About the Client
The client is a pioneering venture platform designed for professional athletes looking to build meaningful careers beyond competitive sports. Operating as an exclusive community, it brings together athletes, artists, and industry leaders to collaborate and gain new business opportunities.
Their ecosystem provides members with access to startup investments, advisory pathways, entrepreneurship guidance, and financial education. By equipping athletes with knowledge, network, and strategic insights, the organization helps career diversification and empowers its community to accelerate long-term growth and influence far beyond the playing field.
Business Challenges
The client faced a major challenge in transforming fragmented, manually processed data into a modern report analytics foundation. Their data lived in Azure SQL but required heavy manual effort for reporting. The lack of automation caused delays and inconsistencies, limiting the client’s ability to deliver timely insights to investors, athletes, and partners. Other issues include-
Legacy Power BI Reporting
The existing reporting setup was slow and operationally complex. Dashboards were difficult to maintain, limited in interactivity, and unable to scale as data volume and user needs grew.
Lack of Centralized Analytics
Critical datasets, including mission activity, portfolio performance, and investment details, were not unified in a system. So, the client could not build consolidated views for decision-making or cross-functional reporting.
Athlete Required Personalized Insights
Athletes require individualized dashboards with restricted access to protect sensitive financial and business information. The client needed a secure embedded analytics model that delivered tailored insights based on each athlete’s role and permissions.
Difficulty in Embedding Dashboards into the Platform
Integrating analytics directly into their platform was complex and inefficient. The team could not embed modern dashboards that were secure and easy to access for both athletes and investors. This limited delivery of engaging and data-driven user experiences.
Kasmo’s Solution
Kasmo implemented a modern, scalable cloud data analytics stack using Snowflake and Sigma, transforming the client’s manual data processes into an automated insights platform.
- Built Automated ETL Pipelines Using Openflow
Our team developed end-to-end data pipelines reporting data integration using Openflow, from Azure SQL into the Snowflake Raw Zone. This automation eliminated manual processing and ensured consistent data flow.
- Established a Unified Analytics Foundation
Kasmo created standardized and reliable data models tailored for investment and portfolio analytics, enabling accurate reporting and cross-functional insights.
- Implemented Sigma for Report Analytics
Sigma was configured to support interactive dashboards that could be fully embedded within the client’s member-facing platform, ensuring a seamless user experience.
- Designed and Delivered 10 Sigma Reports
Developed a comprehensive set of reports covering exposure, performance, holdings, diversification, and portfolio-level insights, providing users with actionable intelligence across investment activities.
- Enabled Secure Access Controls
Configured strict data isolation and role-based permissions, ensuring that athletes, advisors, and partners only accessed information relevant to their profile.
Key Results Achieved
Kasmo delivered a unified Snowflake data and report analytics foundation that helped the client manage data, deliver insights, and support athletes with personalized information. The outcomes include:
- Achieved 100% automated data ingestion into Snowflake, eliminating delays and inconsistencies.
- Embedded reports within the client platform eliminate the need for external BI tools.
- 10 analytics reports integrated into the platform for real-time visibility.
- Delivered faster insights for athletes, advisors, and leadership, enabling quicker financial and portfolio decisions.
- Enhanced decision-making with a unified view of investment performance, mission activity, and member engagement.
- Removed manual report analytics and spreadsheet processes, which reduced operational efforts.
- Improved dashboard performance, making analytics more reliable, responsive, and widely accessible.
- Enabled secure role-based data access, ensuring each athlete receives personalized and private insights.
