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BI & Enterprise AnalyticsCase Study • Technical Overview
Executive Business Intelligence Suite
A high-impact enterprise BI suite engineered in Power BI and PostgreSQL that aggregates siloed enterprise data (CRM, ERP, Billing) into unified executive views for C-suite decision makers.
Power BIDAXSQLPostgreSQLdbtFigma (UI Design)Python
< 1.2s
Latency
Real-Time
Data Pipeline
14 -> 1
Reports Unified
$42M
ARR Tracked
1. Business Problem & Objective
Executive leadership relied on fragmented spreadsheet reports generated manually by disparate teams, resulting in 2-week reporting lags and conflicting metric definitions across departments.
2. Dataset Description
Normalized SQL data warehouse containing 15+ relational tables including Orders, Subscriptions, Customer Support Tickets, Marketing Spend, and Financial Ledgers.
3. Data Cleaning & Preprocessing
- Engineered robust Star Schema data warehouse with dedicated Fact and Dimension tables.
- Implemented dbt (data build tool) transformations for reliable automated data pipelines.
- Defined standardized DAX measures for MRR, ARR, CAC, LTV, Net Churn Rate, and Expansion Revenue.
4. Methodology & Machine Learning Architecture
Analytical Steps
- Agile BI development with user acceptance testing across department heads.
- Row-Level Security (RLS) implementation to restrict sensitive financial metrics by user role.
- Incremental refresh setup reducing query latency from 45 seconds to under 1.2 seconds.
Model Development & Evaluation
Configured advanced DAX formulas for time-intelligence calculations (YoY Growth, MoM Variance, Running Total, Rolling 12-Month Average).
5. Results & Strategic Business Insights
Key Results Achieved
- Replaced 14 static Excel reports with a single unified real-time dashboard.
- Reduced reporting lead time from 14 days to real-time (< 2 seconds).
- Accelerated strategic decision-making cycles during executive board meetings.
Actionable Insights
- Enterprise tiers accounted for 68% of ARR despite representing only 12% of the active customer base.
- Onboarding drops off by 28% if user activation takes longer than 48 hours from initial signup.