No More Manual Spreadsheet Reports

New data warehouse and BI environment relieves team of time consuming manual updates.

The leading platform for on-demand advisory solutions, AdvisoryCloud offers executive professionals the tools to monetize their knowledge as an advisor. Companies utilize AdvisoryCloud’s network of over 11,000 professionals to receive strategic guidance and mentorship on a variety of business topics.

As an organization building multiple audiences, performance KPIs are crucial for defining how to allocate your marketing budget. And while AdvisoryCloud collected great user and campaign level data, they were crippled by a very manual reporting process housed in a traditional spreadsheet. After bumping into limitations of their spreadsheet’s capabilities they knew they needed to migrate their performance reports into a more traditional BI environment to both automate the process and build a dashboard that could support complex analytics. Unable to find an out-of-the-box solution capable of answering their marketing questions, AdvisoryCloud turned to Mammoth Growth for a custom solution.

Since the team had been working directly from a spreadsheet, there was no infrastructure in place to support new analytics tools. Mammoth Growth immediately set to task completing the dev-ops work necessary to create a data warehouse. With a tight budget in mind, the teams collaborated to design a low-cost, custom solution that would insure a strong fit their organizational needs and budget.

After the data warehouse was built, Mammoth Growth used Segment.com to sync some of their data into the new warehouse. However, a large portion of their business data was housed in systems that didn’t offer an integration to Segment. For instance a large portion of their marketing spend was put toward LinkedIn, which doesn’t offer an integration. And their internal accounting system didn’t offer an integration to allow them to pull revenue data into the warehouse either. As a result, Mammoth Growth’s data engineers built custom integrations to bring data into the new warehouse seamlessly.

“Mammoth’s team spent a lot of time building new integrations to help us consolidate our data into our new warehouse,” shares Chris Beaver, CMO. “Their efforts have paid off as we no longer have to spend time manually pasting data from separate systems into our spreadsheet for reporting. This automation not only saves time but prevents errors.”

With a new data warehouse in place, it was time to trial a new analytics tool to power their marketing report. Mammoth Growth began by pulling a sample of AdvisoryCloud’s data and importing it into a select number of recommended analytics tools then replicating their report in these tools. This gave AdvisoryCloud the opportunity to trial each analytics tools in conjunction with their own data.

With a new tool selected, Mammoth Growth built out over 10 dashboard reports effectively automating their reporting and providing better visualizations for easier data consumption, all designed to drive growth. These reports included KPIs around a new attribution model, ROAS, email conversion rates and sales funnel conversion rates.

Today AdvisoryCloud drives their marketing decisions from a new streamlined BI environment that doesn’t require tedious manual updates – keeping them focused on driving campaigns that impact bottom line growth.

Mammoth’s team spent a lot of time building new integrations to help us consolidate our data into our new warehouse. Their efforts have paid off as we no longer have to spend time manually pasting data from separate systems into our spreadsheet for reporting. This automation not only saves time but prevents errors.

- Chris Beaver, CMO