challenge
EPOCH Senior Living, based in Waltham, Massachusetts, operates 16 senior living communities across New England and Westchester, NY. As the company grew, they realized their tech stack was slowing them down and not providing the data they needed to make business decisions in a timely manner.
Michael Gordon, Chief Investment Officer, set out to transform the EPOCH tech stack with best-in-class vendors to break down stubborn data silos and ensure the company could accurately track several critical KPIs such as staffing goals, sales and occupancy rates, and demand generation metrics.
Their main challenges included:
solution
Our team built multiple data pipelines using Snowflake as the cloud data warehouse, Matillion’s Data Productivity Cloud for the ELT solution and PowerBI for visual reporting.
In most cases, the team is using the APIs to connect but in some cases use a custom CSV. The data sources in the current solution include:
All data is being moved either with a custom connector or Matillion’s data transfer component. For the data sources which are niche and specific to the senior living industry, they were given a location in Microsoft Sharepoint and use Matillion’s Sharepoint connector.
All the data transformation takes place within the Data Productivity Cloud where custom connectors are created based on the 10 API endpoints. By dragging the icon onto the orchestration job, each category is set up as its own job across incidents, residents, and communities. A master job calls all of them at once when needed.
The data is then pulled into a PowerBI reporting dashboard with some reports running nightly and others weekly. If there is ever a need to switch how often reports are run, this only takes a minute or two within the Data Productivity Cloud.
results
Our work addressed EPOCH’s specific goals around increasing occupancy rates and reducing operational costs by:
tech used
Matillion, Snowflake, PowerBI
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