Customer Impact Story

UpSwell: Evolving a Partnership to Drive Deeper Business Intelligence

UpSwell Marketing initially engaged Infused Innovations for data management and analytics. However, our partnership quickly evolved as we uncovered deeper challenges within their core platform. We are now leading a comprehensive effort to re-engineer their MyUpSwell platform, delivering the robust data integration and accurate business intelligence they need to better serve their clients.

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About UpSwell Marketing

UpSwell Marketing is an expert in hyper-local marketing, providing targeted direct mail and digital solutions to drive growth for local businesses in the auto repair, fitness, dental, and home services industries. Their success is built on a foundation of data-driven results.

The Challenge

Our initial engagement to standardize data management and ETL processes revealed a more fundamental issue: the MyUpSwell platform had unreliable integrations with their core Sage system. This prevented them from generating key business metrics, such as profitability by customer per store and product. To truly scale and deliver value, they needed to move beyond surface-level analytics and fix the underlying data foundation.

The Solution

The partnership expanded from a data project to a strategic platform modernization initiative. Infused Innovations is now leading a comprehensive effort to improve the entire MyUpSwell ecosystem. This includes re-architecting systems, improving business processes, engineering reliable data integrations, and building the BI capabilities needed to deliver accurate, actionable insights.

The Results

UpSwell Marketing is on a clear path to achieving a new level of data maturity. The ongoing work is creating a more reliable, integrated, and intelligent platform. Once complete, they will have the ability to generate the precise business intelligence needed to optimize their own operations and, most importantly, deliver greater, more transparent value to their brick-and-mortar customers.

From Data Hygiene to a Full Platform Transformation

This engagement showcases the value of a true partnership. By looking deeper than the initial request, we identified the root cause of their challenges and are now working together to build a solution that will serve as a powerful engine for their future growth. 

Strategic Modernization

Our engagement evolved from a data project to a full-scale effort to improve the client's core platform, processes, and data integrations.

Actionable Business Intelligence

We are building the capability to report on key metrics like customer and product profitability, enabling more strategic business decisions.

 

Evolving Partnership

We act as a long-term strategic partner, continually identifying opportunities to improve systems and deliver greater business value.

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