How Prosper BI Helped a Legacy Company Rebuild Its Data Architecture and Define True Customer Intelligence
Client Background
A 50-year-old training company was undergoing a digital transformation, shifting from founder-led processes to data-informed decisions. With an outdated ERP and disjointed customer definitions, they needed more than dashboards; they needed strategy, structure, and clarity.
The Challenge
Before working with Prosper BI, the company had already tried two approaches:
- Internal attempts with analysts and developers
- A consulting engagement with one of the Big Three consulting firms, which fell short in both execution and depth
Despite the efforts, they faced persistent problems:
- No clear understanding of who the real customer was
- Data overrides prevented historical analysis
- Inability to track customer retention or create a reliable customer hierarchy
- Poor backend architecture that couldn’t support business intelligence needs
“We couldn’t go back in time and see who a student was actually working for when they took a course. The data just got overridden.”
The Turning Point
That’s when the executive sponsor, The Learning Tree, reached out to Prosper BI, someone he had worked with in a prior role.
“Their partners are not only data guys—they understand developers, business goals, and the bigger picture. He’s one of those rare people who can connect all the dots.”
In their very first meeting, Prosper BI laid out the hard truths:
- Their existing many-to-many data structure wouldn’t support the hierarchy they needed
- They’d need to redefine key fields before building anything scalable
- The lack of a single source of truth was derailing every effort
“He got to the crux of the matter right away. His clarity was something we hadn’t seen before—not even from a major firm.”
The Solution
Prosper BI’s approach included:
- Redefining “customer” from the attendee to the decision-maker
- Designing a customer hierarchy based on real-world billing relationships
- Rebuilding the data warehouse to preserve historical integrity
- Creating clean data models that support actionable insights and dashboards
“It’s like moving from little leagues to the major leagues. Not even comparable.”
Why It Worked
Two of Prosper BI’s standout qualities made the engagement a success:
- Rapid learning & clarity: “They absorb complexity fast and reflect it back in plain language.”
- Character & trust: “I never have to wonder if they’re doing the right thing—they always operate with integrity.”
The Result
While the project is ongoing, early results have already delivered:
- A clear, shared definition of “customer” across teams
- Strategic alignment at the executive level
- A re-architected data foundation built to scale
- Renewed confidence in data-driven decision-making
“It’s rare to find someone who can think this technically and communicate this clearly. Prosper BI is the real deal.”
About Prosper BI
Prosper BI helps companies build data systems that serve the business—not the other way around. From ERP migrations to customer intelligence and data architecture, they combine technical excellence with business insight and leadership-level clarity.
