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Foundational	
  Tools	
  Needed	
  to	
  Deploy	
  a	
  
 Successful	
  Customer	
  MDM	
  Program	
  
                                              Jack	
  C	
  Crawford,	
  Senior	
  Director	
  
                                               Business	
  Practice	
  Management	
  
                                                 Allergan,	
  Irvine,	
  California	
  
                                                                   	
  
                                                                                        	
  
      All	
  views	
  and	
  statements	
  are	
  the	
  author’s	
  and	
  not	
  those	
  of	
  my	
  employer	
  or	
  any	
  other	
  organization	
  or	
  individual.	
  
                                                             Business	
  title	
  used	
  for	
  identification.	
  
                                   All	
  images	
  and	
  quotations	
  provided	
  for	
  fair	
  use	
  educational	
  purposes.	
  
All the contents of
Disclaimer	
       this presentation
                 and discussion are
                 the personal views
                        of the author/
                   presenter and do
                   not represent the
                       position of his
                    employer or any
                          other entity	
  
“If	
  anything	
  is	
  certain,	
  it	
  is	
  that	
  change	
  is	
  certain.”	
  
“The	
  world	
  we	
  are	
  planning	
  for	
  today	
  will	
  not	
  
exist	
  in	
  this	
  form	
  tomorrow.”	
  
        Philip	
  Bayard	
  Crosby,	
  DPM	
  
        The	
  Father	
  of	
  “Zero	
  Defect	
  Management”	
  
In	
  our	
  industry	
  today:	
  
!   Needs	
  are	
  rapidly	
  
    increasing	
  
!   Customer	
  master	
  data	
  
    management	
  (MDM)	
  is	
  
    expanding	
  
!   Successful	
  change	
  will	
  
    rely	
  on	
  a	
  solid	
  MDM	
  
    foundation	
  
!   We	
  each	
  have	
  a	
  unique	
  
    combination	
  of	
  
    systems	
  in	
  our	
  
    enterprises	
  
Evolving	
  requirements	
  




                   Today	
  
Expanding	
  customer	
  
    master	
  data	
  




           Source:	
  	
  Eyerman,	
  J.R.,	
  Life,	
  July	
  1950,	
  “Expanding	
  balloon	
  illustrates	
  in	
  two	
  
                             dimensions	
  the	
  theory	
  of	
  the	
  expanding	
  universe,	
  Los	
  Angeles.	
  
Who	
  touches	
  master	
  data?	
  

                                 Promotion	
  




                                                         Commercial
         Compliance	
  
                                                          Analytics	
  

                                   MDM!




                                                 Information
                   Finance	
  
                                                   Services	
  
Change	
  needs	
  an	
  MDM	
  
       foundation	
  
!   Commercial	
  
    spend	
  tracking	
  
!   Clinical	
  trials	
  and	
  
    studies	
  
!   Data	
  warehouse	
  
    design	
  and	
  
    analytical	
  tools	
  

                                    Image:	
  City	
  of	
  Newport	
  Beach,	
  California,	
  Civic	
  Center	
  Construction.	
  
A	
  mythical	
  
     beast?	
  
       	
  
 We	
  each	
  have	
  a	
  
different	
  hydra	
  of	
  
  applications,	
  
   systems	
  and	
  
    programs	
  


                               Image:	
  	
  John	
  Singer	
  Sargent	
  (1856-­‐1925),	
  Boston	
  
                                                                     Museum	
  of	
  Fine	
  Arts.	
  
Seek	
  and	
  ye	
  shall	
  …	
  
Process	
  integration	
  
Mashup	
  example:	
  
Business	
  client	
  view	
  
Strategic	
  intent?	
  
!   Strategy	
  –	
  strat·∙e·∙gy	
  /ˈstratəjē/στρατηγία	
  
    !   “Office	
  of	
  general,	
  command,	
  generalship”	
  1	
  
    !   “A	
  pattern	
  in	
  a	
  stream	
  of	
  decisions”	
  2	
  
    !   “the	
  determination	
  of	
  the	
  basic	
  long-­‐term	
  goals	
  and	
  
        objectives	
  of	
  an	
  enterprise,	
  and	
  the	
  adoption	
  of	
  
        courses	
  of	
  action	
  and	
  the	
  allocation	
  of	
  resources	
  
        necessary	
  for	
  carrying	
  out	
  these	
  goals”	
  3	
  


!   “A	
  plan	
  of	
  action	
  or	
  policy	
  designed	
  to	
  achieve	
  a	
  
    major	
  or	
  overall	
  aim.”	
  4	
  
                                           1	
  Liddell,	
  H.G.	
  and	
  Scott,	
  R.,	
  A	
  Greek-­‐English	
  Lexicon,	
  on	
  Perseus	
  Digital	
  Library	
  
                                                                                                       2	
  Mintzberg,	
  Henry,	
  PhD,	
  McGill	
  University	
  
                                                  3	
  Chandler,	
  A.D.,	
  Strategy	
  and	
  Structure,	
  MIT	
  Press,	
  Cambridge,	
  Mass.,	
  1962	
  
                                                                                                                                        4	
  Google	
  Dictionary	
  
The	
  Requirement	
  
                 !   Strategic	
  
         1	
         business	
  process	
  
                     improvement	
  
 2	
             !   How	
  is	
  data:	
  
                    !     acquired?	
  
         3	
        !     managed?	
  
                    !     maintained?	
  
 4	
                !     shared	
  cross-­‐
                          functionaly?	
  
Factors	
  in	
  “production”	
  
                                                                               Sharing	
  
                                                                               across	
  
                                                       Maintenance	
           functions	
  
                                                       • Data	
  quality	
  
                                                                               and	
  regions	
  
                                Management	
           • Governance	
          • Culture	
  
                                                       • Resources	
           • Regional	
  laws	
  
                                • In-­‐house	
  
Acquisition	
                     • Headcount	
                                • Data	
  
                                                                                 integration	
  &	
  
• Third	
  party	
                • Training	
                                   timing	
  
• Organic	
                       • Independence	
                             • Executive	
  
• Data	
  capture	
               • Authority	
                                  leadership	
  &	
  
  • Before	
  the	
  fact	
     • Out-­‐sourced	
                                mandate	
  
  • Post-­‐event	
                • Not	
  core	
                              • Vigilance	
  
                                    competency?	
                              • Sustenance	
  
                                  • Security	
                                   (vitamins)	
  
“Doing	
  it	
  right	
  the	
  first	
  
   time”	
  –	
  Phil	
  Crosby	
  
!   The	
  definition	
  of	
     !   The	
  performance	
  
                                     standard	
  is	
  zero	
  
    quality	
  is	
                  defects	
  
    conformance	
  to	
              !   Relative	
  to	
  
    requirements	
  	
                   requirements	
  

    !   Product	
                !   The	
  measurement	
  of	
  
    !   Customer	
                   quality	
  is	
  the	
  price	
  of	
  
                                     nonconformance	
  
!   The	
  system	
  of	
            !   If	
  you	
  let	
  mistakes	
  
                                         happen,	
  the	
  costs	
  can	
  
    quality	
  is	
                      be	
  far	
  higher	
  
    prevention	
  
                                                     Source:	
  Creech,	
  Bill	
  (1994).	
  ”A	
  TQM	
  Path	
  to	
  
                                                          Tomorrow:	
  New	
  Ways	
  for	
  New	
  Days".	
  	
  
Business	
  practice	
  
management	
  principles	
  
Foundation	
  for	
  success	
  
!   Deploy	
  and	
  enhance	
       !   Achieve	
  and	
  
    an	
  enterprise-­‐wide	
            maintain	
  
    customer	
  master	
  and	
          compliance:	
  
    team	
  structure:	
                !   Effectively	
  
                                            (complete)	
  
   !   Standalone	
  
                                        !   Error	
  free	
  
       stewardship	
                        (accurate)	
  
   !   Governance	
                     !   Efficiently	
  
       !   Independent	
                    (sustained)	
  
       !   Vested	
  authority	
  
Thank	
  you!	
  

    Discussion	
  

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Foundation for Master Data Management

  • 1. Foundational  Tools  Needed  to  Deploy  a   Successful  Customer  MDM  Program   Jack  C  Crawford,  Senior  Director   Business  Practice  Management   Allergan,  Irvine,  California       All  views  and  statements  are  the  author’s  and  not  those  of  my  employer  or  any  other  organization  or  individual.   Business  title  used  for  identification.   All  images  and  quotations  provided  for  fair  use  educational  purposes.  
  • 2. All the contents of Disclaimer   this presentation and discussion are the personal views of the author/ presenter and do not represent the position of his employer or any other entity  
  • 3. “If  anything  is  certain,  it  is  that  change  is  certain.”   “The  world  we  are  planning  for  today  will  not   exist  in  this  form  tomorrow.”   Philip  Bayard  Crosby,  DPM   The  Father  of  “Zero  Defect  Management”  
  • 4. In  our  industry  today:   !   Needs  are  rapidly   increasing   !   Customer  master  data   management  (MDM)  is   expanding   !   Successful  change  will   rely  on  a  solid  MDM   foundation   !   We  each  have  a  unique   combination  of   systems  in  our   enterprises  
  • 6. Expanding  customer   master  data   Source:    Eyerman,  J.R.,  Life,  July  1950,  “Expanding  balloon  illustrates  in  two   dimensions  the  theory  of  the  expanding  universe,  Los  Angeles.  
  • 7. Who  touches  master  data?   Promotion   Commercial Compliance   Analytics   MDM! Information Finance   Services  
  • 8. Change  needs  an  MDM   foundation   !   Commercial   spend  tracking   !   Clinical  trials  and   studies   !   Data  warehouse   design  and   analytical  tools   Image:  City  of  Newport  Beach,  California,  Civic  Center  Construction.  
  • 9. A  mythical   beast?     We  each  have  a   different  hydra  of   applications,   systems  and   programs   Image:    John  Singer  Sargent  (1856-­‐1925),  Boston   Museum  of  Fine  Arts.  
  • 10. Seek  and  ye  shall  …  
  • 12. Mashup  example:   Business  client  view  
  • 13. Strategic  intent?   !   Strategy  –  strat·∙e·∙gy  /ˈstratəjē/στρατηγία   !   “Office  of  general,  command,  generalship”  1   !   “A  pattern  in  a  stream  of  decisions”  2   !   “the  determination  of  the  basic  long-­‐term  goals  and   objectives  of  an  enterprise,  and  the  adoption  of   courses  of  action  and  the  allocation  of  resources   necessary  for  carrying  out  these  goals”  3   !   “A  plan  of  action  or  policy  designed  to  achieve  a   major  or  overall  aim.”  4   1  Liddell,  H.G.  and  Scott,  R.,  A  Greek-­‐English  Lexicon,  on  Perseus  Digital  Library   2  Mintzberg,  Henry,  PhD,  McGill  University   3  Chandler,  A.D.,  Strategy  and  Structure,  MIT  Press,  Cambridge,  Mass.,  1962   4  Google  Dictionary  
  • 14. The  Requirement   !   Strategic   1   business  process   improvement   2   !   How  is  data:   !   acquired?   3   !   managed?   !   maintained?   4   !   shared  cross-­‐ functionaly?  
  • 15. Factors  in  “production”   Sharing   across   Maintenance   functions   • Data  quality   and  regions   Management   • Governance   • Culture   • Resources   • Regional  laws   • In-­‐house   Acquisition   • Headcount   • Data   integration  &   • Third  party   • Training   timing   • Organic   • Independence   • Executive   • Data  capture   • Authority   leadership  &   • Before  the  fact   • Out-­‐sourced   mandate   • Post-­‐event   • Not  core   • Vigilance   competency?   • Sustenance   • Security   (vitamins)  
  • 16. “Doing  it  right  the  first   time”  –  Phil  Crosby   !   The  definition  of   !   The  performance   standard  is  zero   quality  is   defects   conformance  to   !   Relative  to   requirements     requirements   !   Product   !   The  measurement  of   !   Customer   quality  is  the  price  of   nonconformance   !   The  system  of   !   If  you  let  mistakes   happen,  the  costs  can   quality  is   be  far  higher   prevention   Source:  Creech,  Bill  (1994).  ”A  TQM  Path  to   Tomorrow:  New  Ways  for  New  Days".    
  • 18. Foundation  for  success   !   Deploy  and  enhance   !   Achieve  and   an  enterprise-­‐wide   maintain   customer  master  and   compliance:   team  structure:   !   Effectively   (complete)   !   Standalone   !   Error  free   stewardship   (accurate)   !   Governance   !   Efficiently   !   Independent   (sustained)   !   Vested  authority  
  • 19. Thank  you!   Discussion