Case study — VeriPark

Before we go any further, I would like to take a real-life example from one of my partners I have been working with. The company is called VeriPark and it is a very successful CRM company that is operating across all the continents of the world. With its permission, we're going to explore its base (out-of-the-box) solution for a 360-degree client view and see how it has built a sophisticated role-based solution. We're going to share its experience, along with some of the best practices it committed to, and let you extract some of the knowledge that you'll be able to apply to your own journey.

After conducting business workshops with stakeholders and business analysts, VeriPark typically configures and integrates the base module for role-based solutions to each individual company's requirements and pain points. As we've highlighted in this chapter already, building a role-based, comprehensive, 360-degree client view is not, as it might look as a first impression, a walk...