Transitioning Data and Reporting to an In-House Platform for a Global Retailer
As part of a long-lasting client relationship, Clarkston’s Data and Analytics team helped a major retail company transition to an in-house platform for data and reporting. Read a synopsis of the project below or download the full case study.
Download the In-House Platform for Data and Reporting Case Study Here
The business had historically relied on external vendors for their data and reporting, but due to increasing costs and a desire to improve service, they had made the decision to bring this function in-house. Clarkston Consulting was engaged to provide project management and data analysis support to expedite and manage this effort.
Working in close partnership with data and business stakeholders, the Clarkston team prioritized the data and reporting, leveraging system logs as well as user input to create a force-ranked list of data sets to help drive priority. Once prioritized, the team analyzed the existing data sets in the legacy environment and reverse-engineered them to accurately recreate them in the new environment.
Once built, the team performed validation and testing to ensure data quality and verify the accuracy of historical and current data. In parallel, business users were trained in the new self-service portal to engage with the data and develop reports, improving business self-sufficiency. Throughout the project, the team provided progress and risk updates to leadership to help avoid issues and ensure an on-time and on-budget project delivery.
In a project that would normally last months, the Clarkston team was able to successfully complete the transition to the in-house environment in just 13 weeks. This project helped the organization take ownership of their data and reporting, trained business users, and verified data quality without disrupting business operations. As a result, the Clarkston team was able to successfully set up this client for new data and analysis capabilities and possible AI modeling.
