Integrating Automated Dashboards Into The Heart Of Connectd's Platform.
Objective
Automate the reporting of hundreds of different companies.
Obstacle
Embedding dashboards in a cost-effective way.
Outcome
Integrating automated dashboards into the heart of Connectd’s platform.
Background
Connectd’s innovative technology has transformed the way over 5,200 companies and investors connect, cutting out traditional middlemen in the investment cycle to create a faster, more efficient platform. As the platform scaled, Connectd recognised the need to enhance their data-driven approach and turned to 173tech for help in building self-service dashboards directly into their subscription service.
Challenges
Embedding: The challenge of embedding analytics into an existing platform lies in ensuring it integrates seamlessly with the product that’s already in place. It is essential to create a solution that enhances the user experience without disrupting the core functionality or design. Additionally, balancing the cost of implementation while deciding how often to refresh the data becomes crucial.
Product Integration: For Connectd, the goal was not only to provide real-time, actionable insights but to do so in a way that aligned with their current product offerings and stayed within budget. This required a thoughtful approach to both user experience and technical execution, ensuring that analytics would add value without becoming a financial burden.
Solution
Pipeline: One of the core objectives was to create a data pipeline that could efficiently support hundreds of companies updating their data on the platform, without inflating costs. By designing a scalable pipeline, we enabled Connectd to handle large volumes of data updates while keeping operational costs low. This required a combination of smart data management practices, automation, and optimised processes.
One Source Of Truth: Our process involved pulling together disparate information from multiple channels and transforming it into a structured, easily accessible format within Connectd’s central data warehouse. By bringing this data together in one place, we laid the foundation for more effective analysis, enabling Connectd to have a single, reliable source of truth for their platform’s analytics.
The Proof Is In The Numbers...
100s
12
4
Implementation
Data Modelling: Once the data was centralised, we proceeded with data modelling and the creation of a custom dashboard in Metabase Pro. Using Metabase’s advanced features, we could tailor the dashboard’s availability to match Connectd’s subscription levels, ensuring that each user received the appropriate insights based on their access rights.
Cost Control: To further streamline operations, we implemented batch processing, where the data is updated every night, significantly reducing costs while ensuring that users still received timely and relevant insights. This balance between data refresh frequency and cost efficiency was key to meeting Connectd’s goals.
