A high-growth company needed a unified, scalable data platform to replace spreadsheets, scattered SaaS data, and manual reporting workflows. Leadership wanted trustworthy KPIs, automated insights, and the ability to power AI-driven analytics across the organization.

Fragmented data across CRM, marketing platforms, support tools, and custom scripts.

Inconsistent metric definitions leading to unreliable reporting.

Manual data preparation slowing down decision cycles.

No infrastructure to support AI agents, automated alerts, or cross-team visibility.

Data Unit led a full end-to-end implementation of a modern, production-grade Data Platform, covering ingestion, warehousing, transformation, testing, orchestration, and consumption.

Unified connectors for CRM, Google Sheets, marketing platforms, support systems, and operational Gmail scripts.

Automated syncs, schema change handling, and raw-layer standardization.

BigQuery as the central warehouse, with structured raw, staging, and mart layers.

dbt for transformations: staging models, metric marts, tests, lineage, and documentation.

GitHub Actions CI/CD for automated testing and deployment.

Environment-based workflow (dev → staging → prod).

Executive and operational dashboards covering pipeline metrics, cost efficiencies, marketing performance, and operations.

Conversational analytics enabling natural-language queries over trusted data.

Alerts and automations for freshness checks, anomalies, and operational SLAs.

Reverse ETL for syncing metrics back into operational tools.

Centralized Single Source of Truth for all business data.

20–40 hours/week saved by eliminating manual reporting and spreadsheet work.

Reliable, consistent KPIs for leadership and cross-functional teams.

Faster decision-making thanks to real-time dashboards and AI-assisted analytics.

AI-ready foundation for future agents, predictive models, and operational automation.

Scalable architecture aligned with industry best practices.

If you want to evaluate how your company can benefit from a modern analytics platform—and how quickly we can build it—book a free discovery meeting with me.

We will review your current data landscape, identify the highest-impact opportunities, and outline a tailored modernization plan for your business.

Just reach out, and we’ll take the first step together. 🚀