The challenge
- Marketing and sales data spanned many strategic business units with differing needs.
- Metric definitions (net sales, contribution, win rate, market size, growth) had to stay consistent across every app.
- The same logic had to deploy safely across development, test, acceptance, and production.
Our approach
- Built governed serving views and fact tables on Databricks with Unity Catalog.
- Templated the DDL with environment placeholders so identical SQL promotes cleanly across all environments.
- Implemented fine-grained, role-based access — granting visibility per business unit and persona.
- Encoded shared metric definitions into the views so downstream apps report consistent numbers.
- Maintained a recurring weekly reporting cadence for stakeholders.
Architecture
Source data
- Marketing & sales
- Multiple business units
Databricks
- Unity Catalog
Serving layer
- Templated views & facts
- Shared metric definitions
Access control
- Per business unit & persona
Business apps
- Steering & weekly reporting
Outcomes
- A single, governed source of truth feeding multiple business applications.
- Consistent metric definitions across business units and reports.
- Safe, repeatable promotion across environments via templated, parameterized SQL.