info on Informatica MDM - Multidomain - SOFTPATH SYSTEM LLC

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20 Νοε 2013 (πριν από 3 χρόνια και 9 μήνες)

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DATA GOVERNANCE USING INFORMATICA MDM

Hemang

Desai

W
HY

G
OVERNANCE
?

M
OUNTING

P
RESSURES

R
EQUIRE

C
HANGE

Business analysts can spend as much as
15% of their time
responding to business
term definition requests



What is Data Governance


A set
of processes that ensures that important data assets are formally
managed throughout the enterprise.



Ensures that
data can be trusted and that people can be made
accountable for any adverse event that happens because of low data
quality.



It
is about putting people in charge of fixing and preventing issues with
data so that the enterprise can become more efficient.



Describes
an evolutionary process for a company, altering the company’s
way of thinking and setting up the processes to handle information so
that it may be utilized by the entire organization.



What is the Return on Data?




Return
on
data
=



Value
of

Data


--------------------


Cost

of Data



Levels of Data Governance Maturity

Determining
an organization’s current level of
data
governance maturity is a necessary first step in
developing a customized plan that is both relevant
and
executable.

Softpath

draws
on
the Capability
Maturity Model Integration (CMMI) process
improvement
approach
to define six broad stages of maturity.

Four
characteristics define the maturity level of an organization:

1.
Leadership
:
From bottom
-
up grassroots efforts in Stage 1 to top
-
down executive
-
level leadership
in Stage 5

2.
Scope
:
From an ad hoc,
siloed

focus in Stage 1 to a self
-
sustaining core business function in Stage 5

3.
Measurement/Metrics
:
From tactical technology metrics in Stage 1 to enterprise
-
wide, total
impact to the
business
in Stage 5

4.
Data Governance Management :

From ad hoc exception
-
based management of the data
governance effort
itself
in Stage 1 to management as a self
-
sustaining business function in Stage
5



Enable Proactive Master Data Governance with Informatica MDM

Implement
a Collaborative Approach to Data Governance


The data governance capability of Informatica
MDM technology
enables
master data
solutions that
are effective for every stakeholder in the data
governance equation: business users,
data stewards
, and IT managers.


Informatica
MDM features a Web
-
based, intuitive, and
easy
-
to
-
use
interface
that gives users the ability to create, consume, manage, and
monitor master data
more effectively
than ever before.


Informatica
MDM’s native
workfl
o
w
capability enables
business users
to
collaboratively create data directly within the MDM product interface and
govern
the approval
process.


It
also enables business users to immediately consume reliable data
directly to
perform their jobs.


Informatica
MDM has a powerful task
-
oriented user interface that
improves data
steward productivity by simplifying the daily management
of repetitive tasks and
enabling close
monitoring of data quality.


IT
can rapidly deploy and
configure
Informatica MDM
for immediate
use
by the business community and then continue to adapt it to
ever
-
changing
business
requirements
.




Enable Proactive Master Data Governance with Informatica MDM


Increase Business Adoption of Master Data


By increasing business adoption of master data solutions, Informatica
MDM delivers
immediate efficiencies
within business functions.


It
improves the productivity of the business by helping it
find accurate
information faster, and it also enables more effective compliance
initiatives by
providing a
complete and consistent view of the data, its
history, and its lineage.


Organizations
can
reduce the
cost of maintaining data quality with
Informatica MDM because it enables proactive
data management
by
data stewards.


In
addition, Informatica MDM
benefits
decision makers in the
IT
department
because it eliminates the cost and risk of developing and
maintaining its own
user interface
while enabling IT to increase its
responsiveness to new business needs.



Informatica MDM Data Governance Capabilities:

T
he
data governance features and functions
of Informatica
MDM
benefits
all
stakeholders in the data management chain by enabling
:


• Business users to easily create and consume master data

• Data stewards to effectively manage and monitor master data

• IT to quickly deploy and
flexibly configure
Informatica MDM for
immediate
business
use



Business Users Easily Create
Master
Data

Using Informatica MDM for data governance, users can:

• Create and maintain high
-
quality master data

• Proactively validate, augment, and enrich data

• Work collaboratively across lines of business



Business Users Easily Create
Master Data (contd.)

Create
and maintain high
-
quality master data


Because CRM and ERP applications cannot guarantee the completeness of master
data at
its creation
or ensure that data duplication can be avoided, advanced data
governance policies
require
decoupling the creation of master data from these applications and
creating them
directly on the
master data system.


Informatica
MDM ensures that only the
highest quality
data can be created and stored. Important
data
fields
can be marked as required
, and
Informatica MDM forces users to provide data for those
fields
deemed essential.
Before any
data can be saved, it is validated for correctness and
completeness, and any errors
are displayed.


Proactively
validate, augment, and enrich data


Any incorrectly created or incomplete data can be automatically corrected or enriched
. Informatica
MDM accomplishes this by using existing data quality tools, such as
Informatica Data Quality to
correct the data, or by using data quality or enrichment services
from external
data providers such as
D&B and Acxiom.


Before
the data is saved, Informatica
MDM will
automatically search for potential duplicates, display
them side by side with the
newly created
data, and highlight any differences. Users are then given
the option to use
existing data
or proceed with the
newly created
data
.


Work
collaboratively across lines of business


If the user lacks the authority to publish data for downstream consumption, it can be
sent to
other
individuals or groups of individuals for approval.


These
approval processes can
be customized
according to the type of business data. For instance,
customer data can
be sent
to one or more individuals in the sales or marketing organization to be
approved,
while product
data can be sent to an employee in the R&D organization.



Business Users Easily
Consume Master
Data

Using Informatica MDM for data governance, business users can:

• Search all master data from a central location

• Search information securely

• View master data details, hierarchies, and relationships

• Embed Informatica MDM user interface components into business applications or
embed components
from other applications into Informatica MDM

• Gain a
unified
view of master data and all related transactions



Business Users Easily
Consume Master Data (
contd
)

Search
all master data from a central location


MDM’s
data governance
user interface
provides a single secured
location to search, browse, and view details of
master data.


Users
can quickly search for data with the basic
search utility
or use
the extended search capabilities to broaden the search results.


Search
information securely


Informatica MDM furnishes the strongest security so that only
authorized users are able
to search
and see the right data.


Both
search queries as well as results are constrained
by the
user’s
role. For example, a human resources manager can search for and see
employee Social
Security numbers, which may not be available to a
line
-
of
-
business manager.



Business Users Easily
Consume Master Data (
contd
)

View master data details, hierarchies, and relationships


Informatica MDM enables users to view and manage relationships
among master data.
It enables
users to view these relationships in
ways that best suit their needs.



Business Users Easily
Consume Master Data (
contd
)

Embed components from Informatica MDM into business applications
or embed
components from other applications into Informatica MDM


For those users who would like to consume master data within their applications,
Informatica MDM
can allow for consumption of the reliable master data from the
system
directly within
those applications. For example, when users search for an
account, such as
ACM in
Salesforce
, they can view the related hierarchy from
Informatica MDM containing
the parent
company, ACM Holdings, along with all its
subsidiaries, ACM Appliances and
Western ACM
Turbines, within the Accounts
view of
Salesforce
.


In
addition, Informatica MDM
can embed
components from other applications.
Now users do not have to switch to
different applications
to complete their task at
hand. For example, a child tab for a customer,
adjacent to
the tabs displaying the
customer’s address and contact details, can be
configured to display
a view from
Yahoo! Finance depicting the customer’s key
financial
statistics, such
as market
cap
or P/E ratio
.


Gain
a
unified
view of master data and all related transactions


Using powerful data federation capabilities, Informatica MDM provides a
unified
view
of master
data along with all its relevant transactional data, which resides in
the CRM or
ERP applications
.


Because
Informatica MDM maintains cross
-
reference links between the
master
data
and the applications, it can relate the master data to the transactional data in
these applications
. So, a customer service representative can view all the payments
(
transactional data
) the customer made (master data).



Help Data Stewards Effectively Manage
Master
Data

Effectively Manage Master Data

Informatica MDM features an intuitive data governance user interface
that
simplifies data management
and makes it easy to build on the
advanced functionality of Informatica MDM.


Using
Informatica MDM for data governance, data stewards can:

• Quickly resolve potential matches

• Merge duplicates

• Manage
hierarchies


Using Informatica MDM for data governance, data steward supervisors
can:

• Approve and manage updates to master data

• Use tasks to streamline data management



Help Data Stewards Effectively
Monitor Master
Data

Effectively
Monitor Master
Data

As data is created, consumed, and managed by the business users and
data stewards
within Informatica
MDM, these business constituents need
to constantly monitor the data within
the system
for various reasons. As
such, the business users want to monitor the data for
compliance
reasons
.

Using
Informatica MDM for data governance, data stewards and their
supervisors can:

• Track master data lineage and history

• Track hierarchy changes and history

• Audit master data for compliance

• Monitor data quality and productivity



Help IT Flexibly Deploy and
Configure Informatica MDM
for Business Use

Recognizing the different requirements within an organization, Informatica provides the
flexibility to
deploy
Informatica MDM for data governance as is, extend it to include information from
other applications
, or integrate
it as part of the applications themselves.


As
is:

IT
can rapidly deploy Informatica MDM for data governance and quickly
configure
a
host of
out
-
of
-
the
-
box
functionalities for i
mmediate
use by business users and data stewards
.


Easy configuration
:


Informatica
MDM provides a
configuration
tool to
configure
the
different functions
within Informatica MDM
for data governance. This tool makes it easy to
create separate
subject areas to manage different types of
data such as customer or product data.


The detailed view for a subject area can be further divided into parent and multiple child tabs.


It
is also easy to
configure
the dashboard, localization options, and security privileges
for different
users.


The
dashboard can be
configured
to display the appropriate task
information and
the relevant charts.


The
security privileges can be
configured
by user roles such
as business
analyst or data steward
.


Extend:


Often
, business users will need access to other applications to complete their tasks.


Rather
than forcing users to access other applications
separately to
complete the data entry, Informatica
MDM allows IT to
configure
a view of
say Hoovers
to
be displayed
within the “create” window as a child tab.


MDM also
can be
configured
to invoke functions within other applications in real time such
as D&B


Integrate
:

For
those users who prefer to use business applications to create or access
the master
data, Informatica MDM
enables IT to embed visual data governance
components directly
within those applications. For example, a
customer hierarchy can be displayed
within
Salesforce’s

Accounts view.



Summary



There are three key components to successful data governance:
people
, process and technology
.



With strong out
-
of
-
the
-
box functionality, multiple deployment options and an easy
-
to
-
use
and
configure
interface, Informatica MDM
has been
successfully adopted by Fortune 500
companies to
support their enterprise data governance
processes
.



The
data governance capabilities
in Informatica
MDM empower business users to easily create and
consume master data,
data stewards
to effectively manage and monitor master data, and IT to
flexibly
deploy and
configure the
technology for business use.







THANK YOU