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Aligning MDM and BPM for Master Data Governance, Stewardship, and Enterprise Processes

Aligning MDM and BPM for Master Data Governance, Stewardship, and Enterprise Processes

by Umasuthan Ramakrishnan, Jay Limburn, Alex Eastman, Dr. Lawrence Dubov, Trey Anderson, Chuck Ballard
Publisher: IBM Redbooks
Release Date: March 2013
ISBN: 0738437743
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Book Description

An enterprise can gain differentiating value by aligning its master data management (MDM) and business process management (BPM) projects. This way, organizations can optimize their business performance through agile processes that empower decision makers with the trusted, single version of information.

Many companies deploy MDM strategies as assurances that enterprise master data can be trusted and used in the business processes. IBM® InfoSphere® Master Data Management creates trusted views of data assets and elevates the effectiveness of an organization’s most important business processes and applications.

This IBM Redbooks® publication provides an overview of MDM and BPM. It examines how you can align them to enable trusted and accurate information to be used by business processes to optimize business performance and bring more agility to data stewardship. It also provides beginning guidance on these patterns and where cross-training efforts might focus.

This book is written for MDM or BPM architects and MDM and BPM architects. By reading this book, MDM or BPM architects can understand how to scope joint projects or to provide reasonable estimates of the effort. BPM developers (or MDM developers with BPM training) can learn how to design and build MDM creation and consumption use cases by using the MDM Toolkit for BPM. They can also learn how to import data governance samples and extend them to enable collaborative stewardship of master data.

Table of Contents

  1. Front cover
  2. Notices
    1. Trademarks
  3. Preface
    1. The team who wrote this book
    2. Now you can become a published author, too!
    3. Comments welcome
    4. Stay connected to IBM Redbooks
  4. Chapter 1. Introduction to master data management and business process management
    1. 1.1 A business case for master data management
      1. 1.1.1 Benefits
      2. 1.1.2 Value proposition
    2. 1.2 A business case for business process management
      1. 1.2.1 Benefits
      2. 1.2.2 Value proposition
    3. 1.3 Creating a synergistic value with MDM and BPM
      1. 1.3.1 Implementation patterns
  5. Chapter 2. Aligning MDM and enterprise business process strategies
    1. 2.1 Master data creation
    2. 2.2 Master data consumption
      1. 2.2.1 Improved business decisions with the single version of truth from the trust source
      2. 2.2.2 Improving conversion rates by present offers that are more relevant
      3. 2.2.3 Reducing cost by removing redundant or irrelevantoffers and mailings
  6. Chapter 3. Master data governance and stewardship
    1. 3.1 Definition and objectives of master data governance
    2. 3.2 Data governance maturity
    3. 3.3 Master data quality
      1. 3.3.1 Policies
      2. 3.3.2 Processes
      3. 3.3.3 Metrics and KPIs
  7. Chapter 4. Integration approaches and proven practices
    1. 4.1 Business Process Manager tools
      1. 4.1.1 IBM BPM Process Designer
      2. 4.1.2 IBM Process Portal
    2. 4.2 Integration overview
      1. 4.2.1 Java Integrator
      2. 4.2.2 Web Services Integrator
    3. 4.3 MDM integration approaches
      1. 4.3.1 MDM web services
      2. 4.3.2 Virtual MDM Java interface
    4. 4.4 MDM Application Toolkit capabilities
    5. 4.5 Overview of Process Designer
      1. 4.5.1 Starting Process Designer
      2. 4.5.2 Process authoring environment
  8. Chapter 5. Introduction to the InfoSphere MDM Application Toolkit
    1. 5.1 Components of the InfoSphere MDM Application Toolkit
      1. 5.1.1 Architectural overview
      2. 5.1.2 MDM data types
      3. 5.1.3 Hierarchy widget overview
      4. 5.1.4 Integration services
      5. 5.1.5 Overview of the MDM REST service
      6. 5.1.6 Mobile applications
    2. 5.2 Installing the InfoSphere MDM Toolkit
      1. 5.2.1 Installing the MDM Application Toolkit .twx file
      2. 5.2.2 Installing the MDM REST Service
    3. 5.3 Building applications with the InfoSphere MDMApplication Toolkit for BPM
      1. 5.3.1 MDM data types for creating BPM variables
      2. 5.3.2 Customizing an InfoSphere MDM Application Toolkit data type
      3. 5.3.3 The MDM Tree UI control
      4. 5.3.4 Configuring the REST service for BPM
      5. 5.3.5 Extending and adding services
  9. Chapter 6. Defining a master data creation process
    1. 6.1 Overview of the example business process
    2. 6.2 Creating the business process definition
      1. 6.2.1 Creating a process application
      2. 6.2.2 Creating a human service
      3. 6.2.3 Defining variables
      4. 6.2.4 Building coach UI elements
      5. 6.2.5 Building the integration service
      6. 6.2.6 Connecting the UI coaches and integration service
      7. 6.2.7 Running the process
      8. 6.2.8 Checkpoint
    3. 6.3 Integrating the business process with MDM by using the MDM Tree
      1. 6.3.1 Extending the existing human service
      2. 6.3.2 Configuring the nested service
      3. 6.3.3 Configuring the MDM Tree
      4. 6.3.4 Connecting the nodes with the service
      5. 6.3.5 Running your process
      6. 6.3.6 Checkpoint
    4. 6.4 Extending the process to save updates to an entity
      1. 6.4.1 Extending the process
      2. 6.4.2 Creating variables to hold the properties
      3. 6.4.3 Creating a connection variable
      4. 6.4.4 Binding a variable to the MDM Tree
      5. 6.4.5 Joining the process flow steps
      6. 6.4.6 Running the process
      7. 6.4.7 Checkpoint
    5. 6.5 Data stewardship processes within enterprise processes
      1. 6.5.1 Enterprise processes
      2. 6.5.2 Integration of enterprise and MDM governance processes
    6. 6.6 Summary
  10. Chapter 7. Master data policy enforcement with BPM Express
    1. 7.1 Overview of policy enforcement
      1. 7.1.1 Components of master data governance
      2. 7.1.2 Data stewardship process example
      3. 7.1.3 Sales territory distribution and payouts example
    2. 7.2 Business case
    3. 7.3 A technical perspective
      1. 7.3.1 Aspects of policy enforcement
    4. 7.4 Assurances that master data is a trusted asset
    5. 7.5 Business process scenarios
      1. 7.5.1 Critical data change review and approval
      2. 7.5.2 Policy remediation
      3. 7.5.3 Entity resolution
  11. Chapter 8. Using and extending MD policy enforcement samples
    1. 8.1 Configuring MDM Standard Edition for messaging
      1. 8.1.1 Configuring the event handler
      2. 8.1.2 Event handler settings
      3. 8.1.3 Deploying the Event Handler
      4. 8.1.4 Configuring the hub model
      5. 8.1.5 Configuring IBM BPM Express
    2. 8.2 Configuring InfoSphere MDM Advanced Edition for messaging
      1. 8.2.1 MDM Advanced Edition configurations
      2. 8.2.2 Configuring metadata
      3. 8.2.3 Configuring IBM BPM Express
    3. 8.3 Importing samples
    4. 8.4 Configuring process applications
    5. 8.5 Integrating BPM in the enterprise
      1. 8.5.1 Integration patterns used in the samples
    6. 8.6 Extending the samples based on a business case
      1. 8.6.1 Adding and removing an attribute
      2. 8.6.2 Changing the attribute label
      3. 8.6.3 Adding and changing a policy
      4. 8.6.4 Adding an activity
      5. 8.6.5 Adding activity UIs
    7. 8.7 Reporting for success
  12. Appendix A. MDM Advanced Edition configuration script
  13. Appendix B. BPM Express Edition for messaging integration
  14. Related publications
    1. IBM Redbooks
    2. Online resources
    3. Help from IBM
  15. Back cover