SSWUG vConf SQL Server Master Data Services
SQL Server Master Data Services Why you need this new technology today
[email protected] Twitter: @donalddotfarmer
What is Master Data Services?
What is Master Data Management?
What is Master Data Management?
A consistent view of core business entities created using data integration and data quality technologies for use by transactional and analytic applications …
A consistent view
of core business entities
created using data integration and data quality technologies for use by transactional and analytic applications
• Consolidated, clean, and authoritative
A consistent view
of core business entities
created using data integration and data quality technologies for use by transactional and analytic applications
• Consolidated, clean, and authoritative
• Customers, suppliers, products, employees …
A consistent view
• Consolidated, clean, and authoritative
of core business entities
• Customers, suppliers, products, employees …
created using data integration and data quality technologies
• Because the data about these entities is typically dispersed, uneven and changing
for use by transactional and analytic applications
A consistent view
of core business entities
created using data integration and data quality technologies for use by transactional and analytic applications
• Consolidated, clean, and authoritative
• Customers, suppliers, products, employees …
• Because the data about these entities is dispersed and inconsistent
• By reference, or by synchronizing master data back to source systems
What is Master Data Management? A consistent view of core business entities created using data integration and data quality technologies for use by transactional and analytic applications …
and the business processes to govern this data.
What is Master Data Services?
A platform for Master Data
Why do you need MDM?
Manufacturing Component collection Restock level Time to build Weld specification Paint colours Model identifier
Marketing Market segment Campaign Paint colours Model identifier
Sales Order lead time Offer codes Incentives Model identifier
Finance Production cost Gross profit Dealer incentives Model identifier
Manufacturing
Finance
Marketing
Sales
Manufacturing Marketing Sales
Finance
Manufacturing
Marketing
Sales
Finance
Aims of the Master Data Platform
Authoritative Data
Reduced Costs Sustainable Advantages
22
Authoritative Data
• Master Data Hub • Any person or system can contribute or subscribe
Reduced Costs
Sustainable Advantages
23
Authoritative Data Reduced Costs
• Master Data Hub • Any person or system can contribute or subscribe
• Familiar SQL Server data platform integration • Effective match-merge of entities
Sustainable Advantages
24
Authoritative Data Reduced Costs
Sustainable Advantages
• Master Data Hub • Any person or system can contribute or subscribe
• Familiar SQL Server data platform integration • Effective match-merge of entities
• Versioning for hierarchies and attributes • Workflows and notifications
25
Domain independence
Model deployment Effective APIs
26
MDS Capabilities Master Data Hub
Stewardship Portal
Stewardship Process
Master Data Platform
Part of SQL Server Data Platform
Data Steward experience
Workflow
Any Domain
Notifications
Model Deployment
Business Rules
API Supports all Operations
Authoritative Source
Versioning & Transaction Logging
27
Master Data Administration Modeling Model Documentation Import & Export
DEMO Master Data Services Exploring data in the Stewardship Portal
Demoed Features Master Data Portal Attributes
Hierarchies Versioning
DEMO Master Data Services Creating Models
Other Features Notifications Workflow Business Rules
Model Deployment SharePoint Integration Integration Security
DEMO Master Data Services Business Rules and Data Integration
Master Data Methodology
Envision
Plan
Develop
Stabilize
Deploy
Choose your problem MDM software is not the whole solution You need changes in processes You need changes in policies So choose your project carefully …
Choose your problem Does this domain add value? Can this project be re-used?
Products are a good place to start …
MDM Project Drivers Domains (Models) Entities Attributes Hierarchies Subscribing Systems
Security Profiles Number and Complexity of Workflow Scenarios Source Systems
Start small Solve a real problem Have a sponsor Engage strong technical resources Engage knowledgeable business resources
LOB App(s)
Master Data Services
1. Critical dimension loaded to MDS, then to analytic apps. Users manage hierarchies and attributes in MDS portal
Analytic App
LOB App(s)
Master Data Services
1. Critical dimension loaded to MDS, then to analytic apps. Users manage hierarchies and attributes in MDS portal 2. See the benefits of MDS. Begin pushing Master Data back to LOB App.
Analytic App
LOB App(s)
Master Data Services
Analytic App
1. Critical dimension loaded to MDS, then to analytic apps. Users manage hierarchies and attributes in MDS portal 2. See the benefits of MDS. Begin pushing Master Data back to LOB App. 3. Organization integrates more LOB apps, more analytic apps, and other domains
What is Master Data Services? The platform for managing … A consistent view of core business entities created using data integration and data quality technologies for use by transactional and analytic applications … and the business processes to govern this data.
Resources http://www.microsoft.com/sqlserver/2008/en/us/MDS.aspx
http://portals.tdwi.org/microsites/mdm-portal/master-data-management.aspx
[email protected] Twitter: @donalddotfarmer
What is Master Data Services?
What is Master Data Management?
What is Master Data Management?
A consistent view of core business entities created using data integration and data quality technologies for use by transactional and analytic applications …
A consistent view
of core business entities
created using data integration and data quality technologies for use by transactional and analytic applications
• Consolidated, clean, and authoritative
A consistent view
of core business entities
created using data integration and data quality technologies for use by transactional and analytic applications
• Consolidated, clean, and authoritative
• Customers, suppliers, products, employees …
A consistent view
• Consolidated, clean, and authoritative
of core business entities
• Customers, suppliers, products, employees …
created using data integration and data quality technologies
• Because the data about these entities is typically dispersed, uneven and changing
for use by transactional and analytic applications
A consistent view
of core business entities
created using data integration and data quality technologies for use by transactional and analytic applications
• Consolidated, clean, and authoritative
• Customers, suppliers, products, employees …
• Because the data about these entities is dispersed and inconsistent
• By reference, or by synchronizing master data back to source systems
What is Master Data Management? A consistent view of core business entities created using data integration and data quality technologies for use by transactional and analytic applications …
and the business processes to govern this data.
What is Master Data Services?
A platform for Master Data
Why do you need MDM?
Manufacturing Component collection Restock level Time to build Weld specification Paint colours Model identifier
Marketing Market segment Campaign Paint colours Model identifier
Sales Order lead time Offer codes Incentives Model identifier
Finance Production cost Gross profit Dealer incentives Model identifier
Manufacturing
Finance
Marketing
Sales
Manufacturing Marketing Sales
Finance
Manufacturing
Marketing
Sales
Finance
Aims of the Master Data Platform
Authoritative Data
Reduced Costs Sustainable Advantages
22
Authoritative Data
• Master Data Hub • Any person or system can contribute or subscribe
Reduced Costs
Sustainable Advantages
23
Authoritative Data Reduced Costs
• Master Data Hub • Any person or system can contribute or subscribe
• Familiar SQL Server data platform integration • Effective match-merge of entities
Sustainable Advantages
24
Authoritative Data Reduced Costs
Sustainable Advantages
• Master Data Hub • Any person or system can contribute or subscribe
• Familiar SQL Server data platform integration • Effective match-merge of entities
• Versioning for hierarchies and attributes • Workflows and notifications
25
Domain independence
Model deployment Effective APIs
26
MDS Capabilities Master Data Hub
Stewardship Portal
Stewardship Process
Master Data Platform
Part of SQL Server Data Platform
Data Steward experience
Workflow
Any Domain
Notifications
Model Deployment
Business Rules
API Supports all Operations
Authoritative Source
Versioning & Transaction Logging
27
Master Data Administration Modeling Model Documentation Import & Export
DEMO Master Data Services Exploring data in the Stewardship Portal
Demoed Features Master Data Portal Attributes
Hierarchies Versioning
DEMO Master Data Services Creating Models
Other Features Notifications Workflow Business Rules
Model Deployment SharePoint Integration Integration Security
DEMO Master Data Services Business Rules and Data Integration
Master Data Methodology
Envision
Plan
Develop
Stabilize
Deploy
Choose your problem MDM software is not the whole solution You need changes in processes You need changes in policies So choose your project carefully …
Choose your problem Does this domain add value? Can this project be re-used?
Products are a good place to start …
MDM Project Drivers Domains (Models) Entities Attributes Hierarchies Subscribing Systems
Security Profiles Number and Complexity of Workflow Scenarios Source Systems
Start small Solve a real problem Have a sponsor Engage strong technical resources Engage knowledgeable business resources
LOB App(s)
Master Data Services
1. Critical dimension loaded to MDS, then to analytic apps. Users manage hierarchies and attributes in MDS portal
Analytic App
LOB App(s)
Master Data Services
1. Critical dimension loaded to MDS, then to analytic apps. Users manage hierarchies and attributes in MDS portal 2. See the benefits of MDS. Begin pushing Master Data back to LOB App.
Analytic App
LOB App(s)
Master Data Services
Analytic App
1. Critical dimension loaded to MDS, then to analytic apps. Users manage hierarchies and attributes in MDS portal 2. See the benefits of MDS. Begin pushing Master Data back to LOB App. 3. Organization integrates more LOB apps, more analytic apps, and other domains
What is Master Data Services? The platform for managing … A consistent view of core business entities created using data integration and data quality technologies for use by transactional and analytic applications … and the business processes to govern this data.
Resources http://www.microsoft.com/sqlserver/2008/en/us/MDS.aspx
http://portals.tdwi.org/microsites/mdm-portal/master-data-management.aspx
