Black Watch Data

1. Holistic
Enterprise Data Management
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2. “30% of all operational errors are due
to poor information quality.”
Reuters 2009
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3. “Customer data degrades at a rate of
24% per year.”
Beth Eisenfeld, Gartner 2008
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4. Zero Defect Data
[zeer-oh dee-fekt dey-tuh]
uncompromised data quality and integrity,
forever
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5. BWD OFFERINGS
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6. What We Do
Provide businesses with the appropriate tools, resources, knowledge and
skills to address Enterprise Data Management (EDM) in a holistic manner.
This includes:
 data strategy
 governance, policies, procedures
 natural language business & data rules
 data architecture
 data models
 migration and integration
 proactive data rule enforcement / master data management (MDM)
 data synchronization
 data cleansing and enrichment
 continuous data validation and rule enforcement through passive data monitoring
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7. BWD Solution Offerings
ERP Optimization
Technology Architecture Data Sustainability Program
Program
Governance 1 Data Cleansing & 2 Situational
• Provide software to Enrichment Analysis
assist organizations • Using BWD software as • Defective data is often
Governor™ manage data well as BusinessObjects symptomatic of bad
governance: Ownership, Data Services to identify process. By reviewing
Stewardship, Policies, all the data defects. In the current state of data
Procedures & business addition, add appropriate (master, reference &
Sentinel ™ and data rules data enrichment elements transactional), one can
Master Data pinpoint which
Data Migration & processes need to be
Management Integration improved.
• Implementation and • Provide software to
Commander™ support of BWD’s assist businesses with
Enforcer for proactive converting data during Optimization of
data enforcement or initial implementations Functional
SAP’s MDM and Data and roll-outs Operations via
Phantom™ Enforcer ™ Services
Your Data
Data Management • Reviewing master
Organization Data Integrity &
Quality and transactional data
3 4
• Providing expertise can show effectiveness
PeopleSoft, and software to assist • Provide software for of operational and
Oracle, SF.com, SAP Non-SAP
with creating the proactive and on-going functional changes. The
etc.
appropriate passive data validation data can also help
organizational structure and enforcement determine potential
areas of improvement.
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8. The Suite
 Governor  Enforcer
– Policy, procedures – Wizard / Form based Master Data
– Supports DMO Creation
 Commander  Materials, Vendors, Customers
 Additional data types added
– Zero Code Business Rules continuously
 Business Rules created in natural
– Dynamic screen generation
language
 Fields and grouping are configured
 Supports high complexity rules
with a few clicks
across entire data dictionary
 Puts ownership of rule maintenance – Integrated workflow
in the hands of the DMO  High flexibility / easy configuration
 System of record on field level  E-Mail notification
allows highest flexibility  Sentinel
 Phantom – Defect reporting with workflow
– Continuous data quality monitoring integration
 Multi system – KPI monitoring / analytics on data
 Mass Update management processes /
activities
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9. The Suite (Cont’d)
 Administration
– Role based user maintenance
– Role based workflow configuration
– Regulatory Compliance
 Role assignment
 All activities in system are logged
– Data Dictionary
 Highly flexible, configurable
 Custom additions
 Standardized naming
 Grouping of fields
 Works across multiple instances of SAP or other systems (e.g.
Salesforce.com)
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10. DATA SUSTAINABILITY
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11. Components of the Holistic EDM Framework
 Data Strategy  Architecture and Technology
 Executive Sponsorship  Data Modeling / Database Design
 Vision, Mission, Goals, Scope  Data Classification, Categorization
 Data & Information Lifecycle  Security
 Business Performance  Performance
 Risk Management  Storage
 Business Change  Location
 Governance  Operations
 Organization and Operating Model  Data Acquisition
 Communications  Data Migration and Integration
 Measures, Metrics and & SLA‘s  Data Cleansing, Enrichment
 Ownership, Stewardship  Data Quality
 Policies, Procedures, and Rules  Location, Distribution
 Definitions, Taxonomy, Standards  Data Consumption
 Personal, Departmental Databases
 Retention, Archive
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12. Four Steps to Data Sustainability
1 Govern
Define the Organization and Processes to govern your Enterprise Data;
especially master data
2 Cleanse & Enrich
Define standards and clean / enrich existing data to the Zero Defect standard
3 Enforce
Prevent defective data from entering the system or environment by using
software based pro-active data validation and enforcement
4 Monitor
Use automated passive rules to validate and enforce so to perpetually monitor
ongoing data integrity and quality
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13. Data Governance Overview
Ensure that data is Dedicated
managed as an organization is
enterprise asset Data Management Organization established to
administrate program
People
Executive Sponsorship (both Business & IT)
Data Ownership This group “stewards”
is assigned to the the data on behalf of
appropriate Business Data Ownership the owners.
Function. The “owner” best Accountable for Data
understands the business Quality and
Data Architects Data Stewards appropriate usage
value of the data.
Changes
Process
to master data and
Data Maintenance Data Change other data
processes are Data Quality
integrated & Maintenance Control structures are
managed through a
coordinated
formal process
Data and
Policies Standards
Technology
Business and Data rules
Business Rules
Enforcement
Data Quality are created and
is monitored and managed based on the
Rule
corrected at time of entry Workflow and Controls needs of the enterprise.
(Proactive) and
periodically thereafter
(Passive). Data Integration and Synchronization
Workflow is automated and
Policies are developed, and key controls are enforced
enforced. Transparency from Data Standards are
Data is integrated and the Data monitoring is automated.
Policy to Rule. mandated and managed.
synchronization is automated Business and data rules are enforced
through the enterprise via automated passive and proactive
software. Standards are compliance
tested.
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14. A Specific Core Competency
DATA MIGRATION & INTEGRATION
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15. Consolidation Strategy Framework (Example)
A. Economies of scale (HW/SW
procurement, service agreements,
and licenses)
B. Headcount reduction (duplication High A
& organization streamlining) B
C. Telecom contractual C
arrangements (data, long D
distance, local, conferencing)
E F
D. Support consolidation (help desk,
maintenance, PC services)
Value
E. Operational efficiencies (process, G
data centers, networks) I H
F. Outsource non-value add IT J L
services
K
G. Expenditure avoidance (telecom
bill audits, current/future services,
development projects)
H. HW, SW, IT process Low
standardization
I. Skills transfer / upgrade
Fast/Easy Long/Hard
J. Best practice sharing (delivery Timing and Complexity
model, service levels)
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16. Technology Consolidation - Before
LEGEND
e-Service CUSTOMER SERVICE MANAGEMENT
TRP Wide
Stack 1
Stack 2US
Legal
Stack 3Intl
Legal
SALES & SERVICE OPERATIONS BILLING & COLLECTIONS INFRASTRUCTURE & FINANCIALS
Science
Stack 4
MIDDLEWARE
Opportunity Contract Order Mgmt Entitlement Billing/ Collections/ Tax
Invoicing AR Infrastructure Product
Health
Stack 5 Accounting
Tax &
Stack 6
Accounting
As of 12/1/2007
As of 12/1/2009
Technology
Out of Scope
Stacks: 6
Systems:
Total (workflow or
- Legal
DB apps that
Technologies: 421
support Legal
department,
corporate incidence,
audit, legal
obligations)
- HR (payroll &
employment,
employee self Facilities
services, career
development &
learning)
Usage
- Editorial processes
- Collaboration &
Content applications
(x Bus. Apps) Commissions
- Telephony/Internal
Network
- Applications retired
as of 7/3/08
- no subsystems-
because they are
not separable 2. Complex Data
- SAP Modules Warehouse data models
already listed in the
CORP apps
inventory
(maintained within RESOURCE PLANNING & MANAGEMENT REPORTING
TRP)
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17. Technology Consolidation - After
LEGEND
e-Service CUSTOMER SERVICE MANAGEMENT
TRP Wide
Stack 1
Stack 2 US
Legal
Stack 3 Intl
Legal
SALES & SERVICE OPERATIONS BILLING & COLLECTIONS INFRASTRUCTURE & FINANCIALS
Science
Stack 4
MIDDLEWARE
Opportunity Contract Order Mgmt Entitlement Billing/ Collections/ Tax
Invoicing AR Infrastructure Product
Health
Stack 5 Accounting
Tax &
Stack 6
Accounting
As of 12/1/2009
Technology
Out of Scope
Stacks: 3
Systems:
Total (workflow or
- Legal
DB apps that
Technologies: 89
support Legal
department,
corporate incidence,
audit, legal
obligations)
- HR (payroll &
employment,
employee self Facilities
services, career
development &
learning)
Usage
- Editorial processes
- Collaboration &
Content applications
(x Bus. Apps) Commissions
- Telephony/Internal
Network
- Applications retired
as of 7/3/08
- no subsystems-
because they are
not separable 2. Complex Data
- SAP Modules Warehouse data models
already listed in the
CORP apps
inventory
(maintained within RESOURCE PLANNING & MANAGEMENT REPORTING
TRP)
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18. Instance Consolidation
 Rule #1: Instance consolidation without process
standardization will increase costs and decrease efficiency:
 Recommendation #1: Thoroughly investigate the variances in processes
between different instances.
 Rule #2: Instance consolidation always takes longer and costs
more than anticipated:
 Recommendation #2: Engage an external agency to thoroughly review
the business case and program plans.
 Rule #3: Managing a single instance creates more visible
expense than managing distributed instances:
 Recommendation #3: Budget for increased costs in the data center(s):
infrastructure costs and management overhead alike.
Gartner, Oct 2009
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19. What Sets Us Apart?
THE “SECRET SAUCE”
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20. Purpose Built
 Natural language rule engine
 Proactive Data/Business Rule Validation & Enforcement at data entry
 Passive data/business rule validation & enforcement
 First system designed with Data Management Organization in mind.
Provide “Line of sight” from Policies to Rules to Enforcement/Compliance
 Enterprise / multi-platform thesaurus and data dictionary
 “System of Record” can be at the field level. This allows better enterprise
data normalization, rationalization, synchronization and field level security
 Deployment options: SaaS or on-premise
 “Mass Change” - correct large quantities of data at once – with the
appropriate workflow approvals and audit logs
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21. Platform for the Future
 Version 2.0 (April)
– In ramp-up
– Client going live mid-April
 Version 2.1 (Sept)
– Acquisition Integration Platform
– Variant Configuration with Natural Language
– Mass Upload / Create
– Collaboration and additional workflow
– Additional data dictionary entries
 SalesForce.com
 Siebel
 Oracle Financials
 PeopleSoft
 JDEdwards
– Additional languages
 Spanish, French, German, Portuguese
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