Innovative Solution To Simplify Complex Data Architecture

Case Study

About the client

This client was offered innovative solutions that bridge financial gaps and promote growth, making it a trusted partner for businesses seeking customized financial strategies and creative funding options.

Industry

Finance

Revenue (USD)

Million

Head Count

Employees

Countries Of Operation

US

Overview

To create a testing environment for logic and address the clutter stemming from multiple users managing various dashboards.

Challenges

There was a need to cleanse a clustered DOMO platform occurring due to multiple individuals reviewing and managing various dashboards.
To establish a development area for testing logic.
To create separate environments for development, testing and production.

How it was achieved

DIACTO implemented comprehensive testing and validation, ensuring real-time updates maintained their precision.

DIACTO enabled a growth In confidence with a strong focus on meticulous validation which in turn minimized errors.

DIACTO refined ETL procedures to eliminate duplicates leading to a cleaner and easily managed data instance, additionally incorporating a logic built for lineage tracking.

The testing approach now includes an organized dashboard and insightful visualizations.

Tools and Technologies

Sandbox: This BI tool allowed migration to promote content from one instance to another (production) instance. Dashboards, Cards, Dataflows and Connectors can also be promoted. Governance: Leveraging governance DIACTO cleaned the instance and removed any unwanted Datasets and Cards. ETL Back Tracing: DIACTO used ETL back tracing to resolve data dependency by studying source datasets and ensuring data accuracy. Virtual Tool kit: The Virtual Datasets tool allowed to share a dataset from one BI tool to another. Virtual Datasets are linked to the original datasets, receiving new data and schema changes in real-time.

Business Functions Benifited

Data Governance: Strengthened with the utilization of Domo’s toolkit, optimizing data management, quality and integrity.
Development and Testing: A resilient development instance has been established to facilitate efficient testing of data and reports, coupled with stakeholder-driven card creation. This has proven advantageous for data development, analytics, and testing processes.
Collaboration and Change Management: Used Domo’s Sandbox Toolkit for seamless component transfer, streamlining collaboration.

Target Audience

Data Management and Governance Teams: The Primary focus is on data governance and instance cleaning for data integrity and optimization.
Business Analysts and Data Analysts: Will Benefit from enhanced development and testing processes, offering flexibility for efficient testing and validation.
Stakeholders and Executives: Will gain accurate and reliable data for informed decision-making.
Collaboration and Change Management Teams: Improve consistency and collaboration between environments.

Solution

That is how BI tool helped them

Data Governance: Domo’s sandbox and toolkit cleaned up data for better organization. To maintain the integrity, the data was transferred via 3 different instances i.e. development, testing and production. Instance Cleanliness: Removed redundancies, enhancing data integrity. Resource Allocation: Toolkit involved owners for efficient cleanup. Streamlined Development: Simplified data transfer, eliminating duplication. Increased Productivity: Optimized environment for timely insights.