Case Study: Bureau improves customer satisfaction and invoice transparency with Preset

Improving Business Ecosystem and Customer Satisfaction with Preset Cloud and Embedded Dashboards

Bureau, a no-code decisioning platform for identity verification, faced challenges with its legacy business intelligence tool, Metabase. As the company grew, it needed more precise forecasting, better internal visualizations for teams like sales and customer success, and a way to provide its own customers with real-time visibility into their usage data for invoices. The company evaluated several BI tools but found them to be either too expensive or lacking critical features, leading them to seek a cost-effective and versatile solution from a new vendor.

The company implemented Preset, a hosted solution for Apache Superset. Preset met Bureau's needs with its semantic layer for creating virtual datasets, versatile chart options, and drag-and-drop functionality. By embedding Preset's dashboards into its core product, Bureau gave its customers direct access to their usage data. This solution democratized data access, with over 90% of the organization using Preset. The results included executives gaining daily insights into key metrics, the sales team accessing real-time operational data, and a significant reduction in customer questions about invoices, which allowed the finance team to raise and pay invoices without delay.

Bureau

Bidya Bhushan Bibhu

Program Manager, Strategy & Operations