Use Case

Customer 360 View

Get a single view of all your customers, understand how and when they engage with you

Hero-Catalog-Sales-GA-v2

Vision

Is it for me?

For the C Level Executive

Who needs to make investment decisions based on all historical interactions of unique customers

The AgileData “Customer 360 View” is a service

That automates the combining of disparate customer data

Unlike the current customer data silo’s or manual processes

AgileData “Customer 360 View” will:

  • Combine customer data from disparate data sources;
  • Combine new customer records on an ongoing basis
  • Work with your own Visualisation or Analytics tools;
  • Provide a fully managed service so you don’t have to worry;
  • Keep your centralised Customer data safe, secure and private.
AgileData - Answer a Burning Question

Common business problems

And how the Customer 360 View service solves them

Single list of customers

Often you may want to answer a question based on a single unique list or count of a business concept, for example, customers, suppliers, providers or students.

Example Questions

  • How many customers do we have?
  • How many suppliers do we buy from?
  • How many students do we have enrolled?
  • How many providers do we work with?

Typical Challenges

  • Customer data is spread across multiple different source systems and needs to be combined to allow a single list of customer’s to be viewed.
  • The customer identifiers may not be consistent across the source systems, requiring complex logic to remove duplicates where the same customer has different identifiers in each system.

The AgileData.io Customer 360 View combines records from multiple disparate source systems for a business concept, for example customers, to enable you to view or count from a single place.

Single view of customer

Often you may want to answer a question based on combining data from multiple systems to provide a single view of data to answer a question.  These single views are often dependent on a single list for a business concept, for example, a single list of customers.

Example Questions

  • What was the revenue and expenditure and inventory levels for a customer in December?
  • What are my HR and Finance and Sales KPI’s for a sales region?

Typical Challenges

  • Customer data is spread across multiple different source systems and needs to be combined to allow a single of information to be viewed.
  • Multiple business events, for example, “customer buys product”, “plant manufactures product” and “warehouse ships product” have to be combined to provide the single view.

The AgileData.io Customer 360 View combines Concepts, for example Customers and Products across multiple disparate source systems to provide a single view.

How it works

A simple process to match your customer records and provide a single view

Collect organisational knowledge

You provide us access to the data in each system which holds information about your customers.  We have a number of patterns to help make it easy to collect your data in a secure way.

We use AgileData.io to harvest meaning from your data and we have a quick look to gain an understanding of what patterns we can use to match customer records and transactions.

The time it takes to collect this data varies with every customer and source system, as it’s based on the flexibility of your systems and your organisation.   

AgileData How it works - Step 1 - Collect
AgileData How it works - Step 2 - Model

Discover your core business processes and questions

 

Using our magical “who does what” discovery workshop we gather an understanding of your key business events and concepts, which involve your customers.  For example, “Customers Buy Products from an Employee at a Store on any given Weekday”.

In the same workshop we work with you to quickly identify the core business questions you want to be answered.  For example “How many customers do we have”,  “Where are they located”,  “How much revenue did we make for each customer”.

This discovery workshop is undertaken remotely and typically involves a couple of hours of your time.

Define business rules

 

We define data rules using our natural language approach to transform the data from the raw state you provided, to a format that can be used to easily see all transactions for a single customer.  This will include simple rules such as which data identifies a unique customer, or complex rules, for example, deriving a single (golden) customer record from multiple disparate sets of customer data.

We do the majority of the effort defining these, but your time is needed to help us confirm the rules.  

AgileData How it works - Step 3 - Rules
AgileData How it works - Step 4 - Consume

Consume your data

 

Consume your data using your favourite BI or AI tools, without the need to write complex code or join hundreds of tables

You review your 360 customer view. We iterate on the rules until you are happy with the answer that are being provided by your data.

Your data is updated on a regular basis providing an immediate view of your customers and their transactions. 

 

How it works

A simple process to match your customer records and provide a single view

Collect organisational knowledge

 

You provide us access to the data in each system which holds information about your customers.  We have a number of patterns to help make it easy to collect your data in a secure way.

We use AgileData.io to harvest meaning from your data and we have a quick look to gain an understanding of what patterns we can use to match customer records and transactions.

 

AgileData How it works - Step 1 - Collect

The time it takes to collect this data varies with every customer and source system, as it’s based on the flexibility of your systems and your organisation. 

Discover your core business processes and questions

 

Using our magical “who does what” discovery workshop we gather an understanding of your key business events and concepts, which involve your customers.  For example, “Customers Buy Products from an Employee at a Store on any given Weekday”.

In the same workshop we work with you to quickly identify the core business questions you want to be answered.  For example “How many customers do we have”,  “Where are they located”,  “How much revenue did we make for each customer”.

AgileData How it works - Step 2 - Model

This discovery workshop is undertaken remotely and typically involves a couple of hours of your time.

Define business rules

 

We define data rules using our natural language approach to transform the data from the raw state you provided, to a format that can be used to easily see all transactions for a single customer.  This will include simple rules such as which data identifies a unique customer, or complex rules, for example, deriving a single (golden) customer record from multiple disparate sets of customer data.

AgileData How it works - Step 3 - Rules

We do the majority of the effort defining these, but your time is needed to help us confirm the rules.  

Consume your data

 

Consume your data using your favourite BI or AI tools, without the need to write complex code or join hundreds of tables

You view your 360 customer view. We iterate on the rules until you are happy with the answer that are being provided by your data.

AgileData How it works - Step 4 - Consume

Your data is updated on a regular basis providing an immediate view of your customers and their transactions. 

F.A.Q.

How many users can access the answers?

If you are using your own Business Intelligence, Visualisation or Reporting tool to access the answers, then you can have as many users as your tool can support.

If we are providing easy access to the answers via your web browser then we leverage Google Data Studio which is available to as many users as you require at no additional costs.

If you need advanced BI capabilities, we can recommend a number of cost-effective cloud BI options, such as QlikSense, Tableau and PowerBI that enable multiple users to access the answers.  However, these will involve additional costs, to purchase the multi-user licenses of those tools, in addition to our fixed price.

What happens if we want to stop?

If you want to stop using the AgileData.io service at any time, we will decommission your access and permanently delete your data.

We suggest you extract all your data from the consume area before we decommission your access, as once we have deleted it we cannot recover it.

Can we get copies of all your code, so we can replicate it on our platform?

No. 

One of the reasons we are able to deliver answers to your questions using your data so quickly is due to the magic we have built under the covers on our platform.  As you would expect this is the value of AgileData.io and it would be remiss of us to give this magic away.

However, we will always provide you with copies of your event, concept and detail definitions and the Natural Language change rules we configure for you.  With these you could build your own data platform and replicate the data you consume from AgileData.io if you desired.

Get in touch

Lets make magic happen together