RapidCanvas
USE CASE: INSTALLED BASE DATA UNIFICATION

One trusted view of every shipped asset and account.Powered byEntytle

Built for aftermarket, service, and sales operations leaders at equipment manufacturers whose installed base records have accumulated across decades of shipments, acquisitions, and system migrations, and who need one trustworthy view of what is installed, where, and under what commercial terms.

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Installed base dashboard on a monitor in an equipment warehouse
G2 Fall 2026 awards: Momentum Leader, High Performer, Best Support, and the Users Love Us milestone
G24.9 out of 5
Gartner Peer Insights5 out of 5
The Challenge

Installed base records accumulate in systems never designed to reconcile.

Shipments, accounts, service events, and warranty claims live in ERP, CRM, field service, dealer, and spreadsheet sources that were never reconciled. Duplicate records, inconsistent serial conventions, and unmapped sold-to, ship-to, and operate-by relationships leave manufacturers unable to say what equipment an account operates, where it runs, or what coverage applies, so territory and service planning run on partial records.

System Input
  1. Siloed sources

    Sources Grew Independently

    Equipment, customer, service, and transaction records sit in systems never designed to reconcile, out of reach of the teams growing revenue.

  2. Duplicated records

    Acquisitions Multiply the Record

    Prior ERPs, acquired systems, and spreadsheets keep history that never migrated, so one customer appears several times under different conventions.

  3. Unmapped hierarchy

    Hierarchy Resolves to the First Tier

    Sold-to, ship-to, and operate-by links attach to whichever entity was on the order, leaving parent and site connections unmapped.

  4. Hidden end users

    The Channel Keeps the End User

    Equipment sold through dealers reaches sites whose identity stays with the channel, hiding whole installed populations from the manufacturer.

Next acquisitionReturns to step 1
Solution Capabilities

Turn decades of shipment history into one record the aftermarket team can act on.

Entity resolution does the foundational work, and the capabilities around it decide whether the output is a governed installed base the business can plan against or a cleaner extract that still cannot answer what a single account operates. RapidCanvas builds the matching rules against your own naming conventions, serial formats, and acquisition history, and runs them continuously as new records land.

Ingests equipment, customer, service, and transaction records across ERP, CRM, field service, warranty, dealer, and spreadsheet sources, which is what makes a single reconciled position possible across systems that name the same asset differently.
Reconciles duplicate customer and site records and standardizes serial and part number formats into one governed identity, so every downstream count refers to the same population.
Connects parent companies, subsidiaries, and operating sites, and resolves sold-to, ship-to, and operate-by relationships to the correct account, which is what makes territory and coverage planning defensible.
Attaches commissioning date, operating context, warranty and contract status, and service history to each serialized unit, so the record states condition and coverage alongside identity.
Presents a single account view covering installed equipment, parts purchase history, contract coverage, and open service events, which is the view an aftermarket seller opens before a call.
Applies the same resolution logic to incoming records so the view stays current as new shipments, service events, and acquisitions land, rather than aging from the date of the cleanup project.
Installed Base Analyst screen resolving ERP, CRM, field service, and dealer records into one Northgate Mining Group identity with 412 assets across 3 operating sites, and a recommendation to map 86 dealer-extract units with no operate-by record to the Kemper Pit site
Our Solutions Always Employ

The Hybrid Approach™ to Enterprise AI

Human-led, agent-executed, and context-driven by design.

RapidCanvas is the only partner with a Hybrid Approach™ that closes the execution gap between AI potential and real enterprise results by delivering solutions that are outcome-first, context-driven, and expert-optimized.

Agentic automation, custom data apps, access, security, and governance
Enterprise-Grade ArchitectureAgentic Automation | Custom Data Apps | Access | Security | Governance
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Industry experts, AI engineers, customer success, and cloud-ops
Human ExpertiseIndustry Experts | AI Engineers | Customer Success | Cloud-Ops
Customer Benefits

Every downstream program draws from the same reconciled record.

The unified view arrives as an application the aftermarket and service teams use in their daily motion. Every downstream program covering opportunity scoring, contract renewal, and service planning draws from the same reconciled record, which is where the benefits below compound.

Know What You Have in the Field

Installed equipment, location, and operating status resolve to one governed record the whole organization reads the same way.

Recover the Channel-Served Account

Operating locations previously known only to distributors appear in the manufacturer view, with the end user identified.

Plan Territories on Evidence

Coverage and account strategy work from installed asset counts rather than from relationship history and recollection.

Retain Expertise in the System

Account and equipment knowledge persists in a governed record through retirement and staff transition.

Give Every Downstream Program a Foundation

Opportunity scoring, contract renewal, and service planning all draw from the same reconciled view.

Time to value

Live in 8 to 12 weeks.

The solution, powered by Entytle, integrates with your existing IT landscape, so teams start working real opportunities within a quarter rather than after a multi-year data program.

1

Preparation

Agree the use cases, owners and systems in scope before any data moves.

2

Business & data analysis

Map how equipment, parts and service data is recorded across your systems today.

3

Data gathering & ingestion

Connect ERP, CRM and service sources, and bring in the spreadsheets that fill the gaps.

4

Setup & testing

Configure the platform on your unified data and test it against the agreed use cases.

5

Go live & training

Launch to sales, service and channel teams with training built around their use cases.

6

Ongoing support

A named team stays with you as the data, the use cases and the business change.

See one account the way your whole business should.

Bring us the account whose equipment count nobody can agree on. We will resolve its records across your own systems, so you can see what is installed, where it runs, and what coverage applies before you commit.

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Got questions? We're here to answer them for you

Have more questions?
Contact our support team to get what you need.

Enterprise resource planning, customer relationship management, field service and warranty systems, dealer and distributor records, departmental spreadsheets, and extracts from legacy or acquired systems. Records are matched where they live, so the history that never migrated still counts.
A cleanup project starts aging the day it finishes. Here the same resolution logic runs continuously against incoming records, so the view stays current as new shipments, service events, and acquisitions land.
Low-confidence matches are held back for review rather than merged silently. Each one comes with the evidence behind the match, such as serial format and ship-to location, and shows what the account looks like once the mapping is applied, so your team makes the final call.
Where the evidence supports it, yes. Serial conventions, ship-to locations, and service history are used to map channel-sold equipment to the operating locations that run it, so those assets appear in the manufacturer view with the end user identified.
Generic matching reads strings. RapidCanvas builds the matching rules against your own naming conventions, serial number formats, and acquisition history, and adds aftermarket and service expertise, so hierarchy and operate-by decisions reflect how equipment actually moves through your market.
No. A RapidCanvas solution architect, data scientist, and solution developer build and tune the Installed Base Analyst with your team, and the result is delivered as an application your aftermarket and service teams use day to day.
Bring us the account, region, or acquired business whose equipment count nobody can agree on. We will resolve its records against your own data, so you can see what one governed view looks like before committing to the full installed base.
RapidCanvas
G2 Fall 2026 awards: Momentum Leader, High Performer, Best Support, and the Users Love Us milestone
G24.9 out of 5
Gartner Peer Insights5.0 out of 5
Certifications: AICPA SOC, ISO 27001, ISO 45001, GDPR, HIPAA

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