Case Study: Immuta improves reporting and data governance with Eigen X

Immuta improves reporting and visibility with Eigen X

Immuta, a data management platform company, faced challenges with inconsistent data governance and quality that did not align with their master data systems. They also needed to capture Annual Recurring Revenue (ARR) and Non-recurring Revenue (NRR) data on products and display it on related records, all while combating performance issues and governor limit errors in their Salesforce automations. They engaged vendor Eigen X for a solution involving Sales Cloud.

Eigen X implemented best practices for data governance and created a new business process to capture ARR/NRR data, developing automations to roll it up to related records. They also assessed and optimized all automations to improve performance and reduce system errors. As a result, Immuta achieved improved reporting metrics for faster decision-making, moved from old systems like email and Excel to Salesforce for better traceability and reporting, and gained better visibility for management. Eigen X delivered a solution that enhanced data integrity and operational efficiency.

Immuta