[Organization Name]’s

Master Data Management

Roadmap Template

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 Note: This slide and the prompts within the deck are meant to guide
Introduction to template and support you. Delete this slide and any additional reference
information as you populate the workbook with your own content.

Overview
Use this presentation template to organize your project findings and document your initiatives in a format that can be used to
showcase your results and present the findings for review and approval by project stakeholders.
Based on your project’s parameters and oversight, you can either use it as an internal document to centralize your work or
adapt it into a presentation document for educating project stakeholders on progress and findings.
ADD, DELETE, or ADAPT slides to fit your project’s structure and findings.

For acceptable use of this template, refer to Info-Tech's Terms of Use. These documents are intended to supply general
information only, not specific professional or personal advice, and are not intended to be used as a substitute for any kind of
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completing sections of the roadmap.

BLUEPRINT ACTIVITY

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Master data management provides opportunities to use data
for analytical and operational purposes with greater accuracy
Master data management (MDM) provides a single consolidated and accurate view
of an organization’s most valuable data assets.

Sales data for Marketing data of Analytical data

customer A customer A including customer A

An investment in MDM will improve the opportunities for

using the organization’s most valuable data assets. It is important to keep customer
information up to date…
• Data is more easily shared across the organization’s
environment with greater accuracy and trust.
• Multiple instances of the same data are consistent.
30%
• MDM enables the ability to find the right data more quickly.

Think of it in the context of your own organization. of customers will never buy
from a company again if they
• How will MDM improve the ability for accurate data to be encounter even one shipping
shared across business processes (Operational MDM)? error.
• How will MDM improve the quality of reports for management (Material Handling and Logistics Magazine)

reporting and executive decision making (Analytical MDM)?

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Master data drives practical insights that arise from key
aspects of the business

Why Manage Master Data?

1 Customer Intimacy
Improve marketing and the customer experience by using the right data from the system of record to analyze complete
customer views of transactions, sentiments, and interactions.

2 Innovation Leadership
Gain insights on your products, services, usage trends, industry directions, and competitor results, and use these data
artifacts to support decisions on innovations, new products, services, and pricing.

3 Risk Management
Maintain more transparent and accurate records and ensure that appropriate rules are followed to support audit,
compliance, regulatory, and legal requirements. Monitor data usage to avoid fraud.

4 Operational Excellence
Make sure the right solution is delivered rapidly and consistently to the right parties for the right price and cost structure.
Automate processes by using the right data to drive process improvements.

Well-managed master data, the key dimension around which analytics are done, can provide a
single, reliable, and precise view of the organization.

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Finding a single source of truth throughout the organization
can be difficult

Data is created by many different sources, in many different locations, and

changed often. Having a unified view of the definitions and systems of record
for the most critical data in your organization can be difficult to achieve.

Median number of systems per organization

15 generating master data in 2008 – this number
did not improve through 2014.
(The Information Difference, 2014)

Percentage of organizations that have two or

80 more data repositories.
(IBM, 2006)

Fast Fact
There are 128,000 change of address requests made
every day in the US, according to the US Postal Service.

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 Use Info-Tech’s master data management roadmap to craft a
successful MDM strategy
It takes organization and preparation to take on the huge task that is MDM. The best way to
stay on track is to create a practical roadmap that can be followed by the team and leaders
involved with the project.

Following the steps below throughout this template will transform it into your
organization’s most critical resource while you take on MDM.

1. Create a list of initiatives using Info-Tech’s MDM Initiative Planning Tool.

2. Start your roadmap by documenting the organization’s vision and mission for use of master
data. This will help you to keep the big picture in mind as you tackle the more granular aspects
of the project.
3. Summarize the context around MDM in the organization’s current state. Having greater
understanding of where the organization currently stands in terms of its data and the
challenges you face will help minimize roadblocks in the strategy.
4. Outline goals and risks of the program.
5. Document some key initiatives and the details about how the challenges with those specific
initiatives will be overcome. Also document the benefits of the initiatives for the business.
6. Create your roadmap by estimating the timing for each initiative, and prioritize the initiatives in
order to populate the roadmap with critical initiatives.

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 Example
Document the mission of the organization to give Customize with
your own content
business context to the MDM initiative

[Your Organization]’s Mission

Statement The mission of [Your Organization] is to
foster excellence in the industry, for
the benefit of stakeholders and
customers.

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 Example
Customize with
Create a vision for the roadmap your own content

[Your Organization]’s Vision

Statement The vision of this roadmap is to enhance
the quality, consistency, and availability of
customer data used by [Your
Organization], the industry, and
stakeholders. Through this strategy, our
stakeholders will be able to more
effectively exchange data and simplify
processes, facilitating improved operational
efficiency.

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 Customize with your
Situation summary own content

Situation

In this section provide a brief overview about the organization’s current data environment.

Challenges

Use this section to identify the current issues related to the organization’s data consumption and management practices.
Document both IT and business concerns related to issues. Consider:
• Is the volume or complexity of data increasing?
• Is it a sustainable or scalable management and technology environment?
• Is the practice currently positioned to support the quality of data and the data use cases requested by the business?

Project

Provide a brief outline of the steps taken to assess the organization’s master data management practices and the
artifacts and deliverables that were completed.

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 Example
Outline the goals for the MDM strategy in the Customize with
your own content
organization and the related scopes

Scope Out of Scope

Goals

Implement a MDM solution that is integrated which will Implementation of MDM for Implementation of MDM for
1 deliver compliant master data for customer data. reference and customer data. unstructured data.

Data will be collected, managed, and made available to

Development of BI and
the network, industry, and stakeholder community.
analytical capabilities for
2 Compliance with legislative requirements and relevant … master data (develop separate
standards for privacy, data protection, and security will
roadmap).
be addressed.

Implement a new portfolio of services which will be

3 supported by standardized data governance and lifecycle …
management.

Maximize the benefits realized throughout the

implementation of the roadmap by involving and
4 engaging effectively with stakeholders, leading to
operating model simplification and efficiency
improvements.

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 Example
Customize with
Outline risks and benefits your own content

Timeframe and Rating Benefits Risks

Tactical Benefits • Lack of governance model for
• Limited scope management of customer data
First two years
• Engaged business stakeholders
• Stewardship established
Foundational
• Reference data fully managed
• Experience gained
Strategic Benefits
• Consolidated data governance
Next two years • Partnership with stakeholders
• Integration with more applications and processes
Efficiency and Compliance • Implement full MDM services for data domain that
was chosen
• Compliance with legal requirements
Holistic Benefits
• MDM as part of organization’s philosophy
Next two years
• MDM services integrated with stakeholder
business processes
Effectiveness
• Data as an asset
• Easier implementation of new initiatives

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Improvement Plans

• Initiative 1
• Initiative 2
• Initiative 3

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 Example
Initiative Customize with
your own content
Master Data Management – Customer Data
Background Business Value
Customer data is the most valuable and widely used type of data by the sales, marketing, and product • Integral sales and
development teams of the organization. Chronic issues with the quality of customer data and its marketing operations will
availability have constrained the BI capabilities of sales management, limited the data available to access up-to-date,
strategic planning of the product team, and inhibited the organization from having a deep and accurate standardized, and high
understanding of its current and prospective clients. quality customer data
• Reconciled reporting
across the organization

Recommendation Ease of Implementation

Based on the current quality of customer data and its use across multiple business processes it is • 2-3 weeks planning
recommended to: timeline
• Invest in a customer-domain MDM solution. • 6-12 weeks solution
• Improve the governance of MDM assets. procurement and
• Consolidate the locations and versions of customer master data being accessed by the business. implementation
• Improve the reporting of customer data for sales and marketing. • High level of effort required

Key Activities Resources

• Evaluate the business requirements and usage of customer data across business processes, • Data Governance Manager
inventory integration environment, and systems housing customer data. • Applications Director
• Plan and refine MDM architecture. • Solution/CRM Architect
• Consolidate business definitions of customer data. • PMO
• Purchase and implement a customer-domain MDM solution. • Business Power Users
• Create a plan for consistent propagation of customer data to systems of reference and from systems (Data Stewards)
of entry.
• Plan data governance for MDM assets.

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 Customize with your
Initiative name own content

Background Business Value

What is the purpose and need behind this initiative? How will this initiative support the
organization’s data consumption and
business capabilities? (Recommend to map
back to data strategies identified for the
business.)

Recommendation Ease of Implementation

What will the implementation of this initiative include – how will it change IT Time to complete?
and business operations? Effort to complete?
Cultural resistance?

Key Activities Resources

Document key components/steps required to completing the initiative IT and business staff and teams required to
Identify data management capabilities that will result from this initiative complete the initiative.

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 Example
Customize with
Master Data Management Roadmap – High Level your own content

Year 1 Year 2 Year 3

Data Focus Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Q1 Q2 Q3 Q4 Q1 Q2

Reference Establish Master Data Management Practices for Reference Data

Data

Primary
Data Establish Master Data Management Practices for Customer Data
Domain

Secondary
Data
Establish Master Data Management Practices for Product Data
Domain
(Optional)

Overview Benefits

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 Example
Customize with
Master Data Management Roadmap – Reference Data your own content

Use this version of a MDM Roadmap Template for reference data to get you thinking about how you want to present your roadmap.

Year 1 Year 2 Year 3

MDM Area Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Q1 Q2 Q3 Q4 Q1 Q2

Capture high- Develop detailed

Project Deliver the project (business change
Develop the Idea level requirements, design plans,
and technology)
Governance requirements and complete procurement

Change management, communication plans, training, and quality assurance

Develop and Develop User guides and
Process Define and
confirm
implementation
assign roles / competency data mgmt.
strategy responsibilities model process updated

Create Copy
Document current Migrate
Data data reference values for
data
data model testing

Capture high-level
requirements for reference Detailed design of MDM architecture Install Configure MDM
Document current data MDM system
architecture and Design system interaction model (external system
Technology source and target Define MDM architecture and internal)
systems Procurement process (licenses, Improve integration
Define MDM security and professional services)
access requirements

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 Example
Customize with
Master Data Management Roadmap – Customer Data your own content

Use this version of a MDM Roadmap Template for customer data to get you thinking about how you want to present your roadmap.

Year 1 Year 2 Year 3

MDM Area Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Q1 Q2 Q3 Q4 Q1 Q2

Capture high- Develop detailed Deliver the project

Project
Develop the Idea level requirements, design plans, (business change and
Governance
requirements and complete procurement technology)

Change management, communication plans, training services, quality assurance

Develop and Develop
Process Define and User guides and
agree on
implementation assign roles / competency data mgmt.
plan responsibilities model process updated

Document Create Copy

“as-is” Document current Migrate
Data data reference values for
architecture data
data model testing

Capture high-level
requirements for customer Detailed design of MDM architecture Configure MDM
Document current data
Install
system
source and target Design system interaction model (external
Technology and internal)
MDM
systems Define MDM architecture system
Procurement process (licenses, Improve integration
Define MDM security and professional services)
access requirements

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Create the roadmap that is tailored to your organization using
the Info-Tech MDM Initiative Planning Tool
Now that you have an idea of what you want your roadmap to look like, use Info-Tech’s tools to create your
roadmap. You can generate a specific roadmap with individual initiatives and a higher level roadmap that
tracks your progress in each of the MDM enablers.
Activity
• Brainstorming and
Instructions Planning Session(s)
1. Use the findings from your effort mapping and initiative planning to sequence, plot,
and build your organization’s data management roadmap. Document key
information in Tab 6. Initiative Planning (e.g. timelines, initiative ownership).
Input
2. Document and review the total roadmap findings in Tab 7. MDM Enabler Roadmap. • MDM Initiatives Effort
Mapping Results
• Dependency Results

Output
MDM Roadmap

Materials
MDM Capabilities
Assessment and Initiative
Tab 6. Initiative Planning Planning Tool
Tab 7. MDM Roadmap

Tab 7. MDM Enabler Roadmap Participants

• Project Manager
• Project Team and
Copy the MDM enabler roadmap from Tab 7 of the Info-Tech Capabilities Assessment and Related MDM
Initiative Planning Tool into the next slide. Professionals

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 Example
Customize with
Master Data Management Roadmap – Reference Data your own content

Copy the MDM enabler roadmap from Tab 7 of the Info-Tech Capabilities Assessment and Initiative Planning Tool here.

Year 1 Year 2 Year 3

MDM
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Enabler

Data Governance
for MDM

Data Architecture
for MDM
Data Strategy
Planning for
Master Data
Assets
Data Operations
Management for
MDM
Data Risk
Management
Data Quality
Management for
MDM

Practice Evolution

Corporate
Enterprise
Integration

BI and Reporting

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Questions?

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