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Universal Datawarehouse Implementation

This case study highlights how MindCraft successfully implemented a Universal Data Warehouse for a leading retirement solutions provider. Facing challenges with scaling its business due to monolithic, point-to-point integrations, the client sought a modernized, scalable framework to streamline business processes and efficiently integrate newly acquired entities.

MindCraft designed and executed a data-driven integration framework that provided a single source of truth, enabled seamless onboarding of new entities, and facilitated robust reconciliation mechanisms. By leveraging advanced analytics, visualization, and API monetization strategies, the client achieved enhanced operational efficiency, improved decision-making, and increased revenue through optimized cross-sell and upsell opportunities.

With a technology stack including Azure Data Lake Storage, SQL Server, Data Bricks, Power BI, and Azure DevOps, the implementation resulted in a comprehensive business intelligence solution that empowered stakeholders with real-time insights and strategic decision-making capabilities.

A leading retirement solutions provider offering a comprehensive platform that integrates business development tools for financial advisors with data-driven recordkeeping technology. To drive inorganic growth, the client has been actively pursuing acquisitions.
With rapid expansion, the existing monolithic and point-to-point integrations proved to be a bottleneck. The client needed a modern, scalable solution to streamline business processes and establish a well-defined integration framework to accommodate new acquisitions efficiently.
MindCraft implemented a Universal Data Warehouse to establish a single source of truth. Key aspects of the solution included:
  • icon-container-7 Integration Framework:Designed to seamlessly onboard new entities while ensuring process standardization.
  • icon-container-7 Reconciliation Mechanism: Developed to validate contributions to investment plans against predefined rules.
  • icon-container-7Data Analytics & Insights:Enabled dynamic data slicing and dicing to identify cross-sell and upsell opportunities.
  • icon-container-7Marketing Campaigns: Leveraged industry data for targeted outreach.
  • icon-container-7API Monetization Strategy: Created a rich API catalog with monetization plans.
  • icon-container-7 Visualization & Dashboards: Designed user-centric dashboards driven by business needs and user stories for real-time insights.

Single Source of Truth: Provided a consolidated and accurate view of business data, leading to faster and more informed decision-making.

Enhanced Business Visibility: Dashboards and visualizations offered real-time insights, empowering stakeholders to take strategic actions.

Revenue Growth: A clearer understanding of cross-sell and upsell opportunities resulted in increased revenue streams.

Operational Efficiency: A well-structured integration framework facilitated seamless onboarding of acquired entities, accelerating business scalability.

Azure Data Lake Storage

SQL Server

Azure Data Factory

Data Bricks

Power BI

Azure DevOps

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