A leading trade services platform needed assistance in fixing and future-proofing their data pipeline, which we took from 2.2 million conflicts down to just 15,000. During this process, we introduced real-time synchronisation, removed manual overheads, and ensured scalability and stability far into the future.
Challenges & Limitations
The client faced several critical challenges:
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WebOffice (SQL-based) serving as the primary data source, causing data inconsistencies and synchronisation issues
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Lack of real-time data updates between WebOffice and Salesforce, leading to delays and mismatches
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High number of data conflicts (2.2 million), making reconciliation inefficient
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No automated monitoring, making it hard to detect and prevent data integrity issues
Solutions & Improvements
To address these challenges, our team took the following approach:
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Transitioned the primary data source from WebOffice to Salesforce, leveraging an event-driven framework on GCP
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Implemented gRPC synchronisation with Salesforce platform events, enabling real-time data updates
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Identified and resolved root causes of data inconsistencies, reducing conflicts from 2.2 million to just 15,958
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Developed an automated daily monitoring system, generating Excel-based reports to track and prevent data discrepancies
Achievements & Impact
The successful execution of these initiatives delivered significant business and technical benefits:
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Data Integrity: Reduced data conflicts from 2.2 million to 15,958, significantly improving system reliability
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Real-Time Synchronisation: Implemented gRPC-based real-time updates, eliminating manual reconciliation efforts
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Operational Efficiency: Introduced automated monitoring & reporting, ensuring data integrity and preventing future discrepancies
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Platform Stability: Enhanced system architecture and error-handling protocols, reducing system failures and improving scalability
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New Foundational Service: Leading development of a trade profile management service, designing resilient APIs and error-handling mechanisms for long-term system stability
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