Marketing Data Reporting Framework

Project Overview

The Marketing Data Reporting Framework was a comprehensive enterprise solution designed to ensure accurate and timely delivery of marketing data to external websites and cloud-based solutions for fund fact sheet generation. This complex project involved creating 18 new SSIS packages and reports, implementing a robust data quality framework, and developing a table-driven delivery system with configurable schedules and parameters.

Key Achievements

• Developed comprehensive marketing data reporting framework for external website delivery
• Created 18 new SSIS packages and reports for marketing data processing
• Implemented cloud-based solution for fund fact sheet generation
• Built data quality framework to ensure data accuracy and completeness
• Developed staging process for report data validation and quality assurance
• Created table-driven delivery system with configurable schedules and parameters
• Implemented automated data quality procedures for completeness validation
• Delivered enterprise-scale marketing data reporting and delivery solution
• Enhanced data accuracy through comprehensive quality controls
• Streamlined marketing data delivery with automated processes

Technical Architecture

Core Components

1. SSIS Package Development

   • 18 new SSIS packages for marketing data processing
   • Automated data extraction and transformation processes
   • Complex data staging and validation workflows
   • Configurable package parameters and scheduling

2. Data Quality Framework

   • Comprehensive data quality validation and assessment
   • Automated completeness checking and validation procedures
   • Data staging for quality assurance and testing
   • Error detection and reporting mechanisms

3. Report Generation System

   • Automated report generation for marketing data
   • Cloud-based solution for fund fact sheet creation
   • External website data delivery and integration
   • Configurable report templates and formats

4. Delivery System

   • Table-driven delivery configuration and management
   • Configurable schedules and delivery parameters
   • Automated delivery processes and monitoring
   • Flexible delivery options for different data types

Business Impact

• Data Accuracy: Enhanced marketing data quality through comprehensive validation
• Operational Efficiency: Streamlined marketing data delivery with automated processes
• External Integration: Improved external website data delivery and accuracy
• Cloud Integration: Enhanced fund fact sheet generation and distribution
• Quality Assurance: Robust data quality framework for marketing data validation
• Automation: Reduced manual effort through automated delivery processes

Implementation Results

Before Framework

• Manual marketing data processing and delivery
• Limited data quality validation and controls
• Inconsistent data delivery to external websites
• Manual fund fact sheet generation and distribution
• Limited automation and monitoring capabilities

After Framework

• Automated marketing data processing and delivery
• Comprehensive data quality validation and controls
• Consistent and accurate data delivery to external websites
• Automated fund fact sheet generation and distribution
• Enhanced automation and monitoring capabilities

Technology Stack

• SQL Server: Database platform and stored procedure development
• SSIS: ETL development and data processing automation
• Stored Procedures: Complex business logic and data processing
• SFTP: Secure file transfer for data delivery and integration
• Data Quality: Comprehensive validation and quality assurance
• Cloud Solutions: Fund fact sheet generation and distribution
• Report Generation: Automated marketing data reporting

Key Features

SSIS Package Development

• 18 new SSIS packages for marketing data processing
• Automated data extraction and transformation processes
• Complex data staging and validation workflows
• Configurable parameters and scheduling options

Data Quality Framework

• Comprehensive data quality validation and assessment
• Automated completeness checking and validation procedures
• Data staging for quality assurance and testing
• Error detection and reporting mechanisms

Report Generation

• Automated report generation for marketing data
• Cloud-based solution for fund fact sheet creation
• External website integration for data delivery
• Configurable report templates and formats

Delivery System

• Table-driven delivery configuration and management
• SFTP integration for secure data delivery
• Configurable schedules and delivery parameters
• Automated delivery processes and monitoring
• Flexible delivery options for different data types

Future Enhancements

• Real-time data processing for immediate marketing data updates
• Advanced analytics for marketing data insights and trends
• Machine learning integration for predictive data quality analysis
• API integration for modern data exchange and delivery
• Mobile optimization for fund fact sheet accessibility