Four Weeks to a Single Customer View: How a Lakehouse Architecture Solved an Old Problem for Advisors

A small AppDirect engineering team built a unified view of customers, orders, and quotes across three business units in four weeks, with no manual coding. Advisors now have one place to see every customer across hardware, software, and connectivity. It runs on a Lakehouse architecture, and a person reviews every duplicate match before any records merge. A project like this would normally be scoped in quarters. AppDirect advisors serve customers who buy hardware, software, and connectivity, but the systems behind those product lines don't talk to each other. A single customer can look like three different customers depending on which screen an advisor is on. Cross-sell opportunities hide in plain sight. Basic questions go unanswered. A small AppDirect engineering team…