CASE STUDY
KEY OUTCOME
The client unified fragmented systems into a single data platform, enabling real-time insights and better forecasting.
CHALLENGE SUMMARY
The client’s data was trapped in multiple, disconnected MART databases, with no standardization across inputs from Salesforce, Hyphen, and manual files. This led to duplicate records, inconsistent definitions, and constant delays in reporting. The accuracy and usefulness of data varied widely depending on when and how it was updated—leaving teams with no trusted source of truth and limited visibility into key performance drivers.
SOLUTION SUMMARY
Data Ideology implemented Fivetran to streamline replication from various source systems and reduce burden on the internal IT team. A centralized enterprise data warehouse was built in Snowflake to serve as the foundation for unified reporting and analysis. Disparate and shared data sources were enriched using Snowflake’s Private Data Shares, while Omnata enabled seamless syncing of enriched insights back into Salesforce—closing the loop between data and action.
THE CHALLENGE
THE RESULTS
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