Global Services

Global Services
Frank Pursel
Principal Information Management
Upstream Master Data Management - Panel Discussion
March 9, 2011
Proprietary and Confidential. Not to be distributed or reproduced without permission
www.sungard.com/globalservices
Our Approach
Purpose and Agenda
Purpose:
Provide and overview of what how Upstream Master Data extends beyond
applications and data warehouses and to explore best practices among PPDM
members
Agenda:
Provide an Overview of what Master Data is and is not

Discuss some Upstream Master Data
Provide a Perspective of how master data extends beyond structured data
Explore how PPDM members are addressing master data management
For Structured data
For semi-structured and non-structured data
1
Overview of Master Data
Our Approach
What is Master Data Management?

Master Data Management (MDM) refers to establishing an authoritative and
reliable foundation for data used across many applications and
constituencies with the goal to provide accurate, authoritative and timely
information.
What is MDM
The management of the fundamental data
building blocks that are shared across multiple
business transactions, analytics and reference
entities
An infrastructure that is built once and then
managed
A program or function, not a one-time project
Different types of master data include:
Well Identifier
Product
Supplier
Customer
Worker/Employee
Why is MDM Important?

Master data is a strategic asset of the business
and needs to be managed with the diligence of
other strategic assets
Developing a strategy for managing master data
can help alleviate some of the businesss
informational pain points
Master data management provides the business
with consistent and comprehensive core
information across the enterprise
Master data management provides better
performance and process improvement
Master data management helps satisfy
governance, regulatory and compliance
requirements
3
Our Approach
What is Master Data Management?

Reporting Perspective:
Master Data Management is required for coordinating and rationalizing disparate
dimensional models or hierarchies across systems. This is critical for business
performance management. (IDC MDM White Paper, 2005)
Transactional Perspective:
For an operational system to be able to capture and update transactions, the referenced
master data must already be in place. Proper management and maintenance of master
data . Is required to ensure the integrity of any order management system. (IDC MDM
White Paper, 2005)
This extends well beyond order entry systems. (Production, Accounting, Maintenance,
etc.)
Content Management and Integration Perspective:

Document and records management systems rely on consistent tags (key words,
taxonomies and record identifiers to properly store and retrieve content.
Integration Perspective:
Having consistent tags within your Records/File Management systems as well as in your
operational and analytical systems provides a means to more readily integrate data
across medias.
4
Our Approach
Master Data Implications beyond systems
Core Samples
Drawings
Pictures
Physical records
Non-Structure Data
Semi-Structure Data
Contracts
E-mails
Spreadsheets
Logs
Structured
Data
Master Data
Meta Data
Data Quality
Applications
DW/Analytics
SCADA
Should be
applied to
all layers
Data Governance
5
Master and Reference Data for Upstream Oil & Gas

Product
Product ID, Product Description, Product Class, Brand,

Well
Well Identifier, Well Name, Well Type, Well Status
What about? Well bore, completion(s), On/Off shore
Location
Location ID, Location name, type,
Others (Party, Account .
Hierarchies are also important to understand and manage
Using an MDM Framework to Define and Manage Your

Program
MDM Maturity Model
Case Studies and Panel Discussion
Our Approach
Consider a Property Acquisition or Divestiture

Type of Data
Production Data
Structured
Seismic Data
Well Logs
Semi or Unstructured
Samples
Contractual
Financials
Reserves Data
Gathering the data across different applications and media can be

extremely complex. Today not many organizations are actively
managing their master data across their applications and knowledge
management sites
1
0
Super-Major
MDM Program:
Have a major project for Master Data Management:
Leveraging multiple tools and processes (SAP, Subscription Cleansing, others)
Data Quality and Governance:

Have teams in place to do on-going data sampling and cleansing
Have data stewards and processes to address quality concerns and take corrective
action
Content Management and Integration Perspective:

Are leveraging common tables from application master data to drive drop-downs and
other key words for the document management and e-mail tagging
Require common tags on e-mail and documents
Implementing common retention codes for data (e-mail, files, applications, DW/BI)
11
Other Cases ?
12
Discussion
13
CONFIDENTIALITY STATEMENT
Copyright 2011 by SunGard Data Systems (or its subsidiaries, SunGard). All rights reserved. No parts of this
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14

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Proprietary and Confidential. Not to be distributed or reproduced without permission

Purpose and Agenda

Provide an Overview of what Master Data is and is not

Overview of Master Data

Proprietary and Confidential. Not to be distributed or reproduced without permission

What is Master Data Management?

Why is MDM Important?

Proprietary and Confidential. Not to be distributed or reproduced without permission

What is Master Data Management?

Content Management and Integration Perspective:

Master Data Implications beyond systems

Master and Reference Data for Upstream Oil & Gas

Product ID, Product Description, Product Class, Brand,

Using an MDM Framework to Define and Manage Your

Proprietary and Confidential. Not to be distributed or reproduced without permission

MDM Maturity Model

Proprietary and Confidential. Not to be distributed or reproduced without permission

Case Studies and Panel Discussion

Proprietary and Confidential. Not to be distributed or reproduced without permission

Consider a Property Acquisition or Divestiture

Gathering the data across different applications and media can be

Data Quality and Governance:

Content Management and Integration Perspective:

Proprietary and Confidential. Not to be distributed or reproduced without permission

Proprietary and Confidential. Not to be distributed or reproduced without permission

Proprietary and Confidential. Not to be distributed or reproduced without permission

Proprietary and Confidential. Not to be distributed or reproduced without permission

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