How Clerri Embedded AI Analytics for 8,000+ Dental Practices

Fast Impact Facts:

• It only took 3 months to embed ThoughtSpot and rollout to customers - about the same time it took for the selection process.
• In three months, Clerri’s user base grew 10x.
• Before Thoughtspot, Clerri had under 50 users internally directly accessing artifacts that the Analytics team was providing.
• Today, there are over 550 users, averaging nearly 200 Monthly Active Users and 300+ Quarterly Active Users.
• That’s an 1000% increase in engaged self-service users in just seven months.

The Challenge: Manual Reporting and “Dusty” Data

Prior to ThoughtSpot, Clerri faced significant hurdles in how they delivered value through data:

• Manual Reporting: Ad-hoc requests were managed via Google Sheets and Excel files, some containing hundreds of thousands of records that were difficult to maintain.
• Data Latency: Critical reports were often delivered on a monthly cycle, leaving dental practices with “dusty,” outdated views of their performance.

Clerri knew they needed a way to embed sophisticated reporting directly into their external platform without a massive internal engineering overhaul. They didn’t want to build a solution as their lean team wasn’t set up to manage the maintenance of such an effort.

The Solution: A Scalable, "Build Once, Deploy Anywhere" Analytics Engine

After evaluating seven vendors, Clerri chose ThoughtSpot for its "build once, deploy anywhere" model. The platform’s versatility allows Clerri to serve both internal teams and external customers through a single, reliable embedded analytics solution.

After our thorough technology and review process, we were able to embed ThoughtSpot in about the same amount of time. It was as seamless of a process as we were sold.

David CrosbyDirector of AnalyticsClerri

Key Implementation Highlights

• Rapid Migration: The implementation was complete in just over three months.
• Natural Language Search: As your AI analyst, Spotter’s interface is aligned with user preferences for chat-like interactions to gain insights.
• Embedded Analytics: Reporting is now integrated directly into the Clerri platform, allowing Clerri employees & external customers to self-serve.

The Impact: Insights in Seconds, Not Days

Within three months, they have seen over a 52% increase in user adoption and over 35,000 queries monthly, which shows that Clerri’s team and customers are highly engaged in better understanding their data and how they can leverage it to drive business.

• Empowering Super Users: One Customer Success Manager successfully replaced a manual Excel-based monthly dashboard with live ThoughtSpot Liveboards, allowing for real-time account management.
• Reduced Support Burden: The agentic nature of the platform provides a lower barrier to entry for end-users, significantly reducing the volume of ad-hoc requests hitting the four-person analytics team.
• Monetization Potential: Clerri is exploring a tiered data strategy, potentially turning analytics into a direct revenue generator by offering premium access levels like Spotter.

While AI is a game-changer, business-critical insights must be deterministic, unlike the probabilistic nature of most consumer interactions. ThoughtSpot helps me sleep at night because we can trust that the solution will work, yielding reliable, trustworthy, and reproducible results.

David CrosbyDirector of AnalyticsClerri

What’s Next for Clerri?

Clerri is focused on agentic adoption, moving toward Spotter to provide even more intuitive, AI-driven conversations for dental practices. This evolution will continue to decouple practice growth from administrative burden, ensuring every dental office can "stop guessing and start growing".