Schneider Electric partnered with Infoverity to turn installed base data from various disconnected systems into IB360, a single trusted foundation built on Informatica Cloud Master Data Management (MDM). Integrating IB360 directly into Salesforce became the turning point, transforming trusted data into a direct driver of cross-sell and upsell revenue.
Schneider Electric Case Study | Infoverity - Table of contents
Unifying Installed Base Data: Turning Vision into Insight
Schneider Electric is a global energy technology leader, operating in more than 100 countries with over 160,000 employees, and its installed base spans hardware, software, and systems used by customers, partners, and internal teams worldwide. The company’s visionary mission is embodied in its “Your Energy Technology Partner” positioning, reflecting Schneider Electric’s commitment to helping its customers achieve greater efficiency and sustainability through connected technologies and services. The company recognized the importance of having a complete and connected view of its installed base across customers, products, and services. Installed base data is foundational to understanding customer needs, delivering lifecycle services, and ultimately identifying opportunities for customers.
But creating that complete view is uniquely complex. A single installed base record is more than an asset, it combines information about the customer, the product, and the location where it is deployed. At Schneider Electric’s scale, this information is created and maintained across multiple of systems supporting different businesses, regions, and functions.
As a result, Schneider Electric needed to master and relate data across multiple domains at once, product, customer, location, and asset information, because a single installed base record touches all four. Get any one domain wrong, and the other three inherit the error.
Schneider Electric knew what it needed: a single, trusted source of truth spanning all of it.
How did Schneider Electric build a trusted source of truth with Informatica Cloud MDM?
Working with Infoverity as its strategy and implementation partner, Schneider Electric set out to build IB360, a master data management foundation built on Informatica Cloud Master Data Management (MDM), designed to consolidate installed base data from every corner of the business into one governed, reliable repository. The technical challenge alone was significant: reconciling data flowing in through batch cycles, SQL connectors, FTP transfers, Kafka messaging, and APIs, all while maintaining the governance needed to keep a fast-growing, multi-domain repository trustworthy.
Infoverity led that build end to end, from the strategy that shaped the approach to its implementation that brought it to life. But Schneider Electric recognized that creating golden records was only part of the journey. The ultimate objective was to ensure that trusted installed base intelligence could be put to work across the business, helping teams make better decisions, engage customers more effectively, and identify opportunities throughout the asset lifecycle.
A single source of truth delivers the greatest value when it is embedded into the processes people rely on every day. Rather than treating IB360 as a standalone data repository, Schneider Electric focused on making trusted installed base information accessible within the business workflows where customer conversations, service interactions, and growth opportunities take shape. To create business value, installed base data needed to move beyond data management systems and become part of everyday business processes.
This partnership has been recognized outside Infoverity’s own materials. Informatica’s published success story on the project names Infoverity as the certified implementation partner behind Schneider Electric’s installed base transformation, citing the team’s expertise in deploying the MDM solution across the company’s global operations.
Why does integrating MDM with Salesforce drive cross-sell and upsell revenue?
To operationalize the value of IB360, Schneider Electric integrated the platform with Salesforce, bringing trusted installed base intelligence directly into the workflows used by sales and service teams every day. Instead of requiring employees to navigate multiple systems to understand a customer’s environment, relevant asset information, ownership history, and service context became accessible within the tools where customer engagement and business decisions take place.
This expanded the role of installed base data from a foundational data asset to a business capability. While golden records established a consistent and trusted view of customer assets, integrating that intelligence into Salesforce made it easier for teams to identify opportunities, engage customers with greater context, and support more informed decision-making throughout the customer lifecycle.
What other business outcomes come from trusted installed base data?
As Schneider Electric continues to advance energy technology and help their customers improve efficiency and sustainability, a connected view of installed assets becomes increasingly important. With trusted installed base information available across the organization, teams gain a deeper understanding of customer environments, enabling them to better understand where equipment is deployed, how customers’ assets evolve over time, and where opportunities exist to deliver additional value throughout the asset lifecycle.
Greater visibility into customer assets helps Schneider Electric engage customers with richer context and a more complete understanding of their operational environments. This creates opportunities to support customers throughout their modernization journey, strengthen lifecycle service offerings, and identify areas where new technologies, upgrades, or digital solutions can help customers improve performance, efficiency, and sustainability outcomes.
The initiative also established a foundation for future digital experiences. By making trusted asset information more accessible, Schneider Electric created new possibilities for self-service capabilities and customer-facing applications, enabling customers to engage more directly with information about their installed assets and make faster, more informed decisions.
Taken together, these capabilities support Schneider Electric’s ambition to be the trusted Energy Technology partner for its customers. By connecting asset intelligence with the teams and digital experiences that rely on it, the company is better positioned to help customers optimize operations, navigate modernization initiatives, and achieve their long-term business and sustainability goals.
Why is trusted data the foundation for AI readiness?
Schneider Electric does not view IB360 as a completed initiative, but as a strategic foundation that can support future innovation across the business. As the company continues to advance its digital capabilities, trusted installed base data creates new opportunities to leverage AI and predictive insights with greater confidence and context.
Whether supporting customer engagement, service recommendations, asset lifecycle management, or operational decision-making, the effectiveness of AI depends on the quality and consistency of the data behind it. By establishing a governed and connected view of installed base information, Schneider Electric has laid the groundwork for future AI-enabled capabilities that can help teams work more efficiently and deliver greater value to customers.
More importantly, trusted data helps ensure that AI-generated insights are grounded in a comprehensive understanding of customer assets and environments. As Schneider Electric continues to evolve as a trusted Energy Technology partner, that foundation will be critical to scaling digital innovation while maintaining focus on the customer outcomes that matter most.
Schneider Electric’s specific business needs, objectives, and results, and how Infoverity partnered with the company from strategy through implementation, are explored in detail throughout the full case study.
Key Takeaway
By leveraging Informatica Cloud MDM to create a trusted foundation for installed base intelligence and embedding it within Salesforce workflows, Schneider Electric enabled more informed decisions, stronger customer engagement, and greater opportunity to identify cross-sell and upsell opportunities.
Download the Schneider Electric Case Study
If your organisation is working through similar questions about installed base data — whether you’re building a trusted foundation from scratch, mid-implementation, or looking to connect your MDM platform to the commercial workflows where it can drive real impact — the Schneider Electric story is worth reading in full. And if you’d like to talk through what a similar approach could look like for your organisation, Infoverity’s data strategy advisors are a good place to start. ➡️ Download it now!