Latticework Basic: Get your Marketing & Sales Data onto a “Modern Data Stack” with an ETL Pipeline, Data Warehouse & Reporting Dashboard

As your brand starts to grow and really catch traction with customers, it can be an exhilarating time.  You’ve proven that you’ve got an idea that can scale, you’ve got investors ready to push funding into your Series-A or Series-B.  But now, the burning questions that everyone’s asking about the health of the company, are getting staggeringly complex.  Like, “what is the LTV:CAC ratio”, “what is the churn rate for a specific cohort” and “what is the profit margin for a campaign we ran for a particular SKU”?  And unfortunately, the answers to these questions are scattered across a proliferating number of your SaaS applications like Facebook Ads, Google AdWords, Shopify, Salesforce, and Mailchimp.  In fact, most companies at your stage are wrestling with an average of 10, 20, or even 30 SaaS apps!

We’ve seen this phenomenon a hundred times.  The knee-jerk reaction for brands at this stage, is to start manually downloading snapshots of their data from all 10-30 of their apps.  Then, some highly-skilled domain-expert on the team is tasked with jigsawing all those snapshots together. Then, they need to manually calculate all their critical KPI’s.  The process is painfully slow and error prone.  By the time they get the answers they were looking for, the process needs to start all over again from the beginning: a highly-skilled domain-expert manually downloading data from 10-30 apps!  Suddenly, this super smart individual has been pulled away from growing the company and instead has to focus on gluing together spreadsheets every week.

A truly miserable task!

These enormous bottlenecks are simply unsustainable, and it occurs right when brands are preparing for do-or-die moments in their growth like pitching investors, forecasting budgets, and making crucial hires.  There has to be a better way!

** This is the exactly why we created Latticework Basic!

Latticework Basic is a brand new offering that helps early to mid-stage brands super-charge their businesses by moving off of spreadsheets, and onto a “Modern Data Stack” with a battle tested 3-month methodology. Making the jump from things like Spreadsheets to Data Warehouses can seem like a daunting and perilous leap. But with Latticework Basic, we’ve developed highly sophisticated “blueprints” for getting brands up and running fast.

What does our team do in a Latticework Basic Project?

We install and configures all the right ETL & Data Warehouse technologies. We get all of your important data flowing out of silo’d SaaS systems like Facebook, AdWords, Shopify, Salesforce, and Mailchimp.  And remember those arduous spreadsheet tasks like gluing data snapshots together and manually calculating metrics?  We make sure all of that is clean, automated, and free of human error.  And best of all we ensure that all of your important Marketing, Sales, and Operations dashboards are serving up real-time KPI’s that your CMO’s, COO’s, CFO’s, and investors rely on.

Ingest Advertising, E-Commerce & CRM Data - We identify all the important SaaS data that’s stuck in source systems and bogging internal resources down with manual work. 

Install & Configure ETL Platform - We set up a cloud-based ETL like Fivetran to extract all historical and real-time time from the important SaaS systems.

Install & Configure Data Warehouse -  We set up a modern data warehouse like Snowflake to house all the important SaaS data, clean it up, transform it, join it together, and expose it view nice, clean SQL views.

Install & Configure Reporting Platform - We set up a clean, interactive, real-time reporting dashboard in Tableau to ensure all the import metrics like spend, impressions, sales, returns, and cost-per-acquisition (CPA) by channel, product, and customer segment.

What does your team get out of a Latticework Basic project?

Your team receives a real-time, fully interactive, fully self-service dashboard that answers all of the questions that any early to mid-stage brand needs to answer. Your team can clearly understanding media spend, sales, attribution, retention, and profitability. And best of all, your team will no longer need to deal with manual downloading, finicky ETL pipelines, or complex data warehouses. You’ll have a full Modern Data Stack that feeds into slick reporting dashboard that you can bring with you into meetings with investors, executives, or customers.

At Latticework, we’ve spent the last 5 years coaching over 60 brands how to get value out of their data. Things like removing manual data tasks. Calculating Customer Lifetime Value (LTV), Customer Acquisition Costs (CAC), Churn Rate, Retention Rate, COGS, and Profit Margins by SKU. By delivering real-time, interactive reporting dashboards. And by getting all your smart domain experts back onto higher value tasks like running the company, raising money, and acquiring customers.

Since nowadays the average company has their mission critical data stored in between 10-30 platforms, its become crystal clear that all companies need to “build a Latticework to get to the Insight”.  But the type of Latticework they need, depends on their phase of growth.  This is why we’ve developed specific packages - from Lite, to Basic, to Advanced to Agency -  custom-tailored to your growth stage. And ushers you up the ranks until you’re ready to be delivering data-driven Insights on a daily basis.

Only after brands at the Series-A and Series-B level lay this important foundation with Latticework Basic, can they move onto doing the advanced analytical work they’ll eventually need like calculating LTV, CAC, COGS, Churn Rates, and profitability by SKU.

With Latticework Basic, we’ll lay the mission-critical foundation of a “Modern Data Stack”, and help your brand graduate to the next level of its growth and ensure that your team feels empowered to make data driven decisions as your brand grows and evolves.

And we’ll have your team graduated to the next stage of your growth in less than 3 months.

So if you're ready to upgrade your data management and would like to try Latticework Basic, click the link below to book a free consultation.