To effectively manage customer data, a well-structured and organized Customer Master Data Management practice is essential. This ensures your data is accurate, accessible, and provides valuable business insights. With the Pretectum Customer MDM solution, you can streamline your Customer Data Management practice by focusing on a number of key areas.
Assess and Define Your Data Maturity
Start by evaluating your current data management processes. While a formal audit identifies gaps, Pretectum’s capabilities directly address a number of them.
Data Accessibility: Pretectum ensures data is easily accessible via diverse ingestion methods (CSV, JDBC, REST APIs, subscribed streams) and a powerful AI-powered elastic search. Its sophisticated and configurable Role-Based Access Control (RBAC) matrix ensures the right people have the necessary permissions, allowing for easy data retrieval and analysis.
Data Quality: Pretectum helps ensure data quality by allowing you to define one or more data models (schemas) with strong data typing and data validations. For manual entries, bad data is blocked, and for batch ingests, data is flagged based on validation rules. This allows you to measure and improve metrics like data accuracy and duplication rates.
Data Governance: Pretectum supports robust governance by enabling you to classify attributes with a flexible data tagging functionality that doubles as a business glossary. Crucially, PII data is automatically masked, requiring re-authentication for unmasking, with all actions logged in an audit log. This helps you assess and improve your governance processes and policies.
Elevating Your Customer Master Data Management (CMDM) Practice with Pretectum
To effectively manage customer data, a well-structured and organized Customer Master Data Management (CMDM) practice is essential. This ensures your data is accurate, accessible, and provides valuable business insights. With the Pretectum Customer MDM solution, you can streamline your CMDM practice by focusing on key areas:
Assess and Define Your Data Maturity
Start by evaluating your current data management processes. While a formal audit identifies gaps, Pretectum’s capabilities directly address them:
- Data Quality: Pretectum helps ensure data quality by allowing you to define one or more data models (schemas) with strong data typing and data validations. For manual entries, bad data is blocked, and for batch ingests, data is flagged based on validation rules. This allows you to measure and improve metrics like data accuracy and duplication rates.
- Data Governance: Pretectum supports robust governance by enabling you to classify attributes with a flexible data tagging functionality that doubles as a business glossary. Crucially, PII data is automatically masked, requiring re-authentication for unmasking, with all actions logged in an audit log. This helps you assess and improve your governance processes and policies.
- Data Accessibility: Pretectum ensures data is easily accessible via diverse ingestion methods (CSV, JDBC, REST APIs, subscribed streams) and a powerful AI-powered elastic search. Its sophisticated and configurable Role-Based Access Control (RBAC) matrix ensures the right people have the necessary permissions, allowing for easy data retrieval and analysis.
Once you’ve assessed your maturity, define clear Key Performance Indicators (KPIs). Pretectum’s built-in validation and auditing capabilities directly contribute to tracking metrics like data accuracy and the speed of insights, helping you set clear goals and benchmarks.
Streamline Data Accessibility and Insights
Pretectum provides the necessary tools and technologies to enhance your CMDM practice, making data more accessible and insightful:
- Robust Data Management System: Pretectum serves as a flexible SaaS platform for easy data integration, storage, and retrieval. Its lightweight ETL processes allow for attribute-level transformation during ingestion.
- Data Quality Checks and Cleansing: You can manually add records with real-time validation or import batches where data is flagged against validation rules. For cleansing, Pretectum offers a batch-based duplicate matching process across datasets, enabling the creation of match-sets and subsequent merging or purging of records based on survivorship rules.
- Self-Service Data Validation: Pretectum empowers customers to maintain their own data quality through a self-service option, allowing targets in a record to edit, redact, and self-consent their data via a one-time use email link, with the event logged in the audit trail.
- Enhanced Insights: Pretectum’s AI-powered elastic search uses natural language questions, scoped business areas, schemas, and tags as context builders. This reduces the need for complex search syntax, enabling users to quickly build intricate searches and gain valuable insights from their high-quality customer data. AI prompts can also be used to accelerate tag creation, further refining search contexts.
Ready to Transform Your Customer Data?
Discover how Pretectum Customer MDM can elevate your organization’s data quality, streamline governance, and unlock deeper customer insights.
Contact us today to discuss your needs and see how our flexible SaaS platform can help you achieve a single, accurate, and complete view of your customers.