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Case study · PE Portfolio

Redacted — under NDA
Emory Oak Partners logoEmory Oak Partners

We don’t just code; we create value.

Data lakes, field service products, and e-commerce across a diverse investment portfolio.

Challenges

  • Build data lakes for seamless portfolio management across diverse industries
  • Develop a product for workforce and field service management
  • Integrate HubSpot and Salesforce with the workforce management product
  • Connect Tableau to the data lake and deliver actionable insights

Results

  • A scalable data lake consolidating portfolio data across industries — a single source of truth enabling real-time analytics.
  • A new field service management product deployed across multiple businesses, significantly improving day-to-day efficiency.
  • Increased sales by 20% with the implementation of new e-commerce solutions.
  • Highly effective Tableau reports delivering valuable business insights.
Every project was delivered on time and within budget, but their true value lay in helping us achieve our business goals by optimizing and improving operations through technology.
Jonathan Ortiz
Director of Technology, Emory Oak Partners