Usecases

Getting Started with CluedIn: Use Case Walkthroughs

As a new user of CluedIn, one of the most effective ways to learn the platform is by walking through real-world use cases. These examples will help you understand not only the features of CluedIn, but also the outcomes you can achieve by putting them into practice. Each walkthrough highlights a typical business challenge and demonstrates how CluedIn solves it end-to-end.

1. Customer 360: Building a Unified Customer Profile

  • Challenge: Customer data is fragmented across multiple systems (CRM, ERP, support tools, marketing automation).
  • CluedIn Walkthrough:
    • Ingest data from multiple sources.
    • Automatically detect duplicates, inconsistencies, and missing values.
    • Link records into a single “golden record” for each customer.
  • Outcome: A reliable and complete view of each customer, enabling better sales insights, personalized marketing, and improved service.

2. Data Quality Management

  • Challenge: Inconsistent, incomplete, or poor-quality data is slowing down reporting and analytics.
  • CluedIn Walkthrough:
    • Run automated data profiling to identify quality issues.
    • Apply CluedIn’s cleaning and enrichment rules to standardize and validate data.
    • Track improvements through CluedIn’s quality dashboards.
  • Outcome: Data you can trust, with measurable improvements in accuracy and completeness.

3. Master Data Management for Products

  • Challenge: Product data is scattered across e-commerce platforms, ERP, and supplier feeds, causing mismatched records.
  • CluedIn Walkthrough:
    • Consolidate all product records into a central view.
    • Resolve conflicts in product attributes (e.g., price, category, descriptions).
    • Publish “golden” product data back to consuming systems.
  • Outcome: Consistent and trusted product information across all channels, reducing errors and improving customer experience.

4. Data Integration for Analytics

  • Challenge: Business intelligence (BI) teams struggle to prepare clean datasets for reporting and machine learning.
  • CluedIn Walkthrough:
    • Use CluedIn to unify data from structured and unstructured sources.
    • Create business-ready datasets by applying rules, transformations, and governance.
    • Export to analytics tools (e.g., Power BI, Tableau, Snowflake).
  • Outcome: High-quality, analysis-ready datasets delivered faster and with less manual effort.

5. Regulatory Compliance (GDPR/CCPA)

  • Challenge: Compliance teams need a complete and auditable view of personal data across the organization.
  • CluedIn Walkthrough:
    • Automatically discover personal data across systems.
    • Link and classify records to individuals.
    • Generate compliance-ready reports and respond to Subject Access Requests (SARs).
  • Outcome: Reduced risk and effort in meeting regulatory requirements, with confidence in auditability.

6. Customer Onboarding Acceleration

  • Challenge: New customers expect fast, accurate, and seamless onboarding.
  • CluedIn Walkthrough:
    • Ingest customer information from forms, contracts, and external systems.
    • Validate, enrich, and standardize the data.
    • Deliver complete onboarding records into CRM and workflow systems.
  • Outcome: Faster onboarding cycles, fewer errors, and a better first impression for new customers.

7. Helping with ERP Migration

  • Challenge: It is often the case that you will need to migrate an existing ERP system to a new one, or even many ERP systems into a new ERP system.
  • CluedIn Walkthrough:
    • Ingest materials information from SAP, Navision and other systems.
    • Validate, enrich, and standardize the data.
    • Deliver complete onboarding records into ERP and workflow systems.
  • Outcome: Faster onboarding cycles, fewer errors, and a better migration process.

Next Steps

Each of these walkthroughs will be explored in detail with guided exercises. As you go through them, you’ll learn how to:

  • Connect data sources.
  • Apply CluedIn’s enrichment and matching capabilities.
  • Build golden records.
  • Deliver data back to the systems where it creates the most value.

By the end of these use cases, you’ll have hands-on experience with CluedIn’s core functionality and a clear understanding of how to apply it to your own business challenges.

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