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Customer Health Intelligence & KPI Platform

$425M cybersecurity firm

Project Description

Customer health KPI engine that revealed millions in expansion and renewal revenue by exposing gaps, bundling patterns, and at-risk accounts.
Visualizing the flow from raw transaction data to customer health KPIs—supporting renewal, expansion, and greenfield strategy.

Outcomes

  • Became the single source of truth for customer health and expansion performance

  • Unlocked previously invisible signals in renewal timing, bundling behavior, and product usage

  • Helped the company transition from anecdotal health scores to KPI-driven renewal and growth decisions

  • Provided early warning visibility into declining customer segments and at-risk accounts

How Highgate Helped

  • Project Management

  • Data Discovery

  • Data Cleaning & Augmentation

  • Prompt Engineering

  • Executive Presentation

  • Rollout Planning

Project Statistics

20

Years of Historic Data Processed

14

Executive Users

2608%

ROI

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