Customer data is captured across multiple lines of business including Membership, Travel, Insurance, Registry, Driver’s Education, and Online Account running as custom web applications and on Microsoft Dynamics CRM and AX platforms. Lots of data, lots of diﬀerent places.
Wanted to roll out a corporate strategy for Omnichannel Marketing where AMA can eﬀectively cross sell and upsell the various product oﬀerings to their customer base.
Be sure to use good data integrated from all the sources using an existing BPM tool to be sure to drive eﬀective campaigns/oﬀers to their customers.
Where to Leverage internal IT talent on the most eﬀective piece of development, and where to use oﬀ the shelf software for the most eﬃcient IT spend.
Create Single View of Customer
Find cost eﬀective MDM solution that works with the Microsoft stack including Dynamics
Select a tool – that ﬁts into AMA Data Architecture and complements the existing BPM (business process management) processing and Event Streaming framework.
Create Customer Golden Records by matching and de-duping existing records. Set up process for ongoing daily data harmonization so every LOB operates from a single accurate view of Customer.
Design an ongoing Data Governance strategy for data as an asset
Consolidated 12M total customer records into a 3M golden customer records. Cleansed, de-duped trusted data now.
Setup a new foundation for BI analysis, reporting, and machine learning initiatives by bringing together all the disconnected customer transactional data.
Created a “customer lookup before create” web service that is starting to get utilized by our business applications to improve the data quality and data consistency of our newly created customer records.