Executive summary

Blueprint for customer master data, structure, governance and lifecycle of customer records. This is the Customer Master Data Blueprint from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for customer master data, and it walks through everything from general, company code, and sales views to duplicate prevention and governance. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.

What is inside

What this blueprint covers

This is a preview of the full deliverable. Inside the Stratenity Library, this blueprint walks a consultant through the complete method, section by section, with a worked client example threaded throughout.

  • The Role of Customer Master Data
  • Account Groups and Number Ranges
  • General, Company Code, and Sales Views
  • Partner Functions
  • Pricing and Tax Data
  • Credit and Payment Data
  • Duplicate Prevention and Governance
  • Lifecycle and Blocking
  • Integration and Central Master Data Governance
  • Controls and Segregation of Duties
  • Data Quality and Reporting
  • Applying Customer Master Configuration to a Real Implementation
  • Common Pitfalls and the Deliverable Pack
How to use it

Review, download, and activate in 48 hours

Stratenity Library subscribers can review this blueprint in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.

Read the full asset on the Stratenity Library › Not a member yet? Start a free trial to unlock and activate it, or sign in if you already have an account.