TDWI Master Data Management Fundamentals

Course Outline

Module One: MDM Concepts

Defining MDMo Master datao Master data managemento Customer data integration (CDI)o Product information management (PIM)o other domain specifics …

The Need for MDMo business viewo information systems view

The Basics of MDMo Enterprise view of reference entitieso Enterprise view of relationships among thingso It isn’t about “one right answer” or “single version of the truth”

Dimensions of MDMo People (organizations)o Processes (governance, business, metadata, etc.)o Data (and metadata)o architectureo technologyo programs & projects

MDM Prerequisiteso Technical infrastructureo Collaborative cultureo Organizational readinesso Buy-in and data sharing cultureo Data qualityo Data governance

Module Two: MDM Processes and Architectures

MDM Processeso Identity managemento Hierarchy managemento Data integrationo Application integration

MDM Architectureso Repositoryo Registryo Repository-Registry Hybrid

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TDWI Master Data Management Fundamentals

o Engineo Brokero Something here about repository vs. registry and about services vs.

transactions

Module Three: Identity Management

Identity management definedo Uniqueness of things

Identity management functionso Search and Resolutiono Record Linkageo Merge & Consolidationo Grouping and Splitting

Identity Management in MDM Architectureo Repositoryo Registryo Engineo Broker

Module Four: Hierarchy Management

Hierarchy management definedo Relationships of thingso Multiple hierarchies (contrast to entity uniqueness)

Hierarchy management functionso Identification and matchingo Consolidationo Record linkageo Versioning

Hierarchy Management in MDM Architectureo Repositoryo Registryo Engineo Broker

Module Five: Implementing and Operating MDM

Roles and Responsibilitieso Stakeholders o Master data creators/providerso Master data consumerso program management

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TDWI Master Data Management Fundamentals

o MDM developmento MDM operations o Data governance

Data Governance for MDMo Ownershipo Stewardshipo Custodianship

Data Quality and MDMo Data profilingo Data quality assessmento Data cleansingo Process improvement

Data modeling and MDMo Exchange data modelo Persistence data model

The MDM Programo Business caseo Program managemento Change management

MDM Projectso Implementation within a program frameworko Kinds of projects

Architecture and infrastructure Master data assessment Data migration Application migration

o Project guidelines MDM Operations

o consolidationo synchronizationo data quality managemento administration and configuration

Sustaining and Maturing MDMo Feedbacko Evolving serviceso data and metadata managemento data governanceo maturity models

Module Six: Summary and Conclusion

Summary of Key Points References & Resources

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TDWI Master Data Management Fundamentals

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