DataVinci Analytics Agency

BACKGROUND

Please describe your company and position.

I am the Assistant Marketing Manager of a digital marketing company.

Describe what your company does in a single sentence.

Digital marketing services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DataVinci Analytics Agency to accomplish?

• Set up Google Tag Manager server-side and Facebook API tracking

SOLUTION

How did you find DataVinci Analytics Agency?

Upwork

Why did you select DataVinci Analytics Agency over others?

• High ratings
• Pricing fit our budget

How many teammates from DataVinci Analytics Agency were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Objective was to implement server-side tracking to improve data accuracy and attribution for our marketing funnels. Set up a new Google Tag Manager server-side container hosted on Google Cloud Platform or another suitable environment. Integrate the Facebook Conversion API via the server-side Google Tag Manager container to send event data directly to Facebook. Configure the GTM server-side container to ensure that key events like page views, leads, and purchases are forwarded smoothly to both Facebook and Google. Assist in mapping and verifying critical user parameters such as emails and phone numbers while adhering to privacy best practices. Validate the setup and debug any issues using Facebook Events Manager and Google Tag Assistant to ensure accuracy and reliability. Provide comprehensive documentation and handover notes to our in-house team for future reference.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Initially our Meta ads manager was showing highly inflated conversion events which made it difficult for us to track and optimize our ads. For Google Ads too. After Ani's help, tracking is much more accurate now, and this allows us to allocate our budget for ads more efficiently.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Our team had a lot of questions, to which Ani responded very promptly and in great detail.

What was your primary form of communication with DataVinci Analytics Agency?

Email or Messaging App

What did you find most impressive or unique about this company?

They had great communication and spent time addressing our questions whenever we had any.

Are there any areas for improvement or something DataVinci Analytics Agency could have done differently?

None for now.

BACKGROUND

Please describe your company and position.

I am the Owner of Chairlift Marketing

Describe what your company does in a single sentence.

Marketing and revenue development for consultation and services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DataVinci Analytics Agency to accomplish?

• Create analytics dashboard
• Acquire and use data from specific users to understand their purchase journey

SOLUTION

How did you find DataVinci Analytics Agency?

Upwork

Why did you select DataVinci Analytics Agency over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Professionalism

How many teammates from DataVinci Analytics Agency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

DataVinci created an marekting analytics dashboard to see marekting metrics and customer journey for our customer furniture client. To do this they auditted and fixed our GA4, identified individual users, and pulled the data into a dashboard in Looker Studio.

The scope was as follows.

• Audit of the current setup of GA4 and GTM
• Adjust GA4 Property settings
• Implementation of fixes in GTM
• User ID implementation
• Publish tags after QA
• Big Query Integration
• Develop custom queries on Big Query to solve the attribution related questions
• Looker Studio Dashboard

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

All parts of the scope were achieved.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We worked primarily in Slack with a few virtual calls.

There was a project manager assigned to the project with a few other technical developers. 

Messaging was prompt and informative. Often times they would create a PDF with an explanation to my question to send my way.

What was your primary form of communication with DataVinci Analytics Agency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The communication and transparency of progress of the project were impressive. The answers to questions I asked were indepth and intentional. It felt like my project mattered to them.

Are there any areas for improvement or something DataVinci Analytics Agency could have done differently?

We got stuck on getting access to my clients tech several times. It seems they could have tackled this head on and sooner a bit more than they did.

BACKGROUND

Please describe your company and position.

I am the Product Designer of a consumer products company

Describe what your company does in a single sentence.

Building AI Tools

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DataVinci Analytics Agency to accomplish?

Implement Custom GA4 Tracking for a Shopify Store

SOLUTION

How did you find DataVinci Analytics Agency?

Upwork

Why did you select DataVinci Analytics Agency over others?

• High ratings
• Pricing fit our budget
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

The Google Analytics expert will assess, rectify, and enhance the GA4 setup for the Shopify website. This includes: 

• ensuring accurate tracking
• integrating associated accounts
• creating event tags
• generating monthly reports
• addressing specific issues reported

The expert will also offer insights from a marketing data analytics perspective to guide improved decision-making.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Enhanced Data Precision: The previous revenue discrepancy between GA and Shopify was significantly reduced. 
• Streamlined Tracking: We now have clearer insights into traffic sources for our key landing pages. 
• Consistency in Reports: All data discrepancies in our reports have been rectified, offering more reliable analytics. 
• Advanced Event Insights: The introduction of new event tags has deepened our understanding of user interactions. 
• Effective Upsell Tracking: We can now accurately monitor the success of our post-purchase upsell strategies.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

DataVinci Analytics Agency showcased exemplary project management skills. They consistently delivered items on schedule and were proactive in addressing our needs. Their responsiveness and commitment to our project's success were evident throughout our collaboration.

What was your primary form of communication with DataVinci Analytics Agency?

Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about DataVinci Analytics Agency was their deep expertise in analytics combined with a keen understanding of our business needs. They didn't just execute tasks; they proactively offered insights and solutions that added value beyond our initial expectations. Their holistic approach to data and genuine commitment to our success made them a standout partner.

Are there any areas for improvement or something DataVinci Analytics Agency could have done differently?

While DataVinci Analytics Agency excelled in many areas, there's always room for improvement. A more detailed onboarding process at the project's outset might have expedited some early stages.

BACKGROUND

Please describe your company and position.

I am the Head of Product of a retail company

Describe what your company does in a single sentence.

An omni channel retailer remixing the bottle shop to help people drink & entertain better at home.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DataVinci Analytics Agency to accomplish?

• Create a comprehensive dashboard of data from Square to help us make informed decisions.

SOLUTION

How did you find DataVinci Analytics Agency?

Upwork

Why did you select DataVinci Analytics Agency over others?

• High ratings
• Pricing fits our budget

How many teammates from DataVinci Analytics Agency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged DataVinci to help us build a dashboard that would pull out and combine a lot of different information and reports from Square (our POS system) so that we could actually gain valuable insights.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project management was fantastic, they kept us informed on progress throughout the whole time. They also completed the ask, listened to additional requests, and made some recommendations on how to achieve them.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, they delivered on time and had great communication through every step. Even though there is a time difference between us, the responses were still prompt and thorough. We also schedule calls when we need to when messaging wasn't enough to get everything we needed.

What was your primary form of communication with DataVinci Analytics Agency?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I really feel like they are an extension of our team. They really understand our goals and have been extremely valuable to our lean company at this time.

Are there any areas for improvement or something DataVinci Analytics Agency could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Senior Manager, Brand and Product Marketing of a construction company

Describe what your company does in a single sentence.

Deliver innovative technology solutions to the construction industry

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DataVinci Analytics Agency to accomplish?

• To deliver a set of comprehensive website reports in GA4
• To deliver that set of reports in a matter of weeks

SOLUTION

How did you find DataVinci Analytics Agency?

• Online Search
• Referral

Why did you select DataVinci Analytics Agency over others?

• High ratings
• Good value for cost
• Referred to me

How many teammates from DataVinci Analytics Agency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope out a comprehensive set of GA4 reporting streams to give us actionable insights across our website and digital infrastructure. They had to apply triggers and events across our website to enable the reporting we required. Followed by delivering a set of tailorable reports in GA4 system.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Successful testing and delivery of reports

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was great. Prompt, communicative, helpful. Couldn't fault their delivery. Plus we didn't pay until we were happy with the delivery... their terms not ours. :-)

What was your primary form of communication with DataVinci Analytics Agency?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Insight and action was great. Did what was asked and offered a phased approach rather than upselling every step of the way. Really nice to work with.

Are there any areas for improvement or something DataVinci Analytics Agency could have done differently?

None. Just want more of it.

BACKGROUND

Please describe your company and position.

I am the Demand Generation SME

Describe what your company does in a single sentence.

Taxis

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DataVinci Analytics Agency to accomplish?

• Audit tags across our digital touchpoints
• consolidate our google analytics properties
• migrate to GA4

SOLUTION

How did you find DataVinci Analytics Agency?

Referral

Why did you select DataVinci Analytics Agency over others?

Referred to me

How many teammates from DataVinci Analytics Agency were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We would like a third party to independently audit our tags and digital assets, provide instructions so we can accurately implement in the future. We require a best practice guide and training to ensure tagging is correct and migrated to GA 4 so no historical data is lost.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• The project was broken up step by step and explained at the beginning, we then began working to a schedule to accomplish it. We were kept in the loop with weekly updates and a slack channel was established so multiple teams could communicate to continue moving the project forward.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were excellent, constant communication and they got back to us right away when we had questions or concerns.

What was your primary form of communication with DataVinci Analytics Agency?

Virtual Meeting

What did you find most impressive or unique about this company?

Their digital expterise is incredible. Their ability to diagnose and solve problems is excellent.

Are there any areas for improvement or something DataVinci Analytics Agency could have done differently?

The only thing i would say is to leave your camera on when you are in a virtual meeting. Means a lot to see people's expressions.

BACKGROUND

Please describe your company and position.

I am the Marketing Strategy of Impact Theory

Describe what your company does in a single sentence.

Entertainment

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DataVinci Analytics Agency to accomplish?

• GA4
• Looker Studio
• GTM
• Data Strategy
• Data Management

SOLUTION

How did you find DataVinci Analytics Agency?

Online Search

Why did you select DataVinci Analytics Agency over others?

Pricing first our budget, Great culture fit, Good value for cost, Referred to me, Company values aligned

What was the size of DataVinci Analytics Agency’s team?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

UA to GA4 migration, Looker Studio report, marketing attribution, GTM and tag strategy

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

On-time delivery and quality of work!

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, and so-o patient and caring. So knowledgable and committed. Best team ever!

What was your primary form of communication with DataVinci Analytics Agency?

Virtual Meeting, Email or Messaging App

What did you find most impressive or unique about this company?

I wish I could adopt Joyan and team. Or at minimum download their resilience, serenity, work ethic and professionalism. No question was left unanswered. Regardless of time zone difference, DV team is more responsive than most of our other agency partners who are state-side! I've worked with too many agencies in my 20+ years, and DV is top-notch!

Are there any areas for improvement or something DataVinci Analytics Agency could have done differently?

Can't think of anything. They recap every meeting for clarity, go above and beyond, and very clear. All without ever so much as raising an eyebrow or losing their temper. Simply amazing!

BACKGROUND

Please describe your company and your position there.

I'm Ecommerce Manager - Tech Lead. We own, market, and distribute sports and outdoor products from Swix, Lundhags, Helsport, Ulvang and Toko.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire DataVinci Analytics Agency?

With not enough time or expertise, we needed to consolidate separate Google Analytics Universal accounts from multiple markets, into a single global account. We also upgraded to GA4, ensuring we are future proof.

SOLUTION

How did you select this vendor and what were the deciding factors?

Sanmeet was a previous colleague of mine, one I trusted to implement and provide guidance. I was pleased to hear he has his own company that I could request the work from.

Describe the project in detail and walk through the stages of the project.

1. Review and agree scope
2. Work with our in-house tech team to ensure everything continued to work, but would not cause new problems
3. Implement and test
4. Clean up and release
5. Test and conclude

How many resources from the vendor's team worked with you, and what were their positions?

Sanmeet was our main point of contact, with 1-2 team members executing the requested changes with Sanmeet's guidance.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We receive feedback that our analytics is cleaner and much easier to access and analyze, across all markets in one account. Future-proofing has removed a burden that many in e-commerce will face over the year.

How effective was the workflow between your team and theirs?

Our project dragged out a little, but mostly due to internal challenges with multiple simultaneous projects. Their team was patient and provided feedback when it was time to move things forward.

What did you find most impressive or unique about this company?

DataVinci are specialists that are in high demand. Sanmeet is personable and straight to the point. We have our deliverable and incentive to work again with DataVinci

Are there any areas for improvement or something they could have done differently?

Some communication methods, other than a single email string. This was part of our debrief and we agree there are more efficient ways of managing such projects.

BACKGROUND

Please describe your company and your position there.

We are the nations fastest growing mortgage lead generation company. I am the CMO of Lyncrest Media.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire DataVinci Analytics Agency, and what were your goals?

We needed to create a visual automated dashboard to report our revenue along with status of appointments. DataVinci helps us see a clear picture in our month to month and YTD numbers for data driven decisions and solutions.

SOLUTION

How did you select DataVinci Analytics Agency and what were the deciding factors?

We found DataVinci on Upwork. Sanmeet and Silky were extremely thorough and helpful through the entire process. They displayed a proven portfolio.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

The scope of work was straightforward. Creating a Google Data Studio dashboard through Google Sheets and zapier automation.

How many people from the DataVinci Analytics Agency team worked with you, and what were their positions?

Sanmeet and his wife/business partner Silky worked with us. Sanmeet was the point of contact.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We are very happy with the reporting dashboard and love that we now have a tool that we own and can continue to update and improve as time goes on.

Describe their project management style, including communication tools and timeliness.

We had clear communication through Slack. We are on MST and Sanmeet being across the globe was available in the mornings for us which wasn't an issue. There wasn't any miscommunication between zoom calls and production of work.

What did you find most impressive or unique about this company?

I appreciated their hard work and integrity. Great competitive pricing and willingness to be present for questions and pop up calls.

Are there any areas for improvement or something they could have done differently?

Not primarily any issues or things we would wish to change.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of MashMetrics. We’re a small, bespoke marketing analytics agency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with DataVinci Analytics Agency?

Our clients are unicorn-sized SME companies who do not have internal marketing analytics. We needed qualified technical talent at a price that our bootstrapping startup could afford.

SOLUTION

What was the scope of their involvement?

DataVinci helps us configure and validate our tech stack to ensure that our clients’ data is accurate for use in reporting and analysis. Our tech stack includes Google Analytics, Google Tag Manager, Tealium, Segment CDP, BigQuery, and Mixpanel.

What is the team composition?

We work with 3–6 of DataVinci’s marketing analytics experts at any given time, depending on the number of clients we’re serving.

How did you come to work with DataVinci Analytics Agency?

I met Sanmeet (Founder) on a project-based platform that matches contractors with businesses. Sanmeet answered an ad that we had placed in search of four employees, and after an interview, we began working with DataVinci.

What is the status of this engagement?

We started working with DataVinci in July 2021. The partnership is ongoing, and we’re looking at ways to work even more closely together.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

DataVinci Analytics Agency provides my best and most cost-efficient workers across the board. We’re delivering our outcomes, and our clients are renewing. Our business model depends entirely on renewals.

If I get a new client and need a new contributor, I can just Slack Sanmeet. I don’t have to interview potential employees and spend time on Zoom calls — I trust DataVinci.

How did DataVinci Analytics Agency perform from a project management standpoint?

When they say they’re going to do something, it’s done by the delivery date. If there’s any issue, they communicate about it well ahead of time so that we can adjust course. They keep up with their admin work.

We use Asana for project management and Harvest for time tracking. We have three stand-up meetings with them per week via Zoom. We collaborate using Google Office Suite.

What did you find most impressive about them?

I can depend on them, and I trust them.

Are there any areas they could improve?

Overall, they’re just phenomenal. There have been some minor technical issues with their equipment and their internet connectivity, which they’re proactively working to improve. 

Do you have any advice for potential customers?

Treat your contributors the way you’d want to be treated. Make them feel like they’re part of the company. Value their work no matter where they’re working or who they are.