MASTER DATA MANAGEMENT

Transcription

1 MASTER DATA MANAGEMENT HEIDELBERG,OCTOBER 11 th 2018 BEATE KOCH, THOMAS FISCHER

2 AGENDA AGENDA MATERIAL MASTER GOVERNANCE FOR DIGITAL TRANSFORMATION SOLUTIONS FORMATERIAL MASTER MANAGEMENT MODEL PROCESS FOR A MATERIAL REQUEST CREATION OF A MATERIAL MASTER FEATURES SUMMARY Master Data Management 2

3 AGENDA AGENDA MATERIAL MASTER GOVERNANCE FOR DIGITAL TRANSFORMATION SOLUTIONS FORMATERIAL MASTER MANAGEMENT MODEL PROCESS FOR A MATERIAL REQUEST CREATION OF A MATERIAL MASTER FEATURES SUMMARY Master Data Management 3

4 MASTER DATA MANAGEMENT THE BASIS FOR DIGITALIZATION Fehlerhafte Stammdaten verursachen Prozessunterbrechungen sowie Fehllieferungen und führen zu einer falschen Kundenansprache Verlässlicher Informationsaustausch erfordert hohe Datenqualität Die Informationsbasis für die Digitalisierung und Automatisierung ist in vielen Unternehmen noch nicht auf dem neuesten Stand. Scheitert die industrielle Revolution mit der Versionsnummer 4.0 an mangelhaften Stammdaten? Master Data Management 4

5 WHY MASTER DATA GOVERNANCE? Support of internal and external company communication Creation of transparency in company reporting Optimization of core business processes and further digitalization Higher data quality Master Data Management 5

6 GENERAL USE CASES FOR MASTER DATA GOVERNANCE INTRODUCTION OF A GLOBAL SERVICE PROCESS OPTIMIZATION OF MASTER DATA CREATION AND MAINTENANCE INTEGRATION OF PARTNER SELF-SERVICES DISTRIBUTED SYSTEM LANDSCAPE Global processes require a central view of decentral maintained data Reduction of processing times for collaborative Customer, supplier, departments Processes and interfaces require harmonized master data Central view in reporting desired Master Data Management 6

7 MATERIAL MASTER RECORD MOST CENTRAL SAP OBJECT FOR MASTER DATA Many different organizations Used in many processes Wrong data has often dramatical impact Many different fields Missing Workflow Support Many different views Missing data rules and checks Missing automatism for rule based default values Master Data Management 7

8 FREQUENTLY ASKED QUESTIONS WHO SHOULD MAINTAIN WHICH FIELDS IN THE MASTER RECORD AND WHEN? Often it is not clearly defined who is responsible for specific fields Also the chronological order in which fields must be filled out is not clearly defined Some field require information from other departments before a decision can be made about their content WHAT IS THE STATUS OF A MASTER RECORD IN THE MAINTENANCE PROCESS? You cannot see how far the process of a master record has progressed. WHEN IS A MASTER RECORD COMPLETELY MAINTAINED AND CAN IT BE USED PRODUCTIVELY? There is no information that the process for a master record is ready to use for specific processes. WHO IS RESPONSIBLE FOR MAINTAINING A MASTER RECORD? There are normally many different organizations responsible for the of different material. Responsibilities along the complete life cycle of a material master must be defined. Maintenance process should be able to be supported by workflows. Master Data Management 8

9 MATERIAL MASTER STARTING POINT IN SAP STANDARD THERE ARE: Many different views with lots of fields Where only a few of the fields are needed In different organizational units With various responsibilities LEADS TO: Time consuming complicated and confusing without process management Master Data Management 9

10 AGENDA AGENDA MATERIAL MASTER GOVERNANCE FOR DIGITAL TRANSFORMATION SOLUTIONS FOR MATERIAL MASTER MANAGEMENT MODEL PROCESS FOR A MATERIAL REQUEST CREATION OF A MATERIAL MASTER FEATURES SUMMARY Master Data Management 10

11 SOLUTIONS FOR MATERIAL MASTER MANAGEMENT: CORISTO MATERIAL MASTER MANAGEMENT (MMM) CORISTO MATERIAL MASTER MANAGEMENT (MMM) Role based display and of Material Master Data by definition of role based user profiles. Profiledefines which fields are displayed, can be changed, are mandatory. Default values for fields available Definition of rule based dependencies between different fields (usage of SAP BRFplus rule engine) Automatic creationof different views and organizational units with defined default values and field specific rules. WorkflowSupport with CENIT Advanced Process Management Master Data Management 11

12 CORISTO MATERIAL MASTER MANAGEMENT (MMM) MATERIAL MASTER WITH ROLE SPECIFIC MANAGEMENT OF MAINTENANCE Field 1 Field 2 Field Group 1 Display Edit Profile 1 SAP Authorization Role Material Master Maintenance Field 3 Field 4 Field 5 Field Group 2 Required Edit Group 3 Display SAP Authorization Role Workflow Field 6 Edit Profile 2 Field 7 Required Field 2 Field 4 Field 5 Field 7 Field Values 1 Value A Value B Field Values 2 Value X Value Y Data Management Scenario 1 Data Management Scenario 2 SAP Authorization Role SAP Authorization Role IF THEN Conditional Rule Field 1 Value A Field 2 Value B Master Data Management 12

13 SOLUTIONS FOR MATERIAL MASTER MANAGEMENT: SAP MASTER DATA GOVERNANCE (MDG) SAP MASTER DATA GOVERNANCE User specific views available (section order, section visibility, field visibility) RolebasedofMaterial Master Data Addional mandatory fields by BRF+ rules Default values for fields available Definition of rule based dependencies between different fields (usage of SAP BRFplus rule engine) Automatic creation of different views and organizational units with defined default values and field specific rules. MDG Workflow or Workflow Support with CENIT Advanced Process Management Master Data Management 13

14 SAP MDG AS AN ADD-ON TO THE SAP BUSINESS SUITE SAP MASTER DATA GOVERNANCE Add-On to SAP Business Suite Enhancement Package delivery Typical focus on and approval processes Use of SAP standard structures or check logic AVAILABLE FOR Material Master Business Partner (Customer / Supplier) FincanceMaster Data (Financial Accounting, Controlling, Consolidation) Customer specific objects Master Data Management 14

15 KEY FACTS OF SAP MDGMATERIAL SIMULTANEOUS MAINTENANCE OF SEVERAL ORGANIZATIONAL UNITS Copy and modify plants or sales views in the same MDG request possible MAINTENANCE OF RELATED MATERIAL MASTERS Common process, for example, for several materials in one BOM PUSH PRINCIPLE Active assignment of process participants and deadline monitoring MATERIAL REQUEST AND DUPLICATE CHECK Maintenance of data without changing the source data from the operational system (Staging Area) Verification of already existing to avoid duplicates Master Data Management 15

16 AGENDA AGENDA MATERIAL MASTER GOVERNANCE FOR DIGITAL TRANSFORMATION SOLUTIONS FORMATERIAL MASTER MANAGEMENT MODEL PROCESS FOR A MATERIAL REQUEST CREATION OF A MATERIAL MASTER FEATURES SUMMARY Master Data Management 16

17 MASTER DATA GOVERNANCE PROCESS OVERVIEW SAP-System SAP-System SAP-System SAP-System OPTION 1 Need a new Request (Create orchange Material) Creation of Material Master Creation of MDG request with material number Additional / checking& approval Update Material Master Information Use Material Master OPTION 2 Need a new Request (Create orchange Material) Creation of MDG request with MDG number Creation of Material Master and update in MDG request Additional / checking& approval Update Material Master Information Use Material Master OPTION 3 Need a new Request (Create orchange Material) Creation of MDG request with MDG number Additional / checking& approval Creation of Material Master Activation Material Information Use Material Master Engineering Applicant Engineering Applicant MDG-Specialist Departments MDG-Specialist Engineering Applicant 10/15/

18 EXAMPLE PROCESS MATERIAL REQUEST STEP I SAP-System SAP-System SAP-System SAP-System OPTION 3 Need a new Request (Create orchange Material) Creation of MDG request with MDG number Additional / checking& approval Creation of Material Master Activation Material Information Use Material Master Applicant SAP-System MDG-Specialist Departments MDG-Specialist Applicant Determining that a new material master is required Search for a comparable material If nothing suitable is found Creation of a new MDG request Creation of a new material Change of a existing material System-supported duplicate check Master Data Management 18

19 EXAMPLE PROCESS MATERIAL REQUEST STEP II SAP-System SAP-System SAP-System SAP-System OPTION 3 Need a new Request (Create orchange Material) Creation of MDG request with MDG number Additional / checking& approval Creation of Material Master Activation Material Information Use Material Master Applicant SAP-System MDG-Specialist Departments MDG-Specialist Applicant Verifies the MDG request Adds information as needed Approves the MDG request thereby distribution to the departments Master Data Management 19

20 EXAMPLE PROCESS MATERIAL REQUEST STEP III SAP-System SAP-System SAP-System SAP-System OPTION 3 Need a new Request (Create orchange Material) Creation of MDG request with MDG number Additional / checking& approval Creation of Material Master Activation Material Information Use Material Master Applicant SAP-System MDG-Specialist Departments MDG-Specialist Applicant Maintenance of department specific data Plant views Sales views Maintenance in sequential and/or parallel order Master Data Management 20

21 EXAMPLE PROCESS MATERIAL REQUEST STEP IV SAP-System SAP-System SAP-System SAP-System OPTION 3 Need a new Request (Create orchange Material) Creation of MDG request with MDG number Additional / checking& approval Creation of Material Master Activation Material Information Use Material Master Applicant SAP-System MDG-Specialist Departments MDG-Specialist Applicant Verifies consistency and completeness of data process monitoring Changes/corrects data returns MDG request rejects MDG request Activates the material Master Data Management 21

22 EXAMPLE PROCESS MATERIAL REQUEST STEP V SAP-System SAP-System SAP-System SAP-System OPTION 3 Need a new Request (Create orchange Material) Creation of MDG request with MDG number Additional / checking& approval Creation of Material Master Activation Material Information Use Material Master Applicant SAP-System MDG-Specialist Departments MDG-Specialist Applicant Receive feedback about completed MDG process and new material master Use new material master according to the necessity of MDG request Master Data Management 22

23 AGENDA AGENDA MATERIAL MASTER GOVERNANCE FOR DIGITAL TRANSFORMATION MODEL PROCESS FOR A MATERIAL REQUEST SOLUTIONS FORMATERIAL MASTER MANAGEMENT CREATION OF A MATERIAL MASTER(DEMO) FEATURES SUMMARY Master Data Management 23

24 LIVE DEMO / FILM CREATION AND RELEASE OF A MATERIAL MASTER WITH SAP MDG Create a new MDG request Filling the MDG Application Header Filling selected data fields input validation Correction of displayed errors Start of the process Determination of open activities using My change activities Addition of information Activation and release of the material master Master Data Management 24

25 CREATE A NEW MDG-REQUEST ROLLE: APPLICANT Used to create a new material master or to change an existing material. Using the Search Material function, the system checks whether a suitable material already exists using a number of criteria. If a material master is found, it can be copied to a request by clicking on it with the mouse. If no material master is found, a new request can be created with a mouse click. Master Data Management 25

26 MAINTAIN KNOWN DATA I ROLLE: APPLICANT The requester now maintains all data already known to him in a mask. The request header must also be filled in. Notes can also be entered for these. If files already exist for this process ( , forms, etc.), they can be attached to the process. The system first assigns an internal MDG number for a new creation. This is indicated by the preceding $ sign. If the material is then created in the ERP system, the MDG number is replaced by the actual material number. If a material master is to be changed, MDG uses the already assigned material number from the ERP system. Finally, the process is started by the applicant. Master Data Management 26

27 MAINTAIN KNOWN DATA II ROLLE: APPLICANT Master Data Management 27

28 VERIFICATION OF THE REQUEST ROLLE: MDG SPECIALIST After starting the workflow, the MDG specialist can now decide whether the request should actually be processed further or whether the process should be terminated. Master Data Management 28

29 COMPLETION OF DATA II ROLLE: DEPARTMENTS The input of data can be supported by rules and fixed values by the system. The SAP component BRF+ is used for this. Master Data Management 29

30 COMPLETION OF DATA II ROLLE: DEPARTMENTS Once all the data has been completed, the MDG specialist receives another work item to check the data. Up to this point, the process can be terminated without incorrect data having been created in the ERP system. If the MDG specialist releases the material master, all data is created in the ERP system. The temporary MDG number is replaced by the material number now assigned. Master Data Management 30

31 AGENDA AGENDA MATERIAL MASTER GOVERNANCE FOR DIGITAL TRANSFORMATION SOLUTIONS FORMATERIAL MASTER MANAGEMENT MODEL PROCESS FOR A MATERIAL REQUEST CREATION OF A MATERIAL MASTER(DEMO) FEATURES SUMMARY Master Data Management 31

32 FEATURES MASTER DATA REQUEST No direct on the operative data Prevention of data garbage HIGH DATA QUALITY duplicate check Syntax check during input and saving Integration of rules and dependencies during data entry PROCESS FLEXIBILITY Freely definable process for controlling the application process Rule-based workflow COMBINED DATA MAINTENANCE Maintenance of all necessary organizational units in the same MDG request Requesting several related master records in one MDG request Maintaining Long Texts in All Organizational Units Classification directly during the application process Master Data Management 32

33 SAP FIORI Master Data Management 33

34 MDG UND SAP FIORI SAP FIORI LEAN REQUEST Simple possibility to request new materials, customers, suppliers or financial. Master Data Management 34

35 SAP FIORI: Lean Request für Kundenstammdaten Diese SAP Fiori App erlaubt es Fachanwendern von überall neue Kundenstammdaten anzufordern. Erfassung der Daten auf dem bevorzugten Endgerät in einer einfachen Oberfläche. Vermeidet die fehlerhafte Stammdatenanforderung per oder Telefonat sowie umständliche Nachfragen. Bsp: Ein Verkäufer möchte einen neuen B2B-Kunden während einer Verkaufsveranstaltung anlegen Peter Morgan Ann Miller Alex Grant Anwender Fachbereich (z.b. Verkäufer) Lokaler Stammdatenverantwortlicher (Kundendaten) Global Verantwortlicher Aufgaben Auf mobilen Endgerät beim Vor- Ort-Kundenbesuch: Eingabe der bekannten Kundenstammdaten Prüfung des Requeststatus Stammdatenbearbeitung immdg Backendsystem: Korrektur/ Vervollständigung der Daten Hinzufügender Finanz-und Vertriebssichten Stammdatenberarbeitung im MDG Backendsystem: Prüfen der Daten Letzte Entscheidung über die Anlage des Kundenstamms. Master Data Management 35

36 AGENDA AGENDA MATERIAL MASTER GOVERNANCE FOR DIGITAL TRANSFORMATION SOLUTIONS FORMATERIAL MASTER MANAGEMENT MODEL PROCESS FOR A MATERIAL REQUEST CREATION OF A MATERIAL MASTER(DEMO) FEATURES SUMMARY Master Data Management 36

37 MASTER DATA MANAGEMENT THE BASIS FOR DIGITALIZATION Correct Master Data is mandatory for any further digitalization there is still room for improvement Master Data needs to be managed with an according governance process Governance processes need clear responsibilities for any and need to be managed with according workflow support The governance process can be supported by different tools: Coristo Material Master Management SAP Master Data Governance Master Data Management 37

38 CORISTO YOUR PARTNER FOR THE SUCCESSFUL DIGITAL TRANSFORMATION Beate Koch Thomas Fischer Phone Coristo GmbH Steubenstraße Mannheim Master Data Management 38

39 This document may contain forward-looking statements regarding the business, financial and earnings situation of the CENIT corporation as well as earnings estimates. Forward-looking statements are characterised by such phrases and expressions as "the company may", or "the company will", "expects", "anticipates", "is considering", "is intending", "is planning", "believes", "continues to","estimates" and other similar phrases and expressions. Such statements entail no assurance that anticipated events will transpire. On the contrary, such statements involve risks, uncertainty and contingencies that are difficult to predict and are furthermore based on assumptions regarding future events that may prove inaccurate. Actual outcomes may thus deviate substantially from expectations thereby expressed. Forward-looking statements made by CENIT representing expectations or projections of future events are made in good faith and may be presumed to be adequately grounded in fact; no assurance however can be provided that such statements, expectations or projections will be borne out/fulfilled/ achieved. Actual operating results may vary substantially from those projected in forward-looking statements and are subject to specific risks- please consult the CENIT AG management report. Master Data Management 39