Reference Data Management: 1-Wk Proof of Concept

Your Forces Sp. z o.o.

Reference Data Management application – one platform to view, edit and save the reference data and dictionaries across the organisation.

This offer provides a solution for your reference data and data dictionaries challenges Metastudio DRM is a specialized editor of reference data, operating independently from technology of the database storing the tables. Furthermore, it allows the management of hierarchies (organizational structures, object hierarchies, charts of accounts), analytic dimensions (customer segmentations, product classifications, sales channels, cost centers codes), data conversion (mapping) rules, data validation and control rules, processes steering parameters.

Metastudio also offers data types and data editing rules characteristic for the Reference Data Management & Metadata area, versioning, value domains, establishing relations between dictionaries and various types of hierarchies.

As a conclusion we can say Metastudio DRM is a central knowledge repository of the managed reference data and data dictionaries, organized into a hierarchical structure of folders and objects.

For this proof of concept, we will use Metastudio DRM, connected to an Azure SQL Database in your Azure environment.

Project PoC tasks include: • Preparing a dedicated PoC scenario for you, based on the sample RDM problems you provide • Setting up a sandbox environment • Registering several sample dictionaries along with all the necessary functionalities • Conducting several exercises that illustrate various use cases related to maintaining reference vocabularies, such as: o Editing reference data using key functions that support business users: value domains, enumerations, and management of validity periods o Different scenarios for importing reference data into dictionaries: full, partial, and with automatic handling of validity periods o Defining various constraints in the dictionary to prevent business users from entering inappropriate data, such as: value range validators, regular expression-based validators, and lists of allowable values o Examples of propagating work products between DEV, TST, and PROD environments

Deliverables • A prepared environment ready for carrying out the PoC and made available for a specified time for conducting your own tests • Knowledge transfer about the prepared environment, dedicated use cases, and capabilities of the Metastudio DRM tool

Summary The main goal of this offer is to provide your company with a functional solution that addresses a specific need, which you can continue to build upon once you are convinced of the value that reference data management brings to your organization. • We offer a Proof of Concept (PoC) for reference data management tailored to your specific needs and challenges. • The PoC will include various exercises illustrating different use cases related to maintaining reference dictionaries, such as editing data, importing data, and defining constraints. • We will provide a prepared environment for carrying out the PoC and make it available for a specified time for conducting your own tests. • We will also provide knowledge transfer about the environment, use cases, and capabilities of the Metastudio DRM tool.

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