Case Study

Case Study

Case Study

Automated Operational Reporting for SaaS Parent Company

Automated Operational Reporting for SaaS Parent Company

Automated Operational Reporting for SaaS Parent Company

Client Size
15+ Portfolio Companies
Over $30M in Portfolio Revenue

VP Finance

"Unlike other agencies we've worked with, Wave40 came in, assessed our needs, and showed up as true partners. We didn't have to tell them what to do."

VP Systems

"This was the fastest option for us by far, and we met our deadlines.


Our CEO and other executives saw the reports and immediately began using them."

Wave40's 6-Month Results

Migrated 50+ Dashboards

Migrated over 50 dashboards from the old BI tool to the new.

New Data Stack

Performed a 3-week discovery and proposed appropriate tools.

100+ Metrics

Replicated and/or designed over 100 metrics and validated every metric.

Main Project Objective: Scalability

Other objectives included:
• Expanding the data warehouse from a prototype-phase to a full internal product

• Providing processes and relief to a small, overwhelmed data team

• Consolidating tool sprawl into a single, maintainable data stack

• Streamlining the process of integrating future portfolio companies

Scalability Achieved

Scalability Achieved

Scalability Achieved

Wave40 brought and implemented new release processes, updated processes in order to truly integrate them with the client's workflows, and introduced over 200 data quality tests to ensure data integrity.

Accelerated Data Journey

Accelerated Data Journey

Accelerated Data Journey

The client was able to begin integrating their portfolio companies faster, begin building new reports, and ensure executive=level visibility into all of their top metrics.

Wave40 2024

USA