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Cloud data warehouse with modern ELT

A Snowflake, BigQuery, Redshift or Synapse warehouse with dbt-modeled marts for finance, sales and operations.

Solution blueprint · Data modernization

The challenge

Teams pull data into spreadsheets from each application, metrics are defined differently by every department, and month-end reporting takes days of manual work.

Our approach

We load source data into raw staging with managed connectors, transform it in the warehouse with tested dbt models, and publish subject-area marts that BI tools and reverse ETL can trust.

Architecture

How the pieces fit together. Scroll sideways on small screens.

SourcesERP and financeCRMMarketing toolsOperational DBsLoad (EL)Fivetran / AirbyteData Factory / GlueIncremental loadsRaw stagingSnowflakeBigQueryRedshift / SynapseTransform (T)dbt modelsTests and docsSlowly changing dimsMartsFinance martSales martOperations martUsePower BI / TableauReverse ETL to CRMAd hoc SQLOrchestration: Airflow or dbt Cloud — scheduling, alerts, lineageSecurity: role-based access, masking of personal data, cost monitoring

Key components

  • Snowflake, BigQuery, Redshift or Azure Synapse
  • Fivetran, Airbyte, Data Factory or Glue for loading
  • dbt models with tests and documentation
  • Power BI, Tableau or Looker on governed marts
  • Airflow or dbt Cloud for scheduling and alerts

What you can expect

  • Shared metric definitions across teams
  • Reporting refreshed automatically
  • Finance numbers that tie out to the ledger
  • A foundation ready for machine learning

How we deliver it

  1. Assess

    Review current systems, data and goals, and agree success measures.

  2. Design

    Target architecture, security model, plan and fixed quote.

  3. Build and test

    Agile sprints with demos, automated tests and documentation.

  4. Launch and support

    Production rollout, knowledge transfer and optional managed support.

Have a data, AI or finance challenge?

Tell us what you need. Our team will set up a no-cost discovery call.

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