Expert guidance for Master Data Management MDM
implementation
Master Data Management in Practice provides a logical order
toward planning, implementation, ongoing management, and advanced
practices of Customer MDM with tables, graphs, and charts. Authors
Dalton Cervo and Mark Allen show organizations how to implement
Master Data Management MDM within their business model to create
a more quality controlled approach for sucessfully managing and
maintaining their customer master data. This book focuses on
techniques that can improve data quality management, lower data
maintenance costs, reduce corporate and compliance risks, and drive
increased efficiency in customer data management practices.
Designed for data management professionals and data management
consulting firms
Addresses the aspects of defining the underlying scope,
approach, architecture, and objectives necessary for the planning
and execution of a Customer MDM initiative
Provides the practical insight, guidance, questions, and
examples related to the implementation of the four foundational
Customer MDM disciplines: Data Governance, Data Stewardship, Data
Quality Management, and Data Access Management
Packed with helpful tables, graphs, and charts, Master Data
Management in Practice discusses current concepts and future
implications associated to Customer MDM, revealing a logical order
toward the planning, implementation, and ongoing management of
solid Customer MDM practices.
Praise for Master Data Management in Practice: Achieving True
Customer MDM
"As more and more companies recognize the benefits of customer
master data management MDM, they are also learning that effective
customer MDM requires careful planning and execution. Responding to
the growing demand for tried and true knowledge on how to
successfully implement and manage customer MDM practices, this book
from Dalton Cervo and Mark Allen delivers very insightful and
practical hands-on techniques from both the program manager and
data steward points of view. It should be at the top of the ''must
read'' list for anyone looking to implement a customer MDM
initiative."-Ron Powell, BeyeNETWORK Associate PublisherEditorial
Director TechTarget Enterprise Applications Group
"Organizations today are awash in a sea of structured and
unstructured data, often lacking the tools, framework, and human
resources to effectively manage their most valuable resource. In
MDM in Practice, Cervo and Allen knock the ball out of the park.
Rife with practical lessons, this how-to guide is essential reading
for those determined to maximize the value of their information and
avoid mistakes made far too frequently."-Phil Simon, author, The
New Small and The Next Wave of Technologies
"Master data management is often neglected yet is a critical
asset for any business. Cervo and Allen bring a new and refreshing
hands-on perspective to a complex and, often, hard to manage
customer data domain. Their experience and practical wisdom of the
issues are compelling and unrivaled."-Peter Jaumann, Director,
Customer Analytics and Insights, HP
"Dalton Cervo and Mark Allen demystify the theories and
industry buzz surrounding Master Data Management MDM, and provide
a practical guide for successfully implementing a Customer MDM
program, which includes discussing the three major types of MDM
Analytical, Operational, and Enterprise as well as explaining
exactly how MDM is related to, and supported by, Data Governance,
Data Stewardship, and Data Quality. Dalton and Mark explain how MDM
does much more than just bring data together—it provides a set of
processes, services, and policies that bring people together in a
cross-functional and collaborative approach to enterprise data
management, where people, empowered by high quality data and
enabled by technology, can optimize business processes for superior
business performance."-Jim Harris, independent consultant, speaker,
and freelance writer, as well as the Blogger-in-Chief at
Obsessive-Compulsive Data Quality www.ocdqblog.com
"This publication, by two of the most experienced
practitioners in the field of Master Data Management MDM,
provides clear direction for any organisation looking to navigate
their way through the complex challenges posed by Customer MDM. One
of the questions we regularly get asked by readers is ''Where do we
start with MDM?'' In this book they will find not only the solution
to creating buy-in and successfully launching an initiative, but
more importantly, maturing MDM for the long-haul with sound data
governance, data quality and change management techniques."-Dylan
Jones, Founder of Data Quality Pro, an expert online resource for
data quality professionals
"Dalton''s and Mark''s book provides some practical advice for
those looking to implement a customer data integration program.
They have clearly done a great job at abstracting good master data
management practices in a succinct yet approachable way. Another
great addition to the field!"-David Loshin, President, Knowledge
Integrity Incorporated, Inc.
"This book provides a very practical guide to understanding
and implementing Customer Master Data Management.Dalton and Mark
draw from their experience in actual implementations to provide
insights and best practices that can be used by the most
experienced implementers. At the same time, it offers a clear
background and foundation on MDM to those that are just getting
started."-Tony Fisher, President and CEO, DataFlux
關於作者：
DALTON CERVO is Senior Solutions Consultant at DataFlux
Corporation, assisting customers with master data management, data
governance, and data quality implementations.?Prior to joining
DataFlux, Dalton was a senior program manager at both Sun
Microsystems and Oracle, leading the data quality efforts as a
member of the data governance team responsible for defining
policies and procedures governing the oversight of master customer
data. He is an expert panelist and a featured blogger for Data
Quality PRO and a contributing author in The Next Wave of
Technologies: Opportunities in Chaos Wiley.
MARK ALLEN is a Senior Consultant and Enterprise Data Governance
Lead at WellPoint, Inc. Prior to joining WellPoint, Mark was a
senior program manager in customer operations groups at both Sun
Microsystems and Oracle. Mark has led Sun''s Customer Data
Governance Board and has been a member of customer advisory boards
for DataFlux, Oracle, and Dun Bradstreet, where he was a
presenter and panel member for various data governance and master
data management events and forums.
Please visit their website at www.mdm-in-practice.com.
目錄：
Foreword.
Preface.
Acknowledgments.
Introduction.
Part I: Planning Your Customer MDM Initiative.
Chapter 1: Defining Your MDM Scope and Approach.
MDM Approaches and Architectures.
Analytical MDM.
Operational MDM.
Enterprise MDM.
Defining the Business Case.
Cost Reduction.
Risk Management.
Revenue Growth.
Selecting the Right MDM Approach.
Data Management Maturity Level.
Addressing the ROI Question.
Summary.
Note.
Chapter 2: Establishing Effective Ownership.
The Question of Data Ownership.
Executive Involvement.
MDM with Segmented Business Practices.
A Top-Down and Bottom-Up Approach.
Creating Collaborative Partnerships.
Can Your Current IT and Business Model Effectively Support
MDM?
The Acceptance Factor.
Business Access to Data.
Coordination of MDM Roles and Responsibilities.
Summary.
Notes.
Chapter 3: Priming the MDM Engine.
Introduction.
Positioning MDM Tools.
Data Integration and Synchronization.
Data Profiling.
Data Migration.
Data Consolidation and Segmentation.
Reference Data.
Metadata.
Summary.
Notes.
Part II: The Implementation Fundamentals.
Chapter 4: Data Governance.
Initiating a Customer Data Governance Model.
Planning and Design.
Establishing the Charter.
Policies, Standards, and Controls.
Implementation.
Process Readiness.
Implement.
Maintain and Improve.
Summary.
Notes.
Chapter 5: Data Stewardship.
From Concept to Practice.
People.
MDM Process Core Team.
Operational Process Areas.
Processes.
Data Caretaking.
Summary.
Chapter 6: Data Quality Management.
Implementing a Data Quality Model.
A Process for Data Quality.
Drivers.
Data Quality Forum DQF.
ControlsData Governance.
Data Analysts.
Design Team.
IT SupportData Stewards.
Metrics.
Establishing a Data Quality Baseline.
Context.
Data Quality Dimensions.
Entities and Attributes.
Putting It All Together.
Data Alignment and Fitness Assessment.
Data Correction Initiatives.
Summary.
Note.
Chapter 7: Data Access Management.
Creating the Business Discipline.
Beyond the System Administrator.
Creating the Right Gatekeeper Model.
Preparing.
Employee Data.
Access Management Requirements.
Add User Group Names.
Map Privileges to Requirement Categories.
Profiling the Data.
Implementing and Managing the Process.
Testing and Launching the Process.
Resolve Issues Immediately.
Auditing and Monitoring.
Segregation of Duty Management.
Summary.
Notes.
Part III: Achieving a Steady State.
Chapter 8: Data Maintenance and Metrics.
Data Maintenance.
Specify, Profile, and Analyze.
Improve.
Data Quality Metrics.
Monitors.
Scorecards.
Summary.
Note.
Chapter 9: Maturing Your MDM Model.
How to Recognize and Gauge Maturity?
Data Governance Maturity.
Data Stewardship Maturity.
Data Quality Maturity.
Data Access Management Maturity.
Summary.
Notes.
Part IV: Advanced Practices.
Chapter 10: Creating the Customer 360° View.
Introduction.
Hierarchy Management HM.
Operational versus Analytical Hierarchies.
Single versus Multiple Hierarchies.
Number of Levels in the Customer Hierarchy.
Virtual versus Physical Customer Records.
Legal versus Non-legal Hierarchies.
The Elusive, yet Achievable, 360° Customer View.
Summary.
Chapter 11: Surviving Organizational Change.
How Adaptable Is Your Customer Master Data?
Data Quality Factors.
Data Completeness.
Data Consistency.
Data Integrity.
The Change Management Challenge.
Data Governance Can Greatly Assist a Transitioning State.
Leveraging the Data Stewards and Analyst.
Adopting Best Practices.
Summary.
Chapter 12: Beyond Customer MDM.
The Leading and Lagging Ends.
Technology Influence on MDM.
Overcoming the IT and Business Constraints.
Achieving an Effective Enterprise-wide MDM Model.
Where Does MDM Lead?
Summary.
Note.
Recommended Reading.
About the Authors.
Index.
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