Dynamic Data

BACKGROUND

Please describe your company and position.

I am the Owner of Smile Data

Describe what your company does in a single sentence.

Dental Analytics software

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamic Data to accomplish?

• Help me connect to the raw data from a leading PMS
• help me bring the KPI's and calculations i needed to life
• Help me design it in a format that's approachable for all individuals

SOLUTION

How did you find Dynamic Data?

upwork

Why did you select Dynamic Data over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from Dynamic Data were assigned to this project?

2-5 Employees

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

The goal here was to help me create a dashboard that would originally help with my own practices, however, that quickly shifted to creating a product for all dental practices on a specific software. it took us a long time to create very complex calculations that truly defined the kpi's to run this business from all positions of operations - from entry level to c-level reporting and we put it all in one dashboard that could truly dive deep. 
what we ended up creating is the best product in a very competitive market to the point that prior to launch - during beta - we signed contracts with the biggest potential distrubitors of the product including the software that it was built on top of (which is rare).

RESULTS & FEEDBACK

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

the only outcome i cared about was having a product that sold - and that helped our team...which this did both. i've gained my ROI on the spend back within months

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

i could not be happier with their organization and documentation of every step. they are a 10/10 organized and detailed. it was an important need for me and I couldn't be happier with my choice. 

What was your primary form of communication with Dynamic Data?

• Virtual Meeting
• Email or Messaging App

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

their work ethic and delivery. They also have a great culture and can tell they all have respect for one another and like working together

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

no - they put up with me as i kept changing the strategy as i saw it fit. they were great

BACKGROUND

Please describe your company and position.

I am the Co-founder of a software company 

Describe what your company does in a single sentence.

Social e-reading and book discovery platform

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamic Data to accomplish?

• Organize our GA4 event system
• Create and track new events in GA4
• Create visualizations and dashboards in Metabase to track new users and creator acquisition funnels

SOLUTION

How did you find Dynamic Data?

Upwork

Why did you select Dynamic Data over others?

• High ratings
• Pricing fit our budget

How many teammates from Dynamic Data were assigned to this project?

2-5 Employees

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

User Behavior Analysis

• Analyze existing datasets in Metabase to identify trends, patterns, and insights.
• Generate reports on user engagement, retention, and conversion metrics.
• Provide recommendations based on data findings.

GA4 Event Creation & Management

• Implement and manage GA4 event tracking to capture critical user interactions.
• Ensure accurate data collection and resolve any discrepancies.
• Optimize event tracking for better insights into user behavior.

Data Visualization in Metabase

• Develop and refine dashboards for real-time tracking of key performance indicators (KPIs).
• Ensure visualizations are clear, actionable, and aligned with business objectives.
• Continuously iterate based on feedback from the team.

RESULTS & FEEDBACK

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

We created dozens of new GA4 events
We created at least 5 new dashboards and ways to visualize our data

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

Yes, they were excellent. They delivered items on time. They were always proactive about reaching out if they hit any blockers. They were great thought partners for us too as we developed our thinking about what types of metrics and KPIs we wanted to capture and track. Their expertise in GA4 and Google Tag Manager, in particular, was very helpful for us.

What was your primary form of communication with Dynamic Data?

• Virtual Meeting
• Email or Messaging App

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

Their depth of knowledge about GA4 and their detail-oriented tracking of project deliverables. Their attention to detail was superb.

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

N/A

BACKGROUND

Please describe your company and position.

I am the VP of Data and Analytics of a VP of a sanitation company

Describe what your company does in a single sentence.

Route-based sanitation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamic Data to accomplish?

• Analytics Engineering
• Business Intelligence
• Digital Marketing

SOLUTION

How did you find Dynamic Data?

Referral

Why did you select Dynamic Data over others?

• High ratings
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Dynamic Data were assigned to this project?

6-10 Employees

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

Dynamic Data was tasked with implementing for the first time at our company a modern, cloud-based data analytics and business intelligence stack across the enterprise. This included deploying Snowflake as the central data warehouse, Fivetran for seamless data ingestion, and DBT for automating data transformations. The team designed high-performance data pipelines to support real-time analytics, enabling the organization to scale from 200 to 1,000 users. They also implemented Tableau as the primary BI tool, with Sigma added as a supplemental platform to enhance user experience and accessibility, especially for non-technical users. Additionally, the team set up governance frameworks to ensure secure, consistent access to data.

The integration of Zenlytic AI further improved user interaction with the BI tools, offering a chatbot solution for real-time data queries and report generation. This helped users quickly obtain insights and reduced the need for manual support. The team also focused on scalability, ensuring that the infrastructure could handle increased usage while maintaining performance. To facilitate ongoing development and deployment, they implemented a CI/CD pipeline using GitHub for version control, automated testing, and streamlined updates to the system.

RESULTS & FEEDBACK

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

Better Ops Efficiency:
The team helped optimize our routes and bring visibility to service appointment activity with real-time data from FSL displayed in Tableau and Sigma dashboards. This cut down on unnecessary trips, stops, missed services and service technician demand - improving overall operational efficiency.

Boosted Sales Performance:
The team helped integrate Salesforce sales data into Tableau, giving us real-time insights into customer trends, sales performance, and progress towards goals. This allowed the sales team to identify orders in need of more services, hand washing stations or increased service frequency.

Seamless Financial Reporting Migration:
We migrated all P&L financial reporting from Adaptive Insights to Tableau, streamlining reporting and improving data accuracy across hundreds of users.  This shift reduced the time spent on report generation by 30% especially during month closing procedures, giving the finance team more time to focus on strategic analysis and decision-making.

There are countless other examples of how Dynamic Data quickly embedded within the organization and delivered genuine, actionable insights and tools to help the unsophisticated business become highly professionalized. Our continued partnership through the years is indicative of not only their consistent quality performance but their ability to continue to adapt, increase and build upon their skills.

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

Dynamic Data demonstrated strong project management skills, implementing JIRA and completely digitizing our PM process for managing work through intake and CI/CD.  They consistently delivered items on time and within scope. They maintained clear communication, adapting quickly to evolving needs and priorities. Whenever new requirements or changes arose, they responded proactively, ensuring minimal disruption to timelines. Their ability to collaborate effectively with different functional teams and stay flexible helped ensure smooth execution throughout the project.

What was your primary form of communication with Dynamic Data?

• Virtual Meeting
• Email or Messaging App

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

What stood out most about the team was their professionalism and integrity. They consistently communicated clearly, were incredibly responsive to our needs, and always followed through on their commitments. Their team was not only highly intelligent but also approachable and kind, making it easy to collaborate with them across all levels. They took the time to understand our challenges and offered thoughtful, practical solutions, always with a helpful attitude. Their dedication to delivering high-quality results while maintaining a positive, supportive relationship made them a standout partner for us through the years.

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

None come to mind, I couldn't be happier with Dynamic Data's work quality and attitude throughout the process.

BACKGROUND

Please describe your company and position.

I am the VP of Business Operations of Universal Audio

Describe what your company does in a single sentence.

Hardware and software for pro audio and music creation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamic Data to accomplish?

• Rearchitect our data engineering stack
• Build data models to support business intelligence
• Build dashboards to enhance visibility to key performance metrics

SOLUTION

How did you find Dynamic Data?

Referral

Why did you select Dynamic Data over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Dynamic Data were assigned to this project?

6-10 Employees

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

• Consult on a design for a rearchitected data anlaytics stack. 
  • Deliverable: Proposed architecture diagram, tools selection and cost comparison analysis
  • Deliverable: Stand up a new dbt environment
• Consult on data engineering software development best practices 
  • Deliverable: SDLC process architecture for data engineering programs
  • Deliverable: Automated testing proceedures
• Migrate existing data models from Looker to dbt
• Build new data models to support business analysis
• Build Tableau dashboards and data sources to support business intelligence

RESULTS & FEEDBACK

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

• Successful transition to new Redshift & dbt environment
• Successful migration from Looker to dbt and Tableau for critical data tools
• Automated testing processes for data quality checks
• Development teams utilizing the new SDLC process to make data engineering work more predictable
• New data models with higher accuracy and more frequent data refreshes
• New data models to answer business questions previously unable to answer

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

The Dynamic data team is extremely responsive and easy to communicate with. Integrating directly with our company tools, such as slack and integrating into our business processes to make it possible to effectively collaborate between the two teams.

Daily check-ins and weekly sprint planning helped to keep projects on track. the DD team was quick to communicate blockers and rescope work where necessary.

What was your primary form of communication with Dynamic Data?

• Virtual Meeting
• Email or Messaging App

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

It is rare to find partners that integrate so well that they feel like they are viewed as members of the same team. The Dynamic Data team treated our success as their success and did well to understand our culture and needs and adapt to them where necessary while also working to improve the way we worked where they saw opportunity.

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

None.

BACKGROUND

Please describe your company and position.

I am the VP of Operations of a product innovation company

Describe what your company does in a single sentence.

We create innovative products for the moments that matter.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamic Data to accomplish?

• Audit, evaluate, and improve the accuracy and quality of data we have collected.
• Build robust rules, tests, and automations to help automatically find and correct errors in the data.
• Build easily accessible visualizations or access to the data for exploration & evaluation.

SOLUTION

How did you find Dynamic Data?

Upwork

Why did you select Dynamic Data over others?

High ratings

How many teammates from Dynamic Data were assigned to this project?

2-5 Employees

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

Our project is ongoing. The initial phase was to evaluate what we already had in place and look to improve it. Then look at how we might reimagine it's entire structure for better scalability in the futgure.

The project involves a large and evergrowing amount of data, from various sources including websites and spreadsheets. The challenges are the inconsistencies in the data - both by nature (the data itself is anomoulous by its nature); and also inconsistencies due to error during the capture, ingesting, or merging processes.

The key initial deliveries were simply to improve what we have; the larger scope is rebuilding the solution in a way that will be more reliable and less manual.

The team worked primarily on dbt/snowflake creating tests and recreating new pipelines along with several Power BI apps to help visualize, access, and audit the data.

RESULTS & FEEDBACK

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

Our data has improved significantly, both in quality and reliability. And we're just getting started...

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

I cannot say enough positive things about the team at Dynamic Data. They assigned new resources as needed; worked long and late hours including weekends. And did it all with vigor, purpose, and pride. Communication was excellent - at all hours, on any day. The team was able to quickly understand our challenges and goals and were able to both fix and augment what we had in place quite well.

What was your primary form of communication with Dynamic Data?

• Virtual Meeting
• Email or Messaging App

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

They are a skilled team. However, what has impressed me most is their passion for what they do... and for helping solve problems. They are tremendous communicators and have brought huge value to our product it it's current state and will continue to play a key role as we look to expand it moving forward.

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

None. They have been outstanding.

BACKGROUND

Please describe your company and position.

I am the CEO of Herbaly

Describe what your company does in a single sentence.

Herbaly is a retailer for high quality premium functional teas. Heavily researched, science based, delicious tea with more grams per cup of organic herbs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamic Data to accomplish?

• Pixel Implementation and maintenance
• Tracking and reporting
• Analytics via Google Suite, Fivetran, Glew

SOLUTION

How did you find Dynamic Data?

• Referral
• Other

Why did you select Dynamic Data over others?

• High ratings
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Dynamic Data were assigned to this project?

2-5 Employees

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

The team over at Dynamic Data starts by thoroughly understanding your framework, stack and most importantly your goals.
From the beginning they have helped us implement our Facebook Pixel, Tik Tok Pixel, Google Analytics, GA4, Pinterest and so much more. As times evolve, they are always ahead of the curve in helping us improve our processes. We've gone from Google Optimize to other testing tools, and are always optimizing our tags in Google Tag Manager, Get Elevar and such.
We've worked with them on Data visualization, Data extraction, Data transforming, working with tools such as Google Data Studio, Glew, Mode, Tableau, Looker, Fivetran, and more.
They can handle it all, highly recommend.

RESULTS & FEEDBACK

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

Continuously optimizing our advertising match rates on all platforms, improving accuracy of our reporting, ensuring all is working optimally should there be any changes in the landscape.

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

Always on time, fast, and knowledgeable 

What was your primary form of communication with Dynamic Data?

• Virtual Meeting
• Email or Messaging App

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

Their willingness to tackle any project no matter the size and ability to show expertise to all meetings stood out.

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

None so far

BACKGROUND

Please describe your company and position.

I am the SVP, Financial Planning and Analysis of a healthcare commercial intelligence company.

Describe what your company does in a single sentence.

Provides healthcare commercial intelligence to companies across the healthcare ecosystem 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamic Data to accomplish?

• Build data lake, data warehouse and BI interface for reporting and management and executive use
• Develop a solution to simplify getting critical reporting data from various systems, particularly SFDC.
• Train internal team

SOLUTION

How did you find Dynamic Data?

Referral

Why did you select Dynamic Data over others?

• Great culture fit
• Good value for cost
• Referred to me
• Prior experience with some principals

How many teammates from Dynamic Data were assigned to this project?

2-5 Employees

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

We needed a way to more readily access data from our SFDC instance to accelerate reporting and analysis and increase visibility and access to sales management, sales ops, executive leadership, and the Board. 

We engaged Dynamic Data to develop a solution that could be rapidly deployed within the company’s existing systems architecture and easily maintained and enhanced by our internal data and analytics team.  Key deliverables for the project included:

·       Propose solution

·       Recommend systems (e.g., Data bricks, PowerBI)

·       Connecting with relevant systems and pulling the required data into a data lake

·       Build a data warehouse and integrate with Power BI)

·       Build dashboards

·       Train team on system and BI report development

·       Ongoing support as system was deployed

RESULTS & FEEDBACK

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

Each of the project objectives was achieved on time and within budget. The system was deployed and adopted broadly across org. Additionally, the time to generate and the accuracy of monthly reporting and analysis was greatly improved. For example, on key performance report on retention went from taking 4-5 days to 2 days.

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

Project managment was excellent and we had clear communiction throughout. All items were delivered on time. Additionally, they were able to flex up and provide additional resources when a few of our internal team were pulled into other projects.

What was your primary form of communication with Dynamic Data?

• Virtual Meeting
• Email or Messaging App

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

It is a tremendously talented team that provided deep technical expertise and was a delight to work with. Their communication and project managment was fantastic and they worked well across the company (e.g. my data team, IT and internal audit).

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

No, can't think of anything

BACKGROUND

Please describe your company and position.

I am the Executive Director and Founder of Threadable

Describe what your company does in a single sentence.

Threadable is a social reading platform that transforms book previews into vibrant hubs for threads, reviews, and community.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamic Data to accomplish?

• Help analyze user behavior datasets
• Redesign Metabase dashboards

SOLUTION

How did you find Dynamic Data?

Online Search

Why did you select Dynamic Data over others?

• High ratings
• Pricing fit our budget
• Company values aligned

How many teammates from Dynamic Data were assigned to this project?

2-5 Employees

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

• User Behavior Analysis

Analyze existing datasets in Metabase to identify trends, patterns, and insights.
Generate reports on user engagement, retention, and conversion metrics.
Provide recommendations based on data findings.

• GA4 Event Creation & Management

Implement and manage GA4 event tracking to capture critical user interactions.
Ensure accurate data collection and resolve any discrepancies.
Optimize event tracking for better insights into user behavior.

• Data Visualization in Metabase

Develop and refine dashboards for real-time tracking of key performance indicators (KPIs).
Ensure visualizations are clear, actionable, and aligned with business objectives.
Continuously iterate based on feedback from the team.

RESULTS & FEEDBACK

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

They delivered on time.

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

They responded to our needs.

What was your primary form of communication with Dynamic Data?

Virtual Meeting

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

Great communication!

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

No

BACKGROUND

Please describe your company and position.

I am the CFO of Pritchard Industries

Describe what your company does in a single sentence.

Facility Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamic Data to accomplish?

• Extract and load data to a data warehouse
• Model disparate data sources
• Build dashboards that refresh in real-time or daily

SOLUTION

How did you find Dynamic Data?

• Online Search
• Upwork

Why did you select Dynamic Data over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Dynamic Data were assigned to this project?

2-5 Employees

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

Over 20 data sources we extracted, loaded and modeled into Snowflake and then dashboards for all functions across our business (sales, operations, HR, safety, finance) were created in Tableau.

RESULTS & FEEDBACK

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

We saw revenue, profitability and process improvements across all facets of the business.

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

The team levered Monday.com to track and organize deliverables. Communication was excellent.

What was your primary form of communication with Dynamic Data?

• Virtual Meeting
• Email or Messaging App

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

There ability to connect the business with data was unprecedented. They are business professionals, not just technical professionals.

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

n/a