Customer Insights - Finance: 2-Wk Proof of Concept

Cloud 9 Infosystems, Inc.

Start your Customer Insights Journey with Cloud 9 Infosystems to assess your finance-related business needs and help you unify your customer's disparate data to gain a single view of your customers.

  • Duplicate entries of customers
  • Incomplete customer profile
  • Inability to predict customer dropout
  • Inability to analyze customer feedback

Our team will provide a pre-assessment questionnaire about the existing data sources in your organization to allow us to prepare for integration. Any set of business KPIs that are already being measured is required. We will have an interactive discussion to review Customer Insights functionalities suitable for your organization based on the current customer analytics environment, business goals & gaps.


Connect your Customer Insights platform with two/three data sources (limited size – max size 1 GB). Produce desired KPIs, segments, and measures using customer data. Integrate data with your Dynamics 365 apps. Showcase data in the Power BI platform for reporting.


Capture your customers 360 degree view, Power BI dashboard with customer data reports, Desired KPI’s and segments in dashboard and Dynamics 365 apps, Summary of POC with recommendations of next steps with phased roadmap to implement Customer Insights in your organization.


Ideally, the client shall already own the required licenses (Dynamics 365, Customer Insights, Power BI Pro / Premium) prior to the engagement with Cloud 9. If not owned, Cloud 9 can procure on behalf of the client however any fees associated with required licenses for the engagement is the responsibility of the client. any POC implemented as a result of the engagement will be built using client data (redacted where needed) and within a 30-day test environment (any POC’s requiring more than 30-days will be evaluated at that time for scope and potential additional fees.)

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