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Analytics Platform Modernization: 377 Legacy Objects to 51 dbt Models in 45 Days

From 377 legacy objects to 51 automated models under 45 days—navigating Okta authentication constraints and platform license expiration with 606% Year 1 ROI.

Cloud Security PlatformSaaS

Clarivant migrated a cloud security platform's product analytics from 377 legacy Periscope objects to a modern Snowflake + dbt + Sigma stack in under 45 days—navigating Okta authentication constraints and platform license expiration—delivering 86% complexity reduction, 24-48X faster deployments, and 99.9996% accuracy with zero downtime.

Resultados Clave

606%
Year 1 ROI
Modern data stack migration for product analytics
86%
Complexity Reduction
377 legacy objects consolidated to 51 maintainable models
24-48X
Faster Deployments
From 3-4 hours to 5-10 minutes with zero downtime

La Transformación

Antes
Después
377 legacy objects
51tested models
3-4 hour deployments
5-10 minutedeployments
60+ second dashboards
Sub-3-second loads
Zero automated tests
68 quality tests
Manual quarterly updates
Automated daily refresh

El Desafío

The product team faced an urgent analytics modernization with significant technical and timeline constraints:

  • 377 interconnected Periscope objects (14,652 lines of SQL) with zero automated testing—tangled dependencies requiring careful migration planning
  • Legacy BI platform license expiring in 45 days with no renewal option, creating hard cutover deadline
  • Okta authentication constraints requiring use of Snowflake's built-in dbt Core instead of dbt Cloud—adding architectural complexity
  • Dashboard refresh cycles consuming 3-4 hours per run with 108 product analytics charts requiring complete reconstruction
  • Zero tolerance for downtime or data accuracy issues during migration to new platform

Nuestro Enfoque

We architected and delivered a modern analytics foundation under tight constraints:

Modern Data Architecture with Technical Constraints:

  • Designed layered dbt architecture using Snowflake's built-in dbt Core (navigating Okta limitations): 51 production models replacing 377 legacy objects with clear data lineage (staging → intermediate → marts)
  • Reduced total codebase 75% (14,652 → 3,694 lines) using 21 reusable macros eliminating code duplication while maintaining Snowflake dbt compatibility

Quality & Testing Framework:

  • Implemented 68 automated tests ensuring continuous data quality with 99.9996% accuracy across complete dataset validation
  • Built comprehensive validation comparing new Sigma dashboards against legacy Periscope system with automated daily refresh pipelines

Product Analytics Migration:

  • Reconstructed 108 product analytics charts in Sigma optimized for performance and usability
  • Delivered sub-3-second dashboard load times (from 60+ seconds) with zero downtime during platform cutover
  • Completed full migration under 45 days—meeting critical deadline with buffer for validation

El Resultado

The constrained platform migration delivered exceptional results—under deadline and exceeding quality standards:

Engineering Excellence Under Constraints:

  • Delivered complete migration under 45 days (377 objects → 51 tested, documented models) despite Okta/dbt Core constraints with 86% complexity reduction
  • Zero code duplication with 100% test coverage on critical models (68 automated tests running daily)
  • Successfully navigated Snowflake built-in dbt Core limitations while maintaining best practices

Performance & Business Impact:

  • 24-48X faster deployments (3-4 hours → 5-10 minutes) saving 950+ hours annually in manual maintenance
  • 606% Year 1 ROI ($150K annual savings on $21K investment) with dashboard performance improving 20X
  • 99.9996% validation accuracy maintaining product team confidence throughout zero-downtime cutover

Scalability:

  • Reusable infrastructure foundation saving 15-20 days in Phase 2 with architecture supporting future analytics expansion
  • Eliminated manual quarterly date updates (200+ hours/year)
  • Platform architecture ready for migration to dbt Cloud when Okta constraints are resolved

Lo Que Dice el Cliente

La migración entregó resultados excepcionales: 606% de ROI en Año 1, dashboards 90% más rápidos, y 0.002% de varianza en cálculos de ingresos—2,500× mejor que el estándar de la industria. Lo que solía tomar 8-16 horas trimestrales ahora se ejecuta automáticamente. El rigor de ingeniería y la velocidad de entrega superaron las expectativas. Más importante aún, ahora tenemos analítica financiera lista para el board en la que podemos confiar.

Equipo de Liderazgo de Finanzas y Analítica

Directores de Finanzas y Analítica de Producto, Empresa SaaS Global (anónimo)

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