Challenges Faced:
The client struggled with analytics and data correlation across multiple sources. A key issue was the inability to track and analyze professional history in relation to membership renewal patterns, contributing to member churn.
Business Impact:
Without a centralized data approach, the client found it difficult to identify trends in member retention, leading to inefficiencies in targeted engagement efforts and potential revenue loss due to membership drop-offs.
Our Solution:
Implementation:
Elastik Teams provided a centralized data integration solution. The client proposed consolidating data and facilitating reporting through tools like Skip, while Elastik Teams took charge of data integration, data ingestion, and CI/CD pipeline implementation using Azure Data Factory (ADF).
Key Features:
✔ Data Integration via ADF: Enabled seamless data ingestion and transformation
✔ Salesforce Connector: Integrated Salesforce data to enhance reporting and analytics
✔ Proper Naming Conventions: Ensured consistency and maintainability across pipelines
✔ Credential-less Pipelines: Improved security by eliminating hardcoded credentials
Innovative Aspects:
- Implemented a secure and scalable data pipeline using ADF
- Integrated Salesforce data for a comprehensive view of member engagement
- Used standardized naming conventions for better management and future scalability
- Deployed credential-less authentication to enhance security and streamline operations
Results & Impact
Performance and Client Feedback:
By centralizing data and integrating Salesforce insights, the client now has a more efficient system for analyzing membership renewal trends. The new approach has improved user experience by enabling faster querying and correlation of cross-system data.
Business Outcomes:
- Reduced manual effort in reconciling data
- Enhanced membership analytics through centralized reporting
- Improved user experience with streamlined queries and insights
Current Status:
The proof of concept (PoC) application has been successfully implemented, validating the benefits of a centralized data approach for membership retention analysis.
Conclusion:
Through a structured data integration strategy using Azure Data Factory, Elastik Teams successfully helped the client modernize their data processes. This initiative laid the foundation for improved membership analytics, ensuring better retention strategies and operational efficiency.
