Problem Statement
The client, a leading private equity firm managing a diversified portfolio across industry segments, faced significant challenges in consolidating financial data from Snowflake into Anaplan. This complicated task hindered business expansion, rapid decision-making, and operational efficiencies, prompting collaboration with Polestar Analytics for a governed, automated data movement solution.
Key Challenges
- Data Structure Gaps: Missing unique keys across portfolio datasets caused mapping difficulties, structural inconsistencies led to mismatches and duplicates, and manual cleanup delayed reporting.
- Low Transparency: Transformations occurred outside Anaplan without visibility, impeding finance team validation, eroding trust in metrics, and lacking audit trails for compliance.
- Heavy IT Dependence: API integrations demanded engineering resources for changes, creating long lead times and bottlenecks in agile business responses.
Architecting with the Best Tech Stack
Solution Implemented
- Automated Pipelines: Established scheduled, autonomous data flows from Snowflake for timely planning data.
- Transparent Transformations: Shifted logic into Anaplan modules with full visibility, validation, and audit trails.
- Key Generation & Mapping: Created deterministic keys and flexible logic to resolve mismatches without source IDs.
- Unified Preparation: Built a governed layer for cleansing, standardization, and reusable modules across portfolio companies.
- Workflows & Templates: Added approval validations and modular templates for rapid onboarding of new sources.
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