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Welcome to our Tutorial on Master Data Management for CRM   INTRODUCTION : This Tutorial is on Master Data Management for CRM (Customer Relationship Management). It presents the Steps involved as Best Practice. Topics covered in this Tutorial include Data Sources and Targets, mapping between them, Data Quality, Data Governance and Reference Data I hope you find this Tutorial interesting and helpful. Please email me and let me know. These are the Steps in the Tutorial :- Agree the Scope of the Project Identify the Data Sources Determine the Target Specificy the Mapping between Sources and Target. Review Guidelines for managing Reference Data Address the Issue of Data Quality Ensure comliance with Data Governance Check that the MDM Data Model can provide data for Perforcement Reports as specified by the Users. My starting-point is a list of relevant Data Models for Law Enforcement. This is the MDM CRM Data Model which is the Target This shows hows data from a number of sources is integrated into one Generic Master Data Management Model. 1) ENTITY MAPPING SPECIFICATIONS : Source Area Source Entity Target Entity Ref Data Clients and Fees Addresses USPS DPV or UK_PAF_File   Clients and Fees Clients MDM_Customers           Customers and Invoices Commercial_Customers MDM_Customers   Customers and Invoices Products MDM_Products   Customers and Invoices Commercial_Product_Categories Ref_Data Ref         Video Rental Stores Movies MDM_Products   Video Rental Stores Video_Rental_Customers MDM_Customers   Video Rental Stores Movie_Format_Types Ref_Data Ref Video Rental Stores Movie_Genre_Codes Ref_Data Ref         2) REFERENCE DATA : Each Data Source will have its own sets of Reference Data. These have to be mapped to a common set of Data, which in turn is subject to corporate Data Governance. 3) CLIENTS AND FEES : This is a list of Tables that are candidates for mapping to the MDM Tables. Clients and Fees Model Reference Data Comment Addresses     Clients     Client_Addresses     Fees     Invoices     Projects     Staff     Staff_Addresses     Staff_on_Projects           Ref_Calendar Ref   Ref_Invoice_Status Ref   Ref_Job_Types Ref   Ref_Roles Ref   Ref_Skills Ref   Ref_Skill_Levels Ref   4) CUSTOMERS AND INVOICES DATA MODEL This is a list of Tables that are candidates for mapping to the MDM Tables. Customers and Invoices Model Reference Data Comment Accounts     Financial_Transactions     Invoices     Invoice Line Items     Orders     Order_Items           Product_Types Ref   Transaction_Types Ref   5) VIDEO RENTAL STORES : This is a list of Tables that are candidates for mapping to the MDM Tables. Video Rental Stores Model Reference Data Comment Accounts     Actors     Customers     Customer_Rentals     Financial_Transactions     Movies     Movie_Cast     Video Stores           Condition_Codes Ref   Format_Types Ref   Genre_Codes Ref   Payment_Methods Ref   Rental_Status_Codes Ref   Transaction_Types Ref   8) DRAFT FIELD LEVEL MAPPING SPECIFICATIONS TO THE MDM DATA MODEL These Specifications have been partially completed to provide guidelines. Source Area Source Entity Source Field Field Validation Field Transformation Target Entity Target Field Clients and Fees Addresses line_1_building Match record Translate to National Standard USPS DPV or UK PAF File   Clients and Fees Addresses line_2_street Match record Translate to National Standard USPS DPV or UK PAF File   Clients and Fees Addresses line_3_area Match record Translate to National Standard USPS DPV or UK PAF File   Clients and Fees Addresses city Match record Translate to National Standard USPS DPV or UK PAF File   Clients and Fees Addresses zip_postcode Match record Translate to National Standard USPS DPV or UK PAF File   Clients and Fees Addresses state_county Match record Translate to National Standard USPS DPV or UK PAF File   Clients and Fees Addresses country Valid ISO standard ISO Country Codes USPS DPV or UK PAF File   Clients and Fees Clients client_id Mandatory Created in CMI MDM_Customer_Index                 Customers and Invoices Customers address details Match record Translate to National Standard USPS DPV or UK PAF File   Customers and Invoices Customers customer_id Mandatory Created in CMI MDM_Customer_Master_Index   Customers and Invoices Products product_id Mandatory Created in PMI MDM_Product_Master_Index                 Video Rental Stores Customers customer_address Match record Translate to National Standard USPS DPV or UK PAF File   Video Rental Stores Movies movie_id Mandatory Created in PMI MDM_Product_Master_Index                 REFERENCE DATA ... Source Area Source Field Target Field Clients and Fees Ref_Calendar Ref_Data Clients and Fees Ref_Invoice_Status Ref_Data Clients and Fees Ref_Job_Types Ref_Data Clients and Fees Ref_Roles Ref_Data Clients and Fees Ref_Skills Ref_Data Clients and Fees Ref_Skill_Levels Ref_Data       Customers and Invoices Product_Types Ref_Data Customers and Invoices Transaction_Types Ref_Data       Video Rental Stores Condition_Codes Ref_Data Video Rental Stores Format_Types Ref_Data Video Rental Stores Genre_Codes Ref_Data Video Rental Stores Payment_Methods Ref_Data Video Rental Stores Rental_Status_Codes Ref_Data Video Rental Stores Transaction_Types Ref_Data PLEASE EMAIL ME During this short Tutorial,we have covered the following Topics :- An Approach to MDM Creating a Data Dictionary Mapping from Sources to the Target MDM Data Model. Reference Data I hope you have found this Tutorial interesting and useful. I would be pleased to have your comments with your questions or suggestions. Good luck with your first MDM Project ! Barry Williams Principal Consultant Database Answers Ltd. London, England Home Ask a Question Best Practice Careers Contact Us Data Models Tutorials Search Site Map © DatabaseAnswers.org 2010