Modernizing data architecture to unlock business insights for a financial services firm

Modernizing data architecture to unlock business insights for a financial services firm

OneSix partnered with a financial services firm to modernize its data architecture, implementing a scalable platform using Snowflake, dbt, Matillion, and Sigma to unify over 50 data sources, automate reporting, and deliver real-time insights.
Data & App Engineering
Data Analytics
Snowflake
AWS
Matillion
dbt Labs
Sigma
Fivetran

Overview

Transforming data management to drive operational excellence

A financial services firm specializing in ETF investment and technology platforms faced challenges in managing its data across multiple sources. The absence of a unified and scalable data platform hindered efficient reporting, data quality, and visibility into performance metrics, limiting the ability to meet both internal and external demands. The client sought to establish a robust data platform to support diverse use cases, streamline operations, and improve decision-making.

The goals of the project included:

The client chose OneSix for its expertise in data architecture, cloud technologies, and demonstrated success in delivering similar solutions within the financial services industry.

Our Solution

Modern architecture and automation for seamless data management

OneSix implemented a comprehensive solution leveraging modern data architecture principles and cutting-edge technologies—including Snowflake, dbt Core, Fivetran, Matillion, and Sigma—to address the client’s data management challenges.

The project unfolded in three distinct phases:

Phase 1: Data Ingestion

Phase 2: Portal Build

Phase 3: Additional Reporting

Results

Improved efficiency, compliance, and operational visibility

The implementation of the scalable data platform delivered measurable impact across key areas of the business:

With a modern, automated data foundation in place, the client now benefits from faster decision-making, improved compliance, and a platform built to support ongoing innovation and growth.

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.

Crafting an AI-powered recommendation engine for a private equity service provider

Crafting an AI-powered recommendation engine for a private equity service provider

OneSix developed a recommendation engine for a private equity concierge service, using a large language model to match the best service providers from a large network, integrated into Salesforce with real-time chatbot functionality.
AI & Machine Learning
AI Agents & Chatbots
Snowflake
Fivetran

Overview

Streamlining service provider selection for PE concierge service

Our client connects private equity (PE) firms with service providers (SPs) for tasks such as diligence, value creation, and prep-for-sale, offers a “white-glove” concierge service. Their challenge was speeding up the process of selecting the best SPs from their large network to match new client needs, ensuring high-quality, timely recommendations for every new concierge.

Our Solution

AI-driven recommendation engine for efficient provider matching

OneSix built a recommendation engine using a domain-general large language model (LLM) to extract, distill, and embed unstructured data about past concierges and SP qualifications into a searchable vector database. This system allows agents to quickly search for and find the most relevant past concierges and SPs.

To enhance the relevance of the search results, a proprietary re-ranking model was included, ensuring that the recommendations are hyper-relevant and aligned with the client’s core sales metric. The engine was integrated into their Salesforce frontend via an API, and also exposed a natural language “chatbot” interface for real-time recommendations based on user input data.

Additionally, the system leverages existing data from Salesforce, Fivetran, and Snowflake, creating a specialized data-science schema to feed the recommendation engine. The Python app, connected to Snowflake via the Snowflake Python connector, powers the entire solution.

Results

Enhanced speed and quality in service provider selection

The recommendation engine is now used for all incoming concierge requests. Within Salesforce, agents receive a top-10 list of recommended SPs for each new concierge, allowing them to quickly choose the best-fit providers.

Success is measured by the percentage of engaged SPs that originated from the system’s recommendations, typically ranging between 60-80% each week. The solution has significantly streamlined the company’s SP selection process, delivering fast, high-quality matches to clients.

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.

Unifying data for enhanced portfolio insights and reduced risk​ in private equity

Unifying data for enhanced portfolio insights and reduced risk​ in private equity

By creating a scalable, unified data infrastructure, OneSix enabled a private equity firm to gain a comprehensive view of portfolio performance, improve decision-making, and drive long-term profitability.
Data & App Engineering
Data Analytics
Snowflake
Matillion
Fivetran

Overview

Building a modern data infrastructure for strategic agility

A private equity firm managing a diverse portfolio of investments faced challenges in leveraging data for strategic decision-making. The firm recognized the need for a modern data infrastructure to consolidate disparate datasets, enhance analytical capabilities, and gain deeper insights into overall portfolio performance.
The existing data infrastructure was fragmented, leading to delays in reporting, inefficient data processing, and a lack of agility in adapting to evolving business requirements.

Our Solution

Data unification across portfolio companies

OneSix built a modern data infrastructure, which is essential for centralizing data and gaining deeper insights into overall portfolio performance. This involved creating a unified data repository to integrate and store data from various portfolio companies, providing a unified view for analysis and reporting.
As the firm increases the portfolio, the architecture was designed to allow seamless scalability, accommodating growing datasets without compromising performance. The solution leverages Snowflake’s data sharing features to securely share relevant data between portfolio companies and the PE firm, fostering collaboration and knowledge exchange.

Results

A holistic picture of portfolio performance

The implementation of a comprehensive data infrastructure provided the private equity firm with a holistic view of portfolio performance while ensuring data security and integrity.

This empowered the firm to make more informed decisions, enhance operational efficiency, and gain deeper insights into their investments, ultimately mitigating risks and fostering long-term profitability.

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.

Building a Customer 360 data solution for Leader Bank

Building a Customer 360 data solution for Leader Bank

By implementing a unified Customer 360 data solution, OneSix enabled Leader Bank to enhance customer service, drive data-driven marketing, improve data quality, and boost operational efficiency.
Data & App Engineering
Data Analytics
Snowflake
Matillion
Fivetran
Power BI

Overview

Overcoming data silos to gain a unified view of customers

To maintain a competitive edge, community banks need to have a deep understanding of customer behavior and preferences. Leader Bank, like many financial institutions, faced a common challenge: fragmented systems and data silos. They had separate platforms for commercial lending, residential lending, and core banking operations, with little interaction between them. This siloed approach made it incredibly difficult to establish a comprehensive view of their customers.

Back-office processes were cumbersome, and customer support teams found it challenging to provide efficient service due to a lack of unified customer data. To compound matters, data quality issues, including inconsistent naming conventions and formats, added complexity to the situation.

Our Solution

Implementing a Customer 360 platform with a cloud-based infrastructure

OneSix partnered with Leader Bank to tackle these issues head-on, devising a comprehensive solution that aimed to provide a holistic view of each customer. The key components of this solution included:

The goal of these components was to establish a common data platform where information from various systems could seamlessly integrate. This would enable Leader Bank to tie together customer interactions, track their history, and gain valuable insights for personalized marketing and improved customer service.

Technologies Implemented

Results

Enhanced customer service, data-driven marketing, and operational efficiency

The implementation of the Customer 360 solution brought about significant positive changes:

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.

Uncovering insights into member engagement for a digital health company

Uncovering insights into member engagement for a digital health company

OneSix implemented a scalable data warehouse solution for a digital health company, enabling efficient, accurate reporting and data-driven insights into member engagement across texting programs.
Data & App Engineering
Data Analytics
Snowflake
Matillion
Fivetran
Power BI

Overview

Streamlining insights into member behavior

A digital health company was looking to better handle its customers’ needs by providing insights into member behaviors within its texting programs.

Our client provides their customers with various metrics with regard to participation and engagement in their many texting program offerings. As requests come in for new information and/or slight variations in existing reports, our client needed a better way to meet these requests.

The existing process was very manual and prone to errors, sometimes delaying turnaround time in responding to customers’ data requests. This process impeded the client’s ability to create new reports or aggregate reports across multiple programs for each customer. The current reporting could represent a point in time but did not easily allow for trends over time.

Our Solution

Building a flexible data warehouse with automated ETL

OneSix designed and built a data warehouse that could handle the client’s current and future needs in both reporting and data analytics. We created a data model that could handle today’s reporting needs while allowing the flexibility to add on later. 

Using Fivetran, we brought their source data, SQL Server and DynamoDB, into a Snowflake database. Using Matillion, we built a fully automated ETL process with fewer steps and a faster turnaround time to provide up-to-date data. The reporting and analytics are now available in Power BI.

Technologies Implemented

Results

A single source of truth for decision-making and trend analysis

With this solution and knowledge transfer, the organization is able to leverage the analytics output from our project as a template for building future reporting. A single source of truth from the cloud data warehouse allows the business to look at the numbers with confidence for decision-making.

Key financial metrics are available to view by snapshot, trends, as well as drill-down to more granular components in a visual, easy-to-digest method. The labor reporting has already yielded insight into better management of overtime for the workforce.

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.

Delivering timely financial and labor insights for a food manufacturer

Delivering timely financial and labor insights for a food manufacturer

OneSix delivered a scalable cloud data platform for a fine food manufacturer, enabling reliable, timely insights into financial and labor metrics, streamlining reporting, and supporting data-driven decision-making across the organization.
Data & App Engineering
Data Analytics
Snowflake
Matillion
Fivetran
Power BI

Overview

Creating a reliable, scalable data platform for accurate, timely insights

A single source of truth with accurate and timely data insights across the company is critical for manufacturers. Our client, a fine food manufacturer that provides protein and meal solutions for customers ranging from national restaurants to food service providers was utilizing a legacy data platform that relied on a difficult-to-maintain database and business intelligence solutions requiring heavy technical coding skills.

The existing process was very manual and prone to errors, sometimes delaying turnaround time in responding to customers’ data requests. This process impeded the client’s ability to create new reports or aggregate reports across multiple programs for each customer. The current reporting could represent a point in time but did not easily allow for trending over time.

Our Solution

Implementing a modern cloud data architecture for reporting

OneSix presented a case for a modern cloud data architecture that would reduce maintenance overhead as well as the ability to scale in size and volume as their data needs continue to grow. As a decision was solidified, an end-to-end data lake and data warehouse solution was created with an initial set of analytics reporting that provided full visibility into the P&L and Balance Sheet for the finance executive team as well as a visual view of their labor data for operations leadership.

Technologies Implemented

Results

Empowering decision-making with a single source of truth

With this solution and knowledge transfer, the organization is able to leverage the analytics output from our project as a template for building future reporting. A single source of truth from the cloud data warehouse allows the business to look at the numbers with confidence for decision-making.

Key financial metrics are available to view by snapshot, trends, as well as drill-down to more granular components in a visual, easy-to-digest method. The labor reporting has already yielded insight into better management of overtime for the workforce.

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.

Doubling recurring revenue with embedded analytics for a B2B SaaS provider

Doubling recurring revenue with embedded analytics for a B2B SaaS provider

OneSix enabled the client to launch a scalable, self-service BI platform within six months, doubling ARR and empowering customers with advanced, on-demand analytics capabilities.
Data & App Engineering
Data Analytics
Snowflake
Matillion
Fivetran

Overview

Empowering a SaaS provider with self-service analytics

Our client wanted to gain a competitive advantage with their SaaS application by offering feature-rich analytics embedded into the application. Their previous platform had some basic reporting capabilities for their customers, but new requests for dashboards or reports often required long lead times and were painfully slow to build for their reporting team. Simple enhancements like adding a field to a report required a clunky ticketing system.

Our client wanted to introduce a business intelligence (BI) solution that would empower their customers to self-serve many of their data needs and free up their internal reporting team to tackle higher-value tasks. And they wanted to accomplish this in a short time frame with minimal technical coding and wanted to be able to scale the final product out to all their customers.

Our Solution

Implementing a scalable, agile BI solution with enhanced data models

Utilizing an agile methodology process, OneSix designed, built, and implemented a modern data stack with an end-to-end data warehouse, data transformation capabilities, and data visualization technologies that created opportunities for insights that were previously impossible with their previous technology.

Data models were designed to expand reporting capabilities of the customer’s source data. Initial dashboards were created to give customers a jump-start with the new BI solution and immediately start generating insights.

OneSix also partnered and led training sessions with both client team members and customers of the client to create a high rate of knowledge transfer. We also presented a new strategy for creating an additional product to sell to their customers using their new infrastructure by enabling customers to connect to secure shares of the data warehouse.

Technologies Implemented

Results

Doubling ARR, exceeding targets, and accelerating time-to-market

With the customer’s new modern data platform and knowledge transfer, they were able to exceed their expected conversion rate 2-fold within three months of the launch of the new platform and doubled sales Annual Recurring Revenue (ARR) from their customers.

Following an agile methodology process enabled the organization to launch the new platform to the market in less than six months from the start of development. The new market differentiator enabled customers to self-serve all their reporting needs and accomplish exponentially more than previously possible. The client also expects to be able to retire their old reporting platform thanks to the capabilities of the new product.

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.

Establishing a competitive edge with embedded analytics for Chordline Health

Establishing a competitive edge with embedded analytics for Chordline Health

OneSix empowered Chordline Health to gain a competitive edge by implementing a scalable, multi-tenant analytics solution that improved application performance, reduced operational costs, and delivered real-time insights directly within their SaaS platform.
Data & App Engineering
Data Analytics
Snowflake
Matillion
Fivetran

Overview

Enhancing SaaS competitive edge with scalable, embedded analytics

Chordline Health, a healthcare software provider, wanted to gain a competitive advantage with their SaaS application by offering feature-rich analytics embedded into the application.

Existing analytics was driven off the single-tenant operational databases using complex SQL statements that could not be reused across customers due to the different data models per customer. Any needed changes were restricted by the legacy approach that required extensive labor and testing to enhance. The application experienced severe performance issues. A scalable solution was needed to expose the trove of data for customers that could be easily integrated into their application.

Our Solution

Implementing an automated data framework

OneSix designed an end-to-end automated framework to load multi-model databases per customer into a data lake and transformed that into a multi-tenant data warehouse addressing Cases, Authorizations, To-do lists, and Compliance threshold reporting.

All new tools and platforms were introduced that would help automate new customer loads by using a simple control table. A live connection to the data warehouse using the powerful Snowflake engine served embedded analytics using Sisense visualization. The complex security model was simplified via two security tables that allowed bi-directional integration between Sisense and the SaaS application.

Technologies Implemented

Results

Boosted application performance and reduced labor costs

The implementation of the Embedded Analytics solution brought about significant positive changes for the SaaS provider:

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.

Modernizing data architectures for efficiency and inventory planning in logistics

Modernizing data architectures for efficiency and inventory planning in logistics

By consolidating data into a cloud-based data warehouse, OneSix empowered a 3PL provider to achieve real-time, accurate reporting, streamline inventory planning, and enhance operational efficiency.
Data & App Engineering
Data Analytics
Snowflake
Matillion
Fivetran
Tableau

Overview

Eliminating data silos and delays in reporting

Our client, a third-party logistics (3PL) provider, focused on helping businesses handle their e-commerce order fulfillment and retail distribution, has fulfillment centers strategically located across the nation to reduce order transit time.

The client has multiple warehouse management systems (WMS) for inventory management and for monitoring warehouse activities such as receiving, putaway, picking, packing, and shipping. Multiple Warehouse Management systems from different vendors resulted in data silos and data inconsistencies creating delays in enterprise-wide reporting. They needed a solution that would consolidate their data, reduce maintenance overhead, and allow them to scale in size as their data needs continued to grow.

Our Solution

Creating a scalable data architecture for unified reporting

OneSix implemented a solution that utilizes modern cloud data architecture to reduce maintenance overhead as well as allow the client to scale in size as their data needs continued to grow.

The solution consisted of replicating all the data from various operational systems into a data lake. A data warehouse was designed to consolidate all data into a centralized location designed for easier access, analysis, and reporting.

Technologies Implemented

Results

Empowering data-driven decisions with strategic insights

With this single source of truth (the cloud data warehouse), the organization was able to generate comprehensive reporting on KPIs that allowed the business to look at these numbers with confidence to support strategic decision-making.
The operations team utilized these reports generated from the data warehouse for inventory planning to reduce the risk of stockouts and identify demand patterns. The facility managers utilized the reports to identify inefficiencies in warehouse activities to improve the order fulfillment turnaround time.

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.

Optimizing warehouse operations and 3PL efficiency with near real-time data

Optimizing warehouse operations and 3PL efficiency with near real-time data

By implementing a scalable data platform with near real-time reporting, OneSix enabled a 3PL client to optimize warehouse operations, enhance financial analysis, and streamline data-driven decision-making across departments.
Data & App Engineering
Data Analytics
Snowflake
Matillion
Fivetran
Power BI

Overview

Enabling real-time visibility and scalability in a 3PL environment

In the fast-paced, hands-on, 3PL work environment, logistics companies require near real-time reporting on key metrics to track warehouse capacity as well as warehouse operation activities.

Our 3PL client is a long-standing logistics service provider based on the east coast. With a wide array of products across consumer-packaged goods, specialty foods, food ingredients, health and personal care products, and alcoholic beverages, the task of keeping track of every pallet and case is paramount to business success. They needed a solution that would consolidate their data, reduce maintenance overhead, and allow them to scale in size as their data needs continue to grow.

Our Solution

Automating data pipelines and building flexible data models

OneSix designed and developed automated data pipelines to easily move data from their legacy platform into a data lake. We created data models to handle the client’s current reporting needs and give them the flexibility to enhance them in the future. We worked with key stakeholders to develop reports that the enterprise can use for financial analysis, warehouse workload trends, and warehouse occupancy.

Technologies Implemented

Results

Enhanced decision-making and operational efficiency

A modern data platform solution made near real-time data accessible to the different departments in the organization. The C-suite is able to view current and historic financial reporting, slicing and dicing the data by key business attributes to identify high-cost areas. 

The operational teams utilize the warehouse workload reporting to improve labor utilization, identifying and eliminating bottlenecks and prioritizing warehouse activities based on high-volume tasks and deadlines. The result is a modern, data-driven approach to tackling the complex problem-solving required in the 3PL industry.

Ready to unlock the full potential of data and AI?

Book a free consultation to learn how OneSix can help drive meaningful business outcomes.