Data Warehouse Integration: Refining Your Customer Data Stack

RudderStack
Aug 2 · 4 min read

A data warehouse is a concentrated repository storing integrated data gathered from multiple systems. A classic business features several systems, such as an ERP, CRM, marketing automation platform, or e-commerce system. Interestingly, all these run on a relational database rich in crucial data.

Users can consolidate such information by setting up an ETL-powered data pipe.

This pipeline can extract data from essential systems, cleanse and integrate it before storing it all in one huge relational database, i.e., a data warehouse.

Eight-Step Plan For Data Warehouse Implementation

Once users have recognized the need for data warehouse management, it is time to start planning. The following steps for a data warehouse implementation are a must-know for successful data management.

#1 Gather Requirements

Multiple stakeholders will most likely be involved in such a company-wide data project.

If so, contact with the following professionals is essential:

  • Decision-makers: Talk to strategists and leaders right up to the C-suite. Experts like these can facilitate the alignment process to the company’s main goals.

Once everything is in place, implementing the data warehouse is ready to kick off.

#2 Create Warehouse Environments

Following this stage, several options for the warehouse environment will be available:

  • On-premise: Local hardware host.

You will also need to create three separate environments: development, testing, and production.

#3 Choose A Data Model

Data modeling is the most challenging aspect in implementing a data warehouse. By default, each source database has an individual schema. Once a warehouse schema has been established, all incoming data should fit it.

Here are some of the main schema-types available:

  • Star schema: Linked dimensional tables with fact tables

#4 Connect To Sources

In this stage, you need to extract data from the target source before uploading it to the warehouse. You can achieve the extraction in several ways, such as API call (a transaction processed by a secure interface), file transfer (legacy systems might export data as a file), and direct query (obtaining database results by using an SQL query).

Once obtained, the data needs to be loaded into the data warehouse. Learn more about how to find the best way to load data in a Data Warehouse.

#5 Transform Incoming Data

Transformation of the data is an essential step of the ETL (Extract, Transform, Load) process. In this process, the data is transformed from its original schema to the destination schema. Transformation can also include any of the following steps:

  • Validation: Ensuring all data fits with the logical constraints, such as ZIP codes matching the address or dates being valid

#6 Create Data Marts

Even though most people don’t need overall availability, data warehouses store everything. Just as sales teams need sales figures- operations teams want ops data.

To do it seamlessly, you will have to rely on a data mart. Marts are a logical division within a data warehouse. For instance, you can tag some of the records with Finance and others with Sales. Marts can then display records with each matching tag, making the warehouse precise in delivering targeted results.

#7 Configure BI And Analytics

Most analytics tools and commercial BI (Business Intelligence) offer simple data warehouse integration. Both of them rely on volume (bigger data quantity equals more detailed analytics), velocity, and veracity (quality), offering a precise evaluation of the current state.

#8 Audit And Review

Once the data warehouse is fully operational and the analytics team isn’t short of options, it is time to apply measures to ensure overall data quality. This might include testing tools for automated data quality, making it easier to measure the warehouse content quality.

Conclusion

A data warehouse is a big relational database. However, it all revolves around the processes that keep the integration of data smooth. Ingesting data, integrating data, and moving this data to your analytics tools and BI are all essential factors in the process.

RudderStack lets you send the rich analysis from your warehouse to your entire customer data stack. Read more about how RudderStack’s Warehouse Actions feature unlocks the data in your warehouse.

Sign Up For Free And Start Sending Data

Test out our event stream, ELT, and reverse-ETL pipelines. Use our HTTP source to send data in less than 5 minutes, or install one of our 12 SDKs in your website or app. Get Started.

This blog was originally published at:
https://rudderstack.com/guides/data-warehouse-integration-refining-your-customer-data-stack

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Nerd For Tech

NFT is an Educational Media House. Our mission is to bring the invaluable knowledge and experiences of experts from all over the world to the novice. To know more about us, visit https://www.nerdfortech.org/.