improve master data quality with excel and sharepoint
DESCRIPTION
Business user tools such as Excel and SharePoint can be utilized to improve processes for master data creation and maintenance. Power users in the business can create web forms and spreadsheets for data collection and validation. Combined with automated workflows, these provide the business with transformed processes for ongoing data governance. In this session, it will be discussed how to quickly improve data quality with lightweight and cost-effective solutions, employing a bottom-up approach that will yield immediate results.TRANSCRIPT
Improve master data quality with Excel and SharePoint Kristian Kalsing Director of Solution Management, Winshuttle
EVERYTHING DEPENDS ON MASTER DATA
2
Master Data is the strength of the data foundation that runs the enterprise
Errors and omissions in master data
Operational problems
Suboptimal decision-making
Reporting
Transactional Data
Master Data
Costing millions in both lost opportunities and having to rectify mistakes
BUSINESS VALUE IMPACT
3
Wrong suffixes in delivery address street names were costing extra charges from delivery companies.
Cost Driver: Dirty Data
Net Impact
Company incurred
$2M per annum for bad shipping addresses.
extra charges
BUSINESS VALUE IMPACT
4
Wrong suffixes in delivery address street names were costing extra charges from delivery companies.
Cost Driver: Dirty Data
BUSINESS VALUE IMPACT
5
Lack of data validation and process review results in incorrect units of measure for consumer products.
Cost Driver: Dirty Data
BUSINESS VALUE IMPACT
6
Cost Driver: Dirty Data
Net Impact
Company’s delivery trucks being turned around at state border crossings due to being overloaded
doubling delivery expenses with each turn around.
Lack of data validation and process review results in incorrect units of measure for consumer products.
LEARNING POINTS
What is a Pace-Layered Application Strategy and why should we embrace it for master data?
Why use Excel and SharePoint?
Which master data pain points can we address with Excel and SharePoint?
8
Demand Capacity
Business Leaders IT/Apps Leader
CFO
“Spend Less!”
“We need it now!”
“We have an 18-month backlog!”
IT BACKLOG CONSTRAINING THE BUSINESS
POSTMODERN ERP
Develop a Strategic Road Map for Postmodern ERP in 2013 and Beyond
Recommendations:
“Create a business-driven and agile ERP strategy.”
“Use Gartner's Pace-Layered Application Strategy to codify the functionality into systems of innovation, differentiation and record.”
Gartner Research Publication #G00252735
What is a Pace-Layered Application Strategy and why should we embrace it for
master data?
PACE LAYERING
“The fast parts learn, propose, and absorb shocks; the slow parts
remember, integrate, and constrain.“ -Steward Brand, The Long Now Foundation
PACE-LAYERED APPLICATION STRATEGY
Built to Last
Built to Change
An acceptance of continuous change as the “new normal” is key to improving business performance today… IT’s traditional focus on “built to last” is being replaced by a process-enabled focus on “built to change”
13
Material Vendor Customer Financial
Partner Function
Classification
Credit Limit
Vendor Info Record
Work Center
Company Code BOM Unit of Measure
Source List
Production Version
Storage Bin Location
Forecast Parameter
Storage Type Recipe
Terms Code
Routing Warehouse Data
How deep is your master data problem?
Many master data processes are systems of differentiation or innovation
There is an ever increasing number of Business Developer tools and platforms available in the market.
Why use
Excel and SharePoint?
TWO WORLDS – PEOPLE AND PROCESS
15
Get specs from
customer
Validate specs with Tech
Sales
Estimate custom design
Cost out the
solution
Decide discount strategy
Assemble proposed response
Approve proposed response
Unstructured
Qualified?
Retire Lead
Closed? Complete
Sale Create Invoice
CRM ERP
Create Lead
Create Oppt’y
Create Quote
Structured
EXCEL AND SHAREPOINT
Why use Excel and SharePoint?
Excel and SharePoint are already widespread and familiar business user tools.
Easier to make UI changes.
Minimize technology footprint and leverage existing investments in SAP and Microsoft products.
Reduced time-to-value.
Which master data pain points
can we address with Excel and SharePoint?
USE CASES FOR EXCEL AND SHAREPOINT
SAP SAP
Mass maintenance Active data governance
PAIN POINT: DATA ENTRY AND VALIDATION
PAIN POINT: DATA COLLECTION AND APPROVAL
New vendor is requested
Manager reviews
Accounting adds data
Upload to SAP
ACCELERATING MASTER DATA MATURITY
21
Standardized and automated
processes
Limited automated processes and
manual data maintenance
Tactical Strategic
Mas
ter
Dat
a m
atu
rity
Organizational focus on Master Data
Desktop Eliminate manual data entry and free up valuable resources Capabilities • Mass maintenance in Excel • Ad-hoc queries to Excel or
Access
Workgroup Broader rollout to the business without compromising governance Capabilities • All Desktop capabilities • Basic workflows on Excel
files • Governance and
administration
Enterprise Full automation of end-to-end processes for master data creation and modification Capabilities • All Workgroup capabilities • Web forms • Custom workflows for web
forms and Excel files • Server-based execution • Process analytics
KEY LEARNINGS
Adopting Gartner’s Pace-Layered Application Strategy provides more agility and flexibility and can help reduce the IT backlog.
Excel and SharePoint are familiar and widely deployed front-ends for systems of differentiation and innovation.
Solving pain points around mass maintenance, data entry and data collection is “low hanging fruit.”
THANK YOU FOR PARTICIPATING
Follow Kristian Kalsing on @kalsing and Winshuttle on @winshuttle.