Customer Insights Accel Plus: 7-Wk Implementation

Kin + Carta Partnerships Limited

7-week implementation of Microsoft Dynamics CI, building a unified customer view from your critical data sources and making this accessible through PowerBI to democratise customer understanding.

For over 25 years we have been helping businesses to achieve a single view of their customers and use this to improve decision making and customer experience. Using this experience, we’ll rapidly explore your business needs from data, craft the design of CI, build customer profiles connected to PowerBI, launch it to your teams, enabling them in its use and finally, define a roadmap of optimisation:

Week 1: Identify the business outcomes and how data supports these, prioritising the 4 key data sources for integration. Set up and configure the live and sandbox CI environment.

Weeks 2 – 4: Configuring the secure data access required for the prioritised sources. Build integrations, map to CI data model, configure unification rules for single profile creation and create key measures and segments aligned to business outcomes.

Weeks 5 - 6: Extend CI data into Power BI interface for further reporting and interrogation, document data knowledge to support handover.

Week 7: Walkthrough of the roadmap for your continued use of CI and handover to / enablement of your teams.


  • CI instance with 4 data sources feeding a unified profile, presented in a data model aligned to business needs and accessible to PowerBI.
  • Enablement of internal team to adopt the CI instance, with recommended roadmap for evolving it.


Key data integrated, unified and ready to be used to generate actionable insights.

Pricing is based on scope of work

At a glance