Case Study

Streamlining CRM Analytics

Improving Data Accuracy and Empowering Users

The Challenge

Goal #1

Thoroughly review the existing architecture, including recipes, datasets, and dashboard and create a roadmap to streamline the platform, with a focus on data governance.

Goal #2

Develop comprehensive dashboards for Executive and non-technical users to provide overview of key metrics, and allow for independent generation of insights based on consistent data

Fragmented and inefficient reporting was making it increasingly challenging for the organization to leverage CRM Analytics to make informed business decisions. 

Focused Solution:

Optimization & Governance of CRM Analytics

Data Cleanup and Optimization

Executive & Self-Service Dashboards

Data Governance

Training & Knowledge Transfer

Key Success Metrics

  • 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.