Context & Objectives

A company active in elderly care services wanted to improve its data usage strategy, focusing on their sales and marketing team while providing insights to users of their Software-as-a-Service platform.

The company needed to overhaul their data strategy to generate more effective reports from their multiple data systems. Their main goal was to develop a sales cockpit that would help sales and marketing teams track lead conversion. Additionally, they requested guidance on Azure Cloud best practices and coaching for their data team in development and data engineering principles.

Approach

First, we needed to understand the data structure and its source. We did this using Azure Cloud, Microsoft's cloud platform that enhances scalability, flexibility, productivity, and cost-efficiency in IT operations.

Next, our data scientists built an automated and user-friendly Power BI dashboard using Python and Azure Cloud tools. This involved planning ETL processes—extracting data from multiple sources, transforming it into a standard format, and loading it into the final destination.

Finally, we shared our expertise with the client's data engineering team for building modern data pipelines. Through guidance, documentation, and ongoing support, we empowered their team to manage development work independently.

Results

Our client gained a deeper comprehension of the data structure and flows. We identified several approaches for data extraction and developed a roadmap for implementing the best option.

We delivered a Sales cockpit prototype that met all business requirements.

The client's team is now equipped to build and maintain their data pipeline and cockpit independently.