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Case Study 02

Turning a Metabase Tool Nobody Used into a Self-Serve Analytics Culture

Health tech company · Growing team · Analyst buried in repetitive report requests

Results at a Glance

3

Workshop sessions delivered

Self-serve

Analytics culture built

↓ 80%

Ad-hoc report requests

The Problem

The company had built a solid data pipeline and a dashboard, but the team wasn't really using it. Stakeholders still went to the analyst every time they needed a number. The tool was there. The data was there. The team just hadn't been taught how to use either effectively.

What We Built

We designed and delivered a structured workshop series on Metabase using the company's actual data — not a generic demo. We covered how to build questions, create dashboards, set up alerts, use filters, and share views with different teams. By the end, every department lead had built at least one chart themselves. The analyst shifted from fielding requests to reviewing and improving what others had built.

Results

  • Cross-functional team self-sufficient in Metabase — no more Slack requests for basic numbers
  • Analyst freed up to focus on actual analysis and modeling
  • Daily operational decisions happening inside the dashboard, not in spreadsheets
  • A data culture that sticks — because the team built it themselves

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Tech:Metabase · Workshop Design · Analytics Training · Self-Serve Analytics

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