Company Overview
The client is a national leader in disaster recovery and restoration services, managing emergency response operations across multiple regions. Their business model depends on real-time data to guide operational and strategic decisions—revenue, margins, and job performance tracked through executive dashboards sourced from Salesforce, Sage, and Excel.
The HOT and TOP dashboard tracked four critical metrics: Total Revenue, Gross Margin, Total Jobs, and Active Jobs. It answered the questions leadership asked every day: Which jobs need immediate attention? What's our true margin? Where should we deploy resources next?
Executive Summary
JBS Dev transformed a fragmented disaster recovery reporting platform plagued by data duplication and manual extracts into a unified, event-driven pipeline that delivers real-time insights, eliminates single points of failure, and restores executive confidence in mission-critical dashboards without operational disruption.
info The data existed, but it no longer delivered the reliability required for confident decision-making.
Business Challenge
Fragmented data sources, zero governance, and manual processes created inaccurate reporting that eroded executive trust in business-critical dashboards.
Data Quality & Trust:
- Data duplication across Salesforce, Sage, and Excel
- Conflicting revenue and margin figures
- Leadership stopped trusting dashboard accuracy
- Hours spent validating numbers before decisions
Operational Efficiency:
- Manual daily extracts ran on local machines
- EC2 instances running transformation scripts via Windows scheduled tasks
- Reporting delays from overnight batch jobs
- No monitoring meant failures went undetected
- Business growth outpaced platform scalability
Platform Vulnerability:
- Single engineer held all institutional knowledge
- Local compute created single points of failure
- Minimal documentation hindered troubleshooting
- Undocumented ETL logic blocked new hires
JBS Dev's Approach
JBS Dev took a phased approach: stabilize the most critical dashboard first, then expand modern practices across the platform. This ensured immediate leadership buy-in while building long-term scalability.
Phase 1: HOT and TOP Report Stabilization
- Conducted full data platform assessment
- Resolved data quality and duplication issues
- Simplified legacy ETL logic and workflows
- Strengthened underlying architecture supporting executive reporting
Phase 2: Broader Reporting Foundation
- Designed unified centralized data pipelines
- Implemented incremental updates replacing full daily extracts
- Built event-driven workflows for faster data refreshes
- Introduced centralized storage and data cataloging
The solution leveraged AWS Spectrum to avoid data duplication across layers, standardized data landing in S3 with EventBridge triggering downstream transformations, and provided flexible consumption patterns to fit business use cases. The platform is scalable, automated, and cloud-native, eliminating local dependencies and providing executives with accurate, timely dashboards they can trust.
Event-driven pipeline replaces manual extracts with scalable, automated workflows
Business Outcomes
Before: Legacy Platform
After: Modern Platform
verified_user Assessment-Driven Remediation: JBS Dev assessed the platform, then prioritized the HOT and TOP report as the critical foundation. By stabilizing this first, subsequent improvements built on a reliable base without disrupting executive dashboards.
What Made This Work
Prioritized the Most Critical Report First
Stabilized the HOT and TOP dashboard before expanding improvements. Executives saw immediate value and built trust in the modernization process.
Event-Driven Automation Replaced Manual Processes
Transitioned from full daily extracts to incremental event-driven updates, eliminating local compute dependencies and reducing reporting latency from hours to minutes.
Real-Time Monitoring and Alerting
Added visibility into pipeline health and alerting transformed the platform from a black box into a transparent, manageable system with immediate failure detection.
S3-Based Data Cataloging Established
Centralized data cataloging in S3 made data discoverable and traceable across the organization, eliminating duplication and establishing a single source of truth for all reporting workloads.
Cloud-Native Architecture Built for Scale
Centralizing data in S3 and leveraging AWS event-driven services created a foundation that scales with business growth without increasing complexity.
Knowledge Democratized Across the Team
Comprehensive documentation and knowledge transfer eliminated single-resource risk and empowered the internal team to maintain and extend the platform independently.