Business intelligence dashboard helped client understand effectiveness of campaigns
Client is a liability insurance and risk management service provider to schools and colleges. The client wanted to track various metrics and get actionable insights on daily basis using Tableau & SQL Server.
Current State:
- Data from different data sources (Salesforce, Google analytics, Silverpop, Hootsuite, Techcanary, eTouches) are extracted in flat files and reports are generated manually.
Gaps:
- · A holistic view is not presented as the reports and data storage are currently fragmented.
- · Fragmentation is creating a lot of manual process.
Future state:
- Data extraction, data profiling, data transformations to be done with the ETL process (Extract, transform and load).
- Automated ETL jobs to extract data from various data sources.
- Schedule data transformation process before loading into data warehouse/data mart.
- Integrated dashboards that provide a holistic view of the business.
Business impact:
- Helps to understand the effectiveness of the digital campaigns.
- Holistic view of the business helps in making better decisions.
Architecture:
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