The heady excitement of using a new application often gives way to the question of “what are we going to do with the data after the summer fades?” With the explosive growth of data in cloud-based applications and platforms, organizations of all sizes must therefore have a strategy to achieve a lasting customer view in order to stay ahead of the competition.
In this lesson we’ll delve into the challenges associated with cloud data quality and master data management. We’ll explore how to automate data cleansing, validation and consolidation of data from external systems.
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
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1. Cloud Integration and Data
Management Summer School
Lesson 2:
Using Cloud MDM to Deliver a Single View of Your Customer
Clive Bearman, Director of Marketing, Informatica Cloud
Steven Mitchell, MDM Evangelist, Informatica Cloud
Martyn Leman, MDM Consultant, Cloud Perspective Ltd.
2. Summer School Overview
• Curriculum
• Good News - No test!
• Complete all 3 lessons receive gift card for a summer treat
Lesson Title Date
1
Don’t Get Cast Away on a Data Island
The Essential Guide for Connecting to Salesforce
Tues 6/18
10:00 am PST
2
Customer Relationships Don’t End In September
Using Cloud Master Data Management to Deliver a Single View of Your Customer
Thurs 7/18
10:00 am PST
3
Working from the Beach
Mobilizing Processes for the Smart Phone Generation
Thurs 8/15
10:00 am PST
8. Typical Salesforce Data Management Challenge
8
4
1 2
3
LEAD
LEAD
LEAD
Content created
• Manual data entry
• Marketing activity
• Automated integration
LEAD
Rampant duplication
• Data invalid
• Data inaccurate
• Incomplete data
Business Impact
• Inaccurate forecasts
• Loss productivity
• Adoption issues
Salesforce sprawl
• Multiple instances
• Different data definitions
• Inconsistent processes
9. Delivering a “Single View of the Customer”
9
Data
Quality
• Accurate data
• Complete data
• No duplicate data
• Valid data
Data
Visualization
• Hierarchy management
• Multi-source data
• Multi-dimension views
Data
Consolidation
• Field standardization
• Golden-master record
• Multiple Salesforce orgs
• Multiple geographies
10. Powerful and Proven Data Quality
Informatica Cloud MDM
10
Cleanse
Relate
4
1
Enrich
2
3
Consolidate
De-duplication
Point-of-entry de-dupe
Fuzzy matching
Field standardization
Email & address validation
3rd party data augmentation
Golden master
Schedule/Event-based merge
Multi-org synchronization
Single customer view
Multi-source hierarchy
Multi-dimension hierarchy
&
11. Single View of the Customer in Action
Cleanse
Relate
4
1
Enrich
2
3
Consolidate
LEAD
LEAD
LEAD
Content created
• Manual data entry
• Marketing activity
• Automated integration
LEAD
Established uniqueness
• Validate data
• Add missing data
• Complete data
Use the view
• Increase revenue
• Better customer service
• Reduce business risk
Improved data quality
• Build single view
• Construct hierarchy
• Synchronize data
LEAD
&
11
21. Cloud MDM Examples
• Premier League British soccer team
• Multiple sources including, season ticket,
regular ticketing, club shop etc., in built
duplication
• Allergan, Inc.
• Multi-specialty healthcare
• Hybrid, hub and spoke solution, central
repository, single view of the customer in
Salesforce
• Interactive Data Corp
• Financial services
• New Salesforce implementation
• Multiple sources including flat file
• Known data issues
21
22. Cloud MDM Multidomain MDM
Cloud MDM and Multidomain MDM
22
Cloud-based multitenant
SaaS MDM application
optimized specifically for
Salesforce
Cloud
MDM
Multidomain
MDM
Generic MDM application
to reconcile multidomain
master data across all
systems
• Resides within Salesforce
• Multitenant architecture (Force.com)
• Consolidates data within Salesforce
• Multidomain data model
• Operational and Analytical use
• On-premise / hosted deployment
Sample Customers
23. • Consistent customer and
relationship data across
Salesforce and Enterprise
• Faster data synch from
Cloud MDM to Multidomain
MDM
• Standardized customer
data from Cloud MDM fed
into Multidomain MDM
• Fewer duplicates passed
on to Multidomain MDM
• View product hierarchies,
sales territory hierarchies,
sphere-of-influence
relationships from
Multidomain MDM within
Salesforce
Universal MDM Benefits
Informatica Cloud MDM to Universal MDM
23
Multidomain
MDM
Cloud
MDM
Third Party
DataApplications
Multidomain
HCP/ HCO
Employee
Location
Product Item
Business
Intelligence
Universal MDM
25. Homework Assignment
25
1
2
3
Read MDM “Best Practice Guide”
InformaticaCloud.com/summerschoolguide
Get social & tell a friend
Follow @cloudmdm on Twitter
Come to the final lesson
Thursday August 15th 10:00 am PST
“Working from the Beach”
Mobilizing Salesforce Processes for the Smart Phone Generation”