将 12 小时的易出错数据处理缩短至 41 分钟的准确率
产品
- Salesforce
- CloverDX
技术栈
- ETL software
- Data Integration
- API
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 分析与建模 - 数据即服务
- 平台即服务 (PaaS) - 数据管理平台
适用行业
- 金融与保险
适用功能
- 商业运营
- 销售与市场营销
用例
- 质量预测分析
- 补货预测
服务
- 数据科学服务
- 系统集成
关于客户
客户是一家金融服务公司，通过收购竞争对手不断发展壮大。他们开发了自己的基于 Salesforce 的信息平台，从多个来源收集数据，并提供统一的 360° 客户视图，呈现给顾问。该平台现在可以定制调整，以连接任何金融咨询业务。该公司拥有一种新的业务模式，该模式依赖于快速处理数据并将其无错误地传输到 Salesforce 的能力。他们希望通过提供一套面向客户的金融工具，将竞争对手转变为客户，从而进一步加速增长。
挑战
该公司通过收购竞争对手不断发展壮大，并开发了一套内部解决方案，将每日数据输入 Salesforce。然而，由于每天要处理数千万条记录，加载这些记录所需的时间越来越长，最高可达 12 小时。这意味着无法再保证必要的每日更新。此外，将数据加载到 Salesforce 时的错误有时高达 50%，导致另一天的生产力（损失）专门用于解决问题。因此，依赖这些数据的财务顾问可能正在处理长达两天的信息。该公司需要一种能够快速处理数据并将其无错误地传输到 Salesforce 的解决方案。
解决方案
该公司决定寻找一种能够尽快解决问题的 ETL 软件解决方案。他们选择了 CloverDX，它帮助他们克服了将大量数据加载到 Salesforce 的挑战，而这之前会导致错误和较长的处理时间。CloverDX 还提供了强大且定义明确的数据验证流程。该公司的工程师从运行旧的自制代码转向使用 CloverDX，从此再也没有后悔过。他们现在能够每天多次从不同来源提取数据，并与一些提供商进行双向传输。
运营影响
数量效益
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