TrackIt Helps Bundle Benefits Implement a Data Warehouse to Streamline Data Management and Improve Analytics

Bundle Benefits was looking for a solution that would enable its Customer Experience (CX) team to better manage data for booked sessions. The company was using a non-normalized Content Management System (CMS) database which made it challenging for the CX team to gather data. To enable better data management and analytics, Bundle Benefits sought AWS Advanced Partner TrackIt’s help to implement an Extract, Transform, and Load (ETL) pipeline, a three-step interdependent process used to pull data from one database and move it to another, and a data warehouse along with analytics dashboards to help visualize this data.

Bundle Benefits was looking for a solution that would help streamline the management of customer experience data. The company was leveraging a non-normalized CMS database that made it difficult for its customer experience team to efficiently gather and utilize customer and session-related data. This left Bundle’s CX team with no choice but to follow a tedious process of exporting all session data and later manually importing it into Excel spreadsheets.

Bundle realized that it needed a solution that would streamline data management, make departments more independent, and enable them to quickly pull data when required.

AWS Partner TrackIt created an Extract, Transform, and Load (ETL) pipeline using AWS Lambda and Amazon Simple Storage Service (Amazon S3) to draw out structured and unstructured data from multiple sources and move it into an Amazon Aurora MySQL data warehouse built for Bundle’s use case. The ETL pipeline ensured that all the essential data was grouped in a single place and formatted in a consistent manner to enable effective data analytics. TrackIt also leveraged Tableau to create live analytics dashboards that enabled Bundle to visualize data collected from the ETL pipeline.

Tyler O’Connor, Data Analytics Lead at Bundle Benefits says “We wanted something that would allow different departments to see live analytics on their own and be able to track metrics that would enable better decision making. Basically, a solution that makes departments more independent and allows them to quickly pull data that they need when they need it.” -

The data warehouse implemented by TrackIt enabled Bundle to achieve better data management, facilitating faster and easier access to data and ensuring a more cohesive flow of information throughout the organization. All essential data was consolidated in a single place to enable efficient visualization of relevant data with Tableau dashboards.

The cohesiveness within the organization has improved thanks to the implementation of the data warehouse. There are fewer back-and-forths involving asking someone to check if they have the same numbers in an Excel spreadsheet as someone else. And personally, for me, making dashboards for other departments has been made significantly easier by having a data warehouse, says O’Connor.