Case Study: Business Advisory

Business Advisory Case Study4

CASE STUDY 04 · BUSINESS & ADVISORY SERVICES · DATA ENGINEERING & PIPELINE AUTOMATION The Advisory Firm Where One Analyst Was the Entire Data Infrastructure A fast-growing HR and organizational advisory firm had built its reporting entirely around one analyst who spent her mornings pulling data from seven systems. DataVines automated everything in nine weeks. The analyst now does analysis. The pipelines run themselves.

Key Outcomes

100%

Reports Automated

60%

• Built an utilization alert that flags any consultant trending below or above 95% billable hours with a

IndustryBusiness Advisory

RegionUnited States

Tech Stack

HR & OrganizationalAdvisoryUnited States(NationwideRemoteFirst)16 WeeksPython · Apache Airflow ·BigQuery · dbt · LookerStudioResults at a Glance100%Reports AutomatedZero manual data pulls inproduction5 hrs →18 minDaily Prep TimeMorning data preparationreducedData IncidentsIn first 7 months postlaunchSourcesIntegratedInto one warehouse in 9weeksAbout the ClientA 60operating fully remote across 14states. The firm delivered talent strategyleadership assessmentDEI program designand organizationalrestructuring services to midmarket clients. Over 18 months of rapid growththey had added a new projectmanagement toola client portala survey platformWhat Was Actually Going OnThe firm had one data analystMaya. Every morningpaste into the masterworkbookand produce a daily operationssummary for the founding partners.By the time the summary landed in inboxesbacktoThe breaking point came during a firmutilizationbillable hourspipelinetwo of the numbers in the presentationWhere Things Broke DownFounding partners operating on a 1224 hour data lag at all timesSeven data systems with no integration — AsanaHubSpotBambooHRCulture AmpQuickBooksclient portaland a separate project intake trackerthe firm was operationally blindWhat DataVines Didmonitoredselfhealingand alerting. Maya's job was toAutomating the data connectionsmilestonesblockers)HubSpot(pipeline and client relationships)BambooHR (headcountcapacityPTO)Culture Amp (engagement andpulse survey results)the pipeline retries automaticallyinto BigQuery before 6 AMready before the first Zoom of the dayBuilt a full 20Making the data trustworthyBuilt dbt transformation models to cleanstandardizeand document every source into consistentbusinessready tablesnull checkscrosssourcethe affected records — no silent errorseverproblem can never happen againBuilding the reporting layercapacitydelivery status)talentintelligence (utilizationengagement scoresteam health)client portfolio (pipelinebillingrelationshiphealth)and founder summary (topline business healthflagged exceptions)— pulling live datano manual interventionproblemsTechnology UsedPython Apache AirflowGoogleBigQuerydbt Looker Studio HubSpot APIBambooHR APIWhat ChangedOn the first morning the system went liveMaya's fivehour ritual became an 18minute review of theautomated summary. Within two weeksthere was nothing urgent to action.Seven months after golivecases. No additional data headcount required.facing dashboardsrunning talent trendanalysesCSV in seven months.WHAT COMES NEXTWith the foundation in placepatternsengagement scoresSeen enough?Let's build yours.label executive dashboards anddata pipelines for consulting firmsadvisory practiceslaw firmsand professional servicesorganizations.Start with a free 5worth continuing.MumbaiIndia · Serving clients across North America

Ready to build the same for your business?

Start 5-Day POC

Business Advisory Case Study4

More Success Stories

Business Advisory Case Study1

Business Advisory Case Study2