CASE STUDY: CUSTOMER ANALYTICS DASHBOARD
For this case study, we will be looking at Carifree: a medium-sized business that has been creating premium dental hygiene products for over 20 years. As their business has grown, their data architecture and strategies– the way that they collect, store, and report on financial and customer data– has not always kept up. When they connected with Diabase, there were several pain points that stood out:
Their operational data was siloed into multiple online systems that didn't talk to each other.
Their financial reports were locked into a specific software vendor. They regularly expired and had to be manually regenerated each time.
They had no insight into customer churn or individual purchasing habits.
Fortunately, Carifree had been monitoring and collecting KPIs and other demographic information for many years now. This meant that the challenge for Diabase was to make all this data easily accessible.
Overview
The Nuts and Bolts
In order to work within Carifree’s budget, Diabase did a focused investigation into their existing systems. This is where our expertise really shined with our specialized knowledge of data analytics and engineering.
First, we connected to their existing software vendors using REST APIs and ODBC Drivers.
Second, we spent time delving into the existing database in order to recreate their financial reports.
Then, a pipeline was built in Python to extract, transform, and load their data to their local network.
Finally, everything was hooked up into PowerBI so that the sales and marketing teams could easily see digestible statistics in the form of graphs and charts.
Outcome
Upon seeing the final result, their head of sales exclaimed, “This gives us transparency into our data that we never had before!” Carifree is now able to answer specific questions about customer purchasing habits. They can better predict who will continue to buy their products and who will fall off, allowing their sales team to offer incentives to keep customers buying their products. In addition, they now have automatic, daily financial updates. This has saved them significant time since before these had to be manually recreated.
This project reflects our philosophy at Diabase, that software should be beautiful, intuitive, and easy to use - built for the people who do the work, not against them. By providing needed insight into their data and liberating their financial reporting, we have helped their sales team to save money by preventing customer churn.