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DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 th , 2011

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Page 1: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10th and 11th, 2011

Page 2: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

A bit about me…

[email protected]

Office: 403-802-4454

Mobile: 403-828-1547

Marc has been implementing and selling information management, business intelligence and analytics solutions for nearly 20 years in the financial services, communication, retail, government, healthcare, pharmaceutical, energy, and mining and metallurgy industries. Marc has been with SAS for nearly 10 years and is currently a principal Solutions Architect based in Calgary Alberta.

Page 3: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

• The Data Warehousing Institute (TDWI) estimates that data quality problems associated with customer contact data alone cost U.S. businesses more than $600 billion a year in postage, printing and staff overhead. This doesn't include losses from lost revenue, bad decisions and missed opportunities…or losses from other types of bad data.

• A study of 599 businesses by PricewaterhouseCoopers led them to estimate that bad data is costing businesses $1.4 billion a year in accounting, billing and inventory snafus.

Why worry?

Page 4: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Governance Maturity Model

Sales Force

Automation

Database Marketing

EMR

IT-driven projects

Duplicate,

inconsistent data

Inability to adapt to

business changes

Data Warehouse

ERP

CRM

Hospital

Line of business

influences IT projects

Some cross-functional

collaboration

High cost to maintain

multiple applications

IT and business

groups collaborate

Enterprise view of certain

domains

Data is a corporate

asset

Business

requirements drive IT

projects

Repeatable, automated

business processes

Personalized customer

relationships and

optimized operations

Customer MDM

Patient MDM

Employee MDM

Location MDM

MDM

Business Process

Automation

Page 5: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Governance

Data Management

Data Governance vs. Data Management

Executive Leadership Team

DG Executive Sponsor

Data

Modeling

Data Owners

Data

Administration

Master Data

Management

Data

Quality

Data Owners Data Owners

Data Steward Data Steward Data Steward

Data Owners

Data

Integration

Privacy and Security

Page 6: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Your Data. Your Business. One Solution.

DataFlux enables business agility and IT efficiency by providing innovative data management technology and services that transform data into a strategic asset.

Page 7: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

The Business Drivers of Data Quality

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• Customer Acquisition, Satisfaction and Loyalty

• Business Agility

• Revenue / Performance Enhancement

Increase Revenue & Performance

• Modernization

• Productivity

• Supply Chain Optimization

Optimize Operations

• Safety

• Risk Mitigation

• Compliance

Governance, Risk and Compliance

Page 8: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

DataFlux Data Management Framework provides all the necessary components for data management success.

One Solution

Page 9: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Why DataFlux?

Gartner Magic Quadrant for

Data Quality Tools, 2010

Page 10: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

DataFlux Federation Server

Virtual access On-demand data

integration

DataFlux Data Management Studio

Define Discover Design Execute Evaluate Control

DataFlux Data Management Platform

DataFlux Data Management Server

Real-time/ transactional

Bulk/batch

Page 11: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Management Lifecycle Methodology

Page 12: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

DataFlux Demo

Page 13: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Business Process Automation

Data Management Platform

Page 14: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

• Guided, proven methodology for data quality, data integration, and MDM

• Focused experience in delivering multi-phase, progressive data management initiatives

• Technology built for positive user experience … and today’s business problems

• Roadmap for the future, grounded in data governance and focused on enterprise data management

Benefits of the DataFlux Approach

Page 15: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Opening screen DataFlux Data Life Cycle embedded in software

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Page 16: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

DataFlux Data Life Cycle

– Explore metadata to ensure that the right data sources are included in the data management program

– Create detailed data profiles of identified data sources to understand strengths and weaknesses of data prior to the start of the project

– Apply business rules to the data to test which sources are out-of-limits with existing business standards

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Plan Phase - Discover

Page 17: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Management Studio

– Explore • Relationships within and across systems

• Identify content of fields

– Profile • Structure and quality of data

• Gain a better understanding of your organization’s data assets

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Discover

Page 18: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Management Studio

– Explore • Relationships within and across systems

• Identify content of fields

– Profile • Structure and quality of data

• Gain a better understanding of your organization’s data assets

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Discover

Page 19: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Management Studio

– Business Rules • Create and Manage Rules

– Data Management • Define and manage schemas

• Native DBMS type support

• “ELT” based data manipulation (i.e. In-Database Processing)

– Process Modelling • Parallel Processing Orchestration

• Conditional Execution

• Event Triggering

• Create, start, run workflows

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Design

Page 20: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Management Studio

– SAS nodes to Write & Execute SAS Code

– Orchestrate SAS DI Studio Jobs

– Use SAS scoring within Data Management Studio

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Integrate SAS jobs

Page 21: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Management Studio

– Execute • Install business rules within the IT

infrastructure

• Determine integration method – real-time, batch or virtual

• Reuse and redeploy the same set of business rules across applications, helping increase data consistency in the enterprise

– Review results • Exception handling (eg. handling

specific duplicates that require manual inspection)

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Execute

Page 22: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Management Studio

– Define and enforce business rules to measure the consistency, accuracy and reliability of new data as it enters the enterprise

– Create reports and dashboards on critical data metrics for key business and IT staffs

– Use information from data monitoring reports to refine and adjust business rules

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Evaluate

Page 23: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

Data Management Studio

– Define and enforce business rules to measure the consistency, accuracy and reliability of new data as it enters the enterprise

– Create reports and dashboards on critical data metrics for key business and IT staffs

– Use information from data monitoring reports to refine and adjust business rules

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Evaluate

Page 24: Dataflux Data Management Approach - Sas Institute Group...DataFlux Data Management Approach Calgary and Edmonton SAS USERS GROUP May 10 th and 11 , 2011 A bit about me… Marc.Smith@sas.com

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