CASE STUDY
Data-Driven Future for Education Services
CLIENT:
TASB
EMPLOYEES:
5,000 - 9,999
INDUSTRIES:
Education Services
SERVICES:
MDM Implementation Service
MDM Solution Support Service
PLATFORMS:
Master Data Management
DATA DOMAINS:
Customer
Product
ABOUT:
CHALLENGE:
As an education service provider to school districts in the state of Texas, this customer’s mission is to promote educational excellence for Texas schoolchildren through advocacy, visionary leadership, and high-quality services for school districts. The fundamental data for this organization describes consumers (school district school boards), contacts (who are the members per school district), facilities, and purchased products & services. School districts are becoming increasingly data-rich, and increased data is a breeding ground for data quality issues. Data originating from CRM systems had inconsistent and incomplete consumer information. District buyers could not be identified, and consumer relationships could not be established. This customer was missing key revenue opportunities as functional areas operated with complete autonomy, and there were no global standards to meet the specific enterprise requirements. Without centralized and standardized product information, account representatives could not see a given consumer’s purchased product/services portfolio. Broken processes remained broken as there was no mechanism to report or enforce strategic behavior. This education service provider initiated a journey to improve enterprise data access, information quality, and operational efficiency.
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SOLUTION:
What we delivered:
For the first time, this organization had a centralized and standardized solution to create and manage product and service information, providing better visibility for their organization’s specific products and services. Quality-curated data enabled increased business opportunities and increased customer value. Increased data management and transparency allowed them to monitor their data sources and ensure better data quality, such as accurate contact information for school districts and correct mailing addresses for the multitude of buildings that comprise the large school district.
Better data management (through technology, processes, and people) bettered their relationship with consumers and allowed for increased business opportunities by providing accurate and up-to-date data to all internal representatives. By implementing a data governance program, responsibility and ownership were shared equally among the different functional areas and the enterprise. There was a point of control, but each functional area still owned their selective decisions and activities. The organizational benefit from these solutions allows them to:
- Demonstrate compliance more easily.
- Modernize core applications and business processes (ERP, CRM, HR, etc.).
- Share benefits of data governance and enhancements across business units.
- Be more efficient in operating the core businesses.
- Improve data quality for revenue transactional reporting.
- Improve communications to achieve more accurate product descriptions on the website.
How we delivered:
D3Clarity assisted this educator and service provider with increasing their effectiveness with school districts and, ultimately, students by improving their interpretation and use of managed data. With the goal of providing valuable insight into their enterprise data and resolving contact data quality issues, Tibco’s EBX platform was selected. A Customer Master Data Management (MDM) solution was built to curate consumer contact data. Data from TASB’s source CRM system were set to be augmented with enriched contact information. Business processes were created that enabled both curation and updates to occur in a governed fashion, effectively allowing the management of data in near real-time within its own organization. A product catalog was developed to link a relationship between what products were purchased by what consumers.
D3Clarity took the lead on the implementation and provided the customer with techniques to manage a full-scale development project for future endeavors. Increasing the data and systems integrations managed by MDM reduced the amount of manual data management, improved data quality through automated validations, and improved organizational efficiency and service quality. D3Clarity earned the right to be the organization’s premier data partner by assisting in the implementation to build trust in their core business information through consistent usage and high-quality data.
Providing the ability for well-managed data opened the door to establishing an enterprise governance program. The use of data and technology enabled individuals to engage and address consumers’ existing and emerging needs. With this system in place, this organization took its first steps into a data-driven future, opening the door to many more uses for the valuable data stored within the organization.
RESULTS:
Deliverables:
- Product, Services, and Cost Center Master Solution
- Better visibility for the specific products and services provided by TASB.
- Better data management increases TASB’s relationship with its members and allows for increased business opportunities by providing accurate and up-to-date data.
Business Value:
- Enables more precise cost and revenue analysis through centralized capability and visibility.
- Single source of truth with highly curated data.
TASB is increasing the value of MDM to the organization by extending system integrations and data management to include datasets such as products, services, and eligibility. The product and services MDM will link to the Customer MDM to identify what products have been purchased by which customers and what they are eligible for next.
I’ve been working with D3Clarity since 2017. They've helped us migrate over our very first application from Azure to AWS and have been with us since. They have a very knowledgeable & professional staff that have helped us in our digital migration from our on-prem data centers to the AWS cloud.
Anthony Raiti
Director of Cloud Operations
Avis Budget Group
D3Clarity provided us with invaluable insights, visualizations, topography maps and tools to help us make better decisions with our cloud infrastructure.
Greg Falconer
CEO
iVitaFi
We selected D3Clarity to architect and migrate our Customer Services application to AWS and I can confidently say that their services are “top notch.”
Kavita Singh
Functional Manager, Customer Services Apps
Payless Car Rental
D3Clarity went above and beyond. They are great to work with and create long lasting relationships!
Tam Anderson
Program Manager
Independent Publishing Coop
Great partnership with D3Clarity!
Kevin Acker
System Architect
Wisconsin Department of Employee Trust Funds
D3Clarity’s experience with multiple MDM vendors, helped make the implementation a success.
Gary Daniell
Director of Engineering
AGDATA
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