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Customer Success Stories
Learn how these companies tackled customer churn and achieved customer success through these real-life customer success stories.
Financial Services
The Challenge
 The company routed over one million transactions a day across multiple payment gateways to maximize client ROI. Building a complete customer view was difficult, cohort analysis took too long, and existing dashboards consumed too many data warehouse compute resources across the business.
The Solution
Using Looker, Dataco audited the company’s architecture, identifying the highest-cost objects, most-used dashboards, and existing caching policies. Dataco then designed and implemented a plan to reduce BI and warehouse costs, optimize data group usage, and create reporting for customer behavior and company KPIs.
The Results
The team can now analyze payment gateway performance from a single dashboard, with faster queries, improved performance, lower resource usage, and reduced running costs. These improvements help the BI team deliver better insights, collaborate more easily, and make decisions with greater speed and confidence.
Tech Stack:
Looker, Snowflake, DBT, Fivetran
Association
The Challenge
A large nonprofit collected donation data across multiple departments, seven websites, and three apps. This created disconnected systems, duplicate donor records, and no centralized donor view, making it difficult to track donations and keep donor information accurate across the organization.
The Solution
Dataco used Airbyte to collect data from multiple source systems and load it into Snowflake. Using dbt, the data was cleaned, transformed, and consolidated into a unified model that supported identity resolution, duplicate detection, and reliable golden records for each donor.
The Results
Departments now work from current, reliable donor data without chasing updates across disconnected systems. The organization can reduce operational friction, improve fundraising efforts, increase collaboration between teams, and allocate internal resources with greater accuracy and confidence.
Tech Stack:
Snowflake, dbt, Airbyte, Power BI
Healthcare
The Challenge
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As more clinics joined the company’s network, real-time data became critical for improving clinical trial operations. The company needed faster access to live insights so teams could make better decisions across patient journeys, revenue, forecasting, and trial performance.
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The Solution
Using BigQuery, dbt, and Looker, Dataco helped the company model and aggregate data from multiple sources into an up-to-date analytics layer. Dataco also implemented snapshot policies, allowing teams to analyze live performance while still querying historical business activity.
The Results
The company now has a turnkey analytics solution for real-time insights across Finance, Marketing, Clinics, and Clinical Trials. Leadership can make faster decisions using current data, historical trends, and a more complete view of performance across the business.
Tech Stack:
Looker, BigQuery, DBT, Stitch
Pharmaceutical
The Challenge
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Legacy systems and outdated formats made it difficult to track patient adherence, manage appointment follow-ups, and report to pharmaceutical partners in real time. Most activity lived on physical servers, creating security, continuity, and reporting risks while historical data stayed fragmented.
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The Solution
Dataco assessed the company’s systems and designed a modern data stack for its operational needs. Data from physicians, healthcare programs, customer service, and internal departments was ingested into a cloud warehouse, transformed, and prepared for BI reporting.
The Results
The company can now provide real-time patient behavior reporting to pharmaceutical partners and physicians. Patient data is secured, HIPAA compliance is supported, and leadership has access to reliable metrics for faster, more strategic decision-making.
Tech Stack:
Snowflake, Fivetran, dbt, Power BI
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