Implement Customer Master Data Management (CMDM) Solution

This course provides step by step guide to implement key capabilities needed in a standard CMDM solution using Semarchy

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Last Updated: 2023-04-10 09:04:22 English Course Type: Self Learning

Customer Master Data Management Basics
Customer Data Model
Match and Merge Rules
Web User Interface
Import Capabilities and Error Views
Hierarchies
Versioning and Auditing
Manual Merge and Unmerge capabilities for Data Stewards

Customer master data management is a solution used to manage and create master data records by avoiding duplications. By analysing customer data in a single platform, this type of data management product delivers a single customer view linking heterogeneous data sources together, addressing data quality issues and synchronising customer information.

Customer MDM can help you to:

Track history of customer interactions

Avoid duplication in data processing

Lower marketing costs

Increase sales

Gain customer insights while delivering more value

Connect with your customers and build meaningful relationships

We will achieve the below in this course:

Introduction to Customer Master Data Management

Customer Data Model

Match and Merge Rules

Import capabilities

Error views

Hierarchies

Versioning and Auditing

Manual merge and unmerge capabilities

Reporting on customer data

Search capabilities

If you want to learn key concepts and capabilities of customer master data management solution, this is the course for you. We will build a complete CMDM solution with Semarchy . The principals used to build our semarchy CMDM solution can be used with other MDM products as well if they offer standard OOTB functionalities like setting up screens, match and merge capabilities etc.

We will use free 7 day trial from Semarchy xDM to build our CMDM solution. Please note this course focuses on building CMDM key capabilities which can be implemented in any standard MDM solution and not on teaching Semarchy basics, have got another course 'Introducing Semarchy xDM (MDM) for Beginners' for that.

Basic understanding of any MDM product for implementing Customer Master Data Management (CMDM) solution taught in this course

Anyone who wants to understand and learn customer master data management basics and implementation

Section 1 : Introduction 2 Lectures 00:06:04
Lecture 1 :
Introduction Preview
Lecture 2 :
Course Resources
Section 2 : Data Model 6 Lectures 00:40:09
Lecture 1 :
Introduction to Data Model
Lecture 2 :
Source Data Files
Lecture 3 :
Data Model Pre-reqs
Lecture 4 :
Building Entities
Lecture 5 :
Establishing relationships and Creating Diagram
Lecture 6 :
Setting up Enrichers and Validations
Section 3 : Match and Merge Rules 2 Lectures 00:13:31
Lecture 1 :
Defining Match Rules
Lecture 2 :
Survivorship Rules
Section 4 : Application Components and Deployment 2 Lectures 00:17:44
Lecture 1 :
Creating Application Components
Lecture 2 :
Deploying our data model
Section 5 : Configuring Web User Interface 6 Lectures 00:40:54
Lecture 1 :
Creating Error Views
Lecture 2 :
Creating Import Capabilities
Lecture 3 :
Updating Action Set and Stepper
Lecture 4 :
Disabling Email Validation and Importing Data
Lecture 5 :
Fixing Errors
Lecture 6 :
Enhancing Web UI screen
Section 6 : Hierarchies and versioning 2 Lectures 00:14:13
Lecture 1 :
Setting up Customer Hierarchy
Lecture 2 :
Versioning and Auditing
Section 7 : Manually Merge and Unmerge from Web UI 4 Lectures 00:10:36
Lecture 1 :
Confirm Duplicates
Lecture 2 :
Review Suggestions
Lecture 3 :
Merge Operation
Lecture 4 :
Unmerge
Section 8 : Configuring Search 1 Lectures 00:06:50
Lecture 1 :
Global Search
Section 9 : Dashboard 1 Lectures 00:00:00
Lecture 1 :
Setting up Customer Dashboard

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Rahul Ghai,

2285 Course Views

3 Courses

Information Management professional with experience in multiple data management assignments focusing on Master Data Management, Data Governance, Data Quality, Data Integration, Data Migration and Data Analysis. Extensive experience in working as well as leading multiple data management engagements. Also work in close collaboration with the business stakeholders to ensure successful program delivery.