The client faced significant challenges due to the disparate data systems across the acquired companies, each with its own point-of-sale systems and data processors. This resulted in manual and time-consuming processes for generating individual and company-level reports, hindering efficiency and decision-making.
1. Data Sources and Challenges: Our client had vast amounts of data stored in various systems, including Ginger database for Point of Sales, QuickBooks for finance, Paylocity for HR, and manual files on SFTP and SharePoint. Retrieving data from each system individually posed a significant challenge.
2. Building Data Pipelines: To overcome the inefficiency of retrieving data from multiple systems, we developed data pipelines. Over 60 data pipelines were created, utilizing five different patterns identified in the workflow.
3. Automation and Data Storage: Once the data patterns were understood, we automated the process and consolidated all data into a single storage layer, comprising bronze, silver, and gold layers.
4. Data Mart Generation: From the storage layer, we generated specific Data Marts tailored to the client’s use cases, including Revenue/Budget, Labor Cost, and Marketing Data Marts.
5. Dashboard Development: Leveraging PowerBi, we built dashboards that consume data from Data Marts, enabling the client to gain insights and analytics for informed decision-making.
6. Daily Refresh and Automation: The developed Data Marts and Dashboards are refreshed daily, ensuring real-time data availability and insights.
7. Innovative Solutions: Our team developed a Python Bot to automate the retrieval of daily backup files from the Ginger Database, saving significant time and effort.
8. Enhanced Data Capabilities: Through our solution, the client could store historical employee data in addition to current information, enhancing their HR capabilities.
9. Optimization and Efficiency: Parallel processes and optimization techniques were implemented during backup file retrieval, resulting in a 3X faster process.
10. Business Outcomes: The automation and integration of data management processes led to cost savings, time efficiency, flexibility, and an improved user experience for our client.
Prudent Consulting implemented a Centralized Data Warehouse solution to address the client’s data management and analytics needs. This involved developing executive-level dashboards to monitor budget, revenue, labor costs, and marketing analytics.
