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? Master Data Cleansing Considerations Question and Answer

Introduction

Andrew Hall Joined Logan Consulting in 1995 QAD implementation experience since 1993

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

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

Tangible Examples

Inventory Optimization Service and Target Customers Maximize Spend Economics

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

•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

Review/Upgrade Infrastructure Layer

•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

Presentation Relationship Layer

Company WebsiteSingle Sign on for all Internal and External Customers and Users

Corporate HQ Buffalo, NY USA

Montgomery, AL - Warehouse

Bretten DE - Plant

Jiangsu, CN - Plant 1

Jiangsu, CN - Plant 1

2048k

2048k

2048k

2048k

2048k

Internet

192 Meg

Sonnet

Colo

Co-Located Data Center Edge Reverse Proxy Device

Colo Servers

DSL

DSL

DSL

DSL

DSL

Remote User IP Communicator

Canley, Coventry UK - Plant

2048k

DSL

Birmingham UK - Plant

2048k

DSL

Dortmund DE - Plant

2048kDSL

Montgomery, AL - Plant

2048k

DSL

Racine, WI - Plant

Arcade NY - Plant

DSL

DSL

2048K

2048K

Franklin, WI - Plant

Iron Ridge, WI - Plant

DSL

DSL

2048k

2048k

•Global ERP•Enabling Rapid Acquisition Integration•Transformations built for Global Standards

Enterprise Layer

ERP Solution (QAD)

•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

CRM, Reporting/Collaboration Layer Messaging• Email• Instant Message• WebEx/Collaboration• Video Messaging

SharePoint• Global Knowledge/Training

Base• Global Dept Share• Controlled Documents Globally• Workflow Processing Globally

Business Intelligence• Global Standardized Data

Warehouse• Global Financial Budgeting &

Consolidation• Complete Global Functional

Area KPI Reporting

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

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

QAD Data Management Tools

Generalized Codes

Custom Screen Designer

Alerts and Workflow

Enhanced Controls

Audit Browses

Operational Metrics

Other

Align menu and field security with process and data ownership

Use Chart of Account Masks to enforce data combinations (or SE equivalent)

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.

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

Question and Answer