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Global Manufacturing Company

The Challenge

A global manufacturer serving the oil and gas industry relies on accurate customer data to manage complex customer hierarchies that need to be carefully managed due to mergers and acquisitions, and joint ventureships. This was used to help them best understand which customers are associated with their respective ship to locations. This is important to understand which equipment the customer has under their current ownership for selling new equipment once old equipment ages out, and for selling OEM parts for replacement. 

However, customer records were spread across multiple CRM and ERP systems. Duplicate and inconsistent accounts made it difficult to:

  • Accurately report total revenue by corporate entity
  • Identify cross-sell and upgrade opportunities
  • Understand corporate parent relationships
  • Prepare clean data for an upcoming CRM transformation

Manual reconciliation slowed reporting and reduced confidence in analytics.

The Solution

The organization implemented LakeFusion natively within its Databricks Lakehouse to create a governed Customer Golden Record.

LakeFusion:

  • Consolidated customer data across enterprise systems
  • Applied AI-assisted entity resolution to unify duplicate accounts
  • Established a single master ID per customer
  • Enriched records with corporate hierarchy and firmographic data
  • Implemented governance workflows to ensure long-term data quality

The result: a trusted, business-aligned view of customer relationships.

The Impact

  • Enterprise-Level Revenue Visibility: Sales teams can now accurately report how accounts roll up to corporate parents — improving negotiation leverage and upgrade planning.
  • Improved Cross-Sell Opportunities: Unified customer profiles reveal relationships and transaction history that were previously obscured.
  • CRM Migration Readiness: Clean, governed master data ensures future systems will not inherit historical duplication issues.
  • Operational Efficiency: Business users now maintain a single customer record rather than updating multiple disconnected systems.

Looking Ahead

With customer accounts successfully mastered, the organization is expanding its data governance strategy into additional domains, strengthening its long-term data foundation and analytics maturity.

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