Use Case

Manage Master Data

Centralise your data into a single data repository to enable you to manage data as a true asset or product

Hero-Catalog-Sales-GA-v2

Vision

Is it for me?

& product For the Chief Data Officer (CDO), Chief Analytics Office (CAO), Chief Marketing Office (CMO) or Chief Information Officer (CIO)

Who needs one version of the truth for core business data, that resides in multiple systems of record

The AgileData “Manage Master Data” is a service

That automates the merging of disparate customer and product data

Unlike the current customer data silo’s or manual management processes

AgileData “Manage Master Data” will:

  • Combine customer & product data from disparate data sources;
  • Refresh the answers as often as you require on an ongoing basis;
  • Have no additional on-boarding or ongoing maintenance costs;
  • Work with your own Visualisation or Analytics tools;
  • Provide a full managed service so you don’t have to worry.
AgileData - Manage Master Data

Common business problems

And how the Manage Master Data service solves them

Single list of customers

Often you may want to answer a question based on a single unique list or count of a business concept, for example, customers, suppliers, providers or students.

Example Questions

  • How many customers do we have?
  • How many suppliers do we buy from?
  • How many students do we have enrolled?
  • How many providers do we work with?

Typical Challenges

  • Customer data is spread across multiple different source systems and needs to be combined to allow a single list of customer’s to be viewed.
  • The customer identifiers may not be consistent across the source systems, requiring complex logic to remove duplicates where the same customer has different identifiers in each system.

The AgileData.io Customer 360 View combines records from multiple disparate source systems for a business concept, for example customers, to enable you to view or count from a single place.

How it works

A simple process to match your customer records and provide a single view

Collect organisational knowledge

You provide us access to the data in each system which holds information about your customers.  We have a number of patterns to help make it easy to collect your data in a secure way.

We use AgileData.io to harvest meaning from your data and we have a quick look to gain an understanding of what patterns we can use to match your master records.

AgileData How it works - Step 1 - Collect
AgileData How it works - Step 2 - Model

Discover your core business processes and questions

 

Using our magical “who does what” discovery workshop we gather an understanding of your key business events and concepts, which involve your master data.  For example, “Customers Buy Products from an Employee at a Store on any given Weekday”.

In the same workshop we quickly identify your core business questions.  For example “How many customers do we have”,  “How many products do we have?” or “How many Suppliers do we have?”.

This discovery workshop is undertaken remotely and typically involves a couple of hours of your time.

Define business rules

 

We define data rules using our natural language approach to transform the data from the raw state you provided, to a format that can be used to easily see a master view of your data. 

We automate combining all your core business concepts (for example customers, products, services, locations) from multiple sources to provide a single centralised view.  We create simple or complex matching rules to ensure that you get “one version of the truth” for each core business concept.

We do the majority of the effort defining these, but your time is needed to help us confirm the rules.  

AgileData How it works - Step 3 - Rules
AgileData How it works - Step 4 - Consume

Consume your data

 

Consume your data using your favourite BI or AI tools, without the need to write complex code or join hundreds of tables

You review your 360 customer view. We iterate on the rules until you are happy with the answer that are being provided by your data.

Your data is updated on a regular basis providing an immediate view of your customers and their transactions. 

 

How it works

A simple process to match your customer records and provide a single view

Collect organisational knowledge

 

You provide us access to the data in each system which holds information about your customers.  We have a number of patterns to help make it easy to collect your data in a secure way.  

AgileData How it works - Step 1 - Collect

We use AgileData.io to harvest meaning from your data and we have a quick look to gain an understanding of what patterns we can use to match your master records.

Discover your core business processes and questions

 

Using our magical “who does what” discovery workshop we gather an understanding of your key business events and concepts, which involve your master data.  For example, “Customers Buy Products from an Employee at a Store on any given Weekday”.

In the same workshop we quickly identify your core business questions.  For example “How many customers do we have”,  “How many products do we have?” or “How many Suppliers do we have?”.

AgileData How it works - Step 2 - Model

This discovery workshop is undertaken remotely and typically involves a couple of hours of your time.

Define business rules

 

We define data rules using our natural language approach to transform the data from the raw state you provided, to a format that can be used to easily see a master view of your data. 

We automate combining all your core business concepts (for example customers, products, services, locations) from multiple sources to provide a single centralised view.  We create simple or complex matching rules to ensure that you get “one version of the truth” for each core business concept.

AgileData How it works - Step 3 - Rules

We do the majority of the effort defining these, but your time is needed to help us confirm the rules.  

Consume your data

 

Consume your data using your favourite BI or AI tools, without the need to write complex code or join hundreds of tables

You view your 360 customer view. We iterate on the rules until you are happy with the answer that are being provided by your data.

AgileData How it works - Step 4 - Consume

Your data is updated on a regular basis providing an immediate view of your customers and their transactions. 

F.A.Q.

How many users can access the answers?

If you are using your own Business Intelligence, Visualisation or Reporting tool to access the answers, then you can have as many users as your tool can support.

If we are providing easy access to the answers via your web browser then we leverage Google Data Studio which is available to as many users as you require at no additional costs.

If you need advanced BI capabilities, we can recommend a number of cost-effective cloud BI options, such as QlikSense, Tableau and PowerBI that enable multiple users to access the answers.  However, these will involve additional costs, to purchase the multi-user licenses of those tools, in addition to our fixed price.

What happens if we want to stop?

If you want to stop using the AgileData.io service at any time, we will decommission your access and permanently delete your data.

We suggest you extract all your data from the consume area before we decommission your access, as once we have deleted it we cannot recover it.

Can we get copies of all your code, so we can replicate it on our platform?

No. 

One of the reasons we are able to deliver answers to your questions using your data so quickly is due to the magic we have built under the covers on our platform.  As you would expect this is the value of AgileData.io and it would be remiss of us to give this magic away.

However, we will always provide you with copies of your event, concept and detail definitions and the Natural Language change rules we configure for you.  With these you could build your own data platform and replicate the data you consume from AgileData.io if you desired.