Preset
9 Case Studies
A Preset Case Study
Resilia, a venture-backed tech-for-good startup that provides SaaS solutions for nonprofits and grantors, needed a business intelligence tool to complete its modern data stack. Their challenge was to find a platform that could meet their stringent requirements for self-service analytics, data governance, and security to better understand user engagement and product usage.
By implementing Preset, Resilia empowered its teams with a self-service, drag-and-drop interface for visualization while ensuring governance through certified metrics and strict access controls. The measurable results for Resilia included saving the RevOps team 12-24 hours per week on reporting, using geomapping for sales team resource allocation, and eliminating access to sensitive PII data for most employees.