Fivetran Case Studies Involve Builds Customer Intelligence Platform Using Powered by Fivetran

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	Involve Builds Customer Intelligence Platform Using Powered by Fivetran Fivetran

Involve Builds Customer Intelligence Platform Using Powered by Fivetran

Fivetran

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Application Development Platforms
Applicable Industries	Equipment & Machinery Healthcare & Hospitals
Applicable Functions	Maintenance Procurement
Use Cases	Time Sensitive Networking
Services	System Integration
Challenge	Involve.ai, a customer intelligence platform, was facing challenges in providing its customers with a holistic view of their customers due to the inability to pull data from multiple data sources efficiently. The process of data integration was time-consuming and resource-intensive, with unreliable and difficult-to-modify data schemas. The company's clients required different approaches and specific apps tailored to their sales and delivery processes, which the previous data integration solution could not scale to meet. Without access to data from source systems, Involve.ai was unable to produce comprehensive insights, leading to a more reactive approach to data analysis. The challenges included an inability to produce comprehensive and accurate insights, inflexible automation for scheduled data replications, no way to perform data transformations prior to importing into Snowflake, and slower time to market, which limited the company’s growth rate. Read More
About Customer	Involve.ai is a customer intelligence platform that leverages AI to provide organizations with a 360° view of their customer health. The platform considers a wide variety of inputs from CRM, SQL databases, data warehouses, net promoter-based scoring systems, task managers, and support ticket software tools to alert teams of churn risks and expansion opportunities within their customer base. It also facilitates team collaboration to take action on the insights that the platform surfaces. Involve.ai's clients require different approaches and specific apps tailored to their sales and delivery processes. Read More
Solution	Involve.ai adopted the Fivetran solution, which supported data sources that other data integration tools did not. Fivetran's roadmap for new connector development aligned with what Involve.ai wanted to support in its platform. Fivetran Connect Cards allowed Involve.ai to easily connect to its customers’ data sources and onboard their data. This enabled Involve.ai’s customers to connect their data to Involve.ai’s platform entirely on their own, by authenticating the connection themselves. Fivetran also provided the ability to set unique schedules and sync frequency for each of its customers. Once the data pipelines were set up and scheduled, there was little interaction required with Fivetran pipelines. This resulted in lower app maintenance, quicker customer onboarding, and easier scaling. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Application Development Platforms

Applicable Industries

Equipment & Machinery

Healthcare & Hospitals

Applicable Functions

Maintenance

Procurement

Use Cases

Time Sensitive Networking

Services

System Integration

Challenge

Involve.ai, a customer intelligence platform, was facing challenges in providing its customers with a holistic view of their customers due to the inability to pull data from multiple data sources efficiently. The process of data integration was time-consuming and resource-intensive, with unreliable and difficult-to-modify data schemas. The company's clients required different approaches and specific apps tailored to their sales and delivery processes, which the previous data integration solution could not scale to meet. Without access to data from source systems, Involve.ai was unable to produce comprehensive insights, leading to a more reactive approach to data analysis. The challenges included an inability to produce comprehensive and accurate insights, inflexible automation for scheduled data replications, no way to perform data transformations prior to importing into Snowflake, and slower time to market, which limited the company’s growth rate.

About Customer

Involve.ai is a customer intelligence platform that leverages AI to provide organizations with a 360° view of their customer health. The platform considers a wide variety of inputs from CRM, SQL databases, data warehouses, net promoter-based scoring systems, task managers, and support ticket software tools to alert teams of churn risks and expansion opportunities within their customer base. It also facilitates team collaboration to take action on the insights that the platform surfaces. Involve.ai's clients require different approaches and specific apps tailored to their sales and delivery processes.

Solution

Involve.ai adopted the Fivetran solution, which supported data sources that other data integration tools did not. Fivetran's roadmap for new connector development aligned with what Involve.ai wanted to support in its platform. Fivetran Connect Cards allowed Involve.ai to easily connect to its customers’ data sources and onboard their data. This enabled Involve.ai’s customers to connect their data to Involve.ai’s platform entirely on their own, by authenticating the connection themselves. Fivetran also provided the ability to set unique schedules and sync frequency for each of its customers. Once the data pipelines were set up and scheduled, there was little interaction required with Fivetran pipelines. This resulted in lower app maintenance, quicker customer onboarding, and easier scaling.

Impact #1	The implementation of Fivetran solution led to significant operational improvements for Involve.ai. The company was able to provide a compelling product by producing comprehensive insights. The solution also enabled Involve.ai to take a proactive approach to data analysis. The ability to set unique schedules and sync frequency for each customer improved the organization and customization process. The 'set it and forget it' nature of the data pipelines reduced the interaction required with Fivetran pipelines, freeing up resources for other tasks. The solution also improved internal cross-functional team collaboration and increased confidence in deploying Fivetran due to its deep technical support during the evaluation/trial process.

Impact #1

The implementation of Fivetran solution led to significant operational improvements for Involve.ai. The company was able to provide a compelling product by producing comprehensive insights. The solution also enabled Involve.ai to take a proactive approach to data analysis. The ability to set unique schedules and sync frequency for each customer improved the organization and customization process. The 'set it and forget it' nature of the data pipelines reduced the interaction required with Fivetran pipelines, freeing up resources for other tasks. The solution also improved internal cross-functional team collaboration and increased confidence in deploying Fivetran due to its deep technical support during the evaluation/trial process.

Benefit #1	Proof of first-time-to-value of the Involve approach
Benefit #2	Immediate payback in terms of quicker customer onboarding and easier scaling
Benefit #3	Lower app maintenance by using Fivetran connectors and tools, resulting in additional cost and time savings

Benefit #1

Proof of first-time-to-value of the Involve approach

Benefit #2

Immediate payback in terms of quicker customer onboarding and easier scaling

Benefit #3

Lower app maintenance by using Fivetran connectors and tools, resulting in additional cost and time savings

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Overview

Involve Builds Customer Intelligence Platform Using Powered by Fivetran

Operational Impact

Quantitative Benefit