Multi-Domain Master Data Management: Advanced MDM and Data Governance in Practice

221 Pages·2015·9.05 MB·English

by  Mark Allen

Multi-Domain Master Data Management
Multi-Domain Master Data
Management
Advanced MDM and Data Governance
in Practice
Mark Allen
Dalton Cervo
AMSTERDAM (cid:127) BOSTON (cid:127) HEIDELBERG (cid:127) LONDON
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Portions of chapters 4,5,6,7,9,11 are from Master Data Management in Practice: Achieving True Customer
MDM, used with permission, John Wiley & Sons, 2011.
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ISBN: 978-0-12-800835-5
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To Bobbie, Matt, and Kim, and in memory
of my mother and father,
who always encouraged me to write.
—Mark Allen
To my wonderful family: my wife Milene, my sons, Ettore and
Gian Lucca, for all their love and support.
—Dalton Cervo
Endorsements
“Multi-domain Master Data Management represents a significant challenge to practitioners
due to the myriad of disciplines required. Sadly, many organizations fall short of their MDM
vision by taking shortcuts with these key disciplines. With their latest publication, Mark
Allen and Dalton Cervo provide a complete blueprint for understanding each discipline and
how it should be executed in the multi-domain MDM journey. This is a landmark publication
and should form essential reading for any organization or practitioner about to embark on
a multi-domain MDM initiative.”
—Dylan Jones, Founder and Editor of Data Quality Pro
“One of the best ways to approach a complicated problem is to break the problem down
into its component parts and attack each part individually. Multi-domain MDM is a com-
plicated implementation with lots of moving parts. Multi-domain Master Data Management
describes and addresses each aspect of multi-domain MDM in a very thorough and straight-
forward way. It is easy to understand the specifics of each part, but, more importantly, it is
clear how the parts fit together to address the whole of this difficult challenge. The thing I
like most about Mark Allen and Dalton Cervo’s books is how they approach issues from a
hands-on, implementation-oriented point of view. Multi-domain Master Data Management
is packed with practical implementation guides to help you establish the organization, pro-
cesses and technologies to be successful with multi-domain MDM. It is a required guidebook
to anyone that is embarking on this type of initiative.”
—Tony Fisher, VP of Data Collaboration and Integration at Progress Software, and
author of The Data Asset: How Smart Companies Govern Their Data for Business Success
“Pundits, software vendors, and consulting firms today aren’t exactly shy about espousing
the benefits of Big Data. Amazon, Facebook, Google, and Netflix are making sense of peta-
bytes of unstructured data. These companies remain, however, the exception that proves
the rule. Organizations cannot begin to harness the power of Big Data until they effectively
manage its smaller counterpart. MDM may not be as sexy as Hadoop and other newfangled
technologies, but make no mistake: Organizations that cannot master practical, step-by-step
blocking and tackling are very unlikely to realize any value from one of its most valuable
assets: its data. In Multi-domain Master Data Management, Allen and Cervo provide a
veritable MDM playbook.”
—Phil Simon, author of The Visual Organization and Message Not Received
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Acknowledgments
I want to start by thanking my good friend and coauthor Dalton Cervo for his tremendous
contribution and dedication to this book. As part of my acknowledgments with our previous
book, I had said that I can only hope for more opportunity to work with Dalton in the future.
Well, good fortune prevailed, and once again I had the great pleasure to collaborate with
him on this book. As always, Dalton’s experiences and knowledge provided the balance and
compliment needed to successfully work through many months of sharing thoughts, editing,
and delivering this work.
My knowledge of data management and data governance comes primarily from the practical
experiences that I have had in my career with implementing, supporting, and managing
programs and projects with very talented and dedicated colleagues. A special thanks also goes
to the many past and present coworkers at Sun Microsystems, Oracle, WellPoint, and Anthem
who I have enjoyed many journeys with.
Special thanks go to Dylan Jones, Phil Simon, and Tony Fisher, whose endorsements we are
very proud to have; and to Evan Levy, for reviewing the manuscript and providing some great
feedback.
I am deeply grateful to my lovely wife, Bobbie, and our wonderful children, Kim and Matt,
for all their patience and support during the many weekends and evenings I spent working on
this book.
I also would like thank David Loshin, who first suggested we contact Morgan Kaufmann
Publishers regarding their interest in a book of this nature, and of course my thanks go to
Andrea Dierna, Kaitlin Herbert, Steve Elliot, Charlie Kent, and Priya Kumaraguruparan
at Morgan Kaufmann and Elsevier for all their assistance throughout the development and
production of this book.
—Mark Allen
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Acknowledgments
First, I want to thank my coauthor, Mark Allen, for his outstanding contribution, dedication,
and friendship. This is our second book together, and once more we have had a very
enjoyable and complementary collaborative experience. It is always an honor to work with
Mark and share our knowledge.
I want to thank my wonderful wife, Milene, and our extraordinary children, Ettore and
Gian Lucca, for their love and support. Thanks to my caring mother, Aracy, and my late
father, Dan, for their remarkable dedication, teachings, and nurturing.
I also humbly thank the recognized experts who kindly have agreed to endorse this book:
Tony Fisher, Phil (Rush) Simon, and Dylan Jones. Big thanks also go to Evan Levy for his
review and feedback.
Last, but not least, thanks to Steve Elliot, Charlie Kent, Kaitlin Herbert, Priya
Kumaraguruparan, and Andrea Dierna at Morgan Kaufmann and Elsevier for all their
assistance throughout the development and production of this book.
—Dalton Cervo
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About the Authors
Mark Allen has over 25 years of data management and project management
experience, including extensive planning, deployment, and management experience
with master data and data governance. Mark manages the Enterprise Data Governance
program at Anthem/WellPoint Inc. Prior to this, Mark was a senior program manager in
customer operations groups at both Sun Microsystems and Oracle Corporation. At Sun
Microsystems, Mark served as the manager and lead data steward throughout the planning
and implementation of Sun’s enterprise customer data hub. Throughout his career, Mark
has championed and implemented many data management programs establishing data
governance, data quality management, data stewardship, and change management practices.
Mark is the coauthor of Master Data Management in Practice: Achieving True Customer
MDM (John Wiley & Sons, 2011), has been a speaker at data governance and information
quality conferences, and has served on various customer advisory boards focused on sharing
and enhancing MDM and data governance practices. Mark can be contacted at mark.allen@
mdm-in-practice.com, or you can visit http://www.mdm-in-practice.com for additional
guidance.
Dalton Cervo has over 24 years of experience in data management, project management,
and software development, including architecture design and implementation of
multiple MDM solutions, and management of data quality, data integration, metadata,
data governance, and data stewardship programs. Dalton is the founder of Data Gap
Consulting, which provides data management services to a wide variety of industries, such
as automotive, telecom, energy, retail, and financial services. Prior to this, Dalton was a
consultant for SAS/DataFlux, which provides expertise in MDM, data governance, data
quality, data integration, and data stewardship. Dalton was also a senior program manager at
Sun Microsystems and Oracle Corporation, serving as the data-quality lead throughout the
planning and implementation of Sun’s enterprise customer data hub. Dalton has extensive
hands-on experience in many data management, change management, and continuous
improvement programs. Dalton is coauthor of Master Data Management in Practice:
Achieving True Customer MDM (John Wiley & Sons, 2011), and contributor to a chapter on
MDM to The Next Wave of Technologies: Opportunity in Chaos (John Wiley & Sons, 2010).
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About the Authors
Dalton has been a speaker at multiple data quality and data management conferences, and
has served on customer advisory boards focused on sharing and enhancing MDM and data-
quality practices. Dalton has BSCS and MBA degrees, and is PM certified. Dalton can be
contacted at [email protected], or you can visit www.datagapconsulting.
com for additional information.
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Preface
Master data is data critical to a company’s operations and analytics because of how the data
is shared and how it interacts with and provide context to transactional data. Master data are
inherently nontransactional and are usually identified and organized within data domains that
reflect key business entities, such as customers, partners, products, materials, finance, and
employees.
Master Data Management (MDM) is the application of discipline and control over master
data to achieve a consistent, trusted, and shared representation of the data. This is often
referred to as achieving a “single version of the truth.” In MDM, business and information
technology (IT) disciplines such as data governance, data stewardship, data integration, Data
Quality Management (DQM), and metadata management are applied to ensure that there is
accuracy, consistency, stewardship, and control of the master data in these domains.
MDM is often thought of as a technical discipline, and it is certainly more familiar to those in
IT roles than those in business roles. But a closer look at a well-functioning MDM program
reveals that while technology is an integral component that provides MDM with capabilities
to operate more efficiently, it is actually the underlying organization and cohesiveness of
people and processes associated with the business and IT practices that form the foundation
by which MDM becomes a core competency and enterprisewide discipline.
In our first book, Master Data Management in Practice: Achieving True Customer MDM
(John Wiley & Sons, 2011), we presented a practical, ground-level-view orientation and
guidance for the planning and implementation of MDM with a focus on the Customer
domain. We indicated that as the MDM market was emerging, so was the opportunity to
deliver more guidance and instruction based on common approaches and techniques inherent
to the MDM philosophy and discipline. The Customer domain is typically the first MDM data
domain that most companies will address before expanding to other key MDM domains. But
regardless of how or where a company gets started with its MDM approach, moving toward
a multi-domain scope is a common practice. According to the TDWI 2012 Best Practices
Report “Next-Generation Master Data Management”:
61% of organizations surveyed have already deployed MDM solutions, and more than one-
third practice multidata-domain.
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