Solution:
Comprehensive Data Pipeline Development for Multi-Departmental Support
We developed a comprehensive data pipeline and modeling system to support six internal departments with use cases for CRM, financial, and activity data. This involved organizing the data into a scalable model while optimizing processes and creating activity stream models to enhance efficiency.
In addition to this, we improved the security and governance of the firm’s sensitive data with a security overhaul. We implemented Looker’s user management framework and day-to-day administration of users for optimal accuracy. We provided training and support for users across five departments, offering office hours and ad-hoc working sessions as needed.
Our work consolidating and integrating financial data from internal and external sources created streamlined reports to better make business-decisions. We partnered with their data science team to support ongoing search repository initiatives, integrating nearly a dozen external data sources into one report.