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MDM & RDM: Enabling a One Company
Supply Chain in a Decentralized Environment
Who are we
Larry Keyser Lydia Tilsley
Solution Architect Business Analytics
UTCHQ IT UTC Operations
Providing robust tools
and reliable data
to supply chain professionals
throughout the company
Industry-leading brands, delivering value to customers around the world
Who is UTC?
Why the transformation
• Positioned for growth
• Leverage scale of UTC
• Suppliers must perform at
Gold level
• Over 80% supplier sourced parts
• Investing in people, processes
and systems
2013 2014 2015 YTD 2015 PSupplier Performance
Why does supply chain need MDM
• Suppliers
• Commodities
• Parts
• Organizations
• Geography
• Currency
CORP
SAP
PW-N
SAP
PW-S
SAP
UTAS
JDE
UTAS
SAP
One Company Supply Chain
2013 the journey begins
• EBX5 central part of strategy
– Supplier parenting
– Supplier enrichment
– Currencies
– Country Codes
• Focus on data validation
Unified approach
• Central repository for supplier data across UTC
External
Services
CORP
SAP
PW-N
SAP
PW-S
SAP
UTAS
JDE
UTAS
SAP
Embracing master data
• Multi domain
• Consolidated
• Hierarchies
• Taxonomies
• Integration
• Versioning & history
Supplier Designation
• Built entirely using EBX5
• Forms
• Import/export
• History
• Workflow
• Uses existing supplier, commodity,
organization hierarchies
On the road map
And in the road show
What does success look like
IBM CORP
IBM
IBM CORPORATION
IBM/ISS
Q1 LABS, INC. AN IBM COMPANY
IBM CORPORATION T.J. WATSON RESEARCH CENTER
IBM EDUCATION
IBM GLOBAL FINANCING
IBM UNITED KINGDOM LIMITED
IBM UNITED KINGDOM LTD
IBM INDIA PVT LTD
IBM CANADA LTD
IBM POLSKA SP. Z O.O.
IBM CORPORATION PNC BANK
IBM WORLD TRADE CORPORATION
IBM CORPORATION
IBM ITALIA SPA
INTERNATIONAL
BUSINESS
MACHINES
CORP
• Master data is the foundation
• One version of parenting
• Integrated data sources and applications
• Use it, see value, want to make it better
• See something say something
Culture shift
This supplier doesn’t belong
in my commodity!
You can
update it
through EBX
Lessons Learned
• Technical
– Data model will evolve
– Configure don’t code
• Project
– Have a clear vision of success
– Don’t give in to pressure
– Awareness is key
Success Is Built On Small Steps And Continuous Improvement
Questions
?
Larry.keyser@utc.com Lydia.tilsley@utc.com

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MDM & RDM: Enabling a One Company Supply Chain in a Decentralized Environment

  • 1. MDM & RDM: Enabling a One Company Supply Chain in a Decentralized Environment
  • 2. Who are we Larry Keyser Lydia Tilsley Solution Architect Business Analytics UTCHQ IT UTC Operations Providing robust tools and reliable data to supply chain professionals throughout the company
  • 3. Industry-leading brands, delivering value to customers around the world Who is UTC?
  • 4. Why the transformation • Positioned for growth • Leverage scale of UTC • Suppliers must perform at Gold level • Over 80% supplier sourced parts • Investing in people, processes and systems 2013 2014 2015 YTD 2015 PSupplier Performance
  • 5. Why does supply chain need MDM • Suppliers • Commodities • Parts • Organizations • Geography • Currency CORP SAP PW-N SAP PW-S SAP UTAS JDE UTAS SAP One Company Supply Chain
  • 6. 2013 the journey begins • EBX5 central part of strategy – Supplier parenting – Supplier enrichment – Currencies – Country Codes • Focus on data validation
  • 7. Unified approach • Central repository for supplier data across UTC External Services CORP SAP PW-N SAP PW-S SAP UTAS JDE UTAS SAP
  • 8. Embracing master data • Multi domain • Consolidated • Hierarchies • Taxonomies • Integration • Versioning & history
  • 9. Supplier Designation • Built entirely using EBX5 • Forms • Import/export • History • Workflow • Uses existing supplier, commodity, organization hierarchies
  • 10. On the road map And in the road show
  • 11. What does success look like IBM CORP IBM IBM CORPORATION IBM/ISS Q1 LABS, INC. AN IBM COMPANY IBM CORPORATION T.J. WATSON RESEARCH CENTER IBM EDUCATION IBM GLOBAL FINANCING IBM UNITED KINGDOM LIMITED IBM UNITED KINGDOM LTD IBM INDIA PVT LTD IBM CANADA LTD IBM POLSKA SP. Z O.O. IBM CORPORATION PNC BANK IBM WORLD TRADE CORPORATION IBM CORPORATION IBM ITALIA SPA INTERNATIONAL BUSINESS MACHINES CORP
  • 12. • Master data is the foundation • One version of parenting • Integrated data sources and applications • Use it, see value, want to make it better • See something say something Culture shift This supplier doesn’t belong in my commodity! You can update it through EBX
  • 13. Lessons Learned • Technical – Data model will evolve – Configure don’t code • Project – Have a clear vision of success – Don’t give in to pressure – Awareness is key Success Is Built On Small Steps And Continuous Improvement

Notas do Editor

  1. Started as a project and turned into an enterprise wide initiative
  2. Larry key to project Lydia business side Come together to make this happen MDM on the map for UTC
  3. Why did we embark on this road Positioned for growth…major development – GTF, F-35 Joint Strike Fighter, Boeing 787 aero systems, Gen2 elevators… Creation of One Company Supply Chain initiative Leverage scale – more spend One Company contracts – better pricing Suppliers must perform at Gold level Investing in people, processes, systems
  4. No alignment of data, spend, diversity, performance data Driven by a need to report spend for the corporation Lots of time massaging data BU’s working closer together…negotiations…one company playbook…dependent of data Each BU has many sources of data such as ERP, offline system Multiple areas that need to be mastered (refer to bullets) “Master data”…didn’t have meaning… One source of truth
  5. We took the lessons learned from past endeavors Moved from a push to a pull philosophy Concentrate on the source data, working with SME’s to properly define the business rules Started talking “master data”…making it part of the lingo Key areas of master data that we needed to improve, leverage the EBX platform Talk about the four bullets listed Countless hours of validation to ensure we got it right
  6. Unified architecture Walk through what the picture represents Adherence to vision, all providers and consumers of Supply Chain data must comply with the approach EBX at the center Suppliers parented and enriched Empower the SME’s / data stewards Data is trusted
  7. Multi-domain – master suppliers (similar to customers), master materials/parts (similar to products) and master organizations/currencies/country codes (reference data) Hierarchies – Key feature, ability to generate complex hierarchies whenever you need them Integration - Automated the upload and download to EBX via nightly Informatica PowerCenter jobs Full visibility to the current (approved) data set as well as the WIP data set. Audit capabilities as well We’ve gone all in…one source of truth
  8. Using the structure on the previous slide, when new ultra-critical project was needed for Supplier Designation Application to track the UTC strategy with a given supplier based on supplier location, commodity and organization Evaluating solutions and we realized all the data is in the master data tool Decided to built the solution entirely in EBX5, a separate data space but with references back to the master data tables Key features: Powerful template based import/export History for compliance reporting Workflow capabilities for approvals Crucial to sourcing strategy…enabler for one company supply chain initiative
  9. We knew it went mainstream when we saw the slide above presented by the VP of Operations on the Corp Ops World Tour In the center is master data management, showcased it to the company Left side is our supplier facing apps, right side is Supplier Insight, Hub in the middle Supplier Diversity Performance data Material master Supplier Insight Links to external databases (D&B, …)
  10. This is an example of how were successful This is what people get…tons of excitement
  11. I hear SC folks on my floor talking master data (give examples)
  12. We don’t ever want to do it again Clear vision What are you trying to achieve What are the benefits Don’t give in to pressure No short cuts, they’ll want to do it through spreadsheets, SharePoint, etc Know every project Awareness is key