Datum Labs Helps StreamLine Centralize Key Business Metrics for Data-Driven Decision Making

About the Company—StreamLine: Design-Led Workspace Specialists

StreamLine specializes in designing high-performance workspaces with a design-led approach, utilizing their Design Build methodology from inception to completion. They have a nationwide presence across the East and West Coasts. They provide local support for office refurbishment projects through their nationwide Service Level Agreement (NSLA), removing the need to start from scratch each time.

The Challenge—Fragmented Data Across Multiple Platforms

As a design-based company, they used CRM software “Pipedrive” to manage their interactions with customers and potential leads which includes management of customer data, tracking customer interactions, and analysis of customer behavior. Different salespersons have been added as a user in Pipedrive which are working with different potential clients and trying to close deals with the potential ones. The company also used QuickBooks to track its finances i.e., Income, costs, expenses, etc. Clockify is another important tool that is used by the company to keep track of the duration of different projects.

Key challenges included:

• Multiple Software Systems: Pipedrive for CRM, QuickBooks for finances, and Clockify for project management, each with separate dashboards, leading to data silos.
• Lack of Centralized Metrics: The company needed a unified view of critical metrics such as deal amounts, project durations, revenue, and backlog, but found it difficult to combine data from different systems.
• Real-Time Decision-Making: StreamLine wanted a centralized dashboard for tracking key metrics in real-time to better manage sales, projects, and financial performance.

The Solution—Centralized Data Integration and Real-Time Metrics

Datum Labs proposed using Air Byte to fetch data through provided data connectors of different data sources platform sources and store it in the data warehouse, Big Query. Then, DBT was used to transform raw data and clean it and model it to make relational databases. Real-time data was reported directly from the processing layer by Metabase for ad-hoc analysis. Metrics have been created as per the need of the business.

Tech Stack

The Result—A Unified, Automated Dashboard for Informed Decisions

Datum Labs developed a centralized dashboard that automated data exporting, cleaning, and loading processes across all platforms. This provided StreamLine with real-time access to critical metrics, helping them streamline their operations and make data-driven decisions. The project led to:

• Improved Visibility: A unified view of sales, project, and financial metrics.
• Automation: Data was automatically fetched, transformed, and loaded, reducing manual efforts.
• Real-Time Insights: StreamLine can now track performance in real time, enabling them to quickly adjust strategies and achieve business goals.

Datum Labs: Empowering StreamLine to Leverage Data for Success

By integrating StreamLine's key data sources and providing real-time insights, Datum Labs empowered them to optimize their operations and make data-driven decisions. The centralized dashboard improved performance tracking and allowed StreamLine to continue delivering high-quality, design-led workspace solutions while maintaining operational efficiency.