Sphere saved 40 hours monthly of

customer data solutions company through PowerBI

Overview

Our client is a customer data and marketing solutions company focused on improving retention metrics for major retailers. Through a PowerBI implementation, we automated and streamlined reporting for a client that previously used multiple disconnected tools to pull monthly reports.

The Challenge

Our client was using an external CDP (Customer Data Platform) tool called Simon Data along with customer loyalty and retention metrics uploaded via SharePoint. Combining the data sets via Excel manually, they were able to craft monthly metrics/KPIs to showcase retention, churn and overall impact of their marketing campaigns.

This was a heavily manual process, and the reports were being compiled with Excel data, and manually constructed within PowerPoint for presentation. So our client sought a way to automate the process of compiling reports that showcased marketing KPIs, such as retention, churn, new acquisition and average monthly spend.

The existing process leveraged several disconnected tools that made the process tedious. They combined data from Simon Data and exported customer data via SharePoint to analyze campaign results.

How It Was Solved

Sphere’s data engineer and BI specialist collaborated with the client to understand their needs, current systems in use and where the data resided. Based on the information gathered during the discovery, we proposed several solutions to our client that would automate the reporting process.

Ultimately, the client selected to proceed with PowerBI mainly due to its simpler interface providing a seamless user experience. In addition, PowerBI could combine datasets without having to leverage an external database.

PowerBI was utilized to combine all previously disconnected data into a single dataset within its platform. The reports were then generated within powerBI and could be refreshed on a daily cadence.

The Results

The overall results our client saw was increased efficiency, reporting time saved and real-time reporting with frequent monitoring. The team reduced monthly effort by an estimated 40 hours per month that was previously spent building reports manually. The PowerBI implementation also enabled them to report on a granular level, moving monthly reports to daily KPIs monitoring if required.

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Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors