Data Strategy for Establishing Dossiers

In the article "Interpretation of Data Strategy" published on this official account, the essential concepts and overall process of data strategy are succinctly presented, providing an overview of the theoretical underpinnings, broad steps, and overall valueof data strategy.

A data strategy revolves around data as its core, involving the formulation and execution of a series of strategies and actionsdesigned to drive organizational digital transformation and optimization, ultimately realizing decision-making and development powered by data. It acts as a guiding framework for entities such as businesses undergoing digital transitions.

Data strategy should adhere to a user-centric approach within its ecosystem, being propelled by credible data, and aiming for sustainability as its objective.

For a more comprehensive understanding, please refer back to the article titled "Interpretation of Data Strategy".

In the article "Detailed Analysis of Data Strategy: Customer Development," the International Institute For Advanced Data Management Study approached the topic from the perspective of a consulting firm, detailing the process and considerations during the customer development phase in executing a data strategy project, complete with reference tables and documents. More specifics can be revisited in that piece.

This present article will delve into the detailed steps involved in establishing a customer file.

File establishment primarily takes place within the consulting firm, where it involves the integration of client dossier materials, leading to the construction of a client database and subsequent series of data governance operations. This can be facilitated using a corresponding Customer Relationship Management System (CRM System) for storage management and relationship maintenance. Throughout this process, multiple visits and interviews with enterprise clients are conducted to gatheradditional necessary information.

The information required for establishing a file consists mainly of internal client information, internal project information, and corresponding records of visits and interviews.

During the initial stages of defining project specifics with the client, multiple visits and interviews are necessary to communicate with key stakeholders and gain a deep understanding of their needs and expectations, solidifying the project's exact content and fostering mutual trust. Simultaneously, these visits allow the consulting firm to familiarize itself with the corporate environment and atmosphere, identify latent issues, laying the groundwork for subsequent problem analysis, solution formulation, and business development.

Records of visits and interviews are stored separately and can be retrieved using index information found within the client's archive.

Data strategy is both a data-centric study and a practical application. International Institute For Advanced Data Management Study believes that developing implementation templates for data strategy projects from a consulting enterprise'sperspective not only aids consulting companies in structuring their services but also powerfully drives digital transformation efforts within the industry.

This article has detailed the intricacies of establishing client dossiers, providing sample files and recommended tools for consideration by consulting firms. In the future, the International Institute For Advanced Data Management Study will continue to elaborate on various aspects of data strategy, inviting continued attention and discussion.