Case Study: XOi Technologies achieves reduced churn and deeper customer insights with Panoply

Reducing Churn and Knowing Customers

XOi Technologies, a Nashville-based field service communications company, provides a mobile app that equips deskless technicians with job-critical information. Faced with siloed data across MongoDB, Zendesk, HubSpot, Intercom and no single source of truth, XOi lacked reporting, dashboards, and data-driven decision making. While evaluating warehouse options, XOi selected Panoply’s data warehouse, implemented alongside Stitch, for its security, performance, and ease of use without requiring engineering resources.

Panoply centralized XOi’s data and enabled self-serve analytics, allowing the team to precisely score customer health and run targeted, personalized interactions. The Panoply-powered stack led to measurable business impact—improving sales and customer loyalty—and even helped XOi save an at-risk account by revealing engagement issues that a customer had denied on a call.

XOi Technologies

Nekotia Jones

Director of Client Support