Prescriptive Guidance and Reporting

Business Use case

Ensure and track consistent delivery across customer success teams by following standardized, streamlined workflow processes while communicating with customers. Provide near real-time executive visibility of key customer metrics including conversion of trial accounts to paid accounts, license registration and utilization by various geographical regions and across multiple different cloud providers to understand the customers better and engage with them effectively.


Created and deployed a set of industry best practices in the form of playbooks for new customer on-boarding, customer renewals, customer adoption campaign, and customer license overage. Also, Implemented an executive dashboard which consolidates customer registration data, license utilization history, usage trends, renewal information, trial accounts, and amount of storage used across different geos and multiple different cloud providers from various data sources.

  • Created and deployed a set of 10 playbooks to help the customer success teams engage with customers more effectively
  • UI Builder helped to create trend charts, reports, trial accounts conversion etc within a week of the initial data set being available
  • Data Ingestion framework enabled easy integration of custom data sources with automated processing and immediate data availability.
  • Multiple charts, reports, region wise service reports, longest jobs run to get clear visibility and information about a customer.