About the Client
The client is a U.S.-based coffee distribution company that specializes in supplying premium coffee products to retail and food service businesses. They aim to help partner brands and retailers grow by providing direct-store distribution, in-store support, and operational services. In addition to product delivery, the organization supports merchandising, inventory assessment, and more to ensure consistent product availability and brand presence across multiple locations.
Challenges Faced by the Client
The client requires a flexible and scalable way to centralize data spread across multiple SaaS applications into a single, unified data platform. With critical operational and financial data residing in systems such as Cin7 Inventory, Deputy, Airtable, Geotab, OptimoRoute, and QuickBooks, reporting was fragmented, and insights were difficult to generate. The lack of a centralized analytics foundation limited visibility across the organization and made it challenging to derive timely, data-driven decisions. The client sought a modern data platform that could unify these disparate sources while supporting scalable analytics and reporting.
Kasmo’s Solution
Kasmo designed and implemented a unified data platform using Snowflake to serve as the organization’s single source of truth. Our team enabled a scalable, low-code data integration framework that enabled seamless SaaS ingestion into the Snowflake Data Cloud.
- Implemented Kasmo’s Data Load Accelerator (DLA) to enable data ingestion and standardized pipeline development.
- Designed a data foundation layer aligned to the Snowflake Bronze layer, ingesting raw data without transformations to preserve source-level integrity.
- Enabled incremental data pipelines to ensure efficient, reliable, and regular data synchronization from all source systems.
- Designed the ingestion framework to be highly flexible and extensible, allowing new tables and connectors to be added with minimal effort.
- Established Snowflake as the single source of truth, supporting consistent data access across teams.
- Enabled Snowflake–Tableau integration to empower the client with organization-wide reporting and unified analytics.
Key Results Achieved
The unified data platform implemented by Kasmo provided the client with a scalable and future-ready data foundation that eliminated data silos and improved access to insights.
- Centralized data from 6 SaaS applications into Snowflake.
- Delivered the Data Foundation Layer implementation in 2 weeks.
- ~60% improvement in query performance enabled faster and more efficient reporting.
- Established a strong foundation to support future integrations and advanced analytics needs.
