Integration for real-time intelligence with Snowflake and Tableau
Challenge
Oktana partnered with a US-based financial services company operating in consumer lending. The client's information lived in fragmented data silos spread across Heroku Postgres and Salesforce, which limited their ability to analyze financial performance and slowed every reporting cycle their leadership depended on.
Solution: Snowflake as a single source of truth with real-time visualization in Tableau
Oktana consolidated the client's scattered databases into Snowflake and integrated the full ecosystem so operational data could move continuously between systems and reach financial stakeholders through Tableau.
Oktana partnered with a US-based financial services company operating in consumer lending. The client's information lived in fragmented data silos spread across Heroku Postgres and Salesforce, which limited their ability to analyze financial performance and slowed every reporting cycle their leadership depended on.
Solution: Snowflake as a single source of truth with real-time visualization in Tableau
Oktana consolidated the client's scattered databases into Snowflake and integrated the full ecosystem so operational data could move continuously between systems and reach financial stakeholders through Tableau.
Solution
Key elements of the solution included:
- Established Snowflake as the single source of truth by consolidating multiple Heroku Postgres and Salesforce data silos.
- Synchronized operational data in real time using Heroku
- Connect and high-performance pipelines for automated processing.
- Engineered a direct Snowflake to Tableau connection to enable scalable, high-speed analytics for financial stakeholders.
- Positioned Snowflake as the central hub for consolidation before transformation and analysis processes.
- Built the architecture to support growing data extraction and processing volumes without losing real-time visibility.
Key elements of the solution included:
- Established Snowflake as the single source of truth by consolidating multiple Heroku Postgres and Salesforce data silos.
- Synchronized operational data in real time using Heroku
- Connect and high-performance pipelines for automated processing.
- Engineered a direct Snowflake to Tableau connection to enable scalable, high-speed analytics for financial stakeholders.
- Positioned Snowflake as the central hub for consolidation before transformation and analysis processes.
- Built the architecture to support growing data extraction and processing volumes without losing real-time visibility.
Results
The client gained real-time visualization across the entire data ecosystem, with 30% clearer insights from faster analytics on unified data and a 20% cost reduction in data management thanks to a more efficient infrastructure. Salesforce, Heroku, and Tableau now interact seamlessly within a single architecture.
The client gained real-time visualization across the entire data ecosystem, with 30% clearer insights from faster analytics on unified data and a 20% cost reduction in data management thanks to a more efficient infrastructure. Salesforce, Heroku, and Tableau now interact seamlessly within a single architecture.