What is data automation?

Data automation is the process of automating a repetitive manual process in the cloud.  The goal is to incorporate this automation into your ETL/ELT layer of your cloud data stack.  ETL/ELT is defined as the following:

Extract data from a source system

Transform is where you clean the data and create your analytics model

Load the data in a cloud data warehouse

With the advent of cloud solutions the transformation and load steps can be switched; calling it ELT.

Data automation examples

Below are a few business personas with associated examples of typical manual ETL processes that should be automated.  As you read through these business personas see if you can identify members of your team who have these same pain points.

Business analyst:

Joe is a business analyst on the product team at an Ecommerce company.  Every Monday he runs a VBA script within Microsoft Excel to pull Sales data from their database.  Then he uses Excel to visualize the results so he can analyze the product category he oversees.  This process typically takes 90 minutes to run.  His computer has to be turned on and connected to the VPN for the VBA script to run successfully.  Joe built this VBA script over a few months period and is the only one on the team who knows VBA.        

Sales Manager:

Jennifer is a manager of a sales team.  Every week she downloads a sales report for the prior week from the sales management system.  She then calculates the potential leads, deals closing, and deals that have closed.

Finance Manager

Every month John downloads warranty and order data from their accounting software to calculate dollar amounts they need to write off.  John uses a vlookup in Excel to identify the original orders for each warranty by product type.  


Benefit of data automation:

The benefits of data automation includes but is not limited to: cost, time, data quality, data governance.  


The cost of computing resources is a fraction of the price compared to the cost of  analytics, data science, and manager salaries.  Data automation can save time and money for your business by allowing you to make decisions based on the most current and accurate data. 


Your employees will spend less time processing data and more time analyzing and making decisions from the data automated by your ETL pipeline.  

Data Quality:

Manual data processes have a high risk of human error, inconsistent, and delayed data.  Data automation allows business users to focus on the quality of the analysis rather than the quality of the data.   

Data Governance:

Data Automation allows a process owned by a centralized team to maintain the business logic.  This gives business users confidence business metrics were verified and used across the company.


How can Data Clymer help you with data automation?

Data Clymer enables organizations to access, analyze, and take action on their data by implementing modern data analytics stacks using data warehouses, transformation tools, and BI.  Whether you are a mature business with a current cloud data stack or want to automate data processing and don’t know where to start, Data Clymer can help you.  We will help identify data processes that can be automated with a modern cloud data stack enabling your employees to spend more time analyzing and making better decisions from your data.

About Blake:

Blake is a Cloud Data Consultant experienced in Python, R, SQL, full data stack implementation, data modeling, and business intelligence. Using his background in statistics and his keen ability to understand business processes, he is able to implement data stacks in a way to gain insights for both business users and advanced analytics alike.

Data Clymer is a premier consulting firm specializing in full-stack analytics and data culture transformation. Our proven methodology includes full data stack implementation, data democratization, custom training, and analytics to enable data-driven decisions across the organization. We have curated a set of best practices from our deep expertise in LookerTableauSnowflakeRedshiftBigQueryPanoplyMatillonDBT, Sigma, and Fivetran.

If you need professional help, contact us or follow us on LinkedIn.