Table of Content
BIM
Customer Relationship
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1. Customer Relationship:
1. Customer Relationship Management (Customer Relationship) is about companies, projects and people.
2. Every potential and actual project becomes a collection of information.
3. Every contact and person is represented by a collection of information.
4. Every company as customer or supplier is represented by a collection of information.
5. The primary index to information is the project - most information is for a named project, but some information is for head office.

2. Glossary:
1. "Customer Relationship" is information about a customers and suppliers, as companies and people.
2. "COMPANY": means CRM and CMR means company.
3. "PERSON": includes own staff, contractors, sub-contractors, client staff and everybody involved on a project.   The existance and use of a persons name is subject to strict legal privacy and security controls - all names must be encrypted.
4. "PROJECT" is a potential or actual job of work undertaken over one or many days involving one or many people.
5. "SITE": is a large project where the amount of work involved can be fragmented into a number of projects.
6. Every site is a project but not every project is big enough to be a site.
7. Every site has its own unique task diary, CRM and asset register. A project may have shared task diary, shared CRM and shared asset register.

3. Naming Conventions:
1. Every person must have a unique name and an assigned identifier.   Where two people have identical names, a way must be devised to represent each person with a unique name.
2. A person may also have a "known as" name as a handle or nickname for ease of use.
3. Every company must have a unique legal name and an assigned identifier - use Companies House .
4. A company may also have a "trading" name or initials for ease of use.
5. Every project must have a unique given name and an assigned identifier.

4. People:
1. Each person is represented by a wide range of optional information that may include:
  (1). Myself: as pseudonymised name and identifiers.
  (2). Address: as home or work.
  (3). Friends: as next of kin, spouse, children and others.
  (4). Bank: for transfer payments to the person.
  (5). Payroll: as mandated by HMRC by day, week, month, year.
  (6). Company: as employment history of projects completed.
  (7). Skill: as qualifications, courses, clearances, licenses, achievements, etc..
  (8). Device: as computing device used. Assets such as vehicle or equipment responsibility.
  (10). Time: as daily hours worked evidence.
  (11). HAVS: as daily vibration evidence.

5. Company:
1. Each company is represented by a wide range of optional information that may include:
  (1). Company: as legal name and identifiers.
  (2). Address: as each office or place of work or location.
  (3). Owner: as ownership history.
  (4). Bank: for transfer payments to the company.
  (5). Payroll: as mandated by HMRC by day, week, month, year.
  (6). Projects: as history of projects completed or services provided.

6. Project:
1. Each project is represented by a wide range of optional information that may include:
  (1). Project: or site as name and identifier .
  (2). Owner: (pay to) as identifier of contractor or supplier.
  (3). Client: (paid by) as identifier of client or customer.
  (4). Address: as identifier of project site office.
  (5). Task Diary: as everything that happened or will happen.
  (6). Customer Relationship: as people involved.
  (7). Assets: as equipment and documents (emails).

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CRM Information:
1. CRM as HRM information consists of a common parent with a large number of optional children.
2. Some children have one occurance as a form like payroll while other children have a list like leave

Document Control.
1. Document Title: Customer Relationship.
2. Description: Customer Relationship.
3. Keywords: Customer Relationship.
4. Privacy: Shared with approved people for the benefit of humanity.
5. Edition: 1.1.
6. Issued: 2 Jan 2018.