DataPulse — Business Intelligence Dashboard
Meridian Capital Partners had rich data locked in 8 disconnected systems. Their executives relied on weekly analyst reports instead of real-time insights. DataPulse connects all data sources through a unified API layer, then wraps it in a natural-language interface powered by Claude AI — executives type questions like "Which clients are at churn risk this quarter?" and get back charts, tables, and written analysis in seconds.
Report preparation time dropped from 16 hours/week to zero. Board meetings now run from live data.
The Problem We Solved
A PE-backed professional services firm with £45M in revenue was running its entire reporting function from a tangle of Excel workbooks, manual SQL pulls, and a 72-hour month-end close process. Department heads were making decisions on data that was 3–5 days old; the board pack took the finance team 4 full days to compile; and there was no single version of truth — finance, ops, and sales all had their own numbers.
How We Approached It
DataPulse is a real-time business intelligence platform built on a modern data stack: dbt for data transformation, Snowflake for the warehouse, and a custom React dashboard layer powered by a GraphQL API. It consolidates data from ERP, CRM, project management, and billing systems into a single semantic layer. Auto-refreshing board packs, role-scoped KPI views for each department, and anomaly detection alerts give every stakeholder the right data at the right time — with a 72-hour month-end close now taking 4 hours.
Key Features
Unified Semantic Layer
Single version of truth across ERP, CRM, billing, and project management — no more competing spreadsheets.
Real-Time Data Pipeline
dbt-powered transformation with incremental models refreshing every 15 minutes — decisions based on data hours old, not days.
Role-Scoped Dashboards
CFO, COO, and department heads each see the KPIs relevant to them — with drill-through from summary to transaction level.
Anomaly Detection Alerts
Statistical process control monitors key metrics and alerts the right person when variance exceeds expected bounds.
Auto-Generated Board Packs
Board packs assemble automatically from live data — formatted, branded, and emailed to stakeholders on a schedule.
Row-Level Data Security
Snowflake row-level policies ensure each user can only see the data their role permits — fully auditable.
Project Timeline
"We used to spend the first week of every month scrambling to reconcile numbers. DataPulse gave us our month-end in 4 hours and a board pack that generates itself. It's completely changed how we run the business."
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