Transform disconnected data into trusted insights by connecting customer, financial, operational, and departmental information within a single analytics platform.

Dynamics 365 CRM

• Consolidate CRM, customer service, sales, and marketing data.
• Analyze customer interactions and engagement across touchpoints.
• Identify trends, opportunities, and service improvements.
• Support data-driven customer experience strategies.

Sales and Revenue Analytics

• Connect marketing, CRM, and financial data to gain complete visibility into pipeline performance, customer engagement, and revenue outcomes.
• Combine Customer Insights, ClickDimensions, Dynamics 365, Business Central, QuickBooks, and other business systems into a single reporting platform.
• Track the customer journey from marketing engagement through opportunity management, invoicing, and revenue recognition.
• Measure campaign effectiveness by linking marketing activities directly to sales and financial results.
• Analyze lead sources, conversion rates, sales performance, and revenue trends.
• Deliver real-time dashboards for pipeline, bookings, revenue, forecasting, and executive reporting.

ERP Analytics

• Combine financial, purchasing, inventory, project, and operational data.
• Improve budgeting, forecasting, and performance analysis.
• Monitor KPIs with real-time dashboards and reporting.
• Enable better operational and financial decision-making.

Municipal and Public Sector Reporting

• Integrate CRM, ERP, HR, permitting, service request, and utility management systems into a unified reporting environment.
• Combine Dynamics 365, Business Central, SpryPoint, and other operational platforms to create a comprehensive view of customer, billing, and service data.
• Monitor utility consumption, billing, customer service, work orders, and operational performance from a single source of truth.
• Improve reporting across departments, business functions, and utility operations with trusted, connected data.
• Support strategic planning, regulatory reporting, and executive decision-making with real-time insights and analytics.

Executive Dashboards

• Deliver real-time KPIs and performance metrics.
• Consolidate data from multiple business applications.
• Monitor trends, risks, and opportunities across the organization.
• Enable faster, more confident executive decision-making.

AI Readiness and Data Modernization

Microsoft Fabric helps establish the governed, connected data foundation required for Microsoft Copilot, AI agents, and enterprise AI initiatives by centralizing data in OneLake and improving data quality, accessibility, and governance.

• Establish a connected and trusted data environment.
  Improve data quality, accessibility, and governance.
• Support Microsoft Copilot, AI agents, and predictive analytics.
• Reduce manual data consolidation and accelerate insight generation.