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US Med Supply
Ongoing since 2024
E commerce and Retail
United States
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US Med Supply is a healthcare services provider specializing in the nationwide distribution of medical supplies and durable medical equipment (DME). Focused on delivering timely and reliable service, the company supports patients with essential health products while ensuring seamless coordination with healthcare providers and insurance carriers.
Custom ETL from Zoho CRM
Solved SCD with status tracking
Standardized datetime, mapped relationships
Visualized conversions, funnel, status KPIs
Data Engineer
BI Dashboard Developer
CRM Data Analyst
Project Coordinator
Fixed-Scope CRM Analytics Modernization Project
Eliminating Data Gaps, Inefficient Reporting, and Weak Customer Understanding
Zoho overwrote rows instead of storing changes (SCD issues).
Dataprep and BigQuery incompatibilities disrupted transformation workflows.
No native join path required custom logic for relational integrity.
The project began with extracting lead and contact data from Zoho CRM and staging it in BigQuery using Dataprep. Custom modules were developed to track historical status changes—enabling lead funnel visibility across time. Key performance indicators were derived and visualized in Looker Studio dashboards tailored for sales and marketing.
Strategic questions addressed:
● How are lead statuses changing over the last 30 days by region and owner?
● What is the average conversion time by lead source and owner?
● Which stages of the funnel are causing the most drop-offs?
● How can we optimize resources based on high-performing segments?
Challenges in Modeling Subscription and Business Metrics
We implemented a custom historical module to track lead status changes, enabling trend analysis. Datetime normalization pipelines were set up to standardize formats for efficient data transformation and querying.
We built relational structures in BigQuery to map modules like leads and contacts for seamless data access. Looker Studio dashboards were developed to provide filters by time, source, owner, and lead stage, allowing for targeted analysis.
This setup improved CRM data accessibility, trend analysis, and decision-making across teams.
better lead tracking via history modeling
faster decisions using funnel dashboards
less manual CRM reporting time
higher conversions from funnel visibility
DataRopes.ai is a global technology partner which delivers end to end services like data engineering, data analysis, data science and AI & ML
Reviewed on
150 E B St Lbby # 1810
1106 A, 11th floor, Haly Tower,
Sector R DHA Phase 2, Lahore
DataRopes.ai is a global technology partner which delivers end to end services like data engineering, data analysis, data science and AI & ML.
Reviewed on
Address
150 E B St Lbby # 1810
1106 A, 11th floor, Haly Tower,
Sector R DHA Phase 2, Lahore
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