Master data management of scientific research institutes? Suppliers or customers? I am a correspondent

• From a business perspective , The standardized management of data resources is important for promoting the application of industry finance integration , Break through business process breakpoints , It is of great significance to seamlessly support business operations . ·
• From a management perspective , The standardized management of data resources is conducive to standardizing the management foundation , Managing and retroactive claims 、 The debtor , It is conducive to internal control management and supervision of performance . ·
• From the information level , The standardized management of data resources is conducive to the unification of data models and control standards ; It is conducive to the establishment of enterprise level data center and highly integrated mapping relationship .

One 、 Business status and problem analysis

A research institute specializes in the development of complete electromechanical equipment . Many suppliers are involved in daily work 、 The customer's trade , At the supplier 、 There are the following problems in customer information management ：

problem 1： Management responsibilities are scattered
Different departments are in charge of different businesses , As a result, the information of external units is undertaken by multiple departments .

The existing equipment production suppliers are managed by the quality department , Equipment procurement suppliers are managed by the procurement department , Suppliers of equipment and facilities are managed by the planning and development department , Office supplies 、 Suppliers of miscellaneous goods are managed by the general management office . Special product customers are managed by the special product department , General product customers are managed by the general product department .
Bank information is not managed by the business unit （ In particular , The bank information of equipment production suppliers is managed by the quality department , The bank information of special product customers is managed by the special product department ）, Supplementary entry by financial department 、 Manage all suppliers 、 Customer's bank information .
problem 2： The way of management is not unified
Different departments have different management methods ： Platform system VS Offline form .

Existing equipment production suppliers are managed in the quality management system , Equipment procurement 、 The supply of equipment and facilities is managed in the integrated management platform , Office supplies 、 Suppliers of miscellaneous goods are offline EXCEL In the management ; Special product customers are managed in the integrated management platform , Common product customers are offline Excel management .

problem 3： Information sharing is inefficient
Business and management are disconnected , The supplier or customer information managed by each department is not directly shared with other departments , For internal use in their department .

Such as ： The financial department needs to rely on paper contracts for all suppliers / Manual extraction of customer information , Call to confirm , Then manually enter in the financial system ; Other departments with use needs rely on the copies of paper contracts for manual extraction , Inefficient work .

problem 4： Lax standards affect financial business
The rules are different 、 Multi head maintenance , The repetition is serious .

Identify the supplier with the unit name as the identification / Whether the customer repeats , The same company is both a supplier and a customer , In the supplier and customer information of different departments , The names may not be the same （ for example ： Technology Corporation 、 Science and technology company 、 Technology Co., Ltd ）, As a result of multi head management, more than two codes will appear in a company . Lead to the same supplier / The customer's arrears have not been collected , The problem of paying the unit occurs from time to time , It is difficult to detect the risk of bad debts in time .

Two 、 Master data governance solutions

Because the Institute supplier 、 The customer information is crossed 、 repeat ; There are a large number of common basic attributes of the two types of information at the data level （ Such as the name 、 code 、 Unified social information code and other attributes ）, Have natural merger conditions ; And the business systems that manage and use the two types of information also intersect , The data integration interface can be shared ; Therefore, the supplier and customer information will be consolidated “ Current unit ”, And classify . The master data solution of the current company is as follows ：

chart 1：“ Current unit ” Master data example

chart 2：“ Current unit ” Master data construction diagram

1、 Data standards
The master data management platform serves as the source system of the master data of the current company , Quality Division 、 Procurement Division 、 Planning and development division 、 General management division 、 Special products department 、 The general product department and other departments are the maintenance departments for the master data of the transaction company , The original business responsibilities will not be affected .
The transaction company master data attribute is divided into “ Basic information ” and “ Bank information ” Two groups , And define the quality specification for each attribute . Basic information includes transaction company code 、 Name of the company 、 Unified social information code 、 Legal representative, etc. ; The bank information includes the name of the account 、 Bank of deposit 、 Bank accounts, etc .
The unified social credit code is used as the unique identification field of the primary data of the transaction company , And required , Prevent repeated data entry , Ensure that the master data of the current company is unique .

2、 Data cleaning
Organize relevant departments to investigate the problems involved in each section 7200 The master data of more than one transaction unit is comprehensively cleaned , Compare the master data of the Institute's full volume exchange units 、 Summary 、 Comments and rectification , Sort out the effective transaction company data 6100 More than one .

3、 Maintenance process
Based on master data management platform , Control the data management authority of each department , It is divided into “ edit ” and “ see ”. Related business departments have edit permission for the basic information of the transaction company they need to maintain , You can only view the basic information of the transaction company maintained by other departments ;
Provide perfect data revision mechanism . Quality Division 、 Procurement Division 、 Planning and development division 、 General management division 、 Special products department 、 The general product department and other departments can be based on the basic information of the transaction company , Maintain bank information ; If subsequent maintenance / The user department finds that the bank information is wrong , It can be communicated offline 、 The combination of online revision process review , Revise the bank information .

4、 Integrated application
Take the master data management system as the company information （ contain ： Basic information and bank information ） The basic management platform , With ESB As the key path of data flow , Quality management system 、 Integrated management platform 、 Financial system 、 The warehouse management system and other business systems serve as the main platform for business flow , Get through “ scientific research - purchase - financial ” Data integration link , Realize data exchange between systems , Realize one entry and multiple uses , Active push after data update , Realize data sharing and exchange .

3、 ... and 、 Project implementation results

01、 Improve data quality
Clean and eliminate garbage data 1100 More than one , Purified the data of each business department and each business system , Helped each department to clarify the current contacts , Improved the quality of master data of current companies .

02、 Improve work efficiency
Unify the data acquisition caliber of each department's transaction units , It takes the financial department from... To obtain the transaction unit data 2 The sky drops to the second level , Improved data flow efficiency , Reduce the workload and work difficulty of the financial department .

03、 Standardize financial transactions
It provides convenience for all kinds of statistical analysis with transaction units as the main body , It effectively avoids uncollected debts of the same transaction company , The problem of paying the unit occurred .

04、 Avoid bad debts
Through the master data management of the transaction company , Assist the financial department to check the business bills of all cooperative units in time , Sort out the account details of each project , Sort out bad debts that may be overdue 500 More than , Collection of accounts 350 More than , Effectively avoid the occurrence of bad debt to bad debt .