Standardize names and addresses and mint deterministic match keys
When the same customer appears three different ways across systems and mail bounces on half the addresses.
- Transformation
Larger outcome
8 RecipesCustomer 360
Customer 360 is not one Recipe. It is too broad to have a single acceptance contract, so it is assembled: standardise, resolve identity, then add the measures the view is actually for. Adopt the ones you need and add your own source, privacy and survivorship requirements on top — the Recipes below stay exactly what they are in the rest of the Cookbook.
Deduplicate customers into a golden record with a source crosswalk
When three source systems each carry their own customer id and every report double-counts the same person.
- Transformation
Resolve B2B account hierarchies and roll measures to the ultimate parent
When revenue by customer is split across a dozen subsidiaries and nobody sees the group total.
- Transformation
Build retention cohorts and a churn feature table
When "what's our churn rate" gets three different answers depending on who is asked.
- Transformation
Score customers with RFM and maintain segments incrementally
When segmentation runs in an analyst's notebook and nobody else can rerun it.
- Transformation
Compute historical customer lifetime value with margin
When the acquisition-payback conversation lacks an LTV figure anyone trusts.
- Transformation
Unify consent and communication preferences with auditable latest-wins logic
When a customer who opted out of email still gets a marketing send from a different system.
- Governance and cost
Sessionize event streams and build reproducible funnels from batch exports
When product analytics can't be reproduced outside the vendor's own dashboard.
- Transformation