The diagram below is the top level view of a methodology first built out ten years or so back at the Kantara Information Sharing Workgroup. We called it The Customer – Supplier Engagement Framework and it is designed to show the processes in place on both the customer side and the supplier side in a typical B2C or Me2B relationship. It is ‘end to end’ in that it starts from the earliest ‘pre-relationship’ phase, through to ‘relationship over’. I have updated that original model and migrated the process maps into the excellent Elements Catalyst process and data mapping tool. Other than being an excellent visual approach anyway; this tool makes it much easier to document the data, workflow, decision support and approval processes involved. The sweet-spot for live deployment is when a personal data service is connecting into a Salesforce.com Marketing Cloud, Pardot or CRM environment.
To access this tool get in touch via our Contact form.