Customer Analytics Platform
for Data-Driven Customer Insights
Built a Customer 360 platform using Microsoft Fabric and Power Platform, increasing conversion rates by 35% and improving marketing efficiency by 40%.
Business Process Challenges
Large enterprises often struggle with fragmented customer data spread across CRM systems, POS platforms, marketing tools, support applications, and digital channels. This lack of a unified customer view makes it difficult to understand customer behavior, deliver personalized experiences, and measure engagement effectively.
The organization relied on disconnected reporting systems and manual data consolidation processes, resulting in inconsistent customer insights, delayed decision-making, and limited visibility into customer journeys. Marketing teams were unable to accurately segment audiences, while customer service teams lacked complete customer context during interactions.
Without real-time analytics and centralized customer intelligence, the business faced lower conversion rates, inefficient campaign spending, and missed opportunities to improve customer retention and lifetime value.
Our Strategic Approach
Our Approach
Softree designed and implemented a comprehensive Customer 360 Platform using Microsoft Fabric and Power Platform to create a single source of truth for customer data. Data from CRM, POS, web analytics, support systems, and marketing platforms was integrated into a unified OneLake environment.
The solution leveraged Microsoft Fabric Pipelines for data ingestion, Lakehouse architecture for centralized storage, and Power BI for executive reporting and real-time customer analytics. AI-powered models were introduced for customer segmentation, churn prediction, customer lifetime value analysis, and personalized recommendations.
Power Apps provided business users with a customer-centric interface, while Power Automate enabled intelligent workflow automation and real-time engagement triggers. A phased implementation approach ensured rapid adoption and measurable business value throughout the transformation journey.
How we delivered it.
Explore the Solution Through visuals
What changed for the client.
The Customer 360 Platform transformed customer engagement by providing a unified view of customer interactions across all channels. Business teams gained real-time access to actionable insights, enabling more personalized marketing, faster service responses, and data-driven decision-making.
The organization achieved a 35% increase in conversion rates, a 2.4x improvement in customer lifetime value, a 40% increase in marketing efficiency, and a 60% reduction in customer response times. Automated segmentation and AI-driven recommendations significantly improved campaign effectiveness while reducing manual effort.
With a scalable Microsoft Fabric foundation in place, the organization is now positioned to expand advanced AI capabilities, deepen personalization strategies, and drive continued growth through intelligent customer engagement.
The numbers behind the rollout.
The full integration layer.
Other engagements worth a look.
Emergency Department Performance Analytics Platform
A Microsoft Fabric and Power BI analytics platform helped a multi-specialty healthcare network reduce emergency department wait times by approximately 34%.
Read case study→
Enterprise Tableau Server Modernization & Cloud Migration
An enterprise organization modernized its multi-site Tableau environment with structured migration, content rationalization, governance, automation, and cloud validation.
Read case study→
Tableau Server to Tableau Cloud Migration
An enterprise organization modernized its Tableau environment by migrating from Tableau Server to Tableau Cloud with improved governance, connectivity, and validation.
Read case study→
Logistics Control Tower for Shipment Exception Management
A Canadian logistics organization uses an AI-powered control tower to monitor shipments, detect exceptions, and coordinate resolution through Agentic AI and RAG.
Read case study→
Employee Knowledge Discovery and Search Assistant
A leading IT services organization improved employee knowledge access with a SharePoint-based AI assistant, reducing manual document search and review effort.
Read case study→
AI-Powered Healthcare Operations Knowledge Assistant
Healthcare knowledge assistant reduces document search time by up to 35% while improving access to approved operational procedures.
Read case study→Frequently asked questions.
Let's Start a Conversation
Extend Your Engineering Capacity.
Not Your Hiring Complexity.
Build, scale and deliver more with an engineering partner that works as an extension of your team.
WHAT WE BUILD
- Agentic AI & AutomationAI Core
- Full-Stack Web & Mobile AppsEngineering
- Power Platform & SharePointM365
- Data Pipelines & Power BIFabric
HOW WE DELIVER
- Dedicated Offshore SquadsSenior talent
- White-Label DeliveryYour brand
- Flexible Team CapacityScale in 48h
- Enterprise NDA & IP Protection100% secure
HOW WE CAN EXTEND YOUR TEAM
AI ENGINEERING
- Agentic AIAgents
- AI AutomationFlows
- Enterprise RAGSearch
MICROSOFT
- Azure OpenAICloud
- Microsoft FabricData
- Power PlatformApps
QUALITY ENG
- AI TestingQA
- Security TestingSec
- AutomationCI/CD
SOFTWARE ENG
- React / Next.jsWeb
- Node.js / PythonAPI
- FastAPIAsync
CLOUD & DATA
- Azure / AWSInfra
- Data PipelineETL
- DevOpsGitOps
Got a question, challenge, or idea?
Fill out the form or pick a time on our scheduler:
30-min discovery call
Same Calendly as our booking page · instant invite
11th Floor, Prestige Tech Park, Platina 2 · Outer Ring Rd, Kadubeesanahalli, Bengaluru 560087
PLOT 5C/1283, SECTOR-10, CDA, Cuttack, Odisha 753014, India