[ClubCollect](https://www.clubcollect.com/nl/) provides financial services software for associations, specializing in fee collection and membership management. As their customer base grew and data needs became more complex, the team needed a more robust, flexible, and cost-effective reporting environment to support internal teams and clients. ## Problem Statement - **Limited Analytics Depth**: ClubCollect’s existing SiSense Data Teams solution lacked the flexibility and depth required for its growth. - **High Costs**: Ongoing expansion of reporting needs drove up expenses. - **Inefficient Data Processes**: Data preparation workflows were not streamlined, slowing down decision-making. ## Delivered Solution To address these challenges, the team decided to go for the below setup: 1. **Data Pipeline Setup** - Established [[Hevo]] pipelines for efficient extraction of source data from [[PostgreSQL]], [[Pipedrive]] and others subsequently loading it into [[BigQuery]]. 2. **Transformation & Modeling** - Deployed [[dbt]] to cleanse, merge, and structure data, enabling unified metrics and streamlined analytics. 3. **Analytics & Visualization** - Built comprehensive dashboards in [[Looker Studio]], covering key metrics like: - Months-to-recover CAC per client - Monthly cohort analysis - CAC/ARR ratios - Product usage A/B testing - Shareholder reporting 4. **Dedicated Customer Success Reporting** - Provided a custom reporting environment for Customer Success teams, featuring alerts and analytics based on leading indicators of client usage and engagement. ## Results By migrating to a modern data stack, ClubCollect achieved: - **Deeper Insights**: A new level of visibility into customer behavior, sales performance, and financial health. - **Lower Overhead**: Cloud-based tools and pay-per-use pricing models significantly reduced costs. - **Faster, Data-Driven Decisions**: Streamlined processes allowed for real-time analytics and more agile responses. - **Enhanced Client Management**: Proactive, usage-based monitoring helped boost satisfaction and operational efficiency. %% Owner: Philip Boontje %%