In the B2B context, data governance faces particular challenges:

Managing complex account data

B2B account structures are often complex, with corporate hierarchies, subsidiaries and multiple contacts. Governance must ensure :

  • A unified view of customer accounts despite their complexity

    • Implementation of enterprise hierarchy management systems
    • Create links between different entities within the same group
    • Set up processes to reconcile data from different sources

  • Managing relations between different entities within the same group

    • Mapping interactions between subsidiaries and parent company
    • Monitoring information flows and decisions within customer groups
    • Implementation of information-sharing rules respecting the necessary partitions

Multi-source data integration

B2B companies use a multitude of data-generating systems:

  • CRM for sales and marketing

    • Integration of CRM data with other company systems
    • Implementation of real-time synchronization processes
    • Creation of unified customer views accessible to all teams

  • ERP for operations and finance

    • Alignment of financial and operational data for better management of budgets and forecasts.
    • Implement automated processes to synchronize data between ERP and CRM systems.
    • Transactional data management to ensure complete traceability of financial flows.

  • B2B e-commerce platforms

    • Integration of online purchasing data with CRM systems to enrich customer profiles
    • Analysis of buying behavior to identify cross-sell and upsell opportunities
    • Real-time synchronization of inventory and orders with ERP systems

  • Supply chain management systems

    • Consolidate logistics data to optimize delivery times
    • Using the IoT to collect real-time data on the condition of goods
    • Predictive analysis to anticipate supply shortages or delays

Securing sensitive data

B2B relationships often involve the sharing of confidential data between business partners, making security a central issue:

  • Protecting financial information

    • Implementation of advanced encryption protocols to protect financial data
    • Implementation of strong authentication systems to limit access to sensitive information
    • Regular audits to identify and correct vulnerabilities

  • Preserving intellectual property

    • Development of strict policies on the sharing and use of intellectual property data
    • Use of DRM (Digital Rights Management) solutions to control access to sensitive documents
    • Making employees and partners aware of the risks of leaking strategic information

  • Secure partnership management

    • Set up contracts clearly defining data security responsibilities
    • Use of secure platforms to share information between partners
    • Continuous monitoring of external access to internal systems

Contract data lifecycle management

In the B2B market, contracts play a central role in business relationships. Governance must include rigorous management of the associated data:

  • History of negotiations

    • Systematic archiving of contract negotiation exchanges
    • Use of collaborative tools to centralize and structure this information
    • Historical analysis to identify recurring points of friction or opportunity

  • Monitoring contractual commitments

    • Set up dashboards to monitor contract performance in real time
    • Automated tracking of important deadlines (deliveries, payments, renewals)
    • Regular reporting on compliance with SLAs (Service Level Agreements) and other commitments

  • Proactive management of renewals and modifications

    • Creation of automatic alerts to anticipate necessary renewals or renegotiations
    • Centralization of successive contract versions to ensure traceability
    • Integration with CRM to align contract management with sales strategy
customers accounts data data company gouvernannce group security