Data Embedded Into This SaaS Tool With Subscription Levels.
Objective
Automate data reporting into metabase dashboards.
Obstacle
Implementing complex user levels and permissions.
Outcome
Live dashboards integrated into WordPress and email.
Background
PincusCo is a publishing technology company that transforms complex public data into actionable intelligence for the commercial real estate industry. By offering insights that help real estate professionals make data-driven decisions, PincusCo plays a vital role in simplifying and streamlining access to critical market information. To enhance their services, they sought to embed dynamic, daily dashboards into their website and subscription platform, providing users with real-time data visualisations and analyses. For this, they turned to 173tech and our expertise in Metabase.
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
The Proof Is In The Numbers...
16
5
4
Implementation
Permissioning: To control access to these dashboards, we utilised WordPress’s built-in permissioning system. By mapping user roles and subscription levels within WordPress to specific access rights, we ensured that different users could view only the dashboards and reports aligned with their subscription tier. This secure, role-based access ensured data privacy while delivering a customised experience for each user.
