Data Delivery and Transformation
We enable direct access to clean, authoritative data from many enterprise systems and transform the data into actionable information for data feeds and intelligent management and planning dashboards
Agile companies that are well-prepared to survive rapidly changing markets and supply chain challenges need rapid access to information gathered and transformed from systems across the entire enterprise.
That information must be combined and presented in a way that makes decision-making easy, reliable, and impactful.
The transformational capability must include machine learning and business rule tools to supply highly intelligent prediction, forecasting, and classification capabilities to yield prescriptive outputs.
Direct access to combined data supports management during extended ERP and CRM migrations.
Direct access is also an excellent solution for mergers and acquisitions where systems are not yet integrated and rationalized.
Companies migrating to Oracle Netsuite, SAP Hana, Salesforce, or any other CRM or ERP system can take advantage of our data delivery and transformation tools to retain or gain control of the enterprise while awaiting completion of the migration or upgrade.
Enterprises awaiting delivery of a data lake or data warehouse can also get immediate benefit from a combined and consolidated data feed and dashboards.
How We Help Clients
Assessment of Data Requirements and Sources
We help leadership define the most critical business intelligence needed to achieve meaningful business outcomes and solve significant challenges. We challenge leadership to imagine beyond day-to-day concerns and consider the strategic possibilities offered by powerful data transformations and machine learning tools. With this understanding in place, we help identify the essential data needed to drive critical decisions and find the single source of truth for each data element.
Data Assembly
We catalog and model the data sources and map the transformation needed to deliver needed data elements, using single source of truth data as a foundation to ensure that the data produced is timely and authoritative.
We build secure data acquisition and complex transformations that combine data into a valuable stream of knowledge to drive insightful dashboards to create data feeds for critical downstream systems.
AI and Business Rules Engine
We build machine learning models and business rule engines to intake the assembled data. The models and engines create advanced forecasts, classifications, and prescriptive outcomes that can often far exceed deductions available from an ordinary visual review.
Campaign Design and Implementation
We design a wide variety of campaigns and supporting end to end data delivery solutions to drive them. Examples include channel marketing campaigns to maximize partner success and shop floor productivity campaigns designed to improve process yield.
Application Development
Our skilled development team delivers customized solutions that leverage our data acquisition and transformation skills. We provide data feeds, specialized dashboards with predictive and prescriptive analytics, and ordering, scheduling, and process control applications. We also build data stores for ad hoc reporting.
What We Do
Product Traceability
Gathering data feeds to track products from piece parts to serialized ready-to-ship finished goods, including supplier, facility, process, and operator information. Building pipeline tracking to visualize product delivery through a partner channel to a distributor and finally to an end customer.
Capture Customer Feedback and Manage Incidents
Gathering customer feedback, CSAT, net promoter, and incident data from web pages, shopping carts, and mobile apps. Combining captured data in an intuitive and actionable presentation.
Improve Operational Business Processes
Bringing process, warehouse, and shop floor data to a tabular and graphical representation with a visual perspective that extends across the enterprise.
Data Collection and Reporting for Compliance
Combining data from multiple systems to provide tracking and process assurance for compliance reporting and enforcement.
Intelligent Lead Distribution to Partners
Connecting a machine learning-based assignment tool to sales, marketing, and partner management systems to deliver each lead to the channel partner most likely to close the deal.
Channel Management
Developing a global channel partner management system with real-time data collection, scorecards, and dashboards for up to a million channel partners, with customized views for use by staff and by partners.
Integrate Data Sources for Executive Reporting
Integrating data from multiple data sources, applying transformative business rules, and presenting unified business performance reports for executives.
Deliver Data Access and Reporting During ERP and CRM Migrations
Overcoming data availability and latency problems arising from an ERP or CRM migration with consolidated data feeds, data transformation, and reporting.
Transform Data to Forecast Next Most Likely Purchase
Developing customer maturity models and combining the models with customer, product, and sales data from multiple systems to produce an accurate and dynamic next most likely purchase forecast. Includes updating sales quotas and generating lead assignments from the forecast of next most likely purchases.
Consolidated Reporting for Mergers and Acquisition
Accelerating access to consolidated reporting that spans the merged enterprise immediately following a merger or acquisition. Consolidating data from systems in each entity and building dashboards and reports with data transformations that provide a comprehensive view across the combined organizations.
Our Approach
We combine and transform single source of truth data from many systems and deliver intelligent dashboards with powerful new perspectives to master complex business problems
We first characterize the business problem to be solved through data delivery and transformation. Then, we identify data sources and conversions needed, set up acquisition, and build transformations. These can include machine learning solutions or business rule engines. Finally, we make outbound data feeds to serve as data sources and assemble dashboards to answer the business questions and provide what-if sensitivity analysis.
Identify Essential Data Requirements
We characterize the business questions to be addressed with combined, transformed data. Then, we identify the output needed – dashboards, feeds, or API access to the combined data.
Catalog and Model Data Sources
Understanding the data requirements, we catalog and model the data sources that provide the single sources of authoritative data needed. We also take note of any existing data feeds that we can leverage for reuse.
Set Up the Data Acquisition
We work with data source owners to set up access to data. We work to validate our data models and to ensure that the frequency and update frequency are as modeled.
Design Data Transformations
Data transformations can include dozens of types of conversions and changes. The transformations can range from number format changes and date and currency conversions to complex nonlinear mathematical transformations.
Build AI and Business Rule Components
Some business solutions require AI components or a business rules engine to make forecasts or classifications to add to outbound data feeds or dashboards. Classical uses include fraud detection, credit terms recommendations, and sales forecasting.
Build Feeds and Dashboards
We build intelligent dashboards and outbound data feeds (where needed) from the combined transformed data and the added machine learning or business rule additions derived from the transformed data. The dashboards typically report historical data and enable what-if analysis of future outcomes as well.
Test and Validate
End-to-end testing helps us ensure that we are delivering timely and accurate information. We test our dashboards and outbound data feeds to ensure interoperability and data validity.
Quality Focused, Result Driven
Sectors We Serve
- Chemicals, Metals, and Mining
- Distribution
- Electric Power & Natural Gas
- Engineering, Construction, Building Materials
- Financial Services
- Manufacturing
- Oil & Gas
- Pharmaceuticals & Medical Products
- Public Sector
- Technology, Media & Telecommunications
- Travel & Hospitality
Impact Stories
Improved Insight & Increased Accuracy of Guest Feedback
Helping to Define Process, Procedures, and Focus
Global Lead Allocation Across All Business Units
Increase Sales Quota by Identifying Next Most Likely Purchase
Reduction in Time to Create Monthly Business Review
The Case for ERP Integration
What if You Have to Integrate Multiple ERP and CRM Systems?
Four Steps to BI Dashboard Success
Sustained, Unfair Competitive Advantage
Our People
Understand how our team can help your organization with Data Delivery and Transformation.
