Project Background

ESM, a marketing agency specializing in data-driven campaign insights, faced significant challenges in manually querying and analyzing large datasets stored in BigQuery. With over 20 internal datasets, the process required technical expertise and was time-consuming. The main goal was to automate the data analysis and reporting process to provide quicker, more accurate insights to clients, while reducing the need for specialized skills.

Challenges

The main challenges ESM faced were the complexities involved in querying large datasets and the time-consuming nature of manual data analysis. Non-technical users struggled with generating actionable insights, which delayed decision-making and hindered campaign optimization. Additionally, ensuring client-specific access control while maintaining data security was crucial, as each client needed access to their own datasets, not the entire data pool.

Solution

To address these challenges, an AI-powered solution was developed that automates the process of querying datasets, visualizing results through ArcGIS, and generating structured reports. The system integrated seamlessly with BigQuery, ArcGIS, and external APIs like Google Analytics. It provided an easy interface for users to request insights without requiring deep technical knowledge. The solution also included client-specific access control, ensuring data security and privacy.

Key Features and Functionality

1. Query Agent: Automates the querying process across multiple internal datasets.
2. Visualization Agent: Integrates with ArcGIS to visualize data on interactive maps.
3. Reporting Agent: Generates client-specific reports in the exact format needed.

Integrations

• BigQuery: Seamless access to internal datasets.
• ArcGIS: Map visualizations for easy interpretation of data.
• External APIs: Google Analytics and others for enhanced data insights.

Customization

• Client-specific access control: Ensures that clients only access their relevant data.
• Tailored reporting: Custom reporting format aligned with ESM’s internal standards.

Results and Impact

The solution had a significant impact by reducing the time spent on manual querying by more than 50%. This resulted in faster insights and more informed decision-making. Clients were able to receive quicker, more accurate reports, leading to increased satisfaction. The metrics showed that query time was cut by over 50%, and report generation efficiency improved by more than 40%. This automation allowed ESM to scale their operations and deliver insights in a more efficient and timely manner.

Lessons Learned

One of the key successes was the effective automation of querying and reporting, which saved time and reduced human error. The integration of ArcGIS helped simplify the visualization of complex data, making it easier for users to interpret results. A major challenge overcome was the implementation of secure, client-specific access control, which successfully ensured that clients could only access their own data. Future improvements could focus on further customizing the reporting system to provide even more tailored reports for clients.

Conclusion

This project successfully automated the querying and reporting process for ESM, significantly improving data-driven decision-making. With the new system, ESM can provide faster insights and maintain strong data security.

ESM plans to enhance the system with more advanced query capabilities and further customization options.