January 21, 2022
Data Warehousing to enable BI Reporting for Non-Bank Mortgage Servicer

Data Warehousing to enable BI Reporting for Non-Bank Mortgage Servicer

Introduction The client is a large non-bank mortgage servicer based in the US. The company has a sophisticated data architecture involving transactional message data and they required support normalizing this data to enable BI reporting. Blue Orange was brought in to define the data model and architecture and begin the initial implementation of the data warehouse. Using our Sprint 0 approach (a 2-3 week fixed […]
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 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 […]