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Impact, Data Standards, and Management Process and Tools

Master Data. Impact, Data Standards, and Management Process and Tools. Agenda. Introduction What is Master Data? How Does Master Data Impact the Business? What is Good Master Data Design? How Should Master Data be Managed? How Does QAD Enable Data Management?

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Impact, Data Standards, and Management Process and Tools

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  1. Master Data Impact, Data Standards, and Management Process and Tools

  2. Agenda • Introduction • What is Master Data? • How Does Master Data Impact the Business? • What is Good Master Data Design? • How Should Master Data be Managed? • How Does QAD Enable Data Management? • Master Data Cleansing Considerations • Question and Answer

  3. Introduction • Andrew Hall • Joined Logan Consulting in 1995 • QAD implementation experience since 1993

  4. What is Master Data? • Referenced in many ERP modules • Customer, Supplier, Items • Drives functionality, process, and decision-making • Credit Terms, Item Status, Price Lists • Used to segment reporting • Customer Type, Item Type, Product Line, Chart of Accounts • Shared by different applications, sites, and areas

  5. Impact on Business • Well Designed and Maintained Master Data results in: • Efficient processes that leverage ERP automation • MRP Planned Orders to Supplier Schedules • Mitigates and manages business risk • Customer Price Lists and Credit Limits / Terms • Improve reporting capabilities. One version of the Truth • Leverage human resources (e.g. Shared Services) • Faster implementations • Poorly Designed and Maintained Master Data results in the opposite

  6. Tangible Examples • Inventory Optimization • Service and Target Customers • Maximize Spend Economics

  7. Good Master Data Design • Develop an exhaustive list of Master Data • Don’t just think Customers, Suppliers, and Items • Include supporting data and IT system administration data • Design with the End in Mind • Global Statutory Reporting Requirements • Flexibility for Company Growth and Change • Data Entry Ease • Management Reporting Requirements • Structure and Functionality

  8. Presentation Relationship Layer Single Sign on for all Internal and External Customers and Users Company Website • Fully Functional Multi-Lingual Website • Air Gap Reverse Proxy Security • Marketing/Sales/Knowledge/Training/Etc… • Completely Validated • Secure Access to Internal systems from any system anywhere in the world CRM, Reporting/Collaboration Layer Messaging SharePoint Business Intelligence • Global eMail System, Internal and External Customer Messaging and Collaboration • SharePoint Integrated Document Control & Storage • Knowledge and Training Base/Center • Data Warehouse for Global Reporting Requirements across all Functional Areas • Enabling Rapid Acquisition Reporting • Email • Instant Message • WebEx/Collaboration • Video Messaging • Global Knowledge/Training Base • Global Dept Share • Controlled Documents Globally • Workflow Processing Globally • Global Standardized Data Warehouse • Global Financial Budgeting & Consolidation • Complete Global Functional Area KPI Reporting Enterprise Layer • Global ERP • Enabling Rapid Acquisition Integration • Transformations built for Global Standards Review/Upgrade Infrastructure Layer • Globally Standardized with Plug and Play Redundancy • VOIP – Voice integrated - Network & ERP • Single Global Security, Virus, Spyware and Spam controls • Redundancy built into Global WAN to every Site with automated roll-over • Site Specific Disaster Recovery • Enabling Rapid Acquisition Integration

  9. Good Master Data Design • Design Globally with Local Flexibility • One standard for the entire organization • Deviate locally only as required but within the rules • Design with Cross-Functional Input • Formalized Design Meetings • One representative for each impacted functional area • Formally Document the Design • Require Business Approval of the Design Document • Design Document is THE OFFICIAL RULEBOOK

  10. Managing Master Data • Clear cut process and procedure for maintenance of master data • Ownership of data is properly defined • In built workflow and authorization for adding and modifying data • Audit trails of master tables are activated and modifications are logged in the system • Must be accurate, complete, consistent, and timely

  11. QAD Data Management Tools

  12. Generalized Codes

  13. Custom Screen Designer

  14. Alerts and Workflow

  15. Enhanced Controls

  16. Audit Browses

  17. Operational Metrics

  18. Other • Align menu and field security with process and data ownership • Use Chart of Account Masks to enforce data combinations (or SE equivalent)

  19. Data Cleansing Approach • Applies to New and Existing Implementations • De-Duplicate • Completeness • Adherence to Standards • Obsolescence • Is not easy and is not fun. Is necessary.

  20. Conclusion • Master Data presents great opportunity for success…and failure • Design carefully and manage diligently • Master data management is not a one time affair • Use QAD’s embedded functionality to govern, manage, and audit your Master Data

  21. Question and Answer

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