Working on Requirements for a Master Data Management solution and looking for thoughts on how to approach the requirements? This is an overview presentation that complements my guide on how to approach requirements for a Master Data Management solution (Requirements for an MDM Solution). You may be able to leverage all or some of the approach described in this guide to formulate your approach.

1. Requirements for an MDM Solution
Requirements for an MDM Solution: A proven approach for how to gather, document, and manage requirements for an MDM solution

2. 12/16/2017 Requirements for an MDM Solution: A proven approach for how to gather, document, and manage requirements for an MDM solution 2
Master Data Management…
A single, consolidated,
authoritative view -
the “golden record”

3. 12/16/2017 Requirements for an MDM Solution: A proven approach for how to gather, document, and manage requirements for an MDM solution 3
Three Levels of Requirements
Iterative

4. 12/16/2017 Requirements for an MDM Solution: A proven approach for how to gather, document, and manage requirements for an MDM solution 4
• Problem / Opportunity Statement
• Business Objectives
• Business and System Context Diagrams
• Conceptual Data Model
• Business Processes
• Stakeholder Needs
• Features
• Critical Success Factors
Alignment – Business Requirements
A consensus of what is to be achieved

5. 12/16/2017 Requirements for an MDM Solution: A proven approach for how to gather, document, and manage requirements for an MDM solution 5
• Information Requirements
• Logical Data Model and Logical Data Facsimiles
• To Be Process Maps
• Business Rules, including Duplicate Suspect Processing
• Entity Lifecycle Analysis
• Identification of Epics (Functions)
[Core MDM, Information Delivery, and Data Quality]
• Operational and Data Quality Metrics
• Non-Functional Requirements
Solution Scoping – Solution Requirements
A blueprint or foundation for the solution

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• Epic (Function) Information Requirements, including
Inputs, Outputs, and Data Updates
• Identification and elaboration of the Business Rules
the Epic (Function) must enforce
• Activity Diagram depicting high level logical flow for
the Epic (Function)
• Identification of User Stories for the Epic (Function)
For Agile development…
• Elaboration of User Stories, including Acceptance Criteria
Elaboration – Functional Requirements
Specifications for development

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Requirements Process

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Solution Scoping Output
Facilitates and
Promotes Reuse -
Ensures Consistency
A repository of
reusable requirements
work product artifacts

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The Importance of Solution Scoping
with enough depth to ensure:
• Requirements are comprehensive, based on
key source systems, to minimize rework
• Stakeholders are aligned on the solution,
prior to investment
• There is a clear and common understanding
of the solution requirements

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and Requirements Traceability
Vertical Traceability traces the requirements work product artifacts across
the Solution Development Lifecycle. It helps to ensure all requirements are
accounted for in the solution (i.e., completeness of the solution) and that
all development traces back to a requirement (i.e., no scope creep).

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An evolution that matures over time…

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• More emphasis on Information Requirements and
Data related activities
– Identification of Subject Areas during Alignment
– Comprehensive Information Requirements
– Data Quality Rules
• Upfront Solution Scoping effort required to
establish Blueprint / Foundation for MDM solution
• Process Analysis focus is on interaction between
Front-end Systems and MDM Solution
• Duplicate Suspect Processing Rules
How MDM requirements differ ...

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Print and Kindle versions available
The guide is available on Amazon
“Good overview of MDM”
“I love this Book, Great
way to start MDM...”
“Useful resource for
reference and checklist
purposes”
“A paint-by-numbers
guide to getting it right -
anyone with solid
data management
experience will read this
with gratitude”
The guide contains
46 illustrations,
32 of which are
examples of work
products
Includes many
visual work
products, which
help to ensure a
consistent
understanding of
the solution
Working on
Requirements for
an MDM solution
and looking for
thoughts on how to
approach the
requirements?
A detailed guide is
available!!
What others thought…

14. 12/16/2017 Requirements for an MDM Solution: A proven approach for how to gather, document, and manage requirements for an MDM solution 14
Contains …
• The Table of Contents
• List of the Illustrations
• Preface
• Introduction
• MDM Overview
• Summary
• About the Author
An excerpt is available on SlideShare

15. 12/16/2017 Requirements for an MDM Solution: A proven approach for how to gather, document, and manage requirements for an MDM solution 15
Articles w/key themes available on LinkedIn

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