Value and Implications of Master Data Management (MDM) and Metadata Management
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Value and Implications of Master Data Management (MDM) and Metadata Management Prepared for: Dimitris A Geragas GARTNER CONSULTING Project Number: 330022715 CONFIDENTIAL AND PROPRIETARY This presentation, including any supporting materials, is owned by Gartner, Inc. and/or its affiliates and is for the sole use of the intended Gartner audience or other intended recipients. This presentation may contain information that is confidential, proprietary or otherwise legally protected, and it may not be further copied, distributed or publicly displayed without the express written permission of Gartner, Inc. or its affiliates. © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. Enterprise Information Management Background CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 1 Enterprise Information Management is Never Information Enterprise Information Management (EIM) is about . Providing business value . Managing information (EIM) to provide business value . Setting up a business and IT program to manage information EIM is an integrative discipline for structuring, describing and governing information assets across organizational and technological boundaries. CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 2 Enterprise Information Management and the Information-Related Disciplines Enterprise Information Management (EIM) is about how information gets from a multitude of sources to a multitude of consumers in a relevant, timely and consumable way? …includes large volumes, variety, or high velocity data? Big Data CEO Master Data Marketing …can be consistent across business units and across time? Mgt (MDM) Business …can be used to monitor performance and make decisions? Intelligence (BI) Finance Sales Business …can be used to draw conclusions and make predictions? Analytics (BA) Customer Data Quality Service …is it clean enough and good enough to use? (DQ) Information Smart …no ambiguity on who is accountable for what? Machines Governance Metadata …can be enriched and reused? Management CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 3 Enterprise Information Management Scope CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 4 Master Data Management Background CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 5 Why MDM Different Hymn Sheets One Hymn Sheet Operations Customer Service Operations Customer Service OR? Ops Sales Mfg. Ops Sales Mfg. Process Process Process Process Process Process Ops Sales Mfg. Ops Sales Mfg. Data Data Data MDM Before … … After CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 6 Some Definitions Master Data: A consistent and uniform set of identifiers and attributes that describe the core entities of the enterprise, and are used across multiple business processes. Widely shared among organizational/functional units Are worth Consistent across viewpoints managing Foundational and valuable to the operation and the business Can be managed Stable over time Master Data Management: Technology-enabled discipline in which business and the IT organization work together to ensure the uniformity, accuracy, stewardship, semantic consistency, and accountability of the enterprise's official, shared master data assets. CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 7 Master Data Domains CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 8 Master Data Management Implementation CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 9 Enterprise Information Management Framework Vision Strategy Metrics Information Governance Organization and Roles Information Life Cycle Enabling Infrastructure Master Analytic Other Social Content Data Data Data Data …? Master Data Management CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 10 MDM Vision and Strategy Critical Vector – Implementation Styles Downstream reporting or Low control, autonomous Consolidation Registry analytics environments . Nonintrusive to the business . Nonintrusive to edge . BI is the business platform applications . Any industry . Emphasis is on remote data . BI strategy depended and application-to- . No attempt to clean up application integration source . Distributed governance . Faster to implement than coexistence and centralized Large-scale distributed High-control, top-down Coexistence Centralized model environments . Largest change to . Largest change to information infrastructure application infrastructure . Greatest need to mirror data . Hugely invasive to the . Global and local governance business . Greatest risk over control, . Centralized governance security . Greatest control over access, . Focused on shared services security . Focus on common services CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 11 MDM Information Governance Information Governance establishes decision rights, and assigns authority for MDM Information Governance What Decisions Who Makes How Are Decisions Have to Be Made the Decisions Made Establish Assign Encourage Policy Responsibility and Enforce CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 12 MDM Organization and Roles Organization and Roles forms the group and organizational structures to implement MDM Executive Steering Stewardship Sponsor Committee Data StewardsData StewardsData Stewards Governance Group EIM Leader Data StewardsBusinessData RepresentaStewards - tives Management Architecture Management and EIM Administration IA Manager Group Implementation Design Group Integration Group Storage Group Delivery Group CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 13 MDM Information Life Cycle Information Life Cycle depicts the flow of information and activities where MDM is focused CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 14 MDM Enabling Infrastructure Enabling Infrastructure provides the technology capabilities to implement the EIM Analytics Transaction Content Hybrid Specialized Capabilities Information Semantic Styles Manage Metadata Common Capabilities Describe Organize Integrate Share Govern Implement Social Documents Transactional IT/OT Image Audio Text Video Mobile Search Data Engine CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 15 The Role of Metadata Semantic Identification Authority Store Transformation Data Quality Syntactic Discovery Usage Access Lineage Trust Contextual Origin Security Disposition CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 16 Complexities and Conclusion CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 17 Strategic Dilemmas The answer to all strategic EIM-related dilemmas is “both.” There are NO RIGHT OR WRONG answers in EIM, and the most powerful factor is the reallocation of authority and movement of money. Ultimately, EIM requires a POLITICAL POWER SHIFT in the organization. CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 18 Tactical Dilemmas The answer to all Data Quality implementation EIM- related dilemmas is “it Historical Unstructured depends.” There are NO RIGHT OR WRONG answers in EIM, Agility Data Consistency and the most powerful factor are the priority and needs of the client. Structured Operational Ultimately, EIM requires a DELIBERATE and ARCHITECTED approach Speed in the organization. CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 19 Commercial v. Public Sector Business Case Revenue and Cost Mission and Value Scope Value Chain and Company State and City Level; Agency Domain GL; Employee; Location; Customer GL; Employee; Citizen Risk Tolerant Averse Sharing Promoted Restricted or Temporary Security Technical Enablement Physical Data Vaults Authority Process and Technology Enforced Policy Driven Topology Multiple Registry CONFIDENTIAL AND PROPRIETARY 330022715 | © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. 20 Critical Success Factors . Clear Vision and Tight Scope – Determine what you really want to achieve and what you need to govern . Strong Leadership and Sponsorship – Identify and secure a business sponsor to promote the effort and ensure the business stakeholder participation . Consisted and Objective Semantics – Strive for the “single version of the facts” and not for the “single version of the truth” . Stratify Scope – Manage Semantics, Syntactic, and Instances differently at different levels of scope . Comprehensive Viewpoint – Design the strategy and target state to play the tradeoff among governance, organization, processes, and technical infrastructure . Clear Communications in Business Terms – Express what the stakeholder will get out of it in their terms . Tight Stakeholder Collaboration – Establish a common work environment and a cross-business/IT team with