Industry playbooks

Solutions by industry

Land a focused pilot, surface the metrics that matter, and prove impact to exec teams in weeks—not quarters.

Financial services playbook

Financial Services and Insurance

Board-quality revenue and risk in one place. Reconciled KPI definitions. Real-time P&L questions.

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Screenshot - P&L question with reconciled definitions

Wedge use cases

  • Board-quality revenue and risk in one place.
  • Reconciled KPI definitions across systems.
  • Real-time P&L questions with drill-through to transactions.

What success looks like

  • Faster close and forecast cycles.
  • Eliminate conflicting number debates.
  • Reduced ad-hoc requests to finance and BI.

Sample questions to ask EdenLM

  • Why did net interest margin move last week and which portfolios drove it?
  • Show loss ratios by segment and the top three claim drivers with evidence.
  • Reconcile revenue between ledger, billing, and CRM with lineage.

Starter metrics and data sources

  • MRR, NRR, CAC payback, loss ratio, expense ratio, delinquency and charge-offs.
  • Sources: core ledger, billing, CRM, policy admin, claims, risk modeling outputs.

Security and compliance

SSO and RBAC, audit logs, BYOK. Row and column security passthrough. Private routing options for regulated data.

Tailored walkthrough

Show finance and risk the full picture.

We'll bring your ledger, billing, and policy systems together in a guided pilot with lineage from day one.

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SaaS growth playbook

SaaS

Unified MRR, churn, and NRR with lineage. Find retention and expansion drivers across your SaaS business.

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Screenshot - NRR driver analysis across segments

Wedge use cases

  • Unified MRR, churn, and NRR with lineage and definitions.
  • Retention and expansion drivers that tie product usage, tickets, and billing.

What success looks like

  • Align product, finance, and GTM on one truth.
  • Faster root-cause for churn spikes and expansion slowdowns.

Sample questions

  • Which accounts drove NRR last month and why?
  • What product actions predict onboarding success by segment?
  • Which support themes correlate with downgrades and by how much?

Starter metrics and data sources

  • MRR, ARR, logo churn, revenue churn, NRR, expansion by cohort.
  • Sources: product analytics, billing, CRM, support tickets, marketing automation.

Tailored walkthrough

Link product signals to board-ready metrics.

See how EdenLM unifies product telemetry, billing, and CRM so GTM and finance operate on the same playbook.

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Retail playbook

Retail and E-commerce

Omnichannel performance, promo impact, inventory and returns anomalies tied to margin.

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Screenshot - Promo impact and inventory anomalies

Wedge use cases

  • Omnichannel performance with reconciled definitions.
  • Promo impact and ROI by product and channel.
  • Inventory and returns anomalies tied to margin.

What success looks like

  • Prevent stock-outs and reduce expedite costs.
  • Improve promo ROI and reduce returns.
  • Connect CX to revenue with evidence.

Sample questions

  • Which promos lifted margin last week after returns?
  • Where are we at risk of stock-out in the next 7 days?
  • What service themes drive cancellations by channel?

Starter metrics and data sources

  • Gross margin after returns, attach rate, pick-pack-ship time, return reason distribution.
  • Sources: commerce platform, OMS, WMS, POS, CX tickets, ad platforms, site analytics.

Tailored walkthrough

Run omnichannel decisions from a single command center.

We'll show how EdenLM reconciles commerce, ops, and marketing data so teams catch margin drag early.

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Manufacturing playbook

Manufacturing and Supply Chain

Yield and downtime analysis, supplier lead-time variance, cost-to-serve.

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Screenshot - Yield and downtime analysis dashboard with Explain

Wedge use cases

  • Yield and downtime analysis across plants and lines.
  • Supplier lead-time variance and on-time performance.
  • Cost-to-serve by product and customer.

What success looks like

  • Locate bottlenecks in days.
  • Reduce scrap and expedite costs.
  • Raise on-time fulfillment with evidence-based actions.

Sample questions

  • Which line had the highest unplanned downtime yesterday and why?
  • What suppliers drive late orders and what is the cost impact?
  • How does schedule adherence affect yield by shift?

Starter metrics and data sources

  • OEE, first pass yield, scrap rate, schedule adherence, on-time in-full, freight expedite rate.
  • Sources: MES, ERP, WMS, TMS, procurement, maintenance logs.

Tailored walkthrough

Expose bottlenecks before they cost you.

Let us map your plants, suppliers, and logistics feeds into a secure EdenLM pilot that flags gaps with evidence.

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Telecom playbook

Telecom

Churn drivers by region and plan, promo ROI, network issues tied to CX.

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Screenshot - Churn driver tree with network incidents overlay

Wedge use cases

  • Churn drivers by region and plan.
  • Promo ROI and cannibalization risk.
  • Network issues tied to CX and churn likelihood.

What success looks like

  • Cut ad-hoc reporting volume.
  • Move from reactive to preventive retention.

Sample questions

  • Which regions saw churn spikes after last week's outage?
  • Which promos lift retention without discount stacking?
  • How do plan changes affect lifetime value by cohort?

Tailored walkthrough

Keep subscribers before they leave.

See how EdenLM correlates outages, offers, and CX tickets so retention teams move with proof.

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Healthcare playbook

Healthcare and Life Sciences

Service-line profitability and quality metrics with HIPAA-ready controls.

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Screenshot - Service-line margin and quality dashboard

Wedge use cases

  • Service-line profitability and quality metrics with access controls.
  • Revenue cycle drivers and denials analytics.

What success looks like

  • Faster, defensible answers for clinical and finance leaders.
  • Reduced manual reconciliations and spreadsheet risk.

Security and compliance

HIPAA-ready isolation planned. SSO, RBAC, audit logs, BYOK. Masking and redaction for PHI with policy-based approvals.

Tailored walkthrough

Give clinical and finance leaders governed insight.

We'll demonstrate EdenLM's guardrails for PHI while surfacing service-line, denial, and quality metrics in one view.

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Public sector playbook

Public Sector

Program outcomes and budget visibility with transparency and auditability.

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Screenshot - Program outcomes and budget reconciliation

Wedge use cases

  • Program outcomes dashboards with evidence links.
  • Budget visibility and reconciliation across systems.
  • Transparency and audit-ready trails.

What success looks like

  • Shorter cycles to trusted answers.
  • Clear, shareable narratives with citations.

Transparency and oversight

Automated evidence packages, approval logs, and source receipts keep stakeholders aligned and regulators satisfied.

Tailored walkthrough

Earn trust with evidence-backed programs.

See how EdenLM assembles budget, procurement, and impact data into narratives stakeholders understand.

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