November 11, 2020
500 Fortune - Case study

Auto-Scraper for Trillion-Dollar Asset Management Firm

The Problem A trillion-dollar asset manager was looking to automate their data collection and processing for an internal Client Services tool. Their Operations Analyst team spent multiple hours every day of Q4, manually checking 350+ asset manager websites (8,000 tickers) for newly posted capital gains. The challenge of this particular Robotic Process Automation (RPA) project revolved around the creation of a data scrape orchestration framework […]
November 11, 2020
Compass Sales Solution - Case study

Due Diligence Audit – Case Study

The Problem A middle-market PE firm needed help integrating 4 acquired CRM/ERP companies. They introduced Blue Orange to the CEO of the merged company to provide architectural guidance on their data infrastructure to support unified data and sales optimization. Due to disparate data sets, the company had no insight into the efficacy of their upper funnel engagement or attribution across their sales cycle.  Case Study […]
October 29, 2020
Grandeur Peak - Case study

Grandeur Peak Global Investor’s Data Lake

Client Grandeur Peak Global Advisors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. They provide their clients with research-backed solutions, that allow them to accurately monitor valuations and maximize their investment results. Having identified the value of data-powered decision making, they were in the beginning process of setting up an Azure Data Lake […]
October 26, 2020
Point 72 - Case 72

Point 72 – Data Architecture

Client Point72 Asset Management is a global firm that invests in multiple asset classes and strategies worldwide. They operate across a few different business lines and handle multiple portfolio funds. The company prides itself on proprietary, state-of-the-art investing methods. Their quantitative investing solution designs and implements computer-driven trading strategies that are based on both publicly and privately available data. Challenge Point72 Asset Management needed a […]
October 26, 2020
Bridge Investment Group - Case Study

Bridge Investment Group – Data Lake

Client Bridge Investment Group is a private real estate investment fund that serves US customers across many real estate verticals: multifamily, seniors housing, debt strategies, and others. Its specialized teams of investment professionals allow it to maintain an in-depth knowledge of local markets. Their expertise in capital markets and their human-centric approach to asset monitoring have turned it into a leading property management firm. Challenge […]
February 11, 2020
Supply Chain & Revenue Predictions for Pharmaceuticals

Supply Chain & Revenue Predictions for Pharmaceuticals

The Challenge A Private Equity firm needed to predict quarterly pharmaceutical revenue for the next quarter in terms of doctors and pharmacies. The problem here is that the data contains a lot of seasonality because some doctors are not regular in their services, the same happens at the pharmacy level. The challenge is to create a robust model to overcome these gaps in the information. […]
February 10, 2020
Sales Optimization Phase 1

Sales Optimization in Private Equity

PHASE 1: Data Transformation The Challenge A leading Private Equity and Venture Capital firm, with over $30B under management, requested an end-to-end data audit of their deal platform. They were looking to evolve the platform to make a scalable and unified sourcing tool with consistent architecture and infrastructure. They wanted an independent third-party to assess the technical decisions made to date in the development. The […]
January 10, 2020
Automated Deal Sourcing Platform

Automated Deal Sourcing Platform

Sales Optimization in Private Equity Phase 2 & 3 Results PHASE 2: Data Visualization and Integration PHASE 3: Predictive Analytics and Automation The Challenge A leading Private Equity and Venture Capital firm, with over $20B under management, requested an end-to-end data audit of their deal platform. They were looking to evolve the platform to make a scalable and unified sourcing tool with consistent architecture and […]
December 27, 2019

Next Generation Record Linkage

THE CHALLENGE At the start of every data project, there are numerous separate data sources that alone offer limited analytical value but when combined and then enriched with public/third party data become very powerful resources for our data scientists. More data is available every day that businesses require to have a full picture when making business decisions. Joining this data together leads to a fundamental […]