Customer Use Case Summaries

Each month we highlight some of the interesting use cases we have been helping customers with.

Feb 2024

Client Use Case #1

Client: Major insurance broker.

Problem to Solve: 

  • Manually preparing enrollment data received from Benefit Administration platforms and formatting to meet insurance carrier requirements with some files having 400+ columns. 
  • There will be new carriers and employee HR systems in the future, so it is necessary to ensure that they can connect to those. 

Why Integrate.io?

  • Streamlined file data ingestion from the SFTP server and then delivered to carriers via SFTP integration.
  • Rich transformation layer supported all standardization requirements across all of their current and future carriers. 

Client Use Case #2

Client: Leading weather intelligence platform.

Problem to Solve: 

  • Needed to build out new integrations to weather systems for every new country they launched in. This was laborious and took up too much developer time. 
  • Had a wide range of integration and data cleansing requirements. 
  • Wanted to build in an easy-to-use UI but schedule the orchestration of pipelines through Airflow.

Why Integrate.io?

  • Supported all their data ingestion requirements - APIs, JSON, CSV, XML.
  • The business team could build out new integrations using UI, and the DevOps team could use our API to orchestrate their pipelines.
Jan 2024

Client Use Case #1

Client: Big 4 consulting firm.

Problem to Solve: 

  • Client tech services team looking for no/low-code tool for business users to ingest and prepare data.
  • They want to reduce engineering team dependency and increase their bandwidth for more complex client work.

Why Integrate.io?

  • Low and no-code transformations - Matillion and Talend were ruled out because they are too complex. Rivery was ruled out because their transformations require SQL knowledge.
  • Visual, intuitive GUI

Client Use Case #2

Client: Leading collectibles platform for collectors and investors.

Problem to Solve: 

  • Needed CDC database replication to Snowflake with support for Slowly Changing Dimensions (SCD).
  • Had a lot of data transformation needs, but not everyone on their team was comfortable working with SQL.

Why Integrate.io?

  • CDC replication and then SCD achieved using our ETL transformation layer.
  • Our low-code transformation layer allowed their whole team to perform data transformations without having to write any SQL.
Dec 2023

Client Use Case #1

Client: Specialty Insurance Brokerage firm.

Problem to Solve: 

  • Homegrown ETL solution breaking down.
  • Needed to be able to ingest BAI2 files from banks and load the data to Salesforce.
  • Needed a low-code solution for non-developer users to manage.

Why Integrate.io?

  • Ingesting the BAI2 file in a raw format and transforming it with a selection of string functions (SUBSTRING, STRSPLIT, etc), we were able to parse the required data.
  • Salesforce destination connector for loading the transformed data to Salesforce.

Client Use Case #2

Client: A premium, full-service solar provider.

Problem to Solve: 

  • Needed to load their Salesforce data to their data warehouse.
  • Salesforce data required cleansing before loading it to their data warehouse, and they wanted an easy way for non-technical users to do that.

Why Integrate.io?

  • They were able to use our REGEX_EXTRACT function to remove emojis that their Sales team was using in their notes, as the emojis were not compatible with the datatypes in their data warehouse. 
  • Ease of use of the platform along with the training received from their dedicated Integrate.io Solutions Engineer.

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