Leading customer success software provider Gainsight wanted to move to a single cloud-based data warehouse to simplify and speed-up reporting.
- Multiple cloud solutions across business functions – Salesforce, Financial Force, People.ai, Expensify, Sage Intacct, UltiPro.
- Desire to consolidate all inter-application reporting needs into a central system.
- Inefficient reporting due to multiple manual excel-based reporting methods.
- Moved to a cloud-native data warehouse.
- Used an intelligent automation platform to extract and load data from applications to the cloud data warehouse..
- Re-wrote SQL scripts using the cloud data warehouse’s native script to transform data.
- Created multiple views into the data warehouse to support numerous reporting requirements without usage contention issues.
- Connected views to Tableau online.
to deploy a modern data stack
for all inter-app reporting needs
processing of data
Excel-based manual reporting