About the client
The client is a global workplace furnishings and contract interiors leader with a strong footprint across manufacturing, sales, and distribution.
With operations spanning multiple business functions and geographies, the organization set out to modernize how it manages and uses its sales and operational data — laying out the groundwork for AI-driven decision-making and self-service analytics.
Client challenges
The organization’s sales data and reporting processes had grown fragmented over time, limiting visibility and slowing decision-making across the business.
- Scattered, disconnected data: Critical sales data was spread across multiple disconnected platforms, making it difficult to get a single, trusted view of performance.
- No unified data strategy: The organization lacked clear documentation and governance policies around its data, creating inconsistency in how information was managed and used.
- Static, backward-looking reporting: Sales reporting relied on static views with no predictive or automated insights, limiting the organization’s ability to act proactively on emerging trends.
These challenges made it difficult for the organization to scale analytics, adopt AI, and move toward a more data-driven operating model.
Solution
LevelShift delivered a strategic roadmap and Proof-of-Concept (PoC) built on Microsoft Fabric, designed to give the organization a clear, actionable path toward data consolidation and AI-ready analytics.
Discovery and stakeholder alignment
The engagement began by profiling all existing data sources across the business and engaging key stakeholders to define requirements. This ensured the roadmap reflected real business needs across manufacturing, sales, and distribution rather than a purely technical view of the data landscape.
Scalable architecture design
Building on these findings, we designed and demonstrated a scalable architecture for end-to-end data management using Microsoft Fabric. The Proof-of-Concept validated how disparate data sources could be unified into a single platform to support both AI initiatives and self-service analytics.
Governance and future-readiness
The solution incorporated foundational governance using Microsoft Purview, addressing security and compliance from the outset, while Copilot was evaluated as part of the roadmap to support future AI-driven sales insights.
This approach gave the organization a clear, low-risk path to modernize its data estate before committing to full-scale implementation.
Benefits
The roadmap and Proof-of-Concept gave the organization a clear, actionable plan to unify data for AI and self-service analytics:
- Established foundational data governance for security and compliance
- Reduced risk and uncertainty for future data investments
- Enabled 40% faster decision-making through unified, trusted data
- Delivered 30% cost optimization through a streamlined, scalable architecture
- Positioned the organization to adopt AI-driven sales insights with confidence