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EndorsedendorsedOngoing

Financial Data Pipeline and Reporting Platform for LevelUp Finance

Services Covered:

Big Data Analytics and Business Intelligence • Staff Augmentation
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Industry
Industry

Information Technology

Duration
Durationinfo-circle

3 months

Budget
Budget

Confidential

Start Date
Start Date

1 January 2026

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
78/100
Good

Project Capability Score (PCS) estimates how capable Distillery is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

LevelUp Finance

mapSouth San Francisco, United States of America

Project Summary

Distillery sourced specialists who built data pipelines and BI solutions for an IT consulting firm (LevelUp Finance), using tools such as Fivetran, Snowflake, dbt, Power BI, and Tableau. They delivered dashboards and reports for ARR, financials, and operations and established a reusable data environment. The specialists have met deadlines, communicated effectively via virtual meetings and email, and demonstrated strong problem-solving skills.

Key Challenges

  • Need to source technical talent to support growing consulting engagements.
  • Handle increasing project demand as the consulting firm expands.

Project Deliverables

  • Data pipelines using Fivetran, Snowflake, and dbt.
  • Business intelligence dashboards and reports (Power BI, Tableau).
  • Standup of a reusable data environment / analytics platform.

Project Solution

Distillery sourced and provided an individual specialist to design and implement data pipelines using Fivetran, Snowflake, and dbt, and configured BI tooling (Power BI and Tableau). The vendor built dashboards and reports for ARR, P&L, expenses and operational reporting and stood up a data environment the client can leverage going forward. Communication was handled via virtual meetings, email, and messaging apps.

Project Outcome

  • Created analytical dashboards and reports for ARR, financial, and operational reporting.
  • Implemented a reusable data environment replacing manual Excel reporting.
  • Consistently met deadlines and maintained strong communication.
  • Demonstrated vendor knowledge and problem-solving ability.

Platforms

  • CloudCloud

Tech Stack

  • Snowflake Data CloudSnowflake Data Cloud
  • Power BIPower BI

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Distillery has delivered analytics dashboards for the end client and established a data environment that they can leverage moving forward. The specialists have delivered on time and communicated well via email and online meetings. Their knowledge and problem-solving skills stand out.”

Ian Mackay

Director

Note: This endorsement is based on publicly available client feedback from external review sources.

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