Analytics and BizOps Case Studies

Problem

  • Company couldn’t tell which marketing channels and campaigns were converting the highest quality users on their platform.
  • The data from the marketing platforms were disconnected from the data on their product platform

Solution

  • Created marketing attribution data model that connects data from Google, Facebook, and LinkedIn top of funnel views to operational and paying customers to understand
  • Gained insight into which marketing channel and campaign provided the highest ROI

Tools Used

  • Looker, SQL, Snowflake, AWS, Fivetran, Stitch

Data Sources

  • Google, Facebook, LinkedIn, Heroku Product Data

Sales Operations

Problem

  • Company didn’t have insight into sales operational efficiencies and key sales metrics to understand performance or areas of improvement

Solution

  • Built a new data model using the sales data and built dashboards that showed key sales performance metrics
  • Gained insight into sales pipelines and efficiencies of sales team

Tools Used

  • Looker, SQL, Snowflake, AWS, Fivetran, Stitch

Data Sources

  • Salesforce, Hubspot, Heroku Product Data

Finance Analytics

Problem

  • The company didn’t have easy to use dashboards to understand business financial metrics and performance in an easy to view way

Solution

  • Built financial data models to easily view income statements by overall business, business units, and individual customers

Tools Used

  • Looker, SQL, Snowflake, AWS, Fivetran, Stitch

Data Sources

  • Netsuite, Quickbooks

Customer Retention

Problem

  • Company did not have clear visibility into the retention rate of existing customers
  • They didn’t know what factors led to higher retention rates

Solution

  • Built a customer retention model
  • Segmented the data by different factors, allowing the company to identify areas that mattered to the customers
  • The company used these insights to improve their product and customer experience, increasing their customer retention rate for existing and future customers

Tools Used

  • Excel, SQL

Data Sources

  • Product Data, Quickbooks, Netsuite

Customer LTV/ CAC

Problem

  • Company did not have understanding of their customer LTV (Lifetime Value) and CAC (Customer Acquisition Cost)

Solution

  • Used customer data to create a LTV model by multiplying the average value of each customer by their average lifetime to calculate the LTV over time
  • Using acquisition and marketing data, I created a CAC model by taking in the number of acquired paying customers and dividing that by the total marketing and acquisition costs
  • This allowed the company to calculate their LTV/CAC ratio to understand the health of their business

Tools Used

  • Excel, SQL

Data Sources

  • Product Data, Netsuite, Quickbooks, Marketing Spend