Case Study

How we solved a real business problem with custom software.

Data / BIData / BI2026-01-01

Data Warehouse and Reporting Stack

A unified warehouse powering 15 dashboards, with dbt models and a self-serve analytics layer for 40+ users.

Data / BI

The Challenge

Every team built its own reports from different sources, producing conflicting numbers and weeks of manual SQL work.

What We Built

A modern warehouse with dbt transformations, a governed semantic layer, and 15 production dashboards with row-level security.

Data Pipeline and Modeling

We consolidated transactional, CRM and marketing sources into the warehouse, building dbt models that standardize business definitions once so every dashboard reads from the same cleaned tables, with version-controlled transformations.

Governed Semantic Layer

Metrics such as revenue, churn and active customers are defined centrally, tested, and exposed through one layer, so a number means the same thing to sales, finance and marketing.

Self-Serve Dashboards

Fifteen production dashboards give teams their own view, while row-level security ensures a regional manager sees only their territory. Users can drill into the underlying data without writing SQL.

Technical Approach

The warehouse separates raw, staged and curated layers; dbt tests run on every deploy to catch bad data before it reaches a dashboard. Access is granted per role, and costs are controlled by clustering large fact tables. History is preserved slowly changing, so trend reports reflect definitions as they were.

Data Quality and Access

Every model carries tests for freshness, uniqueness and accepted value ranges, and failed tests block the deploy. Row-level policies mean 40+ business users explore trusted data without needing a data engineer.

The Result

Teams now share one version of the truth. A report that took two weeks of SQL now takes hours of self-service exploration.

Client Feedback

“For the first time, a leadership meeting starts from one set of numbers instead of arguing about whose spreadsheet is right. The team trusts the data now.” — Head of Data

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If your teams are reconciling conflicting reports from separate sources, tell us about your data stack. Share your project details for a free quote on a warehouse and analytics setup that gives every team one trusted source of truth.

Delivered

  • 15 dashboards on one trusted model
  • Self-serve analytics for 40+ users
  • Report build time cut from weeks to hours

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