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Case study

EVERFI cut sponsor report generation time by 90% on Snowflake

A legacy warehouse buckled under 100M+ learning events a month, so sponsor reports took hours and upkeep ate the data team.

EVERFI

EVERFI · Client onboarding and service

90%less time generating reports for sponsors

The workflow before

EVERFI reaches more than 30 million learners, and corporate sponsors fund its courses in exchange for evidence of reach and outcomes. Its on-premise warehouse struggled with more than 100 million learning events a month. Reports took hours, new data sources took weeks to integrate, and the data team spent about 60% of its time on maintenance instead of analysis.

What we built

Over 32 weeks we moved EVERFI to Snowflake. Fivetran connectors now load learning management, enrollment, content interaction and sponsor reporting data, and Airflow orchestrates the pipelines.

We migrated the existing SQL logic to dbt models in bronze, silver and gold layers, refactored legacy SQL for Snowflake, and added dbt tests and documentation.

We rebuilt reports and sponsor dashboards in Tableau, opened self-service analytics to more than 30 business users, and cut over after a parallel run with minimal downtime.

Before and after

MeasureBeforeAfter
Report generation timeHours90% less
Average query time30 seconds6 seconds
Data infrastructure costOn-premise baseline40% lower
Pipeline maintenance timeAbout 60% of the data team's week60% less

What's next

Tested, documented learning data in Snowflake is the foundation for Level 2 work, such as an assistant that answers sponsor questions about program reach and outcomes directly.

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Fivetran handles ingestion with change data capture from the learning platform and supporting systems into Snowflake. Airflow DAGs schedule loads and trigger dbt runs; Terraform manages Snowflake infrastructure.

dbt models follow a bronze, silver and gold layout with tests on every model and generated documentation. GitHub Actions runs CI for dbt and Airflow changes.

Snowflake virtual warehouses separate loading, dbt and BI workloads, and Tableau reads the gold layer for internal and sponsor-facing dashboards.

Next step

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