Case studies

Comprehensive data management & customer analytics platform for B2B commerce integrated DB

index

About the client

Overview

Business Challenge

Solution

Tech Stack

Business Impact

About the client

Our esteemed client is a pioneering B2B commerce firm that thrives on the use of cutting-edge technologies to facilitate business processes and client engagement.

Recognizing the ever-increasing significance of data in shaping business futures, they possess a deep-seated commitment to incorporating a holistic view of their clients, ensuring transparency, and maximizing engagement efficiency.

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Overview

In today's digital landscape, businesses grapple with synthesizing data from myriad sources into cohesive insights. Recognizing this, our client, a leading B2B commerce entity, sought a solution to amalgamate diverse data streams, aiming for a comprehensive understanding of their clientele. This case study explores the journey of the codvo.ai team in actualizing a B2B Commerce Unified Database, designed to offer a holistic customer view, drive engagement strategies, and ensure operational efficiency. Through this endeavor, the client aspired not only to refine operational workflows but also to elevate the overall customer experience.

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Business Challenge

Our client, a leader in the B2B commerce sector, confronted a multifaceted challenge. They aspired to craft an Integrated, streamlined database that not only amalgamated data from various client interactions and third-party sources but also yielded actionable insights. The envisioned system needed to provide an in-depth view into client scores, predict potential client engagement probabilities, and maintain stringent governance standards. Additionally, the client was keen on deriving trusted analytics from a singular, quality-assured data pool, achieving a complete 360° customer perspective, delivering personalized experiences through detailed data segmentation, elevating operational efficiency with automation, and ensuring the platform was adaptable to future growth and diversifications.

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Our Approach and Solution

Taking these challenges head-on, our rightfit team laid out a systematic approach:

  • Data Ingestion: We began by enabling data ingestion from a plethora of sources like CSV files, different types of databases, web hooks, and more, ensuring a seamless flow of information into the system.
  • Pre-processing & Standardization: With the data in place, we set up flexible pre-processing pipelines. Standardization was of utmost importance to ensure data uniformity across diverse sources.
  • Metadata Tracking & Data Governance: Data integrity is essential. Our approach incorporated robust metadata tracking mechanisms that supported data governance, ensuring compliance and quality control.
  • Entity-specific Processing: Different data types require varied processing approaches. Our solution tailored processing techniques based on data types for accuracy.
  • AI-Driven Core Data Enrichment: Leveraging the power of AI, we enriched the core data using external sources and resolved customer identities into golden records.
  • Structuring for Self-service: Finally, keeping the client's need for operational efficiency in mind, we structured the data in a manner that promotes business user self-service analytics.

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Tech Stack

Our technical approach was grounded in utilizing some of the most efficient tools and platforms available: Airbyte, PostgreSQL, DBT, GitHub, Python, Node JS, React JS

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Highlights

Overview of Solution Architecture:

Business Impact

Post-implementation, the client witnessed a transformative shift in their business operations.
The 360° customer view significantly enhanced their understanding and prediction of customer behaviors, facilitating more effective and strategic engagements.
Automated processes, coupled with self-service analytics, streamlined operations, enabling quicker, data-driven decisions.
The granular data segmentation empowered the creation of personalized customer experiences, elevating satisfaction and retention rates.
This state-of-the-art system's scalability ensures it remains adaptable to evolving business needs, highlighting the long-term value and foresight of the project.
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