PincusCo - 173tech

Data Launcher

Data embedded into this SaaS tool with subscription levels

Objective

Automate data reporting and deliver live insights through Metabase dashboards.

Obstacle

Implementing complex user hierarchies and permissions across multiple access levels.

Outcome

Fully integrated, real-time dashboards embedded within WordPress and automated email reports.

Background

PincusCo is a publishing technology company that transforms complex public data into actionable intelligence for the commercial real estate industry. By providing data-driven insights, PincusCo empowers real estate professionals to make informed decisions and stay ahead of market trends.

To elevate their offering, the team aimed to embed interactive, daily dashboards directly into their website and subscription platform. These dashboards needed to provide real-time visualisations and analytics tailored to each user’s access level, a technically challenging task.

Seeking a solution that combined automation, scalability, and seamless integration, PincusCo partnered with 173tech to bring their vision for live, embedded analytics to life.

Challenges

Expert Help: PincusCo required expert assistance to configure Metabase in a way that seamlessly aligned with their platform’s specific needs and use cases. The company needed to ensure the dashboards were not only visually appealing but also tailored to showcase the most relevant data for their commercial real estate clients. Custom configurations were essential to integrate the dashboards smoothly into their existing website and subscription platform.

Permissioning: In addition to configuration and design, PincusCo needed to implement robust permissioning features to manage user access effectively. Their subscription service caters to a diverse audience, each with different roles, needs, and access privileges.

Solution

Lightweight: At our core, we always strive to keep solutions straightforward and aligned with the specific business needs of our clients. For PincusCo, this meant avoiding unnecessary complexity and designing a solution that was both practical and effective. Given the nature of their data and their requirements, embedding a full-scale data warehouse or implementing intricate data modelling would have been excessive. Instead, we focused on delivering a solution that was lightweight, efficient, and directly suited to their goals.

Pipeline Setup: We designed a streamlined ETL (Extract, Transform, Load) process that avoided over-engineering. This ETL pipeline was specifically tailored to ingest data from simple Excel sheets, which served as the primary source of PincusCo’s data inputs. By eliminating the need for complex modeling or additional infrastructure, we ensured the process remained manageable and easy to maintain

Impact

Dashboard Design: PincusCo required dashboards that were intuitive, visually clear, and accessible to users with varying levels of technical expertise. To achieve this, we focused on clean layouts, logical data groupings, and concise visualisations that surfaced actionable insights without overwhelming the user. As with all our projects, we began with a wireframing stage, refining the structure and flow before development, ensuring the final design was both user-friendly and strategically aligned with PincusCo’s goals.

Permissioning: To manage access effectively, we integrated WordPress’s built-in permissioning system with the embedded dashboards. User roles and subscription tiers within WordPress were mapped to specific access rights, ensuring that each user could only view dashboards and reports relevant to their plan. This secure, role-based framework not only safeguarded data privacy but also delivered a tailored, seamless experience for every subscriber, balancing accessibility with control.