Yixin Huachen talks about how to do a good job in customer master data management

The competition of enterprises in the future is the competition of ecosystem . Suppliers and customers, as an enterprise, are upstream and downstream in the ecosystem , Whether the enterprise can effectively integrate the two information , And whether it can share applications unimpeded within the enterprise , It is directly related to the position of enterprises in market competition . To achieve the connection between upstream and downstream , Facilitate the operation and information flow of relevant businesses within the enterprise , It is very important to manage the customer / supplier master data well .

01、 What is customer / supplier master data ？

Customer / supplier refers to an entity or organization that has external transactions with an enterprise , Including customers and suppliers . When the enterprise is large , Customers and suppliers have a high degree of coincidence , Enterprises will regard these external trading partners as “ merchants ” To unify management .

Customer / supplier master data refers to the data that can meet the needs of cross department business collaboration , Basic information that reflects the status attribute of the customer / supplier entity .

We can regard customer / supplier master data as “ The nerve center ”, Link the enterprise's raw material procurement 、 machining 、 Product packaging 、 Quality testing 、 sales 、 Warehouse logistics 、 Customer satisfaction evaluation and other links , Its timeliness and effectiveness , It affects the accurate analysis and decision-making of information in each link , So as to affect the position of enterprises in market competition .

02、 Why should we manage customer / supplier master data well ？

Because the customer / supplier master data is biased towards the bottom in its own characteristics and application architecture , It mainly plays the role of service and support , Direct benefits don't seem to be so immediate , So its governance is often ignored , This leads to the occurrence of duplicate customers and suppliers 、 Customer / supplier information is missing or invalid 、 Customer data error and other problems , Affect the normal operation of the business .

For example, a supplier fails to meet the supply quality 、 For reasons such as poor service, an enterprise subordinate to the group is no longer used as an alternative supplier , However, the information was not synchronized to by other departments in time , There is still a transaction with the supplier , It has caused further losses to the enterprise ……

Such as customers 、 Inaccurate supplier information , As a result, enterprises are 、 The supplier carries out historical purchase price 、 Data distortion occurs in multi-dimensional statistical analysis such as regional sales , Accurate data cannot support enterprise decision-making ……

The emergence of these problems , Disrupt the normal business decisions of the enterprise , And these questions , You can manage the customer / supplier master data in advance , To avoid . Now let's talk in detail , How to manage customer / supplier master data ？

 

03、 How to manage customer / supplier master data ？

1. Identification range

Customer / supplier master data is a part of enterprise data , When managing customer / supplier master data , First, we need to identify the customer / supplier master data , Define the scope of requirements , In order to carry out the subsequent optimization work .

To define this scope , We mainly need to consider two dimensions ： First, the existing operation and management of the enterprise 、 Production and operation 、 Analyze the business and application systems at the decision-making level , The second is the future strategic development or planning of the enterprise .

The following figure shows the commonly used customer / supplier master data , May refer to .

2. Set the standard

 

Whether the customer / supplier master data is accurate and standardized , Affect subsequent business and decision-making , Therefore, the determination of customer / supplier master data standard , It is a basic project for customer / supplier master data management . For customer / supplier master data , Mainly from the classification 、 code 、 And attributes to determine the standard .

（1） Classification criteria
The principles of classification design mainly include 4 spot ： The first is not heavy, not missing ; Second, the coarse and fine particle size should be reasonable ; The third is to meet business needs ; The fourth is to conform to industry habits .
One important point here is , In the whole process of classification design , The implementation personnel shall repeatedly confirm with the customer . Because once the classification is not done well , Subsequent may lead to a large number of repeated entries , And have a great impact .

（2） coding standard
Customer / supplier code is the unique identification of customer / supplier master data , Digital pipeline code is generally recommended , Try to be brief , It should be able to meet the needs of enterprises in the next ten years ; You can also refer to the actual application management status and use requirements of the enterprise , Conduct “ Fixed meaning code + Digital pipelining ” code , for example ： commonly ERP The system uses “ Area classification code + Digital pipelining ”, Facilitate the use habits of enterprise users and reduce the impact on existing business systems .
But in principle , Only one code can be assigned to a customer / supplier , After a customer / supplier is deactivated , This code is no longer assigned to it .

（3） Attribute criteria
To sort out the attribute standards, we can refer to some standards , For example, external international standards 、 National standard ; Industry standards and system requirements at the business level ; In addition, when combing attributes , We HIA You can refer to the data dictionary from the source system , Look at some code tables ; Finally, we can also learn from some good practical experience and achievements to sort out the attribute standards .
As shown in the figure is an example of an attribute standard .

3. Data cleaning

 

The premise for the value of customer / supplier master data is , It has high data quality , Can be accurate 、 complete 、 Agreement 、 It works 、 And only . For this , We need to clean the customer / supplier master data , This process is mainly divided into two steps: data filtering and data confirmation and warehousing .

（1） Data filtering
First, filter the historical data field through the customer / supplier standard field 、 To reprocess , Filter out the existing and useful customer / supplier data . Customer / supplier master data can be filtered according to the following classification steps ：
① Tax number （ Unified social credit code ） And the only customer data ： Fill in the information according to the master data template .
② No tax number , But there is the full name of the customer or tax registration code ： Get tax number and other fields with tools , And fill in the information according to the master data template .
③ No tax number , But for SAP And SRM、SAP And CIS/DMS Data with code name shared by the system ： Sift out similar data , And sort out and merge similar data by means of system tools and manual intervention , Then fill in the information according to the master data template .
④ Communicate with the business department whether to keep other data without screening basis , In case of cleaning, the business department needs to fill in the data according to the master data template .

（2） Confirm warehousing
For the data cleaned by the business system , Summarize according to master data standard template . Then check the cleaned data uniformly , Record the problem data after cleaning and feed back to the business system for re cleaning , So that the data completely meets the customer / supplier master data standard . When the cleaned data meets the standard , Import its initialization into the system , Wait for the system to go online .

4. Data landing

（1） Customer / supplier master data switching
It refers to the main data used by the customer / supplier and the main system , Generally according to the structure of each business system 、 Data volume 、 Importance, etc , Finally determine the appropriate strategy . Common handoff strategies include ： Adopt the master data of master data management platform completely 、 Realize the connection with old data through mapping 、 Through mapping and step-by-step data switching , Gradually realize that all systems use unified master data .

（2） Customer / supplier master data distribution
It mainly determines the data distribution method between the customer / supplier master data system and each business system , Generally, there are three kinds of situations ： High real-time requirements , Through interface （ESB） distribution ; Batch acquisition , Distribute by exchanging tasks ; The system is busy , Offline batch distribution .
Yixin Huachen's master data management platform Rui code , It can provide diversified master data services . It can support the distribution of customer / supplier master data 、 Inquire about 、 download 、 Analysis etc. , Help maximize the value of master data , At the same time, it provides rich interfaces, which can be quickly integrated with the business platform , Meet the personalized needs of different business systems for customer / supplier master data .

 

（3） Customer / supplier master data maintenance
It mainly determines the maintenance source and management mode of customer / supplier master data .
Common maintenance strategies include ：
① Add master data in the master data management platform 、 Change and delete , Timely distribution of , It is suitable for high control requirements , Customer / supplier master data with low real-time requirements ;
② Add master data in a single business system 、 Change and delete , The master data management platform updates the synchronous data in time and distributes it to other business systems , For a single trusted source , Customer / supplier master data that is not affected by other systems ;
③ Add master data in multiple business systems 、 Change and delete , It is integrated and processed by the master data platform and distributed to all business systems , It is applicable to customer / supplier master data with high real-time requirements .
Use the right platform , The application and maintenance of customer / supplier master data can get twice the result with half the effort . Remade platform supports centralized and distributed management of master data , Strictly regulate the addition of master data 、 change 、 Review and other processes , Realize the full life cycle management of various master data , Can be added manually 、 Import 、 Interface transmission and other ways to collect master data , And provide all-round quality inspection , Ensure the quality of master data .

 

04、 Summary

Although the customer / supplier master data is relatively stable , But it is not invariable , The management of customer / supplier master data also requires continuous iteration 、 The process of continuous operation . Take customer / supplier master data as the center , Do a good job in its management and Application , Accurate positioning of customers 、 Supplier data , Can effectively help enhance the added value of information , Help enterprises build their competitiveness in the ecosystem .