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Case study · 2024

Unified Retail Metrics & APIs

Merchandising, stores, and finance often answered the same questions—how much sold, what was on hand, what margin looked like—with slightly different numbers. Teams queried the Snowflake warehouse directly with overlapping SQL, which drove up cost and meant a small schema change could break many reports at once.

Web & Cloud Engineering Retail 5 months
Unified Retail Metrics & APIs

At a glance

  • Category: Python / FastAPI / Snowflake
  • Year: 2024
  • Client: National Specialty Retailer

01 / Business Challenge

  • Leadership reviews were undermined when two teams presented the “same” KPI with different definitions.
  • Many analysts re-created the same joins and extracts, inflating warehouse spend.
  • Shared tables changed without a clear version or retirement path for consumers.
  • Excel, BI tools, and internal apps needed stable, documented outputs—not ad hoc database access.
  • Store and employee data required consistent redaction and access rules.

02 / Our Approach

How we executed this engagement in practice. The phases below describe the delivery rhythm we use across ServiceNow, custom engineering, and mobile programs.

We worked with the client’s data engineering team to publish trusted, tested datasets (using dbt for documentation and quality checks). On top of those datasets we shipped versioned read APIs and CSV exports with FastAPI, scoped API keys by business domain, and explicit API versions when definitions changed. Finance helped lock canonical KPI meanings. We added caching for the busiest endpoints so seasonal reporting stayed responsive and affordable.

Phase 01

Discovery & alignment

Workshops, process and systems review, success metrics, and scope clarity.

Phase 02

Design & planning

Architecture, experience and workflow design, risks, and a concrete delivery plan.

Phase 03

Build & validation

Implementation, integration, testing, demos, and refinements with your teams.

Phase 04

Go-live & enablement

Controlled rollout, training and documentation, handover, and post-launch tuning.

  • Published dbt-documented “gold” datasets for sales, inventory, and margin.
  • Implemented FastAPI services with OpenAPI, rate limits, and structured error responses.
  • Centralized row- and column-level security patterns for store and employee attributes.
  • Built lightweight admin tooling to rotate keys and map consumers to allowed datasets.
  • Added integration tests that fail CI when contract schemas drift from dbt outputs.
  • Delivered analyst onboarding guides and example notebooks against the stable APIs.
Outcome Highlights

Business Impact at a Glance

Measured Impact
120

More than 120 analysts and app teams consumed metrics through contracts instead of raw warehouse SQL.

Measured Impact
28%

Snowflake compute attributed to duplicate ad-hoc exploration dropped by 28% over two quarters.

Verified Outcome

Executive metric debates caused by definition mismatch decreased sharply in steering meetings.

Verified Outcome

Mean time to restore broken dashboards fell when incidents were isolated to contract versions.

Verified Outcome

Security review signed off on field handling for employee and loyalty identifiers.

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