The document describes an enterprise identity management platform called The Golden Record. It consolidates customer data from multiple sources like CRMs, databases and contact lists. This creates a single, always up-to-date customer record that is available to all authorized users. It incorporates additional information like email contacts and social media to generate business analytics. The platform helps improve marketing, sales and customer service by providing a comprehensive view of each customer.

1. The Golden Record
Enterprise Identity Management Platform

2.  Do you have:
• Multiple CRMs?
• Numerous customer databases?
• Umpteen contact lists, both company-wide & personal?
 Do you find that:
• Your customer databases and lists aren’t cross-referenced?
• Customer knowledge isn’t coordinated between departments?
• You simply don’t know enough about your customers?
• If you answered “yes” to any of the above, you need:
Identity Management
Finding the needle in the digital haystack
Tjat Enterprise Identity Management

3.  A single, enterprise-wide customer record
• Always up-to-date
• Available via the cloud to all authorized users
• Reconciled from all available databases & lists
• Incorporating email and social media contacts
• Comprehensive customer history & information
• Generates key business information and analytics
The Golden Record
Managing customer identities for efficiency
and profit

4.  Knowing your customer is the key to effective marketing,
sales and customer service
 Not knowing your customer, on the other hand, leads to
inefficiencies, fragmented marketing and high overheads
 A consolidated and in-depth customer (and vendor) data
infrastructure provides the foundation for control over
customer service, effective upselling, sales & marketing
efficiency and reduced operational expenses
Know Your Customer
Enterprise-wide customer identity
management

5.  Every modern enterprise maintains numerous contact databases
and lists
• Multiple CRMs, mailing lists, vendor databases, personal contacts,
social media “friends” etc.
 In most cases, these databases and lists are stand-alone
• Little or no communication between them; no inter-list data verification
 Identity lists are by nature “dirty”
• Multiple identical and/or similar entries; redundancy due to spelling
and languages; segmentations due to purpose etc.
 The result is duplication of identities, inadequate knowledge
exchange between departments and disjointed sales & marketing
efforts
The Customer Identity Problem

6.  Potential customers are either spammed or ignored due to different and non-
synchronized CRMs
 Companies purchase software licenses and other products for non-existent
users due to unreliable personnel records
• An average of 5% - 7% in every company, according to Microsoft
 Inaccurate lists make it impossible to vet suppliers and keep accurate records of
purchases
 Contacts built up over years are lost to the company when an employee leaves
 Customer requests and complaints fall between the cracks due to non-
rationalized internal communications
 Name variations cause confusion and even, in the case of national borders,
potentially dangerous security breaches
Real-world Examples

7.  Identity Reconciliation – De-duping and merging of all user
databases and contact lists
• Including email and social media
 Propagation of all User Attributes
 Consolidation of all essential Consumer Information
 Cloud-based User Data Virtualization with Business
Information Analytics
 Seamless Migration to all Devices and Ecosystems
 Enterprise-level platform
Tjat Enterprise Identity Management

8.  The Tjat Identity Management platform creates a master
customer/contact database from all the different information
sources
• De-duping and merging critical contact information
• Incorporating email and social media contacts into consolidated list
 The master database is stored in the cloud and kept constantly
clean and updated
 The distributed information sources can either use APIs to query
the master database
‒ OR
• Be synchronized with the master base to update their own lists
Identity Consolidation

9. Who is it for?
 Any company that maintains multiple, unconnected
sources of customer information
• E.g. CRM plus mailing list plus Facebook
 Multi-site corporations with unconnected local
databases
 Any company with multiple products and services
 Any company that needs to merge internal customer
information with its social media activities
Eliminating the doubt from customer management

10. Quantifiable Benefits
 Effective marketing, sales and customer service through
analytics-based customer knowledge
 Efficient business processes with sharply reduced
wastage of time and effort
 Inter-departmental collaboration, based on a single,
current customer list
 Tangible operational cost reductions
 Monetization opportunities based on in-depth customer
information
 Incorporation of social media into real-time processes

11. Product Differentiators
 Manages multiple lists from numerous sources
• Databases, mailing lists, contact lists, social media friends etc.
 Runs as a cloud service or can be installed locally at corporate
 Provides data to key corporate IT systems
• CRM, sales & marketing, procurement etc.
 Can provide real-time or on-demand service
 Automatically validates and merges records based on the system's
confidence level
• Confidence threshold set by the company
 Unique linguistic engine analyzes and matches records with name
variations
• Crucial for multi-language lists

12. 12
Enterprise Technology
 Modular platform
• For both operators and integrators
• Enhanced multiple Server APIs enable exact customization
 Cloud storage & server-side flexibility
• Cross-platform and cross-device
 Device- and network-agnostic
• Supports all devices - tablet, smartphone, PC - and integration-ready
• Server API accessible from mobile, IP and secure, closed networks

 Intelligent & automatic de-dupe and merge
• Eliminates duplication, enables multi-language cross-referencing
• Utilizes dynamic AI algorithms and Fuzzy Logic
 Easy addition of cloud applications
• Direct messaging, presence , messaging, status etc.
• Cross-platform management of calendar, file sharing, auto search etc.

13. 13
Business Information
& Analytics
 Demographic information
• User name, age, gender, location
 Purchasing history
 Social media activities
• Contacts, likes/dislikes, areas of interest
 Trends & Prediction
• Bundling opportunities ,service consolidation