Solutions & Capabilities

Understand Customers. Drive Action.

Modern analytics and AI that surface the signals that matter; segmentation, propensity scoring, and next-best action recommendations.

Blueprint

Customer 360 Architecture

Unified customer data platform pattern. Stack choices depend on your scale, existing tools, and budget.

CRM
Web
Transactions
Support
Ingest
Customer 360
dbt Models
Dashboards
ML Models
Reverse ETL

Click any node for details.

Field Notes

Decision Log

Architecture Decisions

  • Identity resolution, Probabilistic matching for web/mobile; deterministic for authenticated users.
  • Warehouse vs. CDP, Warehouse-native CDP saves cost if you have engineering; packaged CDP if speed > control.
  • Feature engineering, SQL-based for simple features; Python + feature store for ML-heavy use cases.
  • Model approach, Start with gradient boosting (XGBoost); add deep learning only if data volume justifies.

Integration Points

  • Reverse ETL, Hightouch or Census to push segments to CRM, ad platforms, and marketing automation.
  • Event streaming, Segment or RudderStack for real-time behavioral data collection.
  • Consent propagation, Preference center synced to downstream systems for GDPR/CCPA compliance.
  • BI layer, Semantic layer (dbt metrics, Looker) for consistent definitions across tools.

Overview

Stop flying blind on customer behavior. We build unified customer data platforms and predictive models that help marketing, sales, and CX teams act on real-time insights; not stale reports.

Stack Options

ComponentEnterpriseLean
WarehouseSnowflakePostgreSQL + Citus
IngestionFivetranAirbyte (open source)
Transformdbt Clouddbt Core + Airflow
OrchestrationPrefectDagster
Reverse ETLHightouchCensus
BILooker / TableauMetabase / Lightdash
MLVertex AIMLflow + scikit-learn

Measurable impact

Increased conversion

Targeted campaigns via propensity modeling and segment lift analysis.

Reduced churn

Early warning models identify at-risk customers before they leave.

Reporting efficiency

40%+ reduction in manual reporting through automated dashboards.

Unified view

Customer 360 with identity stitching across channels and touchpoints.

Technical scope

  • Unified data model (customer 360) with identity stitching across devices and channels
  • Reverse ETL to push insights back to CRM, marketing automation, and ad platforms
  • Propensity and churn modeling using gradient boosting and logistic regression
  • Customer LTV estimation and cohort analysis
  • LLM-powered insight summarization for executive reporting
  • Privacy-by-design architecture with consent management integration

Where this drives ROI

Marketing attribution and campaign optimizationSales lead scoring and prioritizationCX churn prevention and proactive outreachRetail personalization and recommendationB2B account-based marketing (ABM)

Customer 360 FAQs

Do you replace our existing CDP?

Not necessarily; we can integrate with your existing CDP (Segment, mParticle) or build a lean alternative using your warehouse as the source of truth.

What data sources can you connect?

Any SQL database, SaaS APIs (Salesforce, HubSpot, Stripe), event streams, and flat files. We use Fivetran, Airbyte, or custom connectors.

How long until we see results?

Basic dashboards in 2-3 weeks; predictive models in 6-8 weeks depending on data quality.

Ready to unlock customer intelligence?

Let's assess your data maturity and identify quick wins.