Unified Customer Master

Can BrandSafway answer: "How much total business do we do with Kiewit?"
Today, no. Three systems, three customer lists, zero linkage. This page fixes that.

The Problem: No Single Customer View
~25,000
SafQuote Customers
NA scaffolding, 292 branches
~38,000
SFDC Accounts
Spider, Power Climber, all opps
~2,300
CPQ Accounts
International, 15 currencies
Kiewit appears as "KIEWIT CONSTRUCTION CO" in SafQuote, "Kiewit" in Salesforce, and "KIEWIT CONSTRUCTION COMPANY" in CPQ. Three records, three IDs, no linkage.
  • No global customer P&L — can't see total revenue across scaffold + suspended access + international
  • No pricing consistency — same customer gets different pricing from different systems
  • No concentration risk — don't know if top 10 customers = 40% of revenue
  • No unified sales coverage — customer has 3 reps from 3 divisions who don't talk
The Solution: 2-Phase Automated Matching
Phase 1 — Company Name Standardization
Strip 200+ legal suffixes (LLC, INC, GMBH, S.A., PTY LTD) across 80+ jurisdictions. Then match: exact name, normalized name, and word-set (order independent).
Phase 2 — ML Probabilistic Matching
For residuals, a machine learning model scores remaining pairs on string similarity (edit distance + character overlap). Catches typos, abbreviations, and regional name variations.
Output: A "golden record" per customer with cross-system IDs (SafQuote CUSTOMER_NO + SFDC ACCOUNT_ID + CPQ ACCOUNT_ID).
Building Customer Master
Matching 46,000+ names across 3 systems — typically 5-10 seconds
Fetching data from Snowflake...