Andy YangManaging Director,

MondayCall

MondayCall needs key performance indicator (KPI) reports to

understand the state of their business. The pilot project was to

automate sales velocity reports on projects and billable hours. The data

needed to generate these reports comes from multiple systems,

including Vorex for project management and time tracking, Salesforce

for Customer Data, and Billing from QuickBooks. The data sets must be

pipelined and cleansed with a set of syntactic and semantic rules. This

rerecurring manual process included opening data files from Vorex and

‘eyeballing’ the data for discrepancies before it can be merged with

additional data from Salesforce and QuickBooks..

THE CHALLENGE

MondayCall is a leading Salesforce solutions and services provider. With

over 30 consultants serving over 30 industries, MondayCall provides

platform expertise, best practices, and consulting services for over 600

customers worldwide. Their customer projects include implementation,

business process consulting, custom development, change management,

integration, optimization, and support.

• Operationalized weekly reporting

• Integrated data from Salesforce, Vorex, and QuickBooks

• Automated cleansing and transformation of data

• Reduced reporting time from hours per week to minutes

• Enabled new analytics: seasonal, year-on-year, more

THE TECH STACK:

Operationalizing Business Reporting

Xcalar is a cloud-scale data analytics platform that provides simple, elegant, and highly scalable tools that have broad appeal to data analysts, data scientists and data engineers.

About Xcalar

Complex data types including nested JSON

Usage-basedPricing

Data preparation

Amazon Web Services (AWS) integrations

MondayCall replaced a time-consuming and error-prone manual reporting process with an

automated data pipeline running in Xcalar Cloud. In addition, they were able to increase the

complexity and types of data that can be aggregated for these reports, and expanded the types of

questions they can ask of their data including seasonal trends, sales process, industry cycles,

and more.

THE BENEFITKPI reports delivered in real-time that affect daily decision-making

Xcalar Cloud provided a fully hosted platform for collecting and preparing data for their reports. With

AWS S3 and Lambda integration, Xcalar Cloud automatically detected new data files from Vorex,

Salesforce, and QuickBooks in their S3 folder and quickly generated reporting datasets. These

datasets are ‘cleansed’ by applying a series of syntactic and semantic business rules that were then

automatically sent to executive leadership via Tableau dashboards.

WWith built-in data preparation, full data lineage and auditing, and usage-based pricing — MondayCall

was able to quickly improve upon and automate their key weekly reporting processes with little

upfront investment and very low recurring costs.

THE SOLUTION

Customer & Sales Data Data Preparation BI & Dashboards

Xcalar Cloud for Data Preparation and Reporting

Operationalizing Business Reporting