Building an All-in-One Governance Hub of

Geo-Referential, Business Partner, and

Vessels Master Data

Richard Branch

Semarchy

3rd KnowHow Meeting … Hotel Hafen Hamburg … 5th Sep 2018 Master Data Management … Data Governance … Data Management www.DataCampus.eu

3rd KnowHow-Meeting (5th Sep 2018 Hotel Hafen Hamburg) - in collaboration with …

Building an All-in-One Governance Hub of Geo-Referential, Business Partner, and Vessels Master Data

Best Practices:

Richard Branch VP & General Manager Semarchy Limited

© 2018 CMA CGM, Semarchy

CMA CGM

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CMA CGM is present in 160+ countries via 755+ agencies, with 30,000+ employees worldwide. With a young and diversified fleet of 504 vessels, the Group serves over 420 of the world’s 521 commercial ports. Through more than 200 shipping lines, the company operates on every one of the world’s seas.

A leading worldwide shipping group, with headquarters in Marseille, France

@CMACGM

© 2018 CMA CGM, Semarchy 4

MDM is about building ONE SINGLE VERSION OF THE TRUTH

MDM is not an IT project It is a LONG-TERM BUSINESS EVOLUTION

MDM is not only an operational topic managed back-office It impacts EVERY LAYER of the organization

© 2018 CMA CGM, Semarchy

Part of the project was changing the way CMA CGM thinks about data Classification, alignment, definitions the first step to better enterprise-wide understanding

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Ex: Quotations, Bookings, Transport Orders, Invoices,

etc

TRANSACTIONAL DATA

Ex: Customers, Suppliers, Locations, etc

MASTER DATA

Ex: List of Countries, Currencies, Commodities, etc

REFERENCE DATA ▪ Generally very stable

▪ Set of permissible values (list of values) ▪ Can be defined by standards (ISO) ▪ Supporting transactional and Master Data

▪ Slowly changing dimension

▪ Across the enterprise

▪ Critical to the business

▪ Supporting transactional data

▪ Describe an event that happened in a certain point in time

▪ Drives business indicators

▪ Relies on Master & Reference Data

Transactional

Master

Reference

Business

Intelligence

© 2018 CMA CGM, Semarchy

Vessels Location

110,000 – ports, terminals, etc.

Master & Reference Data at CMA CGM

Customers

• 1.2 Million total business partners • 1,000 daily creation requests (30K/month)

Suppliers

9,000 entities (owned, charters,

barges, etc.)

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© 2018 CMA CGM, Semarchy

Data Quality: striking a balance between control and flexibility

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Flexibility & Creativity

Responsibility & Control

© 2018 CMA CGM, Semarchy

Governance: An always-on critical business capability

1.2M partners, critical up-time 99.999% availability requested

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Legacy Availability

Partial transition - systems running in parallel, alignment

Several systems, several teams, not a single, centralized unit

Governance

© 2018 CMA CGM, Semarchy

To affect this change, we had to focus on two things

Data Steward/Data Owner

• Common definitions

• Define the rules, processes, KPIs

• Centralize documentation

• Reporting, remediation, action plans

Data Mgt Fundamentals

• Governance Rules

• Methods

• Communication planning

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© 2018 CMA CGM, Semarchy

Master & Reference Data – Families and Sub-families 115 Master and Referential data inventoried and validated; grouped under 6 Families and 22 Sub Families

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1 . Partners 2 . Places 3 . Product & Services 4 . Finance & Organization

1.1 Business Partner Master 1.2 Shipping & Planning Info

1.5 Financial Info

1.3 Patner Central Hierarchy 1.4 partner Compliance

2.2 Location Master 2.3 Zone Master 2.1 Shipping & Planning Info

3.1 Network Definition 3.2 Product Master 3.3 Vessel Master 3.4 Equipment Master

3.5 Tariff 3.6 Service Master 3.7 Competitor Prod. Master

4.1 Financial Core Structure

4.2 Finance Controlling 4.3 Finance Accounting 4.4 Procurement 4.5 Employee & User

© 2018 CMA CGM, Semarchy

Different levels of standardization – Application Data Management The implementation of a new, collaborative data data governance

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Local Data

Global Data

Local Data

Local Data

Local Data

Local Data can be an additional detail of a Global Data…

…or can be independent

E.g. All shared information of the vessel

(IMO, Vessel Name, …)

E.g. Vessel equipment like Lifeboats E.g. All the crewing information or

Charter contract information

Global Data:

Define standards in the enterprise – cross functions,

departments, regions & systems.

Local Data:

Define standards within a function, a

department, a module, a region.

They may vary from one unit to another.

© 2018 CMA CGM, Semarchy

Why we couldn’t just address this with our existing SAP relationship

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Considered the MDG module from SAP, decided against that because…

Legacy Workflows, Etc. Expensive

© 2018 CMA CGM, Semarchy

Helping the business define their needs, and getting them hands-on quickly

Define requirements

Responsibilities, Roles, Workflows

Workshop – IT & Business

Define the ideal system

Proof-of-Value (PoV)

Use that ideal to create the PoV

PoV as a starting point

Present back to the business – v0.1

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It’s easier to adapt IT rules to the business, than the other way around – let them play with it!

The journey we followed

© 2018 CMA CGM, Semarchy

Agile development methodology applied to MDM & Data Governance

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PoV First Iteration

Every aspect of what CMA CGM did was a building block for the next component – no wasted cycles

Workflows to validate between teams

Semarchy Compliance, duplicates,

standardization of partner details, etc

Assign groups of partners to teams for validation/standardization

Workshop IT & Business Design workflows Roles & responsibilities

Agile Iterations Implementing workflows Design of interfaces Cleansing, quality, enrichment Adding functionality, i.e. compliance, search, etc. Update data model, hierarchies, etc. Three-week sprints

© 2018 CMA CGM, Semarchy

With an Intelligent Data Hub in Place, we have enabled more capability

Business commitment

Business users --> Sponsors

Consistency and alignment Confidence in the data

Collaborative Governance Centralizing global components, while continually getting input from local

Extensibility

Platform for expansion: Contact governance, external VAT checks, etc.

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Data is an asset today at CMA CGM

© 2018 CMA CGM, Semarchy

Here’s some ”best practices” we picked up

Identify sponsors early

LOBs, data stewards, data owners

Dedicated Business Resources

(not someone’s side job)

Legacy Interoperability

Ships & 1.2M Partner can’t turn fast!

Data Sourcing is Global

Transform, govern, enrich, cleanse…

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Agile approach helps with change management - users see benefit from doing something differently because of value to their day-to-day activity

Intelligent Data Management™

© 2018 Semarchy

xDM: Intelligent Data Hub for MDM, ADM & Governance

Smart

Algorithms, Data Table Creation, Micro-services, Automation, Workflows, delegation, etc.

Agile

Intuitive UI, development & UX. Adaptive modeling enables

business flexibility

Measurable

Minimally disruptive, fast ROI, definition and enforcement of

policies/procedures

Intelligent Data Management™

© 2018 Semarchy

CMA CGM is one of the many successful clients in the Semarchy Family

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© 2018 Semarchy

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BUSINESS OUTCOMES

BUSINESS DRIVERS DIFFERENTIATORS

DATA HUBS OTHER DETAILS

CMA CGM

TRANSPORTATION & SHIPPING

Third worldwide shipping company that operates a fleet of 428 ships with a capacity

of 1,556,000 TEU on 170 shipping routes.

Reduced regulatory compliance risks with process integrity for business partner data.

Reduced operational costs for SAP project

roll-out roadmap thanks to the tight integration of Semarchy within the critical

order-to-cash process.

Increased business partner’s satisfaction with standardized and enriched billing &

shipping information.

As a highly regulated business that must comply with complex export rules CMA

CGM want an All-in-One Governance Hub of Geo-Referential, Business Partner, and

Vessels Master Data. A central regulatory compliance team governs,

certifies, cleanse and trace their data to minimize their risk exposure.

• Simplicity in modeling end-to-end processes

• Tight integration with SAP • Support of complex user-interface

logic for regulatory compliance • Completeness of matching rules to

detect duplicates • Data Quality

• Customer B2B (Centralized) • Location (Centralized) • Reference Data (Centralized)

• Real-time integration with SAP and legacy apps

• 5 million business partners • Implemented by Sopra and Accenture with

the help of Semarchy

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Thank you!

Intelligent Data Hub for Application Data

Management, RDM, MDM and Governance

www.Semarchy.com richard.branch@semarchy.com