Andy YangManaging Director,
MondayCall
MondayCall needs key performance indicator (KPI) reports to
understand the state of their business. The pilot project was to
automate sales velocity reports on projects and billable hours. The data
needed to generate these reports comes from multiple systems,
including Vorex for project management and time tracking, Salesforce
for Customer Data, and Billing from QuickBooks. The data sets must be
pipelined and cleansed with a set of syntactic and semantic rules. This
rerecurring manual process included opening data files from Vorex and
‘eyeballing’ the data for discrepancies before it can be merged with
additional data from Salesforce and QuickBooks..
THE CHALLENGE
MondayCall is a leading Salesforce solutions and services provider. With
over 30 consultants serving over 30 industries, MondayCall provides
platform expertise, best practices, and consulting services for over 600
customers worldwide. Their customer projects include implementation,
business process consulting, custom development, change management,
integration, optimization, and support.
• Operationalized weekly reporting
• Integrated data from Salesforce, Vorex, and QuickBooks
• Automated cleansing and transformation of data
• Reduced reporting time from hours per week to minutes
• Enabled new analytics: seasonal, year-on-year, more
THE TECH STACK:
Operationalizing Business Reporting
Xcalar is a cloud-scale data analytics platform that provides simple, elegant, and highly scalable tools that have broad appeal to data analysts, data scientists and data engineers.
About Xcalar
Complex data types including nested JSON
Usage-basedPricing
Data preparation
Amazon Web Services (AWS) integrations
MondayCall replaced a time-consuming and error-prone manual reporting process with an
automated data pipeline running in Xcalar Cloud. In addition, they were able to increase the
complexity and types of data that can be aggregated for these reports, and expanded the types of
questions they can ask of their data including seasonal trends, sales process, industry cycles,
and more.
THE BENEFITKPI reports delivered in real-time that affect daily decision-making
Xcalar Cloud provided a fully hosted platform for collecting and preparing data for their reports. With
AWS S3 and Lambda integration, Xcalar Cloud automatically detected new data files from Vorex,
Salesforce, and QuickBooks in their S3 folder and quickly generated reporting datasets. These
datasets are ‘cleansed’ by applying a series of syntactic and semantic business rules that were then
automatically sent to executive leadership via Tableau dashboards.
WWith built-in data preparation, full data lineage and auditing, and usage-based pricing — MondayCall
was able to quickly improve upon and automate their key weekly reporting processes with little
upfront investment and very low recurring costs.
THE SOLUTION
Customer & Sales Data Data Preparation BI & Dashboards
Xcalar Cloud for Data Preparation and Reporting
Operationalizing Business Reporting