Fragmented Customer Repositories
Each regional business unit maintained its own version of customer data, often governed by local processes without a unified data policy. This led to duplication, inconsistency, and a lack of standardization.
Creating a Single Source of
Truth for Customer Data with Boomi
Client Overview
Our client is a UK-based online investment management company headquartered in London, offering personalised investment portfolios tailored to individual goals and risk appetite. The company provides ISAs, pensions, and general investment accounts and has been recognised for its technology-driven, customer-centric approach to investment management. As the organisation expanded across multiple regions, customer data became fragmented across several systems, limiting visibility and consistency.Business Objective
The primary objective was to create a single source of truth for customer data by consolidating records from multiple systems into a governed master repository. The client aimed to eliminate inconsistencies, improve data quality, and enable personalised customer experiences supported by accurate and reliable data.Industry
Finance
Platform
Boomi
Service
Master Data Management
Nick Owen
CTO
We are thrilled to share our positive experience with NeosAlpha. Initially engaging them for their...
Read More Challenges
Multiple CRM Platforms
Salesforce Sales Cloud was the primary CRM platform, while SAP CRM and legacy systems were still in use across certain business units. Seamless integration across these disparate systems was required to unify customer records.
Data Quality & Governance Gaps
Customer data required significant cleansing and validation before consolidation. Inconsistent validation rules and synchronisation gaps across systems increased the complexity of building a reliable golden record.
Looking to unify customer data across multiple systems and improve data governance? Partner with NeosAlpha to design and implement a scalable Master Data solution tailored to your organization.
Explore our Boomi ExpertiseSolutions
Data Profiling and Assessment
NeosAlpha initiated the program with a comprehensive data profiling exercise to assess inconsistencies, duplication patterns, and quality gaps across source systems. This provided clear visibility into the scale of cleansing and transformation required.
Master Data Modelling
A structured customer data model was designed within Boomi Master Data Hub to define standardised attributes, validation rules, and governance structures for enterprise-wide adoption.
Multi-System Data Integration
Customer data from Salesforce, SAP CRM, and legacy systems was integrated into Boomi MDH using its native connectors and transformation capabilities. Data were extracted, standardized, and loaded into the hub in a controlled, validated manner.
Golden Record Creation and Governance
Matching and survivorship rules were configured within Boomi MDH to identify duplicates and generate golden records. Records requiring manual intervention were routed to quarantine for review by data stewards, ensuring controlled governance and accuracy.
Results
Single Source of Truth
The organisation established a unified customer master repository, enabling a complete and consistent view of each customer across business units.
Improved Data Accuracy
Enhanced matching and validation mechanisms significantly reduced duplication and inconsistencies across systems.
Operational Efficiency
Automation of integration and governance processes reduced the time and effort required to manage customer data.
Personalised Customer Engagement
With accurate and consolidated data, the business was able to deliver more targeted and customised value propositions to customers.
Technology Stack
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