100% Elimination of manual data processes.
Objective
Automated Reporting for 8,000 Investors.
Obstacle
Different versions of the truth hidden in siloed data.
Outcomes
United the Heights team around a core set of metrics.
Background
Heights is a company that offers premium, science-backed nutritional supplements designed to support brain health and overall well-being.
Having 800+ investors is a testament to the success and growth of Heights, but managing the diverse needs of such a large group can be challenging, especially when it comes to ensuring that each investor receives the right information at the right time.
Heights recognised the need to streamline and automate this process to improve efficiency and ensure timely, accurate delivery of important updates and turned to 173tech for a solution.
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 standardize 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.
Reporting Automation: Once the models were complete, we activated them in Metabase, turning them into automated, user-friendly dashboards. These reports provided the Heights team with actionable insights, streamlining their decision-making process and enabling them to focus on strategic growth.
The Proof Is In The Numbers...
12
36
100%
Implementation
Rapid Automation of Reporting: In just twelve weeks, we fully automated Heights’ reporting process by creating a suite of customized 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.
User-Friendly Tools: 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.
A Data-Driven Team: 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.
