Multi-company Setup

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The multi-company setup is used to consolidate data from two or more ERP or CRM systems into a single analytics solution. Once the data is consolidated, security settings can control what data set each user will have access to. For instance, the head office of a multi-company system has access to all data from all business units, while users from a given unit will only be able to access their own data.

Consolidation of multi-company systems can be a fairly simple process, just union (merge) all required tables and that’s it. However, quite often that cannot be done. Consider an example of integration the sales tables from two ERP systems. Assume that both ERP systems handle the same type of sales processes (ex.: selling off-the-shelf products to clients), and there’s no sharing of products and customers between the two ERPs. In this case, a simple merging of each ERPs’ tables into a target table in the data warehouse will do the job. Now, consider that the two ERPs share some customers but use different Customer IDs, and some customers have the same name but are different entities. How would you want to handle such cases? There are many ways to handle that, but it takes discussions with the business users to define exactly how to perform the table and data merging for reporting purposes.

The setup of a multi-company system usually involves work at three different levels in DataSelf solutions:

  • DataSelf ETL: Used to perform table unions of all desired source tables into the data warehouse via the ETL. For details, visit: http://www.dataself.com/wiki/Import_Table_Wizard#Table_Union_Concepts.
  • DataSelf data warehouse: In most instances, the canned data warehouse templates already come with a multi-company setup. Consult support@dataself.com if the default settings don’t work as is.
  • Client tools: In most instances, the data connectors and report templates already come with a multi-company setup by default. Consult support@dataself.com if the default settings don’t work as is.

Data security configuration for multi-company setups: Work in progress…