Case Study
RENEWAL ANALYTICS + COPILOT
Executive Summary
An enterprise SaaS business managing recurring subscription and renewal revenue across a large customer base billed through a subscription-management system
- Industry:
- Geography:
- Capability: Agentic AI Platform
- Technologies:
- Key Outcome: • Single governed source of truth for renewals
The Challenge
An enterprise SaaS business managing recurring subscription and renewal revenue across a
large customer base billed through a subscription-management system.
Delivery
Subscription, invoice and adjustment data from the billing system is unified in OneLake and modeled into curated renewal and subscription tables in a Fabric SQL warehouse. A focused Power BI dashboard tracks renewal KPIs, while Copilot enables natural-language "ask your data" self-service for business users — cutting time from question to insight.
TECH STACK & INTEGRATIONS
Microsoft Fabric — lakehouse + SQL warehouse
OneLake — governed renewal data foundation
Fabric SQL Warehouse — curated renewal & subscription models
Power BI + Copilot — dashboards & NL self-service analytics
Integrations — Zuora invoice item & adjustment data
Results
• Single governed source of truth for renewals
• AI-powered self-service analytics
• Accelerated, data-driven decisions
Deep Dive into the Outcomes
Get the detailed PDF report covering the complete problem-solution-impact lifecycle and measurable ROI metrics for this project.
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