Project Overview
U.S. CAD, a technology solutions provider specializing in Autodesk software and services, needed a reliable way to unify multiple NetSuite data sources. They sought timely, accurate dashboards for Sales, Marketing, and Customer Success—ensuring each team had a consistent view of leads, transactions, funnels, and customer interactions.
Modern Labyrinth stepped in to design and implement a robust data pipeline, integrating Celigo (for ETL) with Azure SQL and Power BI. The result: near-real-time reporting that scales seamlessly with U.S. CAD’s expanding requirements.
Challenges
- Scattered Data & Manual Reporting
- Various NetSuite Saved Searches and Excel workflows led to inconsistent, delayed insights.
- Limited BI Integration
- Without an automated link to Power BI, teams relied on manual uploads—risking errors and version mismatches.
- Mid-Day Refresh & Performance Issues
- Large NetSuite queries often faced timeouts if run during peak business hours.
- Evolving Needs
- Departments requested new fields, funnel analytics, and user note tracking—requiring continuous adjustments to data structures and NetSuite searches.
Key Solutions
- Celigo → Azure SQL → Power BI Pipeline
- Automated Flows: Opportunities, transactions, campaigns, user notes, and more pulled from NetSuite into structured tables.
- Scheduled Imports: Overnight full loads plus hourly delta updates accommodate heavy data volumes without interrupting user activity.
- Detailed Logging: Each import logs adds, edits, deletions, and timestamps—enabling data governance and change tracking.
- Staged Import Process
- Staging Tables: Before data lands in production, it’s first loaded to staging—preserving historic visibility and allowing rollbacks if NetSuite data becomes inaccurate.
- Data De-Duplication & Unique Keys
- Staging Logic: Identifies and merges repeated line items, preventing inflated or duplicated records in the final reporting tables.
- Power BI Dashboards & Refreshes
- Multi-Refresh Cycles: Morning and midday refreshes ensure near-real-time analytics for new deals, inbound/outbound notes, and key sales/marketing metrics.
- Targeted Columns & Calculations: Fields like Contract Term, Lead Source, and Asset Term Length provide deeper funnel analysis and actionable insights.
- Future-Ready Architecture
- Proof of Concept with Clay for advanced data enrichment.
- Adaptable design for additional services (e.g., “frozen snapshot” reporting, further integration with marketing platforms).
Results & Impact
- Real-Time Visibility
- Teams access up-to-date dashboards multiple times per day—drastically reducing manual spreadsheet usage.
- Increased Accuracy & Trust
- Automated flows, delta logging, and staged imports minimize data errors and simplify auditing.
- Streamlined Operations
- Less time spent on manual NetSuite exports; staff can focus on analyzing the data instead of chasing it.
- Scalable Infrastructure
- New columns, searches, and analyses can be added without overhauling the entire system.
- Foundation for Advanced Analytics
- A robust pipeline supports deeper BI initiatives, such as user-level funnel tracking, additional marketing metrics, or integrating third-party data sources.
Conclusion
Modern Labyrinth’s collaboration with U.S. CAD demonstrates how a fragmented reporting setup can become a cohesive analytics ecosystem. By leveraging Celigo for ETL, Azure SQL for centralized data storage, and Power BI for rich, near-real-time dashboards, U.S. CAD now has a flexible, scalable solution that keeps pace with evolving demands—backed by historic staging, detailed logging, and roll-back capabilities.
Interested in driving similar transformation?
Contact Modern Labyrinth to explore how we can empower your organization with secure, scalable data solutions that reduce overhead and accelerate decision-making.
