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Streamlining M&A Data Onboarding for Finance

From 1 Month to 1 Week

Reduction in time to onboard data

1 of 3

Simplified data outputs into one of 3 data models

3

Dashboard templates generated

Background

Our client is an American asset management firm specializing in alternative assets. With over $800 billion in assets, this client frequently pursuits the latest in cutting edge technology to continually be a leader in how asset management firms operate.

Challenge

Client faced challenge of long onboarding time whenever they were trying to integrate data from recently acquired companies. the process was cumbersome and inefficient

Approach

Keyrus met with business to understand what datasets are common amongst the companies, and what metrics / KPIs were important to the client. The goal was to create the most efficient process for a newly acquired company to have their data onboarded into our clients database, and in a spot where it could quickly be consumed. This resulted in the identification and classification of expected data; three data models that organzied, cleaned, and output metrics identified as critical for the business; and three dashboards that allowed users to review the health of the company's metrics within one week of onboarding.

Key results

01
Reduced time to onboard data from 1 month to 1 week
02
Templatized and automated data mapping process to automatically build data models per company, which in turn populated dashboards that allowed quick insights in key company health metrics

Benefits

Increased trust, reliability, and speed to understand a client's data and the health of its business. Faster insights into acquired companies.

Technology partners

Snowflake

Snowflake is a data cloud platform that enables data warehouse storage, data lakes, and secures data sharing and consumption. It is a fully managed and easy-to-use service that can power an almost unlimited number of simultaneous workflows.

5+

years of partnership

20+

Certified consultants

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