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thatsamonad | 4 years ago

Regardless of the tool you pick for actually managing the data, first you’ll need to go through some data classification to determine what your dimensions are and how to reconcile them.

For example, if you have multiple data sets for Contacts, what dimensions should be used to say that a record from system A is the same as a record from system B? Is it email address, full name, some other identifier? From there you have to then decide which source system is more “correct” and how to determine that.

You’ll also need to figure out if reconciliation should be automatic, manual, or both. Does a “master” record get flagged when it’s out of sync for user review, does someone have to intervene to say which values are correct and merge those records, or are you relying on some keys and algorithms to make a best attempt? In some cases it’s helpful to have a set of “staging” tables for dealing with the source data and a “pre-merge” table for resolving conflicts before overwriting the master record.

This is why many MDM platforms can charge as much as they do. They’ve already figured out decent ways to manage this for some known platforms (Salesforce, ERP systems, etc).

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IWantToRelocate|4 years ago

yes, each user will have an user id (and also full name, phone and email)