Vertex: Unifying Data Streams With Snowflake and Azure

The Challenge: Creating A Single Source of Truth

Ensuring Clean and Reliable Data

Vertex was on a mission to become 100% SaaS-based to increase their ability to scale. They realized a robust master data management (MDM) strategy would allow them to better govern various streams of data across multiple enterprise platforms, including Salesforce and Profisee. This would enable their stakeholders to make more informed business decisions, moving away from an invoice-centric sales analysis to an annual recurring revenue (ARR)-centric one through self-service Power BI dashboards.

The end game? Leverage multiple data streams across Microsoft Azure and Snowflake to create a single source of truth—resulting in real-time data analysis and increased data quality, eliminating thousands of duplicate records.

As a Snowflake Elite Partner, our certified SnowPro architects leveraged and integrated solutions that maximized the value of data analytics, bringing data to a single source.

Our Solution: Strategizing a New Modern Data Platform

Establishing One Data Source

To support Vertex’s strategy of implementing a modern data platform, we developed a roadmap to improve the speed and effectiveness of extracting, analyzing and leveraging data. The plan?

• Establish a data governance board with the systems and practices required to manage the data life cycle.
• Systematically measure and analyze data quality, resolving potential incidents with Vertex.
• Extract data sources from Salesforce, Workday and Profisee into Snowflake to deploy in the Azure ecosystem.
• Complete a Profisee upgrade along with enhancements and operational support.
• Help build an infrastructure to enable the Customer 360 effort.

As experts in modern data analytics, TEKsystems accounted for potential workflow obstacles due to the complexity of creating seamless data strategies. For example, each enterprise resource planning (ERP) system uses a different API or back-end system, so connecting to Vertex’s ERP system could pose challenges. But our experts nailed it.

Through a custom Snowflake solution, they created real-time data reads, a significant upgrade from relying on manual input to combine all data from the main source systems.

Powerful Partnership: Constant Communication

Real-Time Data

TEKsystems developed a trusting partnership with key Vertex stakeholders, and together, we built a modern data platform that integrated multiple data streams while improving the speed and effectiveness of data extraction and analysis.

Using Snowflake’s internal guidelines and best practices to guide us, we developed our strategy around Vertex’s business goals so they could achieve those goals more quickly and efficiently. And despite the complexity of bringing together so many platforms, our close working relationship with Vertex gave us a thorough understanding of their architecture.