UiPath Solutions Management Preview - Northern CA Chapter - March 22.pdf
B2B Data Management Cheat Sheet
1. www.infocheckpoint.com
What It Is What it is not
?Data Management is information
Market Maintaining a data warehouse does not
?
gathered from various channels about solve data management issues. A
B2B customers. warehouse only integrates data from
various sources or systems.
? in integrating, storing,
It helps
organizing and interpreting data ? a data clean drive that is done
It is not
generated by businesses. ‘once in for all’
It develops customer data structures to
? ? a task that requires minimal
It is not
facilitate marketers and managers effort, time and resources.
understand their target market better.
Best Practices Dictionary
Focus on 4 Key Areas:
Aggregate Data – summary
of data sets into groups for
1 Data Quality – maintain data integrity,
accuracy and completeness with
measurable standards.
Proposed Documentation
research and analytical
purposes.
æQuality Strategy Plan
Data Audit – independent
æQuality Implementation Plan
Data examination of data to
æProfiling Metrics
Data determine its compliance with
specific requirements.
2
Data Architecture – establish an overall
framework to align business services with
strategic goals. CRUD - Used to describe
Proposed Documentation access rights for data. Create,
æArchitecture Roadmap
Data Read, Update, Delete.
æInterface Model
Data
Customer Data Integration –
3
Metadata Management – define how data
is a process of integrating
is collected, stored and labeled to provide
standardization of data inventory. multiple repositories using a
combination of technologies
Proposed Documentation
and services. It contains
Metadata repository
æ information about a
ædictionary
Data company’s customers.
Conceptual model
æ
Business rules
æ
Data Governance –
4 Data Stewardship – provide business determines how an
definition, direction and establish organization makes data
governance rules. related decisions. The rules,
Proposed Documentation decision rights and
responsibilities of people
æ owner matrix
Domain
related to information based
decision making processes.
Answer 4 questions to find out your Data Mapping – is a process
Data Management Maturity level: of assigning a source data
1
Strategic Involvement – How is data element to a target element.
management perceived across the organization
and what is the level of commitment from senior
management? Master Data Management
(MDM) – is a defined and
2
Data Governance – What data standards, structured approach to
policies and governance rules are in place and managing an organization’s
what are the compliance levels?
master data.
3
Data Technology – What data tools and
technologies exists at functional and enterprise
Metadata – is the information
level? Do technologies meet business
requirements? about a data element.
Description of what the
4
Performance Measurement – What element stores, its type, its
performance management processes and length and who the owner is.
reports are developed?
B2B Data Management begins
with obtaining a segmented database.
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