Transforming the Resident Journey at EPOCH Senior Living with Snowflake and Matillion
Schedule a demo
16
Senior living communities
consolidated to provide a single source of truth.
>7
disparate systems connected
creating insights for reporting, tracking and resource allocation.
0
data silos
and near real-time access to insights
We're breaking down data silos between 16 separate business centers, allowing deeper insights across resident experience, sales, marketing and team operations.Michael Gordon Chief Investment Officer| EPOCH Senior Living
Challenge
A legacy data aggregator tool, fragmented data silos and manual reporting were hindering operational efficiency and decision-making.
A legacy data aggregator tool, fragmented data silos and manual reporting were hindering operational efficiency and decision-making.
Solution
Working with Amplify a Sparq Company, EPOCH Senior Living built multiple data pipelines using Snowflake as the cloud data warehouse, Matillion's Data Productivity Cloud for the ELT solution, and PowerBI for visual reporting.
Working with Amplify a Sparq Company, EPOCH Senior Living built multiple data pipelines using Snowflake as the cloud data warehouse, Matillion's Data Productivity Cloud for the ELT solution, and PowerBI for visual reporting.
Benefits
- No more data silos.
- Integrated CRM with resident experience and team member engagement software.
- Near real-time reporting.
- Enhanced operational efficiency.
- Improved marketing attribution.
- No more data silos.
- Integrated CRM with resident experience and team member engagement software.
- Near real-time reporting.
- Enhanced operational efficiency.
- Improved marketing attribution.
Challenge - lack of data ownership, silos, and no feedback loops.
EPOCH Senior Living, based in Waltham, Massachusetts, operates 16 senior living communities across New England and Westchester NY. As the company grew, they realized their tech stack was slowing them down and not providing the data they needed to make business decisions in a timely manner.
Michael Gordon, Chief Investment Officer, set out to transform the EPOCH tech stack with best-in-class vendors to break down stubborn data silos and ensure the company could accurately track several critical KPIs such as staffing goals, sales and occupancy rates, and demand generation metrics.
EPOCH’s legacy data aggregator tool did not allow the company to actually own its data, so while they received KPI reporting, they lacked the ability to move and transform it, leading to fragmented data silos.
The data aggregator tool was creating inefficiencies and delays in accessing and analyzing crucial data, further hindering any plans to build advanced analytics with large language models (LLMs).
Finally, data reporting was a very manual process, with reports taking up to a month to process, hampering timely decision-making and operational efficiency.
More specific challenges for EPOCH included:
- Need for real-time tracking of staffing metrics: In a labor-intensive industry efficient monitoring of open positions, hiring processes, and labor distribution is crucial.
- Challenges in attributing and gleaning insights from sales and marketing activities: The teams had no meaningful way to track important data points such as marketing attribution and feedback for digital campaigns, and speed to move-in metrics.
EPOCH Senior Living, based in Waltham, Massachusetts, operates 16 senior living communities across New England and Westchester NY. As the company grew, they realized their tech stack was slowing them down and not providing the data they needed to make business decisions in a timely manner.
Michael Gordon, Chief Investment Officer, set out to transform the EPOCH tech stack with best-in-class vendors to break down stubborn data silos and ensure the company could accurately track several critical KPIs such as staffing goals, sales and occupancy rates, and demand generation metrics.
EPOCH’s legacy data aggregator tool did not allow the company to actually own its data, so while they received KPI reporting, they lacked the ability to move and transform it, leading to fragmented data silos.
The data aggregator tool was creating inefficiencies and delays in accessing and analyzing crucial data, further hindering any plans to build advanced analytics with large language models (LLMs).
Finally, data reporting was a very manual process, with reports taking up to a month to process, hampering timely decision-making and operational efficiency.
More specific challenges for EPOCH included:
- Need for real-time tracking of staffing metrics: In a labor-intensive industry efficient monitoring of open positions, hiring processes, and labor distribution is crucial.
- Challenges in attributing and gleaning insights from sales and marketing activities: The teams had no meaningful way to track important data points such as marketing attribution and feedback for digital campaigns, and speed to move-in metrics.
Solution - custom connectors allowing insights to flow from multiple disparate sources.
EPOCH worked with Amplify a Sparq Company (Amplify) to build multiple data pipelines using Snowflake as the cloud data warehouse, Matillion's Data Productivity Cloud for the ELT solution, and PowerBI for visual reporting.
In most cases, the team is using the APIs to connect but in some cases use a custom CSV. The data sources in the current solution include:
- ADP - for timesheets and payroll tracking
- Hireology - for filling positions/job postings/etc.
- OnShift - workforce management for senior care
- Resedix - resident and incident tracking
- Sharepoint - for the CVS files they can’t get through the API
- WelcomeHome - Sales and Marketing CRM
- Yardi - financial reporting and metrics
All data is being moved either with a custom connector or Matillion’s data transfer component. For the data sources which are niche and specific to the senior living industry, the Amplify team gives them a location in Microsoft Sharepoint and uses Matillion’s Sharepoint connector.
Matillion’s drag and drop functionality allowed speedy production of pipelines via Snowflake with less manual coding. “We’re talking minutes vs. hours in time savings,” explains Richard McEnery, Senior Solution Architect at Amplify. “I’m able to do all my testing right within Matillion instead of using another tool like Postman. I just click save and I am done.”
Matillion’s solution allows EPOCH to glean valuable insights in a timely manner. For example, the Resedix data pipeline contains all the resident data from the 14 communities including incident data. This data is filterable over the different categories the team wants to track (fall reports, 911 calls, for example).
All the data transformation takes place within the Data Productivity Cloud where custom connectors are created based on the 10 API endpoints. By dragging the icon onto the orchestration job, each category is set up as its own job across incidents, residents, and communities. A master job calls all of them at once when needed.
The data is pulled into a PowerBI reporting dashboard with some reports running nightly and others weekly. If there is ever a need to switch how often reports are run, this only takes a minute or two within the Data Productivity Cloud.
EPOCH worked with Amplify a Sparq Company (Amplify) to build multiple data pipelines using Snowflake as the cloud data warehouse, Matillion's Data Productivity Cloud for the ELT solution, and PowerBI for visual reporting.
In most cases, the team is using the APIs to connect but in some cases use a custom CSV. The data sources in the current solution include:
- ADP - for timesheets and payroll tracking
- Hireology - for filling positions/job postings/etc.
- OnShift - workforce management for senior care
- Resedix - resident and incident tracking
- Sharepoint - for the CVS files they can’t get through the API
- WelcomeHome - Sales and Marketing CRM
- Yardi - financial reporting and metrics
All data is being moved either with a custom connector or Matillion’s data transfer component. For the data sources which are niche and specific to the senior living industry, the Amplify team gives them a location in Microsoft Sharepoint and uses Matillion’s Sharepoint connector.
Matillion’s drag and drop functionality allowed speedy production of pipelines via Snowflake with less manual coding. “We’re talking minutes vs. hours in time savings,” explains Richard McEnery, Senior Solution Architect at Amplify. “I’m able to do all my testing right within Matillion instead of using another tool like Postman. I just click save and I am done.”
Matillion’s solution allows EPOCH to glean valuable insights in a timely manner. For example, the Resedix data pipeline contains all the resident data from the 14 communities including incident data. This data is filterable over the different categories the team wants to track (fall reports, 911 calls, for example).
All the data transformation takes place within the Data Productivity Cloud where custom connectors are created based on the 10 API endpoints. By dragging the icon onto the orchestration job, each category is set up as its own job across incidents, residents, and communities. A master job calls all of them at once when needed.
The data is pulled into a PowerBI reporting dashboard with some reports running nightly and others weekly. If there is ever a need to switch how often reports are run, this only takes a minute or two within the Data Productivity Cloud.
Each of the different data sources has a unique way of bringing the data in, and Matillion was the only tool that can support all of that.Richard McEnery Senior Solution Architect| Amplify a Sparq Company
Benefits - a single source of truth from which to track, allocate and report.
As a testament to the strength of the EPOCH and Amplify partnership, EPOCH's financial analyst, who doesn’t have a background in data engineering, is transitioning into a data analyst role to own the project.
Matillion's Data Productivity Cloud addressed EPOCH's specific goals around increasing occupancy rates and reducing operational costs by:
- Eliminated data silos: Matillion provides visual dashboards and reporting tools that consolidate data from various sources allowing for real-time data access and democratization across 16 business centers.
- Integrating CRM and resident experience software: Matillion enabled seamless data integration between siloed systems for more comprehensive insights into resident experience and operational performance.
- Real-time reporting: Automation in Matillion ensured data from various departments was available in real-time or within a week for better decision-making and operational agility.
- Enhanced staffing efficiency: With real-time labor tracking, EPOCH can monitor open positions, hiring speed, and labor distribution for better resource allocation and cost savings.
- Improved marketing attribution: Matillion's capabilities allowed for better feedback on digital marketing campaigns, helping EPOCH identify which campaigns drove leads and conversions.
As a testament to the strength of the EPOCH and Amplify partnership, EPOCH's financial analyst, who doesn’t have a background in data engineering, is transitioning into a data analyst role to own the project.
Matillion's Data Productivity Cloud addressed EPOCH's specific goals around increasing occupancy rates and reducing operational costs by:
- Eliminated data silos: Matillion provides visual dashboards and reporting tools that consolidate data from various sources allowing for real-time data access and democratization across 16 business centers.
- Integrating CRM and resident experience software: Matillion enabled seamless data integration between siloed systems for more comprehensive insights into resident experience and operational performance.
- Real-time reporting: Automation in Matillion ensured data from various departments was available in real-time or within a week for better decision-making and operational agility.
- Enhanced staffing efficiency: With real-time labor tracking, EPOCH can monitor open positions, hiring speed, and labor distribution for better resource allocation and cost savings.
- Improved marketing attribution: Matillion's capabilities allowed for better feedback on digital marketing campaigns, helping EPOCH identify which campaigns drove leads and conversions.
We are now able to move with speed across occupancy, residency, hiring and onboarding to create a better experience for residents and team members.Michael Gordon Chief Investment Officer| EPOCH Senior Living
What's next.
Matillion's Data Productivity Cloud is supporting EPOCH's AI initiatives as part of their 3-year plan:
- Personalized resident experience: By leveraging AI, EPOCH aims to offer more customized experiences to their residents’ evolving needs.
- Advanced analytics: The platform enables exploration of advanced analytics and AI applications, such as matching residents with suitable living environments based on audio files and pulse surveys.
- Enhanced hiring processes: AI-driven insights into job descriptions and hiring trends will help optimize recruitment and staffing.
- Enhancing resident, family and staff experiences: Providing a holistic view of residents, families, and team members to improve overall experiences and capture residents who thrive in their environments.
- Staying competitive: Adapting to changing industry dynamics and resident expectations, particularly as the baby boomer generation reaches senior living age.
EPOCH Senior Living's journey with Amplify and Matillion's Data Productivity Cloud highlights the transformative power of effective data management and advanced analytics in driving operational efficiency, enhancing resident experiences, and preparing for future industry changes.
Matillion's Data Productivity Cloud is supporting EPOCH's AI initiatives as part of their 3-year plan:
- Personalized resident experience: By leveraging AI, EPOCH aims to offer more customized experiences to their residents’ evolving needs.
- Advanced analytics: The platform enables exploration of advanced analytics and AI applications, such as matching residents with suitable living environments based on audio files and pulse surveys.
- Enhanced hiring processes: AI-driven insights into job descriptions and hiring trends will help optimize recruitment and staffing.
- Enhancing resident, family and staff experiences: Providing a holistic view of residents, families, and team members to improve overall experiences and capture residents who thrive in their environments.
- Staying competitive: Adapting to changing industry dynamics and resident expectations, particularly as the baby boomer generation reaches senior living age.
EPOCH Senior Living's journey with Amplify and Matillion's Data Productivity Cloud highlights the transformative power of effective data management and advanced analytics in driving operational efficiency, enhancing resident experiences, and preparing for future industry changes.
AI will help us better understand our customer and their journey, whether it's the family or the resident, and align those insights with our team member's engagement.Michael Gordon Chief Investment Officer| EPOCH Senior Living
About EPOCH Senior Living.
EPOCH Senior Living’s network of premier senior living communities is located throughout the Northeast USA with five Waterstone Senior Living and 11 Bridges by EPOCH communities.. EPOCH Senior Living communities feature a unique culture and philosophy designed to enhance all aspects of residents’ well-being.
EPOCH Senior Living’s network of premier senior living communities is located throughout the Northeast USA with five Waterstone Senior Living and 11 Bridges by EPOCH communities.. EPOCH Senior Living communities feature a unique culture and philosophy designed to enhance all aspects of residents’ well-being.
About Amplify.
Amplify a Sparq Company is a data-first consulting company trusted by Fortune 500 businesses to deliver high-impact professional services across the technology ecosystem—from data engineering and visual analytics to data-driven marketing, and everything in between.
Amplify a Sparq Company is a data-first consulting company trusted by Fortune 500 businesses to deliver high-impact professional services across the technology ecosystem—from data engineering and visual analytics to data-driven marketing, and everything in between.