Master Data Approach PS 2015 06 Old

Jan-Olav Boeriis , PS Division, 2015-05-26
Master Data Organization PS

Status and approach
Agenda
Master Data basics
Master Data approach PS
Action Plans
References
Master Data / What
Rules and standards for Identification, classification of all products,

Product & Material material, services and solutions including documents
Common data for all that ABB is selling
Common identities, attributes and services for internal and external

Customer & Vendor customers and vendors
Common classifications for Industry, Channels, Applications
Group wide Master Data for Finance and Reporting data

Finance
Chart of accounts, Reporting structures, exchange rates…..
Group wide Master Data for Employees and externals

HR
Identities, organization, addresses, job structure, e-mail
Common ABB (footprint) data for addresses, sites, factories, R&D,

Location Engineering & Project execution, service and sales locations
© ABB Group
10/5/21 | Slide 3
Master Data / Why
There is a need for common data throughout the various systems

Product & Material (PLM, Configurator, ERP, Sales tools.
This drives overall productivity, sales efficiency and BI capabilities
There is a need for common data throughout the various systems

Customer & Vendor (Sales tools, ERP`s, NPS, Service applications
This drives overall productivity, CRM and BI capabilities
Finance Common data is a prerequisite for group wide reporting & consolidation
Essential data for workforce analytics and optimization and overall

HR efficiency (email and access rights)
Enables resource optimization (Real Estate, OpX and productivity

Location analysis etc.)
© ABB Group
10/5/21 | Slide 4
Master Data / Who
Group MD / P&M Domain sets standards operate Group services

Division data manager reviews and implements within Division
Product & Material
Execution is done within BU/PG/LBU/LPG (essential with defined roles)
Group MD / C&V Domain sets standards operate Group services

Customer & Vendor Country SAS and Local sales manage local data linked to group data
BU/PG/LBU/LPG will use data
Group MD / Finance Domain sets standards operate Group services

Finance Country SAS manages local data linked to group data
Group MD / HR Domain sets standards operate Group services

HR Country HR manages local data linked to group data
Group MD / Location Domain sets standards operate Group services

Location BU OpX manages BU data linked to group data
© ABB Group
10/5/21 | Slide 5
Master Data Domains and existing services
Product & Material Customer & Vendor

Id number series (9ADA11) Customer / Vendor data (3rd party)
Id number domains Internal Customer / Vendor data
Product classification (offering trees) ABB Channel Classification
MDF codes ABB Industry Usage
Document kinds ABB Business Partner Classification
Standard Components Applications
Product Lines
Service Categories
Finance HR Location
ABACUS Reporting management Employee Data (GEID) ABB Locations level 0,1,2,3,4
organization External Person Data (GXID) Addresses, Company
ABB Companies ABB Management Hierarchy (HR) addresses.
ABB Regions and Country circles Job families/groups Manufacturing, service, project &
ISO countries ISO language codes engineering locations,,,,,
Currency codes
Exchange rates
Chart of Accounts
© ABB Group
10/5/21 | Slide 6
Agenda
Master Data basics
Action Plans
References
Master Data Use Cases for System Business
Several use cases are collected over time, a selection relevant for PS;
How to present and provide data for that we offer and sell to the
Coherent view of
customer in a coherent way
Products, Solutions,
How to assure that this data is coherent through opportunity,
Services, Software
quotation, order, installed base. (down to Serial number)
How to analyze what we sell to what customer though what channel

Improves Market and how the customer is use what we deliver.
and Customer
How to get this data consistent in different reporting tools and to
analytics
support strategic initiatives.
We need to manage Documents throughout a Project lifecycle with

Improved Document correct and common meta data and document processes
Management
All Documents to follow and agreed set of Data standards and rules
We need to know the Manufacturing, Service, Sales, Project and

ABB footprint, Engineering footprint down to address details
productivity and
We need to globally view and manage the workforce (internal and
workforce analytics external) per Location including their skills
© ABB Group
10/5/21 | Slide 8
Master Data approach / Organization
 Clarify what the BU/PG shall do and not do

 Manage offerings (BU Technology, Product mgmt)
 Manage Locations (BU OpX)

 Use HR, Finance and C&V data (as per given rules)
 Based on this a generic Job description is defined
 Main contact persons on management level defined
 Detailed work sessions per BU with main contact persons incl.

P&M assessment and communication plan are planned
 Responsible persons per PG / Hub to be nominated
© ABB Group
10/5/21 | Slide 9
Agenda
Master Data basics
Action Plans
References
Detailed Plans, 1 (Organization, General Master data)
Item Comment June July Aug Sept 4Q
BU Briefings Master Data done
BU approach for MD agreed

BU/PG persons appointed
Division MD org. operational
Master data for Hub structure intermediate
Master data for Hub structure implemented
Master Data for Strat Initiatives Design, impl
Review of Front End Data ERP / non ERP
Yearly review of Location Data with OpX
Master data for HR footprint present HRGT
Master data for HR footprint R3 rel. HRGT
Management & Guidance
© ABB Group
Related Blocks
10/5/21 | Slide 11
Detailed Plans, 2 (Products, Documents, Systems)
Item Comment June July Aug Sept 4Q
ABB Offering tree All BU`s
Concept for Product Lines (Bus Lines)
Define Product Lines /Bus Lines
Implementation in AIM
BU/PG concept for Prod Data linked to Group
Framework for BU/PG Identification,
instructions classification
BU/PG Instructions implementation

BU/PG assessments and KPIs Related to Group
KPI
Basic Document Master Data Framework
Implementation Doc. MD PDC, Open Text
Transfer to Cont. Operation.
Related Blocks
© ABB Group
10/5/21 | Slide 12
Agenda
Master Data basics
Action Plans
References
General Master Data Links
Master Data Portal
Master Data Content (Do Master Data Governance Fra Master Data Program
mains) mework
Product & Material Group Directive Master Data Briefing Package

Customer & Vendor Group Instruction Master Data Articles
Finance Master Data Domains Flyers
HR Country Master Data Manager Domain Videos
Location s Domain Information
Document Management Division Data Managers
Frequently Asked Questio
Master Data Rule books ns
Master Data Targets 2016 Yammer
AMP Letters
Trainings
© ABB Group
Master Data Architecture Blueprint
10/5/21 | Slide 14
Job description (PG/Hub specialist)
P&M Master Data (Products, Material and Documents data);
 The main contact point and responsible person for Product, Material and Document (P&M) data within
the organization (BU/PG)
 Assures that the global P&M standards (Group and BU) and Rulebooks are reflected in PG/LPG
instructions
 Initiates training and communication of Master Data within the PG based on P&M standards and
Rulebooks
 Assures that the relevant PLM and Document management systems are following the P&M standards
and Rulebooks
 Assures that the ERP system is following the P&M standards and Rulebooks (enter data for PG)
 Identifies systems and projects (e.g. PLM/ERP development) relevant for Master Data
 Understands the main data flow and data elements for products from design to installed base
 Monitors and drive compliance to the P&M standards and Rulebooks within the in PG/LPG, aligned to
BU metrics
 Monitors and improve the BU metrics overall, especially towards Products, Material and Documents
 Acts as qualified reference person for the Division and Group organization for P&M

Location Master Data
 Is informed about the BU location data and aligned with the BU OpX manager for Data maintenance
Customer & Vendor Master Data
 Is informed about the Customer & Vendor data and aligned with the Country Master Data manager and SAS center
Finance Master Data
 Is informed about the Finance data and aligned with the Country Master Data manager and (Unit) PG controller
Overall Country co-ordination
• Is aligned with the Country Master Data manager with respect to Roles and responsibilities within country (see above).
© ABB Group
10/5/21 | Slide 16

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Jan-Olav Boeriis , PS Division, 2015-05-26

Master Data Organization PS

Master Data basics