Establishing a Central Customer Base

Date: 2024.01.19

Category: RPA

The Core of Business Processes and Customer Relations

Creating a Central Customer Base


Establishing a central customer base plays a crucial role in streamlining corporate processes and maintaining effective customer relationships. Drawing from our experience supporting numerous clients in various roles and projects, we understand the diverse business and technological needs that companies must consider during the planning and implementation of a new central customer database. Let's delve into the key aspects of building a robust central customer base.


Business and IT Requirements


Before and during the development of a central customer base, various business and IT requirements come into play. Depending on whether the project is led by business or IT stakeholders, priorities may differ. A common business requirement is the need for a unified customer entry, avoiding redundant information and ensuring efficient deduplication during the onboarding of new customers.

Another critical aspect is designing the central customer base to cover the lifecycles managed by the company, from potential prospects to existing customers and even third-party partners. The system must also support digital features across multiple channels, such as web interfaces or mobile applications, allowing the company to build and innovate in the digital space.

From an IT perspective, flexible data models and structured data are essential. The system should provide building blocks for easy and efficient storage, management, and retrieval of data. Centralized data storage ensures consistency, eliminates redundancy, and simplifies organizational processes.

Embracing modern technology is crucial for an efficient central customer base. Automation of data input and analysis, coupled with advancements in technology, continually opens new possibilities for enhanced functionality.

Cloud-based solutions are increasingly popular in the central customer base domain. They offer remote data storage, enhancing data security and accessibility. Scalability, flexibility, and speed make cloud-based solutions vital for efficient operations and continuous improvement.


Party Model


The central customer base serves as a repository for key information, portraying relationships with various entities such as partners, customers, and other stakeholders. The party model is a commonly employed approach for handling complex data in this context.

The party model represents each entity (party) in the system as a general entity with a unique identifier and optional attributes. Entities can have different types of relationships, and they may play various roles in business processes. The two main entity types are individuals and organizations, with an additional concept of "involved party" encompassing all entities with an interest in a relationship or business transaction.

The party model's advantages lie in its flexibility, allowing expansion with additional roles, attributes, and relationships over time. It ensures consistent and singular data storage, minimizing duplications. The adaptability of the party model enables the central customer base to handle not only basic customer data but also partners and the complete lifecycle effectively.

While the party model brings several benefits, it may not address every specific business need due to its generalized nature.




Creating and implementing a new central customer database is a time-consuming process, marked by various challenges from the outset. Designing the appropriate structure requires careful planning, potentially slowing down progress. Choosing a methodology, such as the waterfall model for planning tasks and agile methods for functionality and integrations, is crucial.

Determining whether the project is led by business or IT can be another challenge. Striking a balance between the two is essential, ensuring both sides contribute effectively. Balancing the management of the entire lifecycle and considering different segments during the planning stage is vital for comprehensive coverage.

Advanced stages of the project bring different challenges, such as the critical data migration phase, requiring careful planning and continuous oversight. Integrating the new system into various business processes may introduce inconsistent data, demanding thorough investigation and resolution for system stability.


Business Analyst's Role in Central Customer Base Development


In our experience, the role of a business analyst (BA) is pivotal in central customer base projects, though expectations may vary across companies. BAs play a crucial role in understanding and analyzing the problem, assessing necessary changes in processes and systems, and facilitating discussions among project stakeholders. They gather, understand, and consolidate business requirements, providing clear directives for both business and IT.

BAs also explore market examples, benchmarks, and interpret regulatory backgrounds to propose effective and legally compliant solutions. They ensure that technological solutions align with the project's objectives and may assist in direct system organization or architectural support.

Proposed solutions and issues are presented to decision-makers by BAs, often in collaboration with project managers, seeking support and approval for the planned concepts. When needed, they make crucial decisions with involved leaders to establish unified and prioritized requirements.

Lastly, BAs communicate the established business needs to all stakeholders in the project, participating in the entire process to ensure effective and successful execution.


Closing Thoughts


The development of a central customer base is crucial for enhancing business process efficiency and managing customer data effectively. Business analysts play a key role in interpreting and aligning business and IT needs, contributing to the detailed development of optimal solutions such as the party model. However, recognizing and addressing challenges is equally essential for creating a well-functioning central customer base.


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