A customer/product matrix is a way of describing the relationships between customer types and product types/attributes.
Note: Please find some data quality related product descriptions in the post Data Quality and World Food.
Filling out the matrix may be based on prejudices, gut feelings, assumptions, surveys, focus groups or data.
If we go for data we may do this by collecting available historical data related to sales and inquiries made by persons belonging to each customer type regarding products belonging to each product type.
In doing that correctly we need two kinds of master data management and data quality assurance in place:
- Customer Data Integration (CDI) for assigning the accurate customer type in the real world related to the uniquely identified person in transactions coming from all sources – here based on location master data.
- Product Information Management (PIM) for categorizing the relevant fit for purpose product type.
This reminds me about multi-domain master data management. Customer master data (or shall we say party master data), product master data and location master data used to figure out how to do business. I like it – both the master data management part and the mentioned product types.