CASE STUDIES
Eaton unifies customer data, saving $10-14M+ in rebates.
In 6 weeks, Eaton unified 90+ ERPs with Reltio, saving $10-14M yearly in rebates. Creating a trusted, AI-ready data foundation for growth.
"Much of our challenge is how do we use data to fuel where we need to invest? Where do we need to build more manufacturing sites? How do we use AI to make better use of the resources—human or otherwise—that we already have available?"
Ross Schalmo,
VP, Chief Data Officer
Data silos and fragmentation limited visibility.
Highly fragmented systems landscape.
90+ ERPs and 3,000+ apps created silos and inconsistencies in customer data.
Disruption from frequent acquisitions.
Frequent acquisitions and Excel-based workarounds further fragmented data.
Costly rebate process gaps.
$10-14M+ in rebates were auto-approved yearly due to limited visibility.
Need for AI governance at scale.
Scaling AI across federated domains required centralized data governance and risk oversight.
Complexity in creating golden records.
Harmonizing golden records across global systems proved resource-intensive.
“Using the customer data from Reltio along with invoice and product data, we were able to create our own version of a rebate bank. And those combinations of outcomes allowed us to save over $10 million in margin.”
Ross Schalmo,
VP, Chief Data Officer
Why Eaton chose our platform.
Eaton selected Reltio to unify customer data across global systems, support complex relationship management and deliver trusted insights into rebate, pricing, and operational decisions.
Cross-system identity unification.
Needed to consolidate customer identities across 90+ ERPs and CRMs for accurate reporting and global traceability.
Composable, real-time architecture.
Required flexible, event-driven pipelines to feed trusted data into systems like Kafka, SAP, and Snowflake.
Governed data ownership.
Built-in governance tools enable KPI tracking, domain-led stewardship—and scalable, AI-ready data oversight.
Eaton's solution.
Unified, governed pipelines connected the enterprise.
Integrated Salesforce → Reltio → Kafka → SAP/Snowflake pipeline for real-time customer data delivery.
Created reusable data products across domains.
Modeled and standardized entities like customer, invoice, and pricing for cross-functional access.
Centralized AI intake and governance oversight.
Built structured funnel with domain ownership, KPI alignment, and gated rollout for AI initiatives.
Deployed 7-step model for domain-led stewardship.
Empowered business units to own data quality and accountability through formal governance councils.
Built cross-functional architecture for trusted insights.
Enabled shared access to consistent customer data for analytics, rebate operations, and beyond.
Faster decisions, fewer errors, measurable savings.
Reclaimed $14M+ in rebate leakage.
Identified and addressed auto-approved rebates under $10K in fewer than 6 weeks.
Accelerated delivery of trusted data.
Reduced cycle time to deliver high-quality customer data to downstream systems.
Enabled enterprise-wide data product reuse.
Teams reused governed data assets across analytics, pricing, and operational functions.
Improved traceability and reduced duplication.
Standardized identities and metadata enabled unified records across global platforms.
Established a foundation for AI at scale.
Delivered reliable, connected data to power scalable AI solutions across domains.
Drove strategic decisions.
Unified customer data accelerated strategic decisions across the enterprise.
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