Saving 140 Hours in Manual Tasks with a Modern Data Stack – Vertical IQ

Before:

Tedious Manual Processes Leads to an Additional 350+ Hours of Labor

Vertical IQ’s business thrives on insights. However, its data platform, data strategy, and reporting efforts were lagging. The organization’s data was siloed, spread across various tools and platforms. As the company grew, data management became more challenging.

Customer facing product usage reports were a key differentiator for the organization but compiling them was a time-consuming process with high potential for human error. The monthly and quarterly reports consumed more than 350 hours annually. The reporting process involved exporting data from various programs, spreadsheet manipulation, data cleaning, and manual distribution.

Vertical IQ had outgrown the way it managed its data but didn’t have the in-house expertise to implement automated product analytics, reporting, and dashboards.

“We could no longer put band-aids on the problem. We needed to put in the work to add value for our customers and develop data management processes that would scale with our ongoing growth.”
-Drake Branson, Director of Product, Vertical IQ

Solution:

Enhancing Data Presentation and Insight Accessibility

To streamline data management and automate reporting processes, Vertical IQ knew they needed a modern data stack and business intelligence (BI) tool. To implement this stack, they partnered with Data Clymer, a Spaulding Ridge company.

Data Clymer was tasked with developing an architecture plan, integrating data, and creating dashboards. We provided hands-on data engineering and data visualization services, ensuring data connectivity and accuracy.

Through the implementation of the modern data stack, Vertical IQ can now rely on one single source of truth instead of pulling data from multiple locations. This has eliminated manual labor and reduced potential human error.

We also built a dashboard that was embedded in Vertical IQ’s customer-facing products. The reports present data more engagingly, which adds value to customers and the executive team. The dashboard also includes baked-in comparison metrics, which make it fast and easy to understand high-level trends and insights.

“If we hadn’t hired Data Clymer, we would have a very simple dashboard that didn’t move the needle much, and it would have taken us nine months to get there. Data Clymer helped us set everything up once the right way, accelerate production of our Sigma dashboards, and build automation with Snowflake.”
-Drake Branson, Director of Product, Vertical IQ