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Unlocking Customer Insights for a Healthcare E-Commerce
1.5-years ongoing projects + monthly retainer
Industry/Function: Healthcare, E-Commerce
Testimonial
Challenges
Allermi, an e-commerce healthcare client, needed to funnel their data into an AWS Redshift data warehouse to track customer interactions across funnel stages and better analyze the customer journey. They initially had no data connection set up and required guidance to develop the right data strategy and architecture. Supermetrics was the first tool considered, with a 50% subscription discount negotiated. However, the Klaviyo connector for their email marketing software did not integrate well with AWS. Budget constraints ruled out Fivetran, and a lesser-known tool was tested but introduced several bugs within three months. Additionally, their onboarding conversion rates were below target, requiring data-driven insights to optimize their processes.
Solutions
LazyAnalyst guided Allermi in developing a data strategy and selecting the right architecture. We designed and implemented an end-to-end data pipeline, integrating Klaviyo email marketing data through Hevo into an AWS Redshift data warehouse. We transformed the data to ensure it was actionable and connected it to Looker Studio for real-time analysis. In addition to the technical implementation, we conducted a thorough analysis of customer interactions, tracking key stages such as account activation and medical questionnaire completion. These efforts provided Allermi with deeper insights into their funnel performance and user behavior. Following the project phase, we have remained on retainer to expand the data architecture and maintain the systems to ensure ongoing performance and scalability.
Value
With the custom-built data pipeline and strategic guidance, Allermi is now positioned to improve onboarding conversion rates, enhance the user experience, and execute more effective customer engagement strategies. The solution not only stabilized their data infrastructure but also allowed them to track and respond more efficiently to customer behaviors. Early results show improvements in the customer journey, laying the foundation for measurable gains in conversion rates in the coming months. By staying on retainer, LazyAnalyst continues to support system maintenance and expands the architecture as Allermi’s needs evolve.
Skills
Data Strategy · Databricks · Business Intelligence (BI) · Marketing Analytics · Data Project Management · Data Product Management · Data Migration · Process Analysis · Klaviyo · Amazon Redshift · PostgreSQL · Looker Studio · Hevo · Domo · API Development · Extract, Transform, Load (ETL) · Data Engineering
Uncovering Growth Opportunities & Revenue Drivers
6-month project
Industry/Function: Tourism
Summary
Our client was facing critical challenges: understanding key revenue drivers, evaluating agent performance, and lacking data management standards. The CTO, with a small team of 1, was lacking a Chief Data Officer, leading to inefficiencies in data reporting and decision-making.
We supported the CTO by strengthening their data infrastructure and improving data capabilities for strategic growth. First, we conducted a Data Quality Audit that uncovered significant issues undermining data accuracy. Resolving these was essential to move forward.
Next, we built custom data models and algorithms within the client’s MS SQL Server to streamline financial reporting and enable complex analysis like Price Volume Mix. Once validated, we developed dynamic Tableau dashboards for the CTO, CFO, and investors, providing new insights into financials, agent productivity, and yield trends.
Challenges:
Solutions
Value
Skills
Data Strategy · Business Intelligence (BI) · Data Visualization · Data Quality Audit · Data Project Management · Tableau · Microsoft SQL Server · Extract, Transform, Load (ETL) · Data Engineering
Breaking the Data Gatekeeping Barrier
3-years ongoing projects + monthly retainer
Industry/Function: Legal
Testimonial
Corinna repeatedly delivers a great product and shows tremendous knowledge of the tools. She saved us hundreds of dollars by coming up with creative solutions for issues that could have taken us many hours to solve. We really appreciate the honesty of not overcounting her hours and always being clear about the workload. She is really great to work with. Very knowledgeable and willing to explain and teach us how things work. She has gone above and beyond to help us.
Challenges
A client offering Dashboard-as-a-Service (DaaS) to the legal industry using insights from LeadDocket and Ring Central encountered multiple challenges. Not only were they facing inefficiencies with manually downloading and uploading CSV files due to budget constraints, but some critical data insights were also not available through the front-end interfaces of LeadDocket and Ring Central. This restricted their ability to offer comprehensive insights to their customers, further delaying real-time decision-making and limiting scalability.
Solutions
LazyAnalyst stepped in to build a custom data pipeline solution. During the Proof of Concept (PoC) phase, we manually imported LeadDocket data into Looker Studio via Google Sheets to quickly provide the client with key insights. Once this initial phase proved successful, we developed a bespoke data connector for LeadDocket, enabling direct data transfers to BigQuery. This setup not only automated the data ingestion process but also unlocked deeper data insights that were not accessible through the software’s front-end interfaces. The client could now run the connector independently for each new customer. We continued to monitor, maintain, and update both the connector infrastructure and the BigQuery views to ensure smooth operations.
Value
The custom-built solution transformed the client’s business, allowing them to onboard 20 new Dashboard-as-a-Service customers within the first year. The data pipeline eliminated manual processes, provided real-time access to data previously unavailable through LeadDocket and RingCentral’s front-end, and significantly improved the client’s ability to scale. This improved access allowed the client to capture previously hidden insights, such as deleted leads in LeadDocket, which were essential for more accurate reporting. Automatic database views are being created for new clients, reducing setup time and enabling faster onboarding. With SOC2-compliant storage of API keys, we ensured secure handling of sensitive information. Additionally, the system was designed to adapt quickly to new API updates, keeping the solution flexible and up to date with new requirements.
Skills
Data Strategy · Databricks · Business Intelligence (BI) · Data Warehouse Architecture · Data Project Management · Data Product Management · Data Visualization · Performance Dashboards · Google BigQuery · Looker Studio · SQL · API Development · Domo · Extract, Transform, Load (ETL) · Data Engineering
Fractional Chief Data Officer @ Wingman Coaching
5-year ongoing monthly retainer
Industry/Function: Sales
Summary
As a member of the Wingman Coaching team, Corinna spearheaded the development of their data collection process. This involved transitioning from manual spreadsheet entries by multiple stakeholders to an automated system using Google Forms. We designed a data model and facilitated the integration of their sales software with Zapier. This automation now populates a suite of dashboards in Looker Studio, which we constructed for use by all company stakeholders. Our efforts continue to evolve, with monthly expansions in reporting, including the recent addition of new reporting capabilities for their customers.
Client Feedback
Corinna has astounded with her innovative solution to a previously "impossible" display challenge in sales data. Her dashboards not only led to a significant uptick in sales and profits but have set a new industry standard, earning rave reviews from clients. Combining efficiency, meticulous detail, and brilliant data design, Corinna's work epitomizes professionalism and quality. A true game-changer in data science, I highly recommend her expertise and eagerly anticipate our continued collaboration.
Skills
OnceHub · Close.io · Google Sheets · Looker Studio · Business Intelligence (BI) · Data Automation · Google Data Studio · Performance Dashboards · Zapier
RingCentral Data Pipeline - API development
3-month project
Industry/Function: Legal
Summary
Our client faced the struggle of getting their data and their customers’ data out of the RingCentral cloud-based communication platform. None of the off-the-shelve data connection software had a data pipeline available. We are building a bespoke API connection for our client into their BigQuery database.
Client feedback
Corinna and Abhishek were really great to work with! Extremely knowledgeable and organized. The quality of their work and their communication is top-notch. Every time we have a complex project, I bring it to Corinna and Abhishek, and I'm confident they will deliver a high-quality product.
Skills
Business Intelligence (BI) · Data Extraction · Google BigQuery · API Development · Data Project Management · Data Warehouse Architecture · Extract, Transform, Load (ETL) · Data Engineering
Fractional CDO & Water Leak Detection for a Smart Water Meter Company
4-year monthly retainer
Industry/Function: Energy
Summary
We assisted a major smart meter technology company in the United States, which was struggling with an inefficient system that processed millions of data rows daily into their business intelligence tool. After they experienced significant challenges with previous data consultants and firms, we successfully reduced their data storage from 1.5 billion rows to 240 million.
Additionally, we provided an effective solution to their issue of high-frequency updates paired with slow ETL (Extract, Transform, Load) runtime. Our ongoing responsibilities include auditing their datasets and flows, creating optimized data ETLs and dashboards, and managing a few of their external data engineer team members. Our work involves adding new custom API connections to DOMO, as well as overseeing their BigQuery database and its connections. Moreover, we established their documentation system from the ground up.
One of the significant achievements my team and I accomplished for this client was the prompt halt of a hacking attempt on their Google Cloud Project. Since then, we have taken over the administration of their Google Cloud Platform, conducting a security audit and implementing best practice security measures.
Client Feedback
Wizard behind the drapes
Corinna walks on water.
Skills
Business Intelligence (BI) · Data Analysis · Consulting · Domo · SQL · Google BigQuery · Extract, Transform, Load (ETL) · Looker · Performance Dashboards · API Development · Technical Project Management · Data Engineering
Shopify Reporting Done Better For A Fashion E-Commerce
2-year monthly retainer
Industry/Function: E-Commerce
Summary
Shopify reporting can be challenging for e-commerce companies. For a fashion brand, Corinna successfully extracted their data from Shopify and integrated it into the Domo reporting tool. Having access to the raw data outside of Shopify allowed us to generate reports that were unachievable within Shopify's front-end limitations. Ensuring that the sales numbers align with Shopify's existing reports necessitates advanced ETL (Extract, Transform, Load) skills, as Shopify's API has its complexities and pitfalls. Whenever the CFO required additional reporting, Corinna took the initiative to enhance and expand our original setup.
Client Feedback
Corinna is an excellent data analyst. She is 100% the best choice on probably the entire internet for Domo work. She is extremely intelligent, insightful, and hard-working. She built an entire Domo instance from scratch for us. She is also well-versed in other more reasonable and affordable reporting systems than Domo. She did a great job of matching our Domo reporting up to how Shopify displays the reporting (which is entirely different than what its back-end data systems say).
I cannot sing her praises enough. The only reason our contract eventually ended was due to current direction of our eCommerce store - I hope as the economy picks up we have the business need to work with Corinna again, she is definitely my go-to data analyst.
Skills
Business Intelligence (BI) · Domo · SQL · Extract, Transform, Load (ETL) · Performance Dashboards · E-Commerce Consulting · Shopify · Data Engineering
Fractional Chief Data Officer @ Indagodata
2-year engagement
Industry/Function: Healthcare
Summary
Indagodata's CEO hired Corinna to work as an external Chief Data Officer, setting up their DOMO reporting capability from scratch to serve their healthcare industry clients with actual data insight in a HIPAA-compliant way.
Client Feedback
Corinna is the best Chief Data Officer I have ever had for this company. I actually transferred her services over to another one of my companies.
Skills
Business Intelligence (BI) · Domo · SQL · Performance Dashboards · Healthcare · Extract, Transform, Load (ETL) · Data Engineering · Looker Studio
Growth Hacking for E-Commerce Companies via Actionable Data Insights
1-year monthly retainer
Industry/Function: E-Commerce
Summary
Corinna was part of this client's external data team, developing and maintaining DOMO dashboards for their e-commerce clients. She helped visionary e-commerce companies that wanted exponential growth by providing customized, actionable insights from data in the form of streamlined dashboards to drive better business decisions and behaviors that eliminate waste and increase profits.
Data sources she frequently worked with and extracted insights from in Domo were:
All social media (ads) platforms, Amazon, Clikbank, ClickCRM, Google Analytics, Infusionsoft, Limelight, Salesforce, and Shopify. I was part of this client's advanced data team, developing and maintaining DOMO dashboards for their e-commerce clients.
Skills
Business Intelligence (BI) · Data Automation · Domo · SQL · Performance Dashboards · E-Commerce Consulting · Shopify · Project Management · Extract, Transform, Load (ETL) · Data Engineering
Business Intelligence for Email Marketing Insights
4-year on-and-off projects
Industry/Function: Marketing
Summary
We specialized in creating Klipfolio dashboards for this client's customers, with a focus on integrating Infusionsoft (Keap) data. We aligned this data with various paid media advertising sources, as well as with data from email and team management software like Teamwork. This project presented specific challenges, particularly in navigating the complex pagination of the Infusionsoft XML API and the Teamwork REST API.
Skills
Business Intelligence (BI) · Performance Dashboards · API Development · Klipfolio · Project Management · Marketing Consulting · Extract, Transform, Load (ETL) · Data Engineering
Dashboarding Suite Overhaul For A Sales Team
2-month project
Industry/Function: High Performance Automotive Shop
Summary
We came in after this client had a poor dashboard contractor experience. They needed their Grow dashboards optimized and expanded. We went in and quickly found the issues at hand - poor data governance. We set up proper documentation that uncovered data quality issues preventing this company from accurate reporting. Only then did we actually implement the dashboard requirements.
Skills
Business Intelligence (BI) · Consulting · Grow · Data Governance · Performance Dashboards
Utilization & Profitability Analysis in Google Data Studio
3-month project
Industry/Function: Research
Summary
Corinna connected the Harvest software via Supermetrics to Google Data Studio (now: Looker Studio). This involved beta-testing this new connector at Supermetrics. Setting up reports for employee versus contractor utilization and company profitability.
Skills
Business Intelligence (BI) · Consulting · Google Data Studio · Performance Dashboards
Membership Analytics in Grow
3-month project
Industry/Function: Consumer Apps
Summary
A membership app with financial data in an MS SQL Server database required data ingestion and reporting setup in Grow.
Skills
Business Intelligence (BI) · Consulting · SQL · Grow · Performance Dashboards · Project Management
BI Performance Improvements For A Marketing Agency
3-month project
Industry/Function: Marketing Agency
Summary
The challenge of this project was the integration of calculation-heavy Google Sheets into Funnel.io, the creation of an actual timeline for the data in Funnel.io, and the combination with ad data sources. We had to pull out all the tricks to speed up Google Data Studio performance and make the Funnel.io API limits happy on the Google Data Studio dashboard (now: Looker Studio).
Skills
Business Intelligence (BI) · Data Automation · Google Data Studio · Extract, Transform, Load (ETL) · Performance Dashboards · Supermetrics · Marketing Consulting · Data Engineering ·
Salesforce Reporting Improvements
5-month project
Summary
We worked with a Certified Salesforce Partner to fix and enhance existing Tableau CRM dashboards for their client.
Skills
Business Intelligence (BI) · Consulting · SQL · Tableau · Performance Dashboards · Project Management
Client Reporting Automation for a Marketing Agency
6-month project
Industry/Function: Marketing Agency
Summary
We automated the reporting for a marketing agency for all their clients. Used the software Funnel to gather all their clients' ad performance data and marketing insights from Google Ads, LinkedIn Ads, Facebook Ads, SEMRush, Google Analytics, Google Search Console, Hubspot, and Salesforce in one place. We cleaned and standardized the data and visualized it in Google Data Studio (now: Looker Studio). All the agency has to do at the end of the day is to export the insights into their monthly client reporting.
Skills
Business Intelligence (BI) · Data Automation · Google Data Studio · Performance Dashboards · Marketing Consulting · Hubspot · Extract, Transform, Load (ETL) · Data Engineering
Membership and Subscription Performance Analysis
1-year project
Industry/Function: Sports & Leisure
Summary
Building Google Data Studio (now: Looker Studio) reports for a leisure industry client. In the proof-of-concept phase, we looked at sales, cancellations, and other important subscription metrics for their membership data. We then transitioned to their course data analysis to unlock growth potential.
Client Feedback
Corinna brought specialist skills that we do not have inhouse. She understood the outcomes of the project and what I wanted even when I didn't have a clear idea! She explained complex analytical issues in a way the team could understand. She advised and guided us through the entire process of building our digital dashboard. Her use of little videos to explain points was very helpful. She was particularly good at providing updates on progress and offering feedback on the next step. She was very understanding and flexible when I had to change the agreed timeframe for the project. I would thoroughly recommend Corinna.
Skills
Business Intelligence (BI) · Consulting · Google Data Studio · Performance Dashboards
Data Centralization and Reporting Dashboard Suite
3-month project
Industry/Function: Finance
Summary
Building a data model in Amazon's Postgres database environment. Sourcing data from FB Page Insights, Google Analytics, YouTube, LinkedIn Organization Insights, Intercom, Salesforce, SEMRush, and Bing Ads with the software XPlenty (now: Integrate). Created a dashboard suite in Tableau that combines data from all these sources for executive insights and department views.
Client Feedback
Choosing someone who understands the technical and visual parts of setting up the data flows and dashboards was not easy. Choosing to work with Corinna was a great decision. She is extremely knowledgeable, detail-oriented, and reliable. A pleasure to work with. We look forward to continuing to phase 2 of the project.
Skills
Business Intelligence (BI) · SQL · Extract, Transform, Load (ETL) · Tableau · Performance Dashboards · Databases · Data Engineering ·
Unlocking Infusionsoft (Keap) Data Insights
3-month project
Industry/Function: Data Automation
Summary
Corinna developed GROW dashboards for this client's customers. She focused on Infusionsoft data, extracting the data from various paid media ad sources, as well as email and team management software data. We switched to Klipfolio in June 2019 with this client.
Skills
Business Intelligence (BI) · Consulting · SQL · Grow · Performance Dashboards · Extract, Transform, Load (ETL) · Data Engineering
Social Media Marketing & Retail Performance Analysis for a Cosmetics E-Commerce
4-month project
Industry/Function: E-Commerce
Summary
Our e-commerce client had data flying around their social media marketing accounts as well as their sales performance accounts (FB, Instagram, Google Ads, Shopify, Amazon Seller Central, and Klaviyo). We sourced all of that into a new database and attached management dashboards.
They are now able to get up in the mornings and see all their updated insights they need for their team and management. Instead of paying an analyst to spend at least 3h each day for years going through all their marketing accounts, downloading reports, and comparing vastly different reports with each other, they now save time and money and put them to use elsewhere.
We set them up on the data integration software XPlenty (now: Integrate), the database software MS SQL Server, and the dashboarding tool Tableau.
Skills
Business Intelligence (BI) · Data Automation · SQL · Tableau · Performance Dashboards · E-Commerce Consulting · Shopify · Databases · Extract, Transform, Load (ETL) · Data Engineering
Social Media Marketing and Retail Performance Analysis for an Online Fashion Retailer
4-month project
Industry/Function: E-Commerce
Summary
Our retail client already had a big SQL database going and needed analysis of their brand, country, and product performances. We built dashboards that connected to their database and automated the data flow.
On top of that, we integrated all their data from social media marketing accounts (FB Ads, FB Insights, Google Ads, Google Analytics, and Matomo) into their database and built dashboards that showed differences in performance across these accounts.
We used the data integration software XPlenty (now: Integrate), the database software MySQL, and Tableau for dashboarding.
Skills
Business Intelligence (BI) · SQL · Tableau · Performance Dashboards · E-Commerce Consulting · Xplenty · Extract, Transform, Load (ETL) · Data Engineering
Unlocking HR Data Insights
3-month project
Industry/Function: Education
Summary
Corinna created insights dashboards in Tableau for a big international school (ES, MS & HS grade levels). They were just starting on their journey to fast, actionable dashboard reporting, and a lot of their data still came from various software sources. It was a challenge integrating all of it into various data models.
For the admissions department, she worked through application and enrollment KPIs. For the DSLO department, she visualized learning standards and provided quick insights into assignment scoring.
Skills
Business Intelligence (BI) · Consulting · Tableau · Performance Dashboards
Facebook Insights Data Extraction & Sentiment Analysis
3-month project
Industry/Function: News & Media
Summary
Our client was a big British newspaper with a strong social media presence. They were interested in doing a sentiment analysis of their FB posts and comments.
Getting FB insights data out of FB is a very challenging task and usually requires a data integration expert. FB seems to have little interest in giving access to your own data when it comes to page & post insights (FB ads is a different issue altogether).
With the help of a data integration tool, we set up the collection of historical page & post insights. FB only allowed our client to see today's and yesterday's insights for some KPIs and measures. To collect historical data, we implemented a SQL Server database to host and organize the FB insights data. we programmed a sentiment analysis in R and visualized insights and analysis on a Tableau dashboard.
Our client can now adjust their FB post strategy promptly to cater to user sentiment.
Skills
Business Intelligence (BI) · Data Analysis · SQL · Tableau · Performance Dashboards · Extract, Transform, Load (ETL) · Data Engineering
End-to-End Marketing and Sales Funnel Reporting
3-month project
Industry/Function: Insurance
Summary
Our client worked with a variety of marketing and sales funnels that kept them busy with downloading reports individually every day and filling spreadsheets manually with the results.
We went into Facebook Ads, Google Analytics, Google Ads, LinkedIn Ads, Twitter Ads, Salesforce, Pardot, Terminus, and Bing Ads and streamlined all that data via their APIs into a software called XPlenty (now: Integrate). We directed the output to our client’s SQL database and connected an interactive Tableau report that we had set up with their KPI requirements.
We saved our client hours of manual data and reporting work every day that they can now use to actually implement opportunities from insights my automated report is producing. Thus, increasing reach, ROI, and revenue on all their channels.
Skills
Business Intelligence (BI) · Data Automation · SQL · Extract, Transform, Load (ETL) · Data Engineering · Tableau · Performance Dashboards · Xplenty
Proof-of-Concept Tableau Dashboards
2-month project
Industry/Function: E-Commerce
Summary
Advised a client on understanding at a high level how data visualization tools might be employed within their business. Created an example dashboard in Tableau that helped our client understand what their product insights could look like in dashboard form and how those dashboards might be used by their customers.
Client Feedback
I would like to say thanks to Corinna for a great piece of work. I found her very professional and courteous. She quickly understood the scope of the assignment and communicated very clearly her capacity, timelines, etc. We were specific in what we asked of her and she delivered precisely what we wanted in the timeline we agreed. She is clearly technically skilled and made it easy for us to work with her. Thank you Corinna.
Skills
Business Intelligence (BI) · Tableau · E-Commerce Consulting
Tableau Statistical Product Analysis
3-month project
Industry/Function: E-Commerce
Summary
Advised a business client on the proper use of statistics for product performance. Stats and visualizations were done in Tableau.
Client Feedback
Corinna is a very smart, very hard-working data scientist and Tableau graphing expert. I hesitate to recommend her publicly because I'd love to keep her as my secret. But others need to benefit from her talents as well. I will definitely ask for her help again.
Skills
Business Intelligence (BI) · Data Analysis · Tableau · Performance Dashboards · Statistics · E-Commerce Consulting
Unlocking Sales Data Insights
3-month project
Industry/Function: E-Commerce
Summary
Created a sales dashboard for product performance in Tableau.
Client Feedback
Our experience with Corinna could not possibly have gone better! She is a first-rate professional, fantastic with data visualization, and extremely intuitive when it comes to data cleanup and structuring. We hope to work with her in the future, and hope that every future experience of hours on Upwork will be as positive as this one!
Skills
Business Intelligence (BI) · SQL · Tableau · Performance Dashboards · E-Commerce Consulting
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