CloverDX Case Studies Turning 12 hours of error prone data processing to 41 minutes of accuracy

Edit This Case Study Record

	Turning 12 hours of error prone data processing to 41 minutes of accuracy CloverDX

Turning 12 hours of error prone data processing to 41 minutes of accuracy

CloverDX

Technology Category	Analytics & Modeling - Data-as-a-Service Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Predictive Quality Analytics Predictive Replenishment
Services	Data Science Services System Integration
Challenge	The company had been growing through competitor acquisition and had developed an in-house solution to run daily data feeds into Salesforce. However, with tens of millions of records being processed daily, the time needed to load them was getting longer, peaking at 12 hours. This meant the necessary daily updates could no longer be guaranteed. In addition, errors in loading the data into Salesforce, sometimes by as much as 50%, resulted in another day’s (lost) productivity dedicated to fixing the problems. As a result, the financial advisors relying on the data were potentially working with information that was up-to two days old. The company needed a solution that could process data quickly and deliver it, error free, into Salesforce. Read More
About Customer	The customer is a financial services company that has been growing through competitor acquisition. They have developed their own information platform, built on Salesforce, to suck data in from many sources and provide a unified 360° view of the customer to present to their advisers. This platform can now be custom-tuned for any financial advisory practice to connect to. The company has a new business model that hinges on the ability to process data quickly and deliver it, error free, into Salesforce. They are looking to accelerate growth further by turning competitors into customers, by offering access to a suite of client facing financial tools. Read More
Solution	The company decided to find an ETL software solution that could help solve the problem as quickly as possible. They chose CloverDX, which helped them overcome the challenges of loading large batches of data into Salesforce, which had previously resulted in errors and long processing times. CloverDX also provided a robust and well-defined data validation process. The company's engineers made the switch from running their old home-made code to using CloverDX and have never looked back. They are now able to pull data multiple times a day from different sources, and bi-directionally with some providers. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Data-as-a-Service

Platform as a Service (PaaS) - Data Management Platforms

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Predictive Quality Analytics

Predictive Replenishment

Services

Data Science Services

System Integration

Challenge

The company had been growing through competitor acquisition and had developed an in-house solution to run daily data feeds into Salesforce. However, with tens of millions of records being processed daily, the time needed to load them was getting longer, peaking at 12 hours. This meant the necessary daily updates could no longer be guaranteed. In addition, errors in loading the data into Salesforce, sometimes by as much as 50%, resulted in another day’s (lost) productivity dedicated to fixing the problems. As a result, the financial advisors relying on the data were potentially working with information that was up-to two days old. The company needed a solution that could process data quickly and deliver it, error free, into Salesforce.

About Customer

The customer is a financial services company that has been growing through competitor acquisition. They have developed their own information platform, built on Salesforce, to suck data in from many sources and provide a unified 360° view of the customer to present to their advisers. This platform can now be custom-tuned for any financial advisory practice to connect to. The company has a new business model that hinges on the ability to process data quickly and deliver it, error free, into Salesforce. They are looking to accelerate growth further by turning competitors into customers, by offering access to a suite of client facing financial tools.

Solution

The company decided to find an ETL software solution that could help solve the problem as quickly as possible. They chose CloverDX, which helped them overcome the challenges of loading large batches of data into Salesforce, which had previously resulted in errors and long processing times. CloverDX also provided a robust and well-defined data validation process. The company's engineers made the switch from running their old home-made code to using CloverDX and have never looked back. They are now able to pull data multiple times a day from different sources, and bi-directionally with some providers.

Impact #1	The company can now integrate with any legacy accounting systems, which has enabled them to double their throughput.
Impact #2	Bolt on integrations used to take a month, but now it usually takes less than a week.
Impact #3	The company has made a psychological shift from thinking about everything being written in code, to being delivered in CloverDX, with rich and fast integrations at the API level.

Impact #1

The company can now integrate with any legacy accounting systems, which has enabled them to double their throughput.

Impact #2

Bolt on integrations used to take a month, but now it usually takes less than a week.

Impact #3

The company has made a psychological shift from thinking about everything being written in code, to being delivered in CloverDX, with rich and fast integrations at the API level.

Benefit #1	The time needed to load data has been reduced from 12 hours to 41 minutes.
Benefit #2	Errors in loading the data into Salesforce have been significantly reduced.

Benefit #1

The time needed to load data has been reduced from 12 hours to 41 minutes.

Benefit #2

Errors in loading the data into Salesforce have been significantly reduced.

Download PDF Version

Overview

Turning 12 hours of error prone data processing to 41 minutes of accuracy

Operational Impact

Quantitative Benefit