Save time, empower your teams and effectively upgrade your processes with access to this practical Master Data Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Master Data Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Master Data Management specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Master Data Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 891 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Master Data Management improvements can be made.

Examples; 10 of the 891 standard requirements:

  1. How would you describe the extent to which your company is implementing master data management practices and technologies for customer-facing applications?

  2. What is your approach to master data management (mdm) and extract, load, transform (etl), which are important in spend analysis, contract analysis, etc.?

  3. There are a number of social networks that are connected together in some form or fashion. So how do you leverage them in the organization or the office?

  4. From which of your data sources do you integrate information for your master data management practices associated with customer-facing applications?

  5. What are the business drivers behind your organizations need for data management practices associated with customer-facing applications?

  6. There is no doubt that implementing a master data management (MDM) program will add significant value to the organization. Or is there?

  7. How would you describe the extent to which master data management initiatives have been adopted within your business/organization?

  8. How do you view the technical/operational drivers for data management practices associated with customer-facing applications?

  9. Who has the end responsibility for your organizations data management practices associated with customer-facing applications?

  10. What are the quality, consistency, completeness, and synchronization characteristics that will close any perceived gap?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Master Data Management book in PDF containing 891 requirements, which criteria correspond to the criteria in…

Your Master Data Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Master Data Management Self-Assessment and Scorecard you will develop a clear picture of which Master Data Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Master Data Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Master Data Management projects with the 62 implementation resources:

  • 62 step-by-step Master Data Management Project Management Form Templates covering over 6000 Master Data Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Closing Process Group: What were things that you did very well and want to do the same again on the next Master Data Management project?
  2. Quality Audit: How does the organization know that its support services planning and management systems are appropriately effective and constructive?
  3. Procurement Audit: Do appropriate controls ensure that procurement decisions are not biased by conflicts of interest or corruption?
  4. Change Management Plan: Why would a Master Data Management project run more smoothly when change management is emphasized from the beginning?
  5. Procurement Audit: Does the organization maintain a current file of vendors and vendor catalogues?
  6. Change Management Plan: Why is the initiative is being undertaken – What are the business drivers?
  7. Human Resource Management Plan: How can below standard performers be guided/developed to upgrade performance?
  8. Project Schedule: Is Master Data Management project work proceeding in accordance with the original Master Data Management project schedule?
  9. Cost Management Plan: Will the earned value reporting interface between time and cost management?
  10. Procurement Audit: Is the organization aware and informed about international procurement standards and good practice?

 
Step-by-step and complete Master Data Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Master Data Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Master Data Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Master Data Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Master Data Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Master Data Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Master Data Management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Master Data Management project with this in-depth Master Data Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Master Data Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Master Data Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Master Data Management investments work better.

This Master Data Management All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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