TrackIt Blogs

Client Case Study: Data Warehouse – Bundle

Bundle Benefits was looking for a solution that would enable its Customer Experience (CX) team to better manage data for booked sessions. The company was using a non-normalized Content Management System (CMS) database, which made it challenging for the CX team to gather and use customer and session-related data. This left Bundle’s CX team with no choice but to follow a tedious process involving the exporting of all session data and later manually importing it into Excel spreadsheets.

About Bundle

Bundle is a company that recognizes that the way people live, work, and communicate is changing, and how this is impacting the way employers support their evolving workforce. Bundle delivers live, interactive 1-on-1 and private group digital sessions that improve employee wellbeing,
connections, growth, and performance.

Industry: Employee benefits & performance enhancement

Mission: To help organizations empower employees to be their best in all aspects of their lives with unparalleled experiences– improving employee engagement and retention.

Bundle’s all-encompassing solution grows and transforms employees no matter where they need it or how they work, remote, hybrid, or in-office. They offer three employee solution options:

• Break Solution: Everyday live digital sessions to help employees, their teams, and family members.
• Events Solution: Companies host live events that their company needs with less work and higher employee satisfaction.
• Customized Solution: Customized events that take the stress out of planning and developing a virtual live or on-demand event that bring employees together.

The Need for Better Data Management

Bundle Benefits was looking for a solution that would enable its Customer Experience (CX) team to better manage data for booked sessions. The company was using a non-normalized Content Management System (CMS) database which made it challenging for the CX team to gather and use customer and session-related data. This left Bundle’s CX team with no choice but to follow a tedious process involving the exporting of all session data and later manually importing it into Excel spreadsheets.

To enable better data management and analytics, Bundle Benefits sought TrackIt’s help to implement an Extract, Transform, and Load (ETL) pipeline, a three-step interdependent process used to pull data from one database and move it to another, and a data warehouse along with analytics dashboards to help visualize this data.

“The CX team was half the reason why we wanted the data warehouse. They were losing a tremendous amount of time by having to manually enter data into Excel spreadsheets. The other major reason for the implementation was to be able to capture live data and implement live analytics dashboards.” – Tyler O’Connor, Data Analytics Lead, Bundle Benefits

“We wanted something that would allow different departments to see live analytics on their own and be able to track metrics that would enable better decision making. Basically, a solution that makes departments more independent and allows them to quickly pull data that they need when they need it.” – Tyler O’Connor, Data Analytics Lead, Bundle Benefits

Solution – ETL Pipeline and Data Warehouse

The TrackIt team implemented an ETL pipeline:

1. Extract: Draw out structured and unstructured data from multiple sources. Raw data is injected into a staging environment.
2. Transform: Data is normalized and refined to meet business and technical needs. All the data is stored in a curated S3 bucket to enable further data processing if necessary.
3. Load: Loading data into the Data Warehouse built for Bundle’s use case. Essential data required for business analytics is loaded into the data warehouse, and all other data remains stored in the curated S3 bucket.

TrackIt leveraged AWS Lambda and Amazon S3 to implement the ETL pipeline. The team created a Lambda function for each of the three steps. Data coming from the main application and other sources enters the pipeline and is stored in different S3 buckets to ensure cost-efficiency. Once processed, the data is loaded into an Amazon Aurora MySQL data warehouse matching Bundle’s needs for scalability and efficiency.

TrackIt also implemented an Amazon CloudWatch event that triggers the Extract lambda function once every ten minutes to ensure automated extraction from the CMS database.

To read the full case study, click on Read More.