AI automation  •  Microsoft Fabric  •  Power BI  •  Copilot
Customer 360

Create a trusted customer view across every relevant touchpoint.

Resolve fragmented customer records across CRM, transactions, digital channels, service and engagement systems into a governed customer model.

Illustrative solution pattern. The scope and measures are adapted to your sources and business definitions.

Multiple sources→Microsoft Fabric→Semantic model→Power BI + Copilot
Business measures

Measure the outcomes that matter.

These are example KPI categories—not performance claims—and are tailored to each client’s definitions.

IdentityMatched customer records
ValueLifetime and revenue measures
EngagementCross-channel activity
ServiceInteractions and outcomes
SegmentsActionable customer groups
Questions this helps answer

Turn fragmented data into decision-ready context.

Who is the customer across systems?

Which customers are most valuable?

Who is at risk of churn?

Which channels drive engagement?

What products or services are used together?

Simplify the journey

From disconnected data to one governed model.

Unify the data once, model business meaning once, and reuse it across dashboards, analytics and AI.

CRMTransactionsService recordsDigital touchpoints
→
OneLakeMedallionSemantic Model
→
Power BICopilotDecisions
Key capabilities

What the solution can include.

01

Identity resolution

Align customer identifiers across systems.

02

Customer profile

Combine attributes, transactions and behaviors.

03

Segmentation

Create governed segments for analytics and activation.

04

Customer metrics

Standardize value, engagement and lifecycle KPIs.

Resolve identity with care.

A customer may have several identifiers across systems. Matching rules, data quality and access permissions need to be agreed before creating a shared view.

Reference architecture

See how the data comes together.

SteadfastGlobal Unify Data. Engineer Intelligence. Drive Action. STEADFAST GLOBAL · REFERENCE ARCHITECTURE

Semantic Data Layer

How business meaning connects governed data, metrics, analytics and AI.

Purpose-specific semantic layers connecting shared business concepts, domain definitions, models and reporting.
Create a trusted customer view across every relevant touchpoint.Original Steadfast Global reference visual.Inspect the full diagram →Illustrative architecture. Outcome labels describe possible aims, not verified client results or guarantees.
FAQ

Questions about this solution.

What data sources can this solution combine?
The architecture can combine relevant CRM, ERP, marketing, web, application, file, API and SaaS sources. The exact integration method depends on source capability and latency requirements.
Can Copilot be used with this solution?
Yes, where licensing and tenant configuration support it. We focus first on governed semantic models and permissions so natural-language analytics has reliable business context.
Can this solution be phased?
Yes. We normally start with the highest-value decisions and data sources, then expand the model and consumption experiences in controlled increments.