TLC’s approach to organizing high-quality data for analysis and distribution across the company and to clients was both labor-intensive and extremely time-consuming. Client data wasn’t being retained in any real meaningful fashion with data analysis and reporting was mostly done manually and managed in extremely complex Excel spreadsheets.On top of this, report delivery was done on a monthly basis by email and the sheer size of the spreadsheets was becoming problematic. Their data was triple the size of what any cloud-based system could handle and the need for superior reporting and analysis in a timely fashion to maximize fundraising was imperative.

Manual and Sporadic ReportingProfusion wished to shift its clients’ businesses away from reliance on slow, reactive, and manual Excel-based reporting and onto fast, proactive, and real-time optimization.A London creative agency asked Profusion to develop a solution that would improve the way it reported ticketing data to its client, an international live show production company. It had two requirements:Clearly communicate financial investment and return through different marketing channels in an easy-to-use, intuitive interface.Ability to query a single customer view of its customer and extract this data for use within its other business tools.

Analytics and ETL—Fully AutomatedTo demonstrate value to potential customers, MindMax must measure and track processes from the top of the funnel to enrollment. Its legacy analytics & BI solution required manual extraction of data from disparate sources, including Salesforce, Google Analytics, Facebook Ads, LinkedIn, and Marketing Automation systems —and a manual data mashup in Excel.

Embed analytics to evolve into an enterprise-level productAs the world grapples with the climate crisis and changing weather patterns, platforms like Vitality will only become more important and useful for building teams of all kinds. Vitality knows firsthand: Its original plan saw its product team building basic analytics into the platform, but customer demands around analytics expanded with growth, quickly outpacing what Vitality could build in-house.

With internal analytics use cases and 3rd party data sources expanding rapidly, the primary challenge was selecting a BI platform and a cloud data platform that could handle multiple data sources, model complexity, and enable straightforward dashboard creation. On the enterprise side, the company was eager to streamline reporting data for quarterly business reviews. With a growing list of 3rd party applications like Quikbooks, Salesforce, and Pendo, account managers needed an easier way to unify data and demonstrate ROI to the institutional accounts they manage.