Master Data Management Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Master Data Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Master Data Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Master Data Management specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Master Data Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Master Data Management improvements can be made.

Examples; 10 of the 997 standard requirements:


1. Do you conduct regular external and internal tests to identify vulnerabilities and attack vectors, including penetration testing, red team exercises, or vulnerability scanning?
   
   

2. What percentage of the patient care revenue received by the practice in which you work comes from all of the practices managed care contracts combined?
   
   

3. Does the MDM system automatically regenerate the data services that are closely tied to the data model to reflect any changes done to the data model?
   
   

4. How do you effectively detect duplication and inconsistent data when it is distributed across different silos, vendors, and providers?
   
   

5. What are the standards and metrics for data quality with respect to accuracy, timeliness, completeness, and credibility?
   
   

6. How has each factors affected you in providing culturally and linguistically appropriate services to your patients?
   
   

7. Does it offer performance management to help ensure you are getting the best return on your workforce investments?
   
   

8. Does the MDM system provide the capability to create and manage master record versions based on effective dates?
   
   

9. How to present benefit and risk information on electronic/digital platforms, given character space limitations?
   
   

10. How will managerial decision making be influenced by assumptions associated with data processing and analysis?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Master Data Management book in PDF containing 997 requirements, which criteria correspond to the criteria in...


Your Master Data Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Master Data Management Self-Assessment and Scorecard you will develop a clear picture of which Master Data Management areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Master Data Management Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Master Data Management projects with the 62 implementation resources:


• 62 step-by-step Master Data Management Project Management Form Templates covering over 1500 Master Data Management project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Responsibility Assignment Matrix: Are your organizations and items of cost assigned to each pool identified?
   
   

2. Scope Management Plan: Does the detailed work plan match the complexity of tasks with the capabilities of personnel?
   
   

3. Initiating Process Group: The Master Data Management project managers have maximum authority in which type of organization?
   
   

4. Requirements Management Plan: Controlling Master Data Management project requirements involves monitoring the status of the Master Data Management project requirements and managing changes to the requirements. Who is responsible for monitoring and tracking the Master Data Management project requirements?
   
   

5. Activity List: Are the required resources available or need to be acquired?
   
   

6. Lessons Learned: If issue escalation was required, how effectively were issues resolved?
   
   

7. Source Selection Criteria: How do you ensure an integrated assessment of proposals?
   
   

8. Lessons Learned: Was the change control process properly implemented to manage changes to cost, scope, schedule, or quality?
   
   

9. Executing Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
   
   

10. Scope Management Plan: Have the key functions and capabilities been defined and assigned to each release or iteration?


 
Step-by-step and complete Master Data Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Master Data Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Master Data Management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Master Data Management project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Master Data Management project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Master Data Management project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Master Data Management project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Master Data Management project with this in-depth Master Data Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Master Data Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Master Data Management and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Master Data Management investments work better.

This Master Data Management All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.