the data cleansing process - a roadmap to material master data quality

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The Data Cleansing Process A Roadmap to Material Master Data Quality

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Page 1: The Data Cleansing Process - A Roadmap to Material Master Data Quality

The Data Cleansing ProcessA Roadmap to Material Master Data Quality

Page 2: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 1 Perform Pre-Cleanse Data Evaluation

• Assess Current (Raw) Data Condition

• Calculate Data Quality Score Based On:• Duplicate Percentage• Review Item Percentage• Number of Manufacturer Names Populated• Number of Manufacturer Part Numbers Populated• Number of Nouns• Number of Modifiers• Description Length – Avg. Number of Words/Characters

• Prepare Before and After Data Cleansing Samples

• Determine Cost Savings Opportunities and ROI

Page 3: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 2 Establish Corporate Data Standard

• Standard Naming Convention• Define Noun-Modifier Dictionary

• Standard Abbreviations & Policies• Develop Standard Abbreviation List• Define Standard Cleansing Policies

• Standard Data Format• Define Enterprise System Specifications (fields,

features, character limitations, contents) • Develop Data Formatting Template

• Product Classification System• Select and define Product Classification System• Example: UNSPSC, eCl@ss, Custom, etc.

Page 4: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 3 Review and Approve Test Data

• Prepare 500-1000 SKU Test Data Sample• Implement Pre-Defined Data Standards• Utilize Pre-defined Data Formatting Template

• Review Test Data Sample• Review and Critique Data Cleansing Deliverable• Perform Test Upload in Non-Production Environment• Modify Corporate Data Standard and Format as

Required

Page 5: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 4 Pre-Cleanse Data Mining

• Identify, Standardize and Populate Manufacturer Name & Part Number

• Assign Valid Noun-Modifier Naming Convention

Raw Data: 25mm Ball Brg, 62052RS-C3 Skf

PART NUMBER

MANUFACTURER

6205-2RS/C3

SKF

MODIFIER

NOUN

BALL

BEARING

Page 6: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 5 Standardize and Validate

STYLE

CLEARANCE

CAGE MATERIAL

C3 CLEARANCE

SERIES

TOW

TYPE

WIDTH

OUTSIDE DIAMETER

INSIDE DIAMETER 25MM ID

• Standardize and Validate Existing Information by Attribute

Raw Data: 25mm Ball Brg, 62052RS-C3 Skf

PART NUMBER

MANUFACTURER

6205-2RS/C3

SKF

MODIFIER

NOUN

BALL

BEARING

Page 7: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 6 Research and Enhance

STYLE

CLEARANCE

CAGE MATERIAL

2 SEALS

C3 CLEARANCE

STEEL

SERIES

TOW

TYPE

WIDTH

OUTSIDE DIAMETER

INSIDE DIAMETER

LIGHT DUTY

SINGLE ROW

CONRAD

15MM WD

52MM OD

25MM ID

Raw Data: 25mm Ball Brg, 62052RS-C3 Skf

PART NUMBER

MANUFACTURER

6205-2RS/C3

SKF

MODIFIER

NOUN

BALL

BEARING

• Research and Enhance Description• Utilize internal information

resources, online sources, and Manufacturer, OEM or Vendor Catalogs

Page 8: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 7 Assign Product Classification Codes

IMA PRODUCT CLASSIFICATION

UNSPSC CLASSIFICATION

0101 – BALL BEARINGS

31171504 – BALL BEARINGS

Raw Data: 25mm Ball Brg, 62052RS-C3 Skf

• Assign Accurate Product Classification Code and Description• Typically based on Noun, Modifier, Type, and Material

Page 9: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 8 Identify & Consolidate Duplicates

• Identify Duplicate Records and Assign Common Corporate Part Number• Duplicates may be identified by Exact Match and Fit-Form-

Function Equivalent • Duplicates may be consolidated (merged) into a single item

number (material record) while maintaining history of old item numbers

ITEM NUMBER12345MANUFACTURERCRPART NUMBER17231DESCRIPTION oil seal

ITEM NUMBER54321MANUFACTURER

PART NUMBER

DESCRIPTION 17231 CR Seal

MANUFACTURER CHICAGO RAWHIDEPART NUMBER17231SHORT DESCRIPT. SEAL, OIL, CHICAGO RAWHIDE, 17231LONG DESCRIPT. SEAL, OIL, 1 LIP, SPRING LOADED, CLOSED CASE,

1.75IN ID, 2.254IN OD, 0.313IN WD, NITRILE,

CHICAGO RAWHIDE, 17231UNSPSC CODE 31411705

UNSPSC DESCRIPT. LIP SEALS

Page 10: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 9 Identify and Address “Review” Items

• Identify Items Containing Insufficient Information• Compile List of All Item Requiring Review

• Perform Physical Part Review, Identification and Data Collection• Obtain Adequate Information for Cleansing (Manufacturer

Name, Part Number, Item Number, Noun, Modifier, etc.)

ITEM NUMBER29573MANUFACTURER

PART NUMBER

DESCRIPTIONseal

ITEM NUMBER40858MANUFACTURER

PART NUMBER

DESCRIPTIONBrg 25mm

!* Items missing pertinent part information for accurate identification, search ability, and usage.

Page 11: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 10 Perform Quality Control Review

• Ensure Each Cleansed Record Meets the Service Level Agreement

Manufacturer Name and Part Number Populated and Standardized

Valid Noun-Modifier Naming Convention

Description Complete, Correct, and In Compliance With Pre-Defined Standards

Accurate Product Classification Code and Description Assigned

Zero Spelling Mistakes

Duplicates Accurately Identified

Review Items Identified

✓✓

Page 12: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Raw Data: 25mm Ball Brg, 62052RS-C3 Skf

Step 11 Format Data

SHORT DESCRIPTION

LONG DESCRIPTION

BEARING, BALL, SKF, 6205-2RS/C3

BEARING, BALL, 25MM ID, 52MM OD, 15MM WD, CONRAD, SINGLE ROW, LIGHT DUTY, 2 SEALS, C3 CLEARANCE, STEEL, SKF, 6205-2RS/C3

• Format Data to Pre-Defined Template• Data Must Comply With Enterprise System Specifications

including: Field Type, Features, Contents, and Character Limitations

• Example: SAP Material Description Must Not Exceed 40-Characters and should include Noun, Modifier, Manufacturer Name, and Part Number for efficient search ability

Page 13: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Step 12 Final Delivery and Upload

• Upload Final Cleansed File Into Live Enterprise System• .xls, .csv, .txt, .db and other supported formats

ENTERPRISE SYSTEM

Page 14: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Post-Cleanse Data Governance

• Implement Data Governance Strategy to Maintain Data Quality• Select and Implement a Data Governance Solution• Establish a Data Governance Team With Restricted System

Access• Define the Data Governance Process (Workflow)• Implement Pre-Defined Corporate Data Standards for All New

Item Creations, Modifications, Extensions, and Suspensions (Deactivations)

• Prevent Duplication• Maintain Ongoing Data Integrity and Consistency

REQUESTER(S) APPROVER(S) DATA GOVERNANCEMANAGER

ENTERPRISE SYSTEM

Page 15: The Data Cleansing Process - A Roadmap to Material Master Data Quality

Contact Us

Head Office500 Hwy #3, Tillsonburg, ON Canada N4G 4G8t. 1 (519) 688-3805f. 1 (519) 688-3807e. [email protected]

Follow Us Online!www.imaltd.com

Rob HofferGlobal Account Managerm. 1 (519) 403-8902e. [email protected]

Troy D. MillerVice President & COOm. 1 (519) 403-8788e. [email protected]

Contact IMA for a No Cost, No Obligation Data Evaluation & Project Quote