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Home › Solutions › Relationship Management
Avalon solution

See every relationship in context.

Bring organisations, people, interactions, activities and service history together in one governed relationship record—so teams can act with shared context.

Discuss your relationship model Explore membership management
The business problem

Relationships are more than a contact list.

Complex organisations work across members, customers, partners, unions, associations and other stakeholders. A conventional address book cannot show how those parties relate to services, processes and each other.

Designed for connected operations

Avalon documentation shows that many configurations can be linked to an organisation record. This provides a foundation for joining relationship context to operational processes without suggesting every implementation uses the same model.

Outcomes

Shared context for every team.

Reduce fragmented records

Give authorised teams a common view of people, organisations and relevant operational context.

Respond with confidence

Understand the relationship, prior activity and connected processes before taking action.

Govern relationship data

Apply defined access and maintain clearer accountability for important changes and actions.

Core capabilities

A relationship record connected to the work.

Organisation records

Represent companies, associations, unions, partners and other organisation types relevant to your operating model.

People and affiliations

Connect individuals to organisations and to the services or programmes in which they participate.

Interaction context

Bring relevant activity, communications and service history into the relationship view.

Segments

Group consumers using configured criteria for relevant pricing, service or engagement use cases.

Forms and processes

Connect submitted information and operational workflows to the appropriate relationship records.

Integration and reporting

Exchange agreed data with other systems through APIs and make governed information available for analysis.

How it works

Model the relationship, then connect the processes.

Define

Agree the people, organisation types and relationships that matter.

Connect

Link records to relevant memberships, requests, communications and services.

Govern

Apply roles, permissions and workflow rules to sensitive or important actions.

Use

Give teams appropriate context and reporting without duplicating the source record.

Governance

Appropriate access, clearer accountability.

Avalon’s identity and access capabilities can be configured around staff responsibilities. Operational actions and changes can be captured to support investigation, oversight and assurance.

Build on the relationship record

Related solutions

Membership Management → · Case & Workflow Management → · Service Desk →

Start with the relationships your teams need to understand.

We’ll map the people, organisations, interactions and connected processes that matter, then identify the Avalon capabilities relevant to your requirements.

Talk to us