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Project Description

This client, a long-time Xorbix partner and a leader in connecting individuals to financial wellness and social care resources within their communities, wanted to modernize and scale their internal reporting capabilities. Their existing reporting environment relied on custom-built reporting pages with prebuilt charts and visualizations tailored to specific data needs. While functional, the legacy solution required ongoing maintenance, offered limited flexibility, and made it difficult to expand reporting capabilities as business needs evolved.

To support continued growth and improve access to real-time insights, the client engaged Xorbix to transition their reporting ecosystem to the Databricks platform. The goal was to replace the internally managed reporting interface with a more powerful, centralized analytics solution capable of handling larger data volumes, faster processing, and more dynamic dashboard creation.

Xorbix worked closely with the client to redesign the reporting workflow, migrate existing data visualizations, and implement Databricks dashboards that deliver clearer, more interactive business intelligence. The new platform provides a scalable foundation for future analytics initiatives while reducing reliance on custom internal tooling.

Challenge

Problem

1.Reporting data was housed in a custom internal page that required ongoing manual maintenance and development support.

2. Creating new charts required significant development time, both to gather the necessary data and to build the visualizations.

3.The legacy system also limited reporting capabilities, as charts had to be created manually rather than leveraging the advanced built-in features available in Databricks.

4. In addition, reporting was fragmented across multiple company-specific logins, making it difficult to view overall trends across clients without accessing each account individually.

5. The manual effort required to build and maintain reports significantly increased operational costs, as resources were consistently allocated to repetitive development and data preparation tasks.

6. The absence of a specialized analytics platform meant the organization could not fully leverage industry best practices, whereas platforms like Databricks are purpose-built for scalable data processing and advanced reporting, leading to more efficient and optimized outcomes.

Project Goals

  • Transition reporting from the internally developed page to the Databricks platform
  • Recreate and enhance existing graphs using Databricks dashboards
  • Improve reporting speed, scalability, and overall system performance.
  • Enable business users to access clearer, interactive dashboard with real-time insights
  • Reduce internal maintenance overhead tied to custom built reporting tools.
  • Create a centralized analytics foundation for future reporting and data initiatives 

Solution

Xorbix designed and implemented a modern Databricks-based reporting architecture that replaced the legacy internal reporting page with a scalable, high-performance analytics pipeline. The new solution streamlined how raw data is processed, transformed, and delivered to dashboards, significantly reducing the time required to fulfill new reporting requests.

Layered Data Architecture:

To improve organization, reliability, and performance, Xorbix built a medallion-style data model using Bronze, Silver, and Gold layer tables within Databricks.

Bronze layer:

  • Raw source data is ingested and stored in its original format, creating a dependable historical record of incoming data. This layer contains data pulled directly from the client’s SQL database.

Silver layer:

  • Bronze data is cleaned, standardized, and transformed into structured datasets ready for business logic and downstream reporting. A key focus of the Silver layer was converting complex raw tables into core reporting datasets such as Visit, Referral, and Interaction tables, which serve as the foundation for Gold layer reporting tables.

Gold layer:

  • Highly refined, business-ready tables are created from Silver layer data and optimized specifically for dashboard reporting and analytics. This layer applies business filters such as company, product, and date ranges, enabling fast and flexible reporting experiences.

This layered approach improves maintainability while ensuring dashboard queries run quickly and efficiently.

Automated nightly Processing:

  • Xorbix developed reusable Databricks notebooks containing the logic to build and refresh Bronze, Silver, and Gold tables. These notebooks are connected to automated Databricks jobs that run nightly, processing newly received data and updating reporting assets without manual intervention.
  • This ensures the client’s dashboards always reflect current data while minimizing operational overhead

Dashboard Performance & Scalability:

  • By sourcing dashboards directly from Gold layer tables, reporting performance improved substantially. Instead of querying raw or partially processed data, dashboards now read from curated datasets built for speed, consistency, and accuracy.
  • The Databricks dashboard environment also provides a more flexible and scalable foundation for future reporting growth.

Faster Time to Delivery:

  • Previously, delivering new tables or reporting requests could take a week or longer due to custom development and manual processes. With the new architecture in place, Xorbix can now build and deploy many new reporting tables in as little as one business day, allowing the client to respond faster to changing business needs.

High Level Architecture

Innovations

  • Migrated reporting workflows from manually maintained .NEt/.cs backeend processes to a centralized Databricks platform.
  • Automated data transformation andd reporting pipelines, eliminating repetitive manual report generation.
  • Improved data accessibility by consolidating reporting logic into databricks notebooks and shared data models, enabling easier collaboration across teams.
  • Enhanced reporting performance by leveraging distributed data processing in Databricks.
  • Increased maintainability and future scalability by transitioning from tightly couple application-based reporting to a modern cloud-based analytics architecture.

Security

The migration to Databricks also introduced improvements in data security, governance, and access management across reporting workflows.

  • Centralized reporting data and permissions within Databricks, improving control over user access and reducing reliance on manually managed backend processes.
  • Enhanced data governance through role-based access controls and more consistent handling of sensitive reporting information.
  • Reduced security risks associated with legacy reporting workflows by moving to a modern, managed cloud analytics environment.

Core Technologies

  • Old frontend: .NET
  • Old Backend: .cs
  • Main Technology now is Databricks

Process

Discovery, Design, and Implementation

  • Xorbix began the engagement after identifying opportunities to expand the client’s reporting capabilities through Databricks. The team introduced the client to Databricks dashboard features and demonstrated how the platform could improve upon the existing reporting environment.
  • The solution was delivered in iterative phases. Xorbix built and migrated data pipelines into Databricks, implementing structured transformations across Bronze, Silver, and Gold layers.

End-to-End Data Processing and Reporting Enhancement

  • Reusable Databricks notebooks were developed to process and transform data, with automated nightly jobs configured to refresh all layers. This ensured dashboards always reflected current data without manual intervention.
  • Implemented orchestrated Databricks Workflows (Jobs) to manage task dependencies across Bronze, Silver, and Gold layer notebook executions, ensuring reliable sequencing, failure handling, and automated retries for end-to-end pipeline stability.
  • Existing reports were rebuilt in Databricks using Gold-layer datasets. The team optimized performance, improved dashboard responsiveness, and enhanced visualizations for better usability and scalability. New graphs and reporting sections were also introduced that were not available in the previous system.

Testing, Validation, and Ongoing Support

  • Each phase included validation of data accuracy, pipeline logic, and dashboard outputs. Recreating legacy reports required careful testing to ensure the new dashboards matched historical data and calculations. While validating and correcting source data presented some initial challenges, once the datasets were aligned, new graphs and reports could often be created in as little as one day instead of taking weeks.
  • Xorbix continues to provide managed services, including monitoring, performance optimization, and support for future reporting enhancements.

Results

This project successfully modernized the clients reporting from a custom internal system to a scalable Databricks-based analytics platform.

Key benefits include:

  • Faster, more reliable reporting with improved performance
  • Centralized dashboard replacing multiple fragmented systems
  • Automated data pipelines reducing manual maintenance
  • Improved scalability for growing data and reporting needs.
  • Faster turnaround time for new reporting requests

 

Contact Xorbix

This solution provides the client with a strong, future-ready foundation for continued analytics.

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