Case study · Data engineering and analytics
Eight systems, one place to answer the business
A national legal organization needed to combine operations and case ROI data from eight source systems. Greyfield built the Snowflake and dbt platform, added dashboards and text-to-SQL access, and taught the internal development team to run it.
to answer a leadership question
source systems unified
by their team since handover
Snowflake
dbt
Salesforce
TableauAt a glance
The challenge
Key data was spread across Salesforce, Paylocity, Asana, and other tools. Answering leadership questions required manual analyst work, and the internal team could not easily maintain the setup on its own.
Approach
What Greyfield did
Build 74 dbt models in Snowflake
Built a Snowflake data warehouse with 74 dbt models used by reports instead of one-off analyst queries.
Brought eight systems together
Connected eight source systems, including Salesforce, Paylocity, and Asana. Operational and case data now live in one place, so questions that used to require pulling from multiple tools can be answered directly.
Teach the internal team
Built dashboards and text-to-SQL tools, then taught the client's developers how the platform worked during the build. Leadership submitted more than 400 questions during proof-of-concept testing. The internal team took over maintenance after handoff.
Results
What changed for the client
Leadership tested more than 400 operational and case ROI questions during the pilot. Internal developers learned the platform while it was built and have run it in-house since handover.
“Linus acted as a Sherpa to teach my team how to build a data warehouse with purpose and direction... Flexible, agile and easy to work with. I recommend Linus strongly.”
to answer a leadership question
source systems unified
by their team since handover
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