Technology & Software
North America
Staff/Resource Augmentation
The company highlighted multiple challenges in its physical outlet sales performance when we first sat together for a discussion. Here are the key issues we identified:
Migration from Google Studio to Power BI
The client faced performance issues with Google Studio for reporting, which impacted the speed and functionality of their analytics. As a result, they sought a more reliable and scalable solution.
Salesforce Ticket Visibility and Closure Tracking
The client lacked visibility into Salesforce ticketing data, particularly in understanding the status of open tickets and closure rates. This hindered stakeholders’ ability to track customer service progress to spot bottlenecks.
Our experts implemented the following steps to manage and optimize their TikTok marketing efforts:
Smooth Transition to Power BI
We successfully moved the client’s reporting system from Google Studio to Power BI with no data loss and no downtime. This change gave them a more flexible, high-performance solution that fit their needs better.
Efficient Data Integration
We brought together multiple data sources into Power BI, centralizing the client’s reporting in one platform. This made data analysis easier across different areas of the business, improving both accessibility and consistency.
Salesforce Ticket Tracking
We built a custom tracking tool within Salesforce to monitor ticket statuses, including open tickets across departments and locations. This helped stakeholders spot service delays and allocate resources better to resolve them.
Custom Dashboards for Ticketing
We created custom Power BI dashboards to visualize ticketing data, such as ticket closure rates, open tickets by department/location, and resolution times. This made it easier to track performance and spot trends.
Better Stakeholder Visibility
The new system gave stakeholders real-time visibility into ticket progress. This led to faster identification of delays and improved resource management to resolve tickets on time.
Secure Access Control
We set up role-based access to ensure only authorized personnel could access or modify sensitive data like ticketing and operational metrics, enhancing the system’s security and integrity.
SQL Data Extraction:
We extracted data from the client’s SQL databases by writing optimized queries for operational, sales, and ticketing metrics. This ensured the necessary fields were selected for reporting purposes.
Data Export to Excel:
Extracted SQL data was initially staged in Excel for cleaning, transformation, and basic calculations before being loaded into the data warehouse.
Data Warehousing Setup:
A cloud-based data warehouse was set up to centralize all transformed data, ensuring scalability and performance for large data sets. This repository facilitated seamless querying and analysis in Power BI.
ETL Process:
An automated Extract, Transform, Load (ETL) pipeline was established to ensure regular data refreshes, consistency, and accuracy as the data moved from SQL to the data warehouse.
Power BI Integration:
We connected Power BI directly to the data warehouse for real-time syncing, enabling the creation of dynamic, interactive dashboards and reports.
Visualization and Reporting with Power BI:
Custom Power BI dashboards were designed to display key metrics, including ticketing status, sales data, and operational insights, providing stakeholders with actionable, real-time insights.
Migrating from Google Studio to Power BI helped the client tackle their reporting and ticketing challenges, speeding up reporting, improving data visualization, and providing real-time insights. The new Salesforce ticket tracking solution gave them better visibility into customer service, leading to quicker resolutions and better resource allocation. Overall, the project made a real difference in performance, stakeholder satisfaction, and operational efficiency, setting the client up for continued success in the consumer intelligence space.
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DataToBiz is a good choice for someone who wants a partner who understands the product journey, requirements, and delivery expectations. They have the experience and agility to understand what’s possible and deliver to the client’s expectations. They‘re really passionate people, and they know what they’re doing!
We’re impressed with DataToBiz’s professionalism, dedicated support, and consistent follow-ups. Their team maintains clear communication through online meetings, ensuring a smooth and reliable collaboration.
A solution like this is a good fit if your teams spend more time collecting and reconciling data than acting on it, if reports from different departments do not match, or if decisions depend on delayed or manual reporting. It also fits when your data is growing in volume or sources, and your current setup struggles to keep up.
DataToBiz starts with a discovery call to review your goals, data sources, and reporting gaps. You get a clear view of the expected outcomes, effort, and timeline before any commitment.
Yes. Every solution DataToBiz delivers is configured around your industry, business processes, and existing data environment. The team assesses your current systems, data quality, and reporting needs first, then designs a solution that works with what you already have instead of replacing it. This applies across industries such as manufacturing, retail, healthcare, finance, and logistics, and across setups ranging from legacy databases to cloud data platforms.
DataToBiz works across the major analytics, cloud, and data engineering stacks. For BI and visualization, this includes Power BI, Tableau, and Looker. For cloud platforms, it includes Microsoft Azure, AWS, and Google Cloud. For data warehousing and processing, it includes Snowflake, Databricks, and SQL-based databases. Data sources include ERP and CRM systems, spreadsheets, APIs, IoT and sensor data, and third-party applications.
If your stack includes a tool not listed here, the team can assess compatibility during discovery.
Most projects with DataToBiz take from a few weeks to a few months. The timeline depends on how ready your data infrastructure is for the initiative and how many systems need to connect. Smaller solutions go live quickly, while larger programs roll out in phases so you see value early. After an initial discovery call, you receive a timeline with clear milestones.
Security and governance is part of the plan from the first conversation. DataToBiz works within your security policies and follows the regulations that apply to your industry. The project usually Access stays limited to the people who need it, and confidentiality terms cover the engagement from kickoff to handover.
The work does not stop at go-live. Your team gets a proper handover and guidance on using the solution, and DataToBiz stays available for questions and improvements. The business impact of the project is measured against the goals set at the start, so you can see exactly what changed for your company.
