Case Study: Unifying SaaS Data Across Group Companies for Scalable Growth

Solution Section

Problem Statement: Fragmented Data and Inconsistent Insights

A fast-growing SaaS group serving the sign shops and signage industry struggled with data fragmentation across multiple business units. Key challenges included:

Siloed Systems
Data from Stripe, Salesforce, and separate billing platforms required manual reconciliation, leading to data silos and inconsistencies.

Operational Overhead
Disparate cloud environments and third-party tools created a complex and error-prone data landscape.

Lack of Unified Reporting
Business units across Software Services and Payment Services couldn’t generate consolidated revenue and churn metrics, limiting executive visibility.

Poor Scalability
Mergers added further complexity, with no unified view of customers or KPIs across group companies.

Solution Section

Solution: Scalable, Automated Data Warehouse and Integration Framework

To address these inefficiencies, the company partnered with JBS to build a modern, cloud-based data integration architecture:

1. Centralized Data Warehouse
Established an Enterprise Data Warehouse (EDW) that consolidated data from all SaaS platforms, CRMs, and billing tools.

2. Automated Data Pipelines
Deployed Fivetran for seamless pipeline creation and Databricks for data transformation, enabling real-time ingestion.

3. API-Based Real-Time Sync
Built Azure Function Apps and Web Apps to connect APIs, webhooks, and event-based systems from platforms like Stripe, Salesforce, and NetSuite.

4. Consolidated Financial Reporting
Integrated customer and finance data across all entities for accurate reporting and strategic forecasting

Solution Section

Business Benefits: Unified Visibility and Measurable Growth

15–20% More Accurate Revenue Forecasting
Consolidated data models eliminated discrepancies across billing systems.

10% YoY Growth in Service Adoption
Unified customer insights enabled better upsell and cross-sell targeting.

5–7% Churn Reduction
Clear customer usage visibility empowered proactive retention strategies.

30–40% Time Savings in Reporting
Automated ingestion and transformation replaced manual data stitching.

Simplified M&A Integration
The architecture supported scalable onboarding of new entities with minimal overhead.

Technology Stack

Fivetran

Databricks

Azure Web Apps

Azure Function Apps

Sigma BI

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