Heights - 173tech

Data Launcher

Automating investor reporting for 8,000 stakeholders

Objective

Automate reporting for 8,000 investors.

Obstacle

Conflicting versions of the truth hidden across siloed data sources.

Outcomes

A single source of truth that united the Heights team around core growth metrics.

Background

Heights is a fast-growing wellness company offering premium, science-backed nutritional supplements for brain health and overall well-being.

With 8000+ investors to update, Heights needed a reliable way to deliver accurate, timely information. But manual data processes and fragmented systems made this increasingly unsustainable. To improve efficiency and provide confidence in their metrics, Heights turned to 173tech to automate reporting and centralise their data.

Challenges

Fuzzy Focus and Changing Priorities: The Heights team had been growing rapidly, and with this expansion came shifting priorities and new investor requirements. This made it unclear what the business should focus on to drive success. Leveraging our extensive experience with D2C brands, we collaborated with internal stakeholders to standardise their growth metrics across various business processes, consolidating these into a comprehensive data dictionary.

Fragmented Data Sources: The team faced challenges with fragmented data spread across platforms like Shopify for sales, Recharge for subscription information, and a survey tool for client feedback. This disjointed system created data gaps and required significant manual effort to compile insights, diverting time away from more strategic and impactful actions.

Balancing Growth and Profitability: Despite their impressive external growth story, Heights was increasingly concerned about profitability. They needed reliable, consolidated data to optimise their customer lifecycle and ensure their business remained sustainable while continuing to scale effectively.

Solution

Data Integration: We integrated data from Shopify, Recharge, and survey tools in Heights’ data warehouse, creating a centralised repository for their key metrics. Although the team initially requested real-time data, our analysis revealed that daily reporting would suffice for most use cases, offering a significant cost-saving for the company.

Data Models: Guided by our standardised data dictionary, we modelled the integrated data to create a single, reliable version of the truth. By working in pairs to develop and validate the code, we ensured accuracy and consistency across all data sources, laying a solid foundation for robust analytics.

Impact

Rapid Automation of Reporting: In just weeks, we fully automated Heights’ reporting process by creating a suite of customised dashboards tailored for both internal stakeholders and investors. These dashboards consolidated key metrics, providing real-time insights and ensuring that everyone had access to the data they needed, when they needed it.

Data-Driven: Our work united the Heights team around a comprehensive set of core metrics, which have become the beating heart of their operations. These insights not only streamlined decision-making but also provided a strong foundation for continued growth and alignment across all levels of the business.

Self-Serve: We selected Metabase as the reporting platform due to its ease of use for nontechnical users. This choice encouraged investors to self-serve their data needs while also offering automated email updates for those requiring regular reports. The result was a seamless and efficient reporting experience that saved time and reduced reliance on manual updates.