The Challenge
These issues made it difficult for users, especially those without a deep technical background, to efficiently interpret and analyze the data. As a result, it became increasingly challenging for the organization to leverage their CRM Analytics platform to make informed business decisions.
Goal #1
Goal #2
Focused Solution:
Optimization & Governance of CRM Analytics
The CloudKettle team worked closely with the client to create denormalized datasets, enhance self-service capabilities, provide an executive dashboard and improve overall data hygiene.
Data Cleanup and Optimization
Significant technical debt was eliminated by removing outdated and redundant assets. A robust data governance framework to implemented to ensure consistency and reliability of the data, while reducing the need for one-off datasets and enhancing scalability.
Executive & Self-Service Dashboards
Dashboards were designed to give non-technical users the ability to generate insights independently, and to allow Executives quick access to assess the health of critical business areas including Sales, Marketing, and Servicing. Dynamic filters were introduced to allow users to drill down into specific segments of the business while maintaining an integrated view across departments.
Data Governance
Formal data governance practices were introduced, including standardized metric definitions, and data quality measures. These practices ensure that data remains consistent and trusted, improving the accuracy of reporting and decision-making.
Training & Knowledge Transfer
Training materials and videos were developed to help users understand the new dataset structure and dashboard features, ensuring a smooth transition to the new setup and encouraging user adoption.
Key Success Metrics
CloudKettle’s intervention led to measurable improvements across the board:
- 40% Reduction in Unused/Duplicated Datasets: By removing redundant datasets, the client significantly reduced data clutter, streamlining their reporting structure.
- 55% Reduction in Unused Recipes and Dashboards: A more organized recipe and dashboard framework was established, ensuring that only necessary and actively used assets were retained.
- 45% Reduction in Overall Technical Debt: Through the cleanup and optimization process, technical debt was reduced by nearly half, resulting in a more efficient and scalable CRM Analytics platform.
- 40% Reduction in Unused Dataflows: By identifying and removing inactive dataflows that were no longer used in any dashboards, the storage was optimized, resulting in cleaner and efficient data governance.
By addressing the challenges of data governance, technical debt, and fragmented reporting, CloudKettle helped the client transform their CRM Analytics platform into a streamlined, efficient tool for data analysis and decision-making. The introduction of reusable datasets, self-service dashboards, and a comprehensive executive dashboard significantly improved data accessibility and visibility, empowering the client to make more informed business decisions. With reduced technical debt and a more organized data structure, the client is now better equipped to scale their CRM Analytics platform as they continue to scale and grow.
This case study highlights the importance of proper data governance, the need for streamlined data structures, and the value of empowering users with self-service analytics tools. CloudKettle’s solutions helped the client eliminate inefficiencies and provided a solid foundation for future growth.
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