The future starts TODAY MASTER DATA OVERVIEW
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The future starts TODAY
MASTER DATA OVERVIEW
2The future starts TODAY
What is Master Data?
Master data is information that is key to the operation of a business. In business, master data management (MDM) comprises the processes, governance, policies, standards and tools that
consistently defines and manages the critical data of a business to provide a single point of reference.
3The future starts TODAY
MDM processes and goals in scope
MDM New Client Process
• Unified “New Client” process across departments & systems, with common rules for data entry & data management
• Ensure data integrity & uniformity in the set-up process
MDM Client modification, synchronisation and closure process• Common understanding &
modelling of Client Master Data across departments & processes
• Ensure data integrity & alignment across different data models (Salesforce – ATLAS – SAP
Project Technological Goals• Ensure proper documentation of
requirements and set-up• Shift to a SOA oriented
architecture
• Build reusable services & technical solutions
• Shift from ORACLE forms to ADF (web-based) development of new Client Management Screens
The future starts TODAY
New Client process
4
Offi
ce
Distribution FSC Europe – Master Data
Web
sSa
les M
anag
er
Manual Registration
Webform in Pulse
Web Online Registration
Sales Force Registration
Lead Reception
Create Account
Existing client?
Client Extension?
Pool Requests
Create Extension
SAP
ATLAS
Derivation Rules
Validate Request?
Format & Duplicate
Checks
Approved Account with
ATLAS & SAP ID
Denied Account with Reason
Salesforce
The future starts TODAY
Modification and synchronisation
5
Distribution FSC Europe, Global Credit & Collections, OTHERS
Sales Force Atlas SAP
MDM
New Client Factsheet
New ADF Screens
New webservices
6The future starts TODAY
Who will need to change their way of working?
• They will need to use the new screens to create the New Requests. These requests will automatically be forwarded to FSC Europe – Master Data for verifying.
Every person in our organization that
requests “New Clients” by sending emails to the FSC – Master Data Team
• They will need to use the new Client Management Screen in ATLAS 2.0• Business Processes, Distribution, FSC, GFSS and Global Credit & Collections
will share the responsibility of communicating and explaining this new screen to the people in their departments.
• For any question regarding this screen please contact Master Data team in ATLAS 2.0.
Every person in our organization that
changes/visualizes or uses the “Touroperator
screen” in ATLAS
• They will need to use the new ATLAS 2.0 screens to work with the new client requests, and to approve them
The Master Data teams in the FSC Europe dealing with “New
Clients”.
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