Case Study: Fundrise unifies BI and breaks down data silos with Omni

Fundrise breaks down data silos with Omni

Fundrise, a technology-enabled investment platform, faced significant challenges with its business intelligence (BI) tools, which created data silos and inconsistent metrics. Their use of both Tableau for internal analytics and Looker for governed reporting resulted in a high barrier to entry for users, prohibitive costs, and a workflow that often forced employees to export data to Excel. They partnered with the vendor Omni to consolidate their BI needs onto a single platform.

Omni provided a solution on Snowflake that offered the rigorous governance required for financial reporting alongside an intuitive, spreadsheet-like interface for self-service analytics. This allowed Fundrise to consolidate dozens of ad-hoc dashboards into five key daily-use dashboards, ensuring metric consistency. The results included a 100% onboarding success rate for their BI developers and creators, eliminated data silos, and significantly reduced costs, all while seamlessly integrating into their existing workflows.

Fundrise

Luke Ruth

Chief Product Officer