- Customer identities are duplicated within applications and across multiple systems.
- Consolidated 360o view of customer is lacking – need to see customer activities rolled up multiple ways to meet the needs of various internal teams.
- Needed to group customer facts across systems – this group of customer IDs in SAP had these POs plus additional POs through this partner channel which is stored in a separate application.
- Need to cleanse and correct data – address correction plus phone and email standardization.
- Create “Golden Records” for customers across SAP, Sales-Force.com and Model N.
- Cleanse, de-dupe and sync records including creating ongoing work-flow to maintain accurate information across all business systems.
- Create flexible hierarchies to roll up for multiple views of customer activity.
- Design ongoing data management strategy for other key reference, employee, and client data.
- Created ongoing data management strategy to improve customer analytics such as cross-sell, up-sell and overall customer contribution.
- Created Customer Golden Records with clean, trusted data.
- Provide multitude of consolidated customer views to meet the reporting needs of the various internal teams.