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22-10-2008




                          This Presentation Courtesy of the
                          International SOA Symposium
                          October 7-8, 2008 Amsterdam Arena
                          www.soasymposium.com
                          info@soasymposium.com
                                        Founding Sponsors



Platinum Sponsors




Gold Sponsors       Silver Sponsors




       Master Data Management
       Establishing a Strong SOA Foundation


        Chris Madrid
        cmadrid@microsoft.com




                                                                      1
22-10-2008




Objectives & Takeaways

    Objectives                       Takeaways
     • Understand what                 • There are many
       Master Data                       different
       Management means in               approaches.
       the industry.
                                       • This isn’t easy.




Agenda

    What problem does this solve?
    How are these problems
     addressed?
    What are the implementation
     options?
    What are the key differences?
    Start Making Investments
    Questions & Answers




                                                                    2
22-10-2008




What problem does this solve?

 Distribution of Data
 Identification of Data

 Consistency of Data

 Quality of Data
 Availability of Data




N-tier Paradigm

      Application          Application
        Owner                Owner


         UI                   UI



       Logic                Logic



       Data                 Data




                                                 3
22-10-2008




Distributed Data




Friction Points
      BUSINESS
                                                  R&D
                                                  Business
    Focus on
                                                  siloed by
    document
                                                      IT
    exchange

                         Business model



                          Technology
                            model
                                       IIS
                   ERP
                                                 Solutions
                                                  impose
    Inward
                                                constraints
  technology
                                          PLM
  driven view             CRM

      TECHNOLOGY                Applications




                                                                      4
22-10-2008




           How are these problems addressed?
    BUSINESS
                                                                                                Business




                                                          Requirements & Solutions Aligned
  Focus                                                                                       Architecture
   on                       Processes
 service

                      Business model

                     Service model                                                           IT Architecture
   Soft boundaries                                                                             and Strategy
                     Technology model
                                             Focus
                                              on
 Outward                    Services        contract
business-                                                                                       Solution
driven view
                                                                                              Architecture
   TECHNOLOGY                                                                                 and Delivery




           Enterprise Architecture
                                       Composite Applications

                        Portals                        Smart Clients

                                Service Oriented Architecture

                Services                        BPM                                             EAI

                                       Master Data Management
                      CDI                       EDW                                             ODS




                                                                                                                     5
22-10-2008




Establish Master Data

   Trustworthiness, Trustworthiness,
    Trustworthiness
   MDM is a set of capabilities
    • Data Aggregation
    • Data Mapping
    • Data Normalization
    • Data Standardization




Data Aggregation

   Includes the common attributes found in
    each data store.
   Includes the unique attributes found in
    each data store.
   Establishes a one stop shop for retrieving
    data.




                                                         6
22-10-2008




Data Mapping

   Identification of data elements
    representing the same entity attribute
    • Surname

    • LastName

    • LName

    • FamilyName




Data Normalization

   Improves the consistency of data.
    • Phone Numbers

    • Social Security Numbers

    • Postal Code




                                                     7
22-10-2008




Data Standardization

   Data consistency is not enough.
    • Date formats could very well be consistent
      across systems, but could represent different
      time zones.




Resulting Context




                                                              8
22-10-2008




What are the implementation
options?
   Topologies
   Merge Models




Topologies

    Centralized      Distributed




                                             9
22-10-2008




Merge Models

   Single Updateable Node
    • Central Master Data

    • Local Master Data

   Multiple Updateable Nodes




Single Updateable Node – Central
Master Data




                                          10
22-10-2008




Single Updateable Node – Local
Master Data




Single Updateable Node – Local
Data




                                        11
22-10-2008




Multiple Updateable Nodes




Merge Methods

   Extract Transformation & Load
   Enterprise Application Integration
   Custom
    • Queues

    • Services




                                                12
22-10-2008




Differentiating Data Concepts

   MDM is relational model.
   EDW is dimensional model.
   Having an ODS does not mean you have
    adopted MDM.
   An EDW may use data from the MDM solution.




Start Making Investments

   Key to realizing potential of SOA.
   Many benefits of MDM can be realized
    without vendor products.
   Identify systems of record.
   Move to single updates if possible.




                                                        13
22-10-2008




                   Questions & Answers

                   Chris Madrid                                                        Microsoft Managed Services Engine on CodePlex
                   cmadrid@microsoft.com                                                •     http://www.codeplex.com/servicesengine

                                                                                       Microsoft APO/SOA Self Assessment

                                                                                        •     http://www.microsoft.com/soa/about/assessment.aspx

                                                                                       Microsoft SOA & Business Process
                                                                                        •     http://www.microsoft.com/soa/

                                                                                       Microsoft Consulting Services APO Offerings
                                                                                        •     http://www.microsoft.com/services/microsoftservices/srv_ap
                                                                                              o.mspx




© 2008 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.




                                                                                                                                                                                                               14
22-10-2008




             Widescreen Test Pattern (16:9)




                         Aspect

                      Ratio Test
                      (Should appear
                        circular)




       4x3

16x9




                                                     15

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Chris Madrid Master Data Management

  • 1. 22-10-2008 This Presentation Courtesy of the International SOA Symposium October 7-8, 2008 Amsterdam Arena www.soasymposium.com info@soasymposium.com Founding Sponsors Platinum Sponsors Gold Sponsors Silver Sponsors Master Data Management Establishing a Strong SOA Foundation Chris Madrid cmadrid@microsoft.com 1
  • 2. 22-10-2008 Objectives & Takeaways  Objectives  Takeaways • Understand what • There are many Master Data different Management means in approaches. the industry. • This isn’t easy. Agenda  What problem does this solve?  How are these problems addressed?  What are the implementation options?  What are the key differences?  Start Making Investments  Questions & Answers 2
  • 3. 22-10-2008 What problem does this solve?  Distribution of Data  Identification of Data  Consistency of Data  Quality of Data  Availability of Data N-tier Paradigm Application Application Owner Owner UI UI Logic Logic Data Data 3
  • 4. 22-10-2008 Distributed Data Friction Points BUSINESS R&D Business Focus on siloed by document IT exchange Business model Technology model IIS ERP Solutions impose Inward constraints technology PLM driven view CRM TECHNOLOGY Applications 4
  • 5. 22-10-2008 How are these problems addressed? BUSINESS Business Requirements & Solutions Aligned Focus Architecture on Processes service Business model Service model IT Architecture Soft boundaries and Strategy Technology model Focus on Outward Services contract business- Solution driven view Architecture TECHNOLOGY and Delivery Enterprise Architecture Composite Applications Portals Smart Clients Service Oriented Architecture Services BPM EAI Master Data Management CDI EDW ODS 5
  • 6. 22-10-2008 Establish Master Data  Trustworthiness, Trustworthiness, Trustworthiness  MDM is a set of capabilities • Data Aggregation • Data Mapping • Data Normalization • Data Standardization Data Aggregation  Includes the common attributes found in each data store.  Includes the unique attributes found in each data store.  Establishes a one stop shop for retrieving data. 6
  • 7. 22-10-2008 Data Mapping  Identification of data elements representing the same entity attribute • Surname • LastName • LName • FamilyName Data Normalization  Improves the consistency of data. • Phone Numbers • Social Security Numbers • Postal Code 7
  • 8. 22-10-2008 Data Standardization  Data consistency is not enough. • Date formats could very well be consistent across systems, but could represent different time zones. Resulting Context 8
  • 9. 22-10-2008 What are the implementation options?  Topologies  Merge Models Topologies  Centralized  Distributed 9
  • 10. 22-10-2008 Merge Models  Single Updateable Node • Central Master Data • Local Master Data  Multiple Updateable Nodes Single Updateable Node – Central Master Data 10
  • 11. 22-10-2008 Single Updateable Node – Local Master Data Single Updateable Node – Local Data 11
  • 12. 22-10-2008 Multiple Updateable Nodes Merge Methods  Extract Transformation & Load  Enterprise Application Integration  Custom • Queues • Services 12
  • 13. 22-10-2008 Differentiating Data Concepts  MDM is relational model.  EDW is dimensional model.  Having an ODS does not mean you have adopted MDM.  An EDW may use data from the MDM solution. Start Making Investments  Key to realizing potential of SOA.  Many benefits of MDM can be realized without vendor products.  Identify systems of record.  Move to single updates if possible. 13
  • 14. 22-10-2008 Questions & Answers Chris Madrid  Microsoft Managed Services Engine on CodePlex cmadrid@microsoft.com • http://www.codeplex.com/servicesengine  Microsoft APO/SOA Self Assessment • http://www.microsoft.com/soa/about/assessment.aspx  Microsoft SOA & Business Process • http://www.microsoft.com/soa/  Microsoft Consulting Services APO Offerings • http://www.microsoft.com/services/microsoftservices/srv_ap o.mspx © 2008 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. 14
  • 15. 22-10-2008 Widescreen Test Pattern (16:9) Aspect Ratio Test (Should appear circular) 4x3 16x9 15