This document contains a list of the most frequently asked questions we've heardwhile discussing our services. This document is meant to act as a resource for businesses considering working with projectBI.
The best way to use this document is to scan through the questions in the table of contents above, and click on the questions you would like to know the answer to. The questions have been divided into sections. After clicking on the question, you'll be taken directly to the question and its answer.If you have questions which are not answered in this document, please send them to Justin at justin@projectbi.net so they can be added to this document.
projectBI typically works with Shopify Plus DTC brands that are generating at least $50M a year in sales.We have in the past worked with brands doing less than $50M a year but we've found that brands doing north of $50M a year get the most value from the services we provide.
No. We work exclusively with Shopify businesses.The main reason for this is it allows us to specialize in working with Shopify businesses and their data.
At projectBI we believe a DTC business should be able to leverage its data to accomplish all of its data needs, efficiently and at scale.To accomplish this the DTC business needs to move along the "data-driven specrum".
Most DTC brands are stuch at level 2 or 3 but should be at level 4. projectBI specializes in helping DTC businesses implement the necessary infrastructure, processes, and knowledge to unlock growth and more profit from their data.The biggest unlock for DTC brands when it comes to leveraging their data is the implementation of a modern data stack. The modern data stack contains 4 main building blocks AKA "the big 4" (ETL, data warehouse, data modeling and data visualization).
The modern data stack provides the business with the following capabilities:
*Customized, automated, business reports which allow decision makers to get answers to key business questions in minutes.
*Allow the business to adopt a data-first approach to decision making ("what does the data say?").
*Allow a team of business analysts to answer ad hock questions, build reports and conduct analyses at scale without spending hours in excel.
*Allow decision makers to get insights on the business which previously weren't possible or not worth the effort ("too many man-hours").
Our mission at projectBI is to help DTC brands achieve the capabilities listed above.
projectBI helps DTC businesses move from level 2 or 3 to level 4 on the "data-driven spectrum".
To achieve this, projectBI has developed a 6 week process divided into 3 phases and 9 steps:
Phase #1 - Implement
Step #1 - Install tools
Step #2 - Write data dictionary
Step #3 - Centralize the data
Phase #2 - Build
Step #4 - Build data models
Step #5 - Build dashboards
Step #6 - Draw up documentation
Phase #3 - Learn
Step #7 - Discover insights
Step #8 - Learn Tableau
Step #9 - Update roadmaps
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
Below is a list of all the deliverables included in the core offer:
*Implementation of the tools
-ETL
-Data warehouse
-Data modeling
-Code repository
-Data visualization
-Data tests
*Development of the data dictionary (Google Sheet)
*Development of the data models
*Development of the 3 data warehouse schemas
-Staging
-Base
-Production
*Development of a BI Overview document
*Development of documentation (dbt docs)
*Development of 3 high priority, custom dashboards
*Tableau training session (60 min video call)
*Project Summary Presentation (60 min video call)
“Justin helped us implement robust product and marketing reporting which has guided our development roadmap, and growth strategy. Justin is a wizard with data and always met the challenge when we needed answers to specific questions. His strategic guidance has helped accelerate our growth and engagement with our customers.”
“Before working with Justin and his team, we were doing very little with our data. Justin's guidance and the systems we've put in place with his help have transformed our business immensely. When needing to make critical business decisions, Justin has provided the necessary reports and analyses to effectively come to the right decision. I can highly recommend Justin & the projectBI team.”
“Justin helped us moving from a full manual process to a semi-automated one, allowing our team to have not only a robust reporting process, but also easily accessible historical data of sales, marketing and other key components. He fulfilled our expectations and was professional in every aspect of his work. With the data pipeline we built with his guidance, we are now able to make faster and more reliable decisions, and we are taking the business to the next level.”