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ISPNepal
Churn prediction and executive dashboards
Challenge · Churn showed up in monthly reports weeks after subscribers had already left, and leadership worked from conflicting spreadsheets.
Solution · AI Builder churn-prediction models scoring at-risk subscribers weekly, feeding Power BI executive dashboards with agreed KPI definitions.
Outcome · Retention teams act on a ranked at-risk list every Monday and leadership tracks one live view of the numbers.
[12]%
Churn reduction
Weekly
At-risk scoring cadence
[ ] = placeholder metric
Financial advice practiceAustralia
CRM operating layer with an AI file-note agent
Challenge · Client records were split across spreadsheets, email and a legacy CRM; advisers spent evenings writing compliance file notes.
Solution · Dataverse model-driven CRM with SharePoint document management, automated review scheduling, and an AI agent that drafts file notes from client conversations.
Outcome · One client record, same-day file notes, and compliance evidence produced in minutes.
[6] hrs
Adviser time saved weekly
Same day
File notes completed
[ ] = placeholder metric
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