CRM and billing refer to the same fictional customer. Agree on field normalization and a shared token domain.
CUSTOMER ANALYTICS
Connect the records. Keep identity separate.
Bring customer activity together across systems using a consistent reference. Design the analytics dataset around the questions your team needs to answer.
REFERENCE WORKFLOW · FICTIONAL SCENARIO
Replace the customer identifier at the integration boundary. Send the token and required dimensions to the analytics dataset.
Join records by token and compare plan cohorts. Route original-value retrieval through an explicitly authorized workflow.
PILOT ACCEPTANCE
- Confirm that joins and deduplication retain their expected behavior.
- Review identifying combinations in the fields that remain.
- Test historical migration, recovery and rollback before cutover.
START WITH ONE WORKFLOW
Map your first data workflow.
In a 30-minute architecture session, identify the fields to protect, the systems involved and the checks for a pilot.
Book a 30-minute demoOpens the booking form on provyn.cloudsales@provyn.cloud