Case Study

The case study defines the scope of this playbook through a fictitious company named Vision Corp. It's a global high-tech company that sells laptops and multiple server product lines to businesses and other organizations.

Vision Corp. has implemented both Enterprise Resource Planning (ERP) and Customer Experience (CX) systems. The company now contains different sales and financial party records that pertain to the same entities because the data was loaded from various legacy systems. Therefore, a sales representative of Vision Corp. doesn't have a complete view of their account and back-office transactions because invoices, subscriptions, and orders aren't associated with the sales account.

The best solution for this situation is to use linksets to manage the relationships between parties in both ERP and CX. The duplicate identification functionality of customer data management enables Vision Corp. to automatically identify and suggest matching back-office (BO) records such as orders, invoicing, payments, and revenue recognition, and front office (FO) party records that can be used to create BOFO linksets.