Collect and maintain account information
How collect and maintain account information are reshaped as AGI capability advances.
The bottom line
Roughly 85% of the work in Collect and maintain account information is information-shaped — already within reach of AI delivery. The question here is not whether it shifts, but which tasks go first and who staffs the residual.
Why: With no child occupations seeded, the scalar is derived from the APQC lens 'Develop and manage sales plans' and the process description ('collecting and maintaining all account information', 'update periodically'). This work describes pure data entry, CRM maintenance, and information aggregation. Because the value step consists entirely of software-addressable information transformation, it sits firmly in the digital band.
grounded in the economy graph · digital scalar 0.85 · digital
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How the work flows
Trigger: A new customer relationship is established or an existing customer interacts with the organization through a purchase, service request, or return.
- Capture initial customer and account setup details
- Extract transaction and service data from divisional systems
- Validate and cleanse incoming account information
- Merge records into a centralized account profile
- Perform periodic updates to maintain data accuracy
Outcome: A comprehensive, up-to-date customer account profile is consolidated and securely stored for cross-divisional access.