TDWI Master Data Management Fundamentals
Course Outline
Module One: MDM Concepts
• Defining MDM
o Master data
o Master data management
o Customer data integration (CDI)
o Product information management (PIM)
o other domain specifics …
• The Need for MDM
o business view
o information systems view
• The Basics of MDM
o Enterprise view of reference entities
o Enterprise view of relationships among things
o It isn’t about “one right answer” or “single version of the truth”
• Dimensions of MDM
o People (organizations)
o Processes (governance, business, metadata, etc.)
o Data (and metadata)
o architecture
o technology
o programs & projects
• MDM Prerequisites
o Technical infrastructure
o Collaborative culture
o Organizational readiness
o Buy-in and data sharing culture
o Data quality
o Data governance
Module Two: MDM Processes and Architectures
• MDM Processes
o Identity management
o Hierarchy management
o Data integration
o Application integration
• MDM Architectures
o Repository
o Registry
o Repository-Registry Hybrid
o Engine
o Broker
o Something here about repository vs. registry and about services vs. transactions
Module Three: Identity Management
• Identity management defined
o Uniqueness of things
• Identity management functions
o Search and Resolution
o Record Linkage
o Merge & Consolidation
o Grouping and Splitting
• Identity Management in MDM Architecture
o Repository
o Registry
o Engine
o Broker
Module Four: Hierarchy Management
• Hierarchy management defined
o Relationships of things
o Multiple hierarchies (contrast to entity uniqueness)
• Hierarchy management functions
o Identification and matching
o Consolidation
o Record linkage
o Versioning
• Hierarchy Management in MDM Architecture
o Repository
o Registry
o Engine
o Broker
Module Five: Implementing and Operating MDM
• Roles and Responsibilities
o Stakeholders
o Master data creators/providers
o Master data consumers
o program management
o MDM development
o MDM operations
o Data governance
• Data Governance for MDM
o Ownership
o Stewardship
o Custodianship
• Data Quality and MDM
o Data profiling
o Data quality assessment
o Data cleansing
o Process improvement
• Data modeling and MDM
o Exchange data model
o Persistence data model
• The MDM Program
o Business case
o Program management
o Change management
• MDM Projects
o Implementation within a program framework
o Kinds of projects
▪ Architecture and infrastructure
▪ Master data assessment
▪ Data migration
▪ Application migration
o Project guidelines
• MDM Operations
o consolidation
o synchronization
o data quality management
o administration and configuration
• Sustaining and Maturing MDM
o Feedback
o Evolving services
o data and metadata management
o data governance
o maturity models
Module Six: Summary and Conclusion
• Summary of Key Points
• References & Resources
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