Corporate Group management - GBU Data Steward

Overview

Who: GBU Data Steward

What: Create, Change, Delete a Corporate Group in CRM and assign Accounts to this Corporate group.

Link to the New Corporate Group & Customer assignments process : https://drive.google.com/file/d/0B8qpNOj1F9diSW5ncEFXbWRXQVU/view

Step-by-step

I. Corporate Group Creation - via Core CRM
In account tab, click on button New to Create a new Account.
Select Record Type : Corporate Group and click on button Next.
Enter Account name ( 20 characters maximum) Corporate Group must meat the 5 criteria Input the creation reason click on SAVE
Corporate Group is created but locked until Approval from Mariana Chavez .
Corporate Marketing & Sales approver will always exchange with the requester via Chatter before decision .
When the new Corporate Group is Approved, it can be used for Account assignment in CRM , a ticket is automatically generated twice a week assigned to "IS-DATA-MSD" group in order to update GBR and PRS systems within 1 week maximum to be available for reporting.
II. Corporate Group Update / Delete - via Service One ticket (BMC helix)
Prior to requesting the deletion* of a Corporate Group, make sure that there is no remaining accounts linked to it in CRM and BW or Analytics , and if so, change the assignment of the accounts to the right Corporate group.
	Create request in Service One Customer care to mak any change on Corporate Group, will be submitted to approval of Mariana Chavez.
IS-DATA-MSD team will handle changes with CRM team and inform you when completed.
III. Corporate Group mass update request - via Service One ticket (BMC helix)
Attention : only GBU Data Steward* and Corporate Marketing & Sales can initiate the mass request for Creation, update or deletion of corporate groups. Other users must contact their GBU Data steward .
Fill the template "RCS - PRS Customer Group / Sub-group" in https://sites.google.com/a/solvay.com/sbs-is-as-sdd/forms
APDM team will handle changes with CRM team and inform requester when completed.
IV. Customer assignment to Corporate Group (Creation/ Update) - via Core CRM
Any User can assign or change assignment of an account to a Corporate Group in core CRM (only approved ones).
GBU Data stewards will Approve/Reject the assignmt request in Core CRM.
Twice a week, a report with list of approved assignments will generate automatically a ticket to APDM Team for update of GBR and PRS tand so make the links available also for Sales Reporting and dashboards.
V. Customer assignment to Corporate Group (mass update) - via Service One ticket (BMC helix)
Attention : only GBU Data Steward* and Corporate Marketing & Sales can initiate the mass requests for account assignments to Corporate Group .Other users must contact their GBU Data steward .
Fill the template "RCS - PRS Mapping Group x Customer " in https://sites.google.com/a/solvay.com/sbs-is-as-sdd/forms
IS-DATA-MSD team will handle changes with CRM team and inform requester when completed.