Customer Insights Mfg: 2-Wk Proof of Concept

Cloud 9 Infosystems, Inc.

Start your Dynamics 365 Customer Insights journey with Cloud 9 Infosystems to assess your manufacturing related business needs and determine how to unify your customers disparate data.

MANUFACTURING INDUSTRY RELATED PAIN POINTS: * Incomplete customer profile - Contact, Activities and KPI's * Insufficient Measures - For sales analysis * Unable to forecast - Shipping and Sales * Lack of tools to analyze market trends * Inability to predict customer dropouts

PRE-ASSESSMENT: Our team will provide a pre-assessment questionnaire about the existing data sources in your organization to allow us to prepare for integration. Any sets of business KPIs that are already being measured is required.

KICK OFF: An interactive discussion to review Customer Insights functionalities suitable for your organization based on current customer analytics environment, business goals and gaps.

AGENDA: Connect your Customer Insights platform with two/three data sources (limited size – max size 1 GB). Produce desired KPIs, segments and measures using the customer data. We will also integrate data with Dynamics 365 apps.

VISION, VALUE & DELIVERABLES: Capture your consumers purchasing pattern trends to improve on your strategic goals using Power BI dashboard with customer data reports, Customer 360 view, Desired KPI’s and segments in Customer Insights dashboard and Dynamics 365 apps, Custom application using Power Apps and Summary of POC with recommendations of next steps with phased roadmap

NOTES: 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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