendors Out-of-the-box D&B batch and online integration Product data enrichment & standardization Matching Engine Run exhaustive searches using customizable engine Identify duplicates and prevent future occurrences Data Certification Add structure to record creation & update process Promote user confidence in data Support Data Decay processes Data Watch and Repair Profile: Discover data structure, meaning & quality Assess: Measure data compliance to rules Fix and Watch: Schedule corrective actions Duplicate Resolution Merge records and all associated entities and transactions Extend merge routines to handle data extensions

27 Oracle Customer Hub History & Audit Profile & Correct Data Governance Manager Hierarchy Mgmt Events & Policies Privacy Mgmt List Import Workbench Identification & Cross- Reference Source Data History Rules based Survivorship Trusted Customer Data Roles & Relationships Party Vertical Variants Related Data Entities Multi-language Address Manage Validation Decay Parse Enhanced Match & Merge Unmerge Enrich Web Services Library Publish & Subscribe Transports & Connectors Authorization Registry

28 Leveraging Oracle Customer Hub... S. Fredj Samir Fredj S. Khaled Fredj Samir Khaled Fridj FCC FCC Billing Billing Data Sillos SR 1 SR 2 UID App ID SR 3 Asset 1 Asset 2 Asset 3 Consolidation Data Quality Integration Asset 4 Data Management Process Management 1ASCLSCC FCC A31-32Z 1ASCLSCC FCC B37-84U Samir Khaled Fredj 1ASCLSCC Billing GH78GH 1ASCLSCC Billing Cross References SR 1 SR 2 SR 3 Asset 1 Asset 2 Asset 3 Asset View

29 Advanced Hierarchy management Hierarchy management & Analytical MDM solution Sophisticated Management of Operational & Reference (DNB) Hierarchies Manipulate, Compare, Blend & Merge/Restore Hierarchies Enterprise Customer Hierarchy Management, Hierarchy History, Audit & Versioning

30 Oracle Supplier Hub Buyers Suppliers Foundation for Supplier Lifecycle Management Identification / Registration Qualification and On-boarding Compliance and Profile Audit Performance Evaluation & Maintenance Self-Service Portal & Notifications Obsolescence Trusted Supplier Data Supplier Hub Consolidates & maintains accurate supplier master information across the enterprise Ensure cleanse, deduplicated and enriched supplier up to date data Distributes as a single point of truth to all operational & analytical applications Enable enterprise data governance

31 Oracle Product Hub Mfg Business Processes Component Supplier Mgmt Product and Service Bundles Enterprise BOM traceability Sales Configurations Multi-channel commerce Global Data Synchronization Global Specification Demand aggregation Compliance Pricing & Promotions Global Translations Collaboration Retail Business Processes New Item Induction Inbound GDSN 1Sync Mass-maintenance Slow-build Item Multi-channel commerce Assortment Planning Item Approval Exception Control Compliance Enrich Content Global Translations Pricing & Promotions Telco Business Processes New Service bundle innovation Concept bundle to Service bundle mappings Service bundle to provisional bundle maps Multi-channel commerce Enrich Content Pricing & Promotions Change Management Catalog Admin & Security Siebel EBS SAP GDSN Other Import Workbench Identification & Cross- Reference Source Data History Blended Record Profile & Correct Trusted Product Data Attributes Policies Trading Partners Catalogs Documents Events & Policies Access & Search Publish & Subscribe Registry Transports & Connectors Reporting Users Siebel EBS SAP Custom Apps BI Standardize Parse Match & De-Duplicate Validate Enrich

32 Product Information is core

33 Oracle Site Hub Site Management & Optimization solution WHAT A new master data management application to manage all information related to physical locations (sites) such as retail stores. HOW A highly extensible site data specific repository combined with purpose built UI s, integrations to related applications and mapping RESULTS Enhance operational efficiency in site opening, closing or maintenance, market planning & site analytics Map based Site MDM solution Sites with associated trade areas and demographics

34 Oracle - Hyperion DRM A hierarchy change management platform that... Consolidate Govern Oracle EBS Planning Peoplesoft SAP Hyperion DRM Share Consolidation BI & Data Marts Hyperion Profitability Other Data Warehouse Rationalize Streamlines master data changes among complex hierarchical structures across enterprise systems Engages business users as direct contributors to master data management Codifies the knowledge that resides in experts into automated, repeatable business rules Enable data governance across the enterprise by enforcing standards and controls Enables organizations to... Generate trustworthy insight with high quality master data Dramatically reduce financial reconciliation time Build consistency based on governance standards Comply with rules and regulations Improve TCO with streamlined data maintenance

35 All together as Multi-Entity Master Solution Supplier Sites Supplier Catalogs Supplier Products Product Suppliers Supplier Product Location Product Locations Supplier/Customer Duality Customer Sites Customer Installed Base Customer/Supplier Duality Suppliers Sites Suppliers Sites Products Suppliers Sites Facilities Customers Sites Site Products Site Facilities Site Assets

36 Exploiting Oracle Master Data Management <Insert Picture Here>

37 MDM Ecosystem

38 MDM & Business Processes Source: Deloitte

39 MDM as part of Business Processes AIA Process Integration Packs Packaged Integration Flows For Specific Applications & Processes AIA Foundation Packs Reference Process Models Common Objects & Standard Shared Services SOA/BPM Framework & Methodology SOA Lifecycle Governance SOA Suite BPM Suite SOA Governance Process Integration B2B Integration Process Management Registry & Repository Service Management Custom, legacy, others,

40 MDM & Business Processes Automate end to end business processes leveraging existing applications & technologies Sales Marketing Order Fulfillment & Provisioning Billing Service Financials HR Applications 3 rd Party Middleware Data Base Data Warehouse Data Marts Customer Sales Agent Fulfilment Agent Accountant Service Partner KPIs Master Data

41 MDM Analytics help you driving better Master Record Completeness

42 MDM Analytics help you driving better Master Record Completeness - Details

43 MDM Analytics help you driving better Accuracy Dashboard

44 MDM Analytics help you driving better Data Governance Dashboard

45 Benefiting from Oracle Master Data Management <Insert Picture Here>

46 Master Data Management Why should we do anything 1. The need to cut on the right operational costs through support for quality, insight-filled data. 2. The need to boost efficiency and effectiveness, the one to reduce costs, the other to improve organisational competency and thereby profitability. 3. The need to deliver high quality customer service as key competitive advantage in a down market. 4. The need to manage change, such as merger and acquisition - activity that is rife in a down market. 5. The need to get a handle on data in a strategic manner, once and for all to be prepared for the market recovery and to cope with changing regulatory compliance.

47 Measuring actual MDM ROI achieved CRM Booster 5% CRM MDM Increased IT Agility 2.5% 7% 15% 2% 10% 2% 5% 10% 15% 20% Increases Cross-Sell/Up- Sell Improves Call Center productivity Reduces marketing mailing costs Improves Customer Retention Reduces costs by sun-setting legacy systems Reduces time to market new applications Reduces integration costs Operational Improvements Risk/Compliance & BI Booster 20% 50% 15% 5% 10% 20% 15% Increases speed of new product introduction Improves sales order processing efficiency Improves campaign response rate Reduces data management costs Reduces credit risk costs Reduces noncompliance risks Reduces report generation costs

48 Oracle s MDM Benefits feedback from our live customers Our clients typically see: 2% to 5% Increased revenue from Sales, improving their CRM performance 5% to 20% Operational efficiencies across multi-functions 10% to 20% Increased IT Operations efficiency 5% to 20% Reduction on Operational Risk while improving Regulatory Compliance

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