CASE STUDIES

Customer 360 Analytics
Case Study

Data harmonization enables all your data sources to exchange data for a powerful single point 360 view.

CLIENT CHALLENGE

Customer 360 Analytics Insights for a $14B Manufacturing Client

Client was facing multiple challenges in creating a 360 Customer View due to multiple issues with multiple data sources, as well as interpreting and increasing business with high-value customers based on headroom.

SOLUTION APPROACH

Data Strategy

  • Access Salesforce Customer Data
  • Access Dunn and Bradstreet Data
  • Access Internal Inventory and Customer Master Data

Data Harmonization

  • Create a perfect master database from parent entities
  • Blend internal data with external data to identify the right headroom of various customers
  • Harmonize the data to understand the new logos that were acquired, versus the older accounts
  • Create a master mapping file and align the same with businesses
VALUE CREATED

Measurable results

  • Developed a tool that provided a 360 view of the customer, merging all the duplicate accounts
  • Created a score based on HRFM to understand and target the right set of customers
  • Single Tableau Dashboard as a point of reference for all 65K customers
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