Case study · Education

One view of learning and money.

We combined school transactional systems, manual reporting and finance data into one warehouse for a VC-funded education company, behind a private Tableau dashboard.

Engagement detail

Sector
Education
How we worked
Project delivery
Stack
School ERP, finance ERP, cloud warehouse, Tableau
Headline
Learning and financial views, unified

The problem

A venture-backed educational-products company whose data — spanning school transactional systems, manual reporting and finance/accounting — was scattered, unorganised and largely manual. With data from school ERP systems, unorganised manual reporting and a separate finance ERP, there was no consolidated foundation from which to understand student outcomes or financial performance; every question required a fresh manual pull from disconnected sources.

What we built

We combined all three sources into a single data warehouse, with analysis for different organisational levels shaped through structured KPI consulting. On top we delivered a combination of descriptive and predictive analytics to give a clearer understanding of both student learning outcomes and financial performance, visualised through a private, browser-based Tableau monitoring dashboard.

Impact

  • A single, structured BI foundation replacing scattered, manual processes.
  • Combined visibility into student learning outcomes and financial performance.
  • A private, accessible monitoring dashboard supporting faster decisions.

This engagement is measured by the capability delivered rather than a single headline percentage.

On sourcing. Every fact and figure here comes from Sail Analytics' project record for this engagement. Client names are withheld where they were not released for publication.

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