Anyone who maintains and uses customer, vendor, worker, contact, addresses…  I need a system that supports our mixed business model of both business-to-business (B2B) and business-to-consumer (B2C)  I need to identify all of the relationships a person or organization has to another, including our own  I need to create records faster with limited amount of data  I have to keep address and contact information synchronized because of redundant data  I don’t want to re-enter existing address information when entering transactions

Public Sector Services Sector Manufacturing Distribution Retail

Add addresses Create customer Create sales order

Repository of people and organizations and their relationships to each other whether they are internal or external to the enterprise. Customer Prospect Competitor Worker Applicant Vendor User Contact Location Contact Information Postal Address Sales order Quotation Invoice Request for Quote Purchase Order A collection of party records Person or organization, internal or external to the enterprise A physical or electronic place Party can play one or more roles in one or more legal entities

Sales representative  Reduced data entry time  No data redundancy  Fewer data entry errors and duplication by using existing data

Customer Prospect Competitor Worker Applicant Vendor User Contact Location Contact Information Postal Address Sales order Quotation Invoice Request for Quote Purchase Order

Accounts Payable Clerk  No data redundancy Purchasing Manager  Data gathering is faster with one place to view the roles a party has with our organization

Customer Prospect Competitor Worker Applicant Vendor User Contact Location Contact Information Postal Address Sales order Quotation Invoice Request for Quote Purchase Order

System AdministratorSecured party and related information Sales RepresentativeSecured data access

Provides a flexible data model that supports B2B and B2C reducing customizations Provides a flexible data model that supports B2B and B2C reducing customizations Provides options to secure parties Reduces the complexity and database size of implementation by eliminating redundant data storage Reduces the complexity and database size of implementation by eliminating redundant data storage Provides a holistic view of a person or organization across the enterprise allowing data gathering and analysis faster Provides a holistic view of a person or organization across the enterprise allowing data gathering and analysis faster Delivers services to create party roles from external sources Implement faster by defining address reference data once