Business user tools such as Excel and SharePoint can be utilized to improve processes for master data creation and maintenance. Power users in the business can create web forms and spreadsheets for data collection and validation. Combined with automated workflows, these provide the business with transformed processes for ongoing data governance. In this session, it will be discussed how to quickly improve data quality with lightweight and cost-effective solutions, employing a bottom-up approach that will yield immediate results.

1. Improve master data quality
with Excel and SharePoint
Kristian Kalsing
Director of Solution Management, Winshuttle

2. EVERYTHING DEPENDS ON MASTER DATA
2
Master Data is the strength of
the data foundation
that runs the enterprise
Errors and omissions
in master data
Operational
problems
Suboptimal
decision-making
Reporting
Transactional Data
Master Data
Costing millions in both lost opportunities
and having to rectify mistakes

3. BUSINESS VALUE IMPACT
3
Wrong suffixes in delivery
address street names were
costing extra charges from
delivery companies.
Cost Driver: Dirty Data

4. Net Impact
Company incurred
$2Mper annum for bad shipping
addresses.
extra
charges
BUSINESS VALUE IMPACT
4
Wrong suffixes in delivery
address street names were
costing extra charges from
delivery companies.
Cost Driver: Dirty Data

5. BUSINESS VALUE IMPACT
5
Lack of data validation and
process review results in
incorrect units of measure
for consumer products.
Cost Driver: Dirty Data

6. BUSINESS VALUE IMPACT
6
Cost Driver: Dirty Data
Net Impact
Company’s delivery trucks being
turned around at state border
crossings due to being overloaded
doubling delivery
expenses
with each turn around.
Lack of data validation and
process review results in
incorrect units of measure
for consumer products.

7. LEARNING POINTS
 What is a Pace-Layered Application Strategy and why
should we embrace it for master data?
 Why use Excel and SharePoint?
 Which master data pain points can we address with
Excel and SharePoint?

8. 8
Demand Capacity
Business Leaders IT/Apps Leader
CFO
“Spend
Less!”
“We need it
now!”
“We have an
18-month
backlog!”
IT BACKLOG CONSTRAINING THE BUSINESS

9. POSTMODERN ERP
Develop a Strategic Road Map
for Postmodern ERP in 2013
and Beyond
Recommendations:
 “Create a business-driven and
agile ERP strategy.”
 “Use Gartner's Pace-Layered
Application Strategy to codify the
functionality into systems of
innovation, differentiation and
record.”
Gartner Research Publication #G00252735

10. What is a
Pace-Layered Application Strategy
and why should we embrace it for
master data?

11. PACE LAYERING
“The fast parts learn, propose, and absorb shocks; the slow parts
remember, integrate, and constrain.“
-Steward Brand, The Long Now Foundation

12. PACE-LAYERED APPLICATION STRATEGY
Built to Last
Built to Change
An acceptance of continuous change as the “new normal” is key to improving business performance today…
IT’s traditional focus on “built to last” is being replaced by a process-enabled focus on “built to change”

13. 1
Material Vendor Customer Financial
Partner Function
Classification
Credit Limit
Vendor Info Record
Work Center
Company CodeBOMUnit of Measure
Source List
Production Version
Storage Bin Location
Forecast Parameter
Storage TypeRecipe
Terms Code
Routing Warehouse Data
How deep is your master data problem?
Many master data processes are systems of differentiation or innovation

14. There is an ever increasing number of
Business Developer tools and platforms
available in the market.
Why use
Excel and SharePoint?

15. TWO WORLDS – PEOPLE AND PROCESS
Get specs
from
customer
Validate specs
with Tech
Sales
Estimate
custom
design
Cost out
the
solution
Decide
discount
strategy
Assemble
proposed
response
Approve
proposed
response
Unstructured
Qualified?
Retire
Lead
Closed?
Complete
Sale
Create
Invoice
CRM ERP
Create
Lead
Create
Oppt’y
Create
Quote
Structured

16. EXCEL AND SHAREPOINT
Why use Excel and SharePoint?
 Excel and SharePoint are already widespread and
familiar business user tools.
 Easier to make UI changes.
 Minimize technology footprint and leverage existing
investments in SAP and Microsoft products.
 Reduced time-to-value.

17. Which master data
pain points
can we address
with Excel and SharePoint?

18. USE CASES FOR EXCEL AND SHAREPOINT
SAP SAP
Mass maintenance Active data governance

19. PAIN POINT: DATA ENTRY AND VALIDATION

20. PAIN POINT: DATA COLLECTION AND APPROVAL
New vendor
is requested
Manager
reviews
Accounting
adds data
Upload to
SAP

21. ACCELERATING MASTER DATA MATURITY
2
Standardized
and automated
processes
Limited automated
processes and
manual data
maintenance
Tactical Strategic
MasterDatamaturity
Organizational focus on Master Data
Desktop
Eliminate manual data entry
and free up valuable
resources
Capabilities
• Mass maintenance in Excel
• Ad-hoc queries to Excel or
Access
Workgroup
Broader rollout to the
business without
compromising governance
Capabilities
• All Desktop capabilities
• Basic workflows on Excel
files
• Governance and
administration
Enterprise
Full automation of end-to-
end processes for master
data creation and
modification
Capabilities
• All Workgroup capabilities
• Web forms
• Custom workflows for web
forms and Excel files
• Server-based execution
• Process analytics

22. KEY LEARNINGS
 Adopting Gartner’s Pace-Layered Application Strategy
provides more agility and flexibility and can help reduce
the IT backlog.
 Excel and SharePoint are familiar and widely deployed
front-ends for systems of differentiation and
innovation.
 Solving pain points around mass maintenance, data
entry and data collection is “low hanging fruit.”

23. THANK YOU FOR PARTICIPATING
Follow Kristian Kalsing on @kalsing
and Winshuttle on @winshuttle.