Problem Statement

The client relied on an outdated Sales Operational System to manage customer data, which resulted in fragmented records, inefficiencies, and an inability to scale operations. Manual data management processes created delays, errors, and poor visibility making it difficult to maintain customer trust and regulatory compliance.

Key Challenges

• Outdated Systems

  The existing SOS platform lacked the capabilities needed for modern customer data handling.

• Manual Data Syndication

  Absence of automation led to time-consuming and error-prone data processing.

• Fragmented Customer Information

  Disparate systems caused inefficiencies in managing individual and organizational customer records.
  

• Integration Gaps

  Lack of integration with external platforms limited data availability and usability.

Solution Implemented

CDM Platform Implementation: Built a scalable solution to manage both individual and organizational customer profiles.

• System Integration: Connected third-party platforms such as Ultmarc, Janssen Pro, and Fujitsu for unified operations.
  
  
  

• Key Functional Modules: Included Address Data Management, Territory Management, Match & Merge Rules, Localization, and more.

• Automated Data Lifecycle: Enabled end-to-end customer data ingestion, maintenance, and syndication.

Business Impact

• Improved Data Accuracy

  Centralized management and automated processes reduced manual errors and boosted data quality.

• Streamlined Operations

  Automation of data ingestion and maintenance led to faster turnaround times and lower operational overhead.

• Unified Ecosystem

  Seamless integration with third-party systems enabled a smooth transition from legacy platforms and supported collaborative workflows.