An auditable data pipeline for financial reporting

Redbooth is an ambitious communication and collaboration platform. Targeting businesses of all sizes, they offer a comprehensive solution for teams ranging from project management to collaboration and videoconferencing.

Their technical team was delivering features at a great pace, but as their customer base grew, so did the needs of every other part of the business, including sales and customer support. At this point, they had a growing backlog of internal projects that were crucial for the other teams to catch up with the rapid growth.
Together with the client's technical leadership, we agreed on the right architecture and began working. Over the course of the project, we delivered four key integrations.

On one hand, the sales team being slowed down by unreliable data —after we fixed the integration with Salesforce and improved on it, they got back on track. On the other, the customer support team was struggling with unreliable data too, and lacking a lot of contexts when dealing with requests. We integrated their platform, Zendesk, with existing customer data to provide a comprehensive picture whenever a request came in, helping improve both the quality and speed of their operations.

We also tackled some user experience issues with payments and invoicing, migrating all paying customers to the new pricing structure on a completely new platform, with zero downtime. By doing that, we were able to improve the way end users access their invoice data and connect it to the CRM for the sales team to analyze.

Finally, we set up a data pipeline for business metrics, which enabled product owners to make better decisions on a complex and growing product, before handing over the project with excellent documentation and technical talks delivered to the existing developer team.

Company type

Productivity and Collaboration
Solution

Data engineering
Software Architecture & Development
Outcome

Each department became more productive and effective thanks to the new reliable integrations and business metrics system, having a multiplying effect in Redbooth's ability to scale as a business.

Location

Barcelona, Spain

Technologies

Ruby on Rails
JavaScript
AWS

Work added: 26.10.20

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