The teams within the sales and marketing department of a leading software as a service provider used different approaches to analyze similar data. Not only did each team have its own process for transforming data, but also their own way of defining key KPIs. This created duplicate work and discrepancies between different organizational reports.
phData helped solve this issue by standardizing the reporting process across teams. First, phData consolidated the transformation logic in dbt and created a data model that could be leveraged by each team within the department.
Next, they partnered with the company to eliminate reporting discrepancies by unifying the business logic behind key KPIs.
Once alignment on KPIs was achieved, phData’s team of experts migrated the business logic into dbt, ensuring the same definitions could be used in downstream tools.
The client chose to partner with phData because of previous successfully-completed projects. Over the course of a year, the phData Data Engineering team helped the client migrate from Redshift to the Snowflake Data Cloud, build and orchestrate data integrations, and create a Customer 360 data model in Snowflake.
Impressed by this past work, the organization leveraged phData’s Reporting, Analytics, & Visualization Services to help solve their current KPI reporting challenges.
By the end of the engagement, the customer had the following:
By connecting to the new data model, analysts could now build reports without having to define complex logic in calculated fields which reduces development time and improves overall data accuracy and reliability.
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