Case Studies
Powerful results our team has deliveredCase Study 1: Data Lake Connectivity
An enterprise Data Governance Software Company with $150m and growing ARR needed a new solution to connect to a diverse portfolio of data sources including databases, ERP systems, SaaS CRM, and a NoSQL data lake. The company's previous OEM vendor was a leading enterprise integration company that delivered unsatisfactory results for three years, mainly because their platform had a steep learning curve and excessive implementation costs. A new solution was urgently needed since they did not plan to renew the original vendor's license.
The company needed a solution that would support a wide range of data sources, such as popular relational database systems (Oracle, MSSQL, IBM DB2), ERP systems (SAP, Oracle, Microsoft), SaaS platforms (Salesforce, Workday), and Data Lakes (Snowflake, Databricks).
It also required easy implementation that did not need developers with specialized skills. This would enable rapid time-to-market and low implementation costs.
The solution vendor had to demonstrate a solid track record for a significant period of time.
Based on selection criteria three potential vendors were invited. Sample drivers were provided to the evaluation team and tested against various data sources in the main test environment for product development. CData was selected based on meeting the technical requirements, good customer references, and large selection of supported data sources.
The resulting time-to-market was 2x faster than previously and costs were reduced by 80%.
Case Study 2: Smart Knowledge Base
A billion dollar assets under management credit union had accumulated years of valuable information but without organizing it in a manner that was accessible to employees.
The credit union wanted to build a smart knowledge base leveraging AI that could easily answer employee questions based on an analysis of internal data. A typical question might ask what steps to take in order to help a member applying for a loan based on their income, collateral and other information.
The solution included the following:
- A Q&A UI that could be incorporated into the credit union’s internal portal
- An OpenAI model configured and trained to respond to queries from the Q&A UI using internal knowledge bases only.
After successful deployment and training, the credit union experienced a 20% gain in employee productivity and improved member satisfaction.
Case Study 3: Lite-weight Data Warehouse
A three billion dollar regional bank with a business account focus required key metrics reports that combined real-time and overnight data with critical trending analysis. While the bank's legacy, mainframe based banking core did not provide trending analysis information, real-time data was available from their Salesforce instance.
The legacy banking core only exported account data on a nightly basis and without customer details. Salesforce stored customer details that could be updated during business hours. For the key metrics reports to meet executive requirements, information from the legacy banking core and Salesforce had to be joined. Trending analysis, such as account balance over time, was also required since it was critical for servicing business accounts.
The team leveraged a cloud based database management system to build the bank a lightweight data warehouse with tables containing timestamp columns. They made the lightweight data warehouse data accessible to business analytics reporting tools via APIs. The APIs joined the nightly feed data stored in the lightweight data warehouse with realtime data from Salesforce to provide a unified view of their customers on-demand. Trending analysis could also be performed since the lightweight data warehouse had timestamp information.
The bank’s management team achieved significantly better performance visibility and experienced 50% productivity gains.