CI for Asset Management: 2-Wk Proof of Concept

Our 2-week Proof of Concept (POC) offering helps your organization discover the value of implementing a true Customer Data Platform (CDP). We will work on understanding the key elements you need to identify about your clients, and where all this information exists. A POC dashboard will be created with your data to show the true potential of Microsoft Customer Insights and develop the initial steps of a robust customer strategy for your organization.

Our Offering Includes:

• Discovery workshop to understand your key customer data indicators, and what would entail to combine them into a single view, where you can identify the KPIs and metrics that are critical for your organization.
• A POC deployment in a sandbox environment, where you can discover the potential of a Microsoft Customer Insights implementation. This will include:

• Sample data uploaded from up to 2 sources using Excel-based data
• Configuration of basic customer profiles and measures using the data sources and data elements identified during the discovery workshop session
• Configuration of a basic PowerBI dashboard with up to 2 different views

Resources and Pricing

• The engagement will include a Customer Insights Architect and a Financial Services practice specialist.
• Estimated cost is based on negotiated statement of work.