Leading SaaS company: Creating full visibility for opportunity data

A leading SaaS company built on an open-source stack and open standards for runtime threat detection response is relied on by hundreds of companies for container and cloud security and visibility. This SaaS company is driving the secure DevOps movement, empowering its customers to confidently secure containers, Kubernetes, and the cloud. With the help of the organization’s services, teams are able to secure the build, making it possible to detect and respond to threats, monitor performance, and continuously validate to meet compliance requirements.

The organization lacked full visibility into historical opportunity and line item data in Salesforce. As a result, its employees were unable to effectively analyze Salesforce opportunity data trending over time. The organization needed help transforming and modeling data loaded into a modeled data zone in Snowflake. It also wanted to create opportunity and opportunity line item snapshots.

Egen worked with the organization to design and build the necessary data pipelines so that all snapshot opportunity and opportunity line item data would be available. Egen also performed an end-to-end review of existing Snowflake architecture to find gaps and areas for improvement, along with providing detailed documentation.

The SaaS organization now has weekly, monthly, and quarterly snapshot opportunity and opportunity line item data for use in applications such as CRM Analytics. Its data is now more secure in Snowflake, too, and the instance runs more efficiently as a result of the solutions that Egen implemented.