Data Engineering & Warehouse Operations

Your dashboards are only as good as the pipes under them.

JayOh builds and runs the data layer behind your GTM: ingestion, ETL/ELT, warehouse modeling, tests, and reverse ETL. CRM, billing, product, and finance data land in one place and reconcile to one number.

2016building GTM systems since
100+engagements delivered
75+CRM migrations
The stack, as it usually is
01Sources: CRM, billing, product, ads
↓
02Ingestion / ETLfails silently
↓
03Warehouse: raw → staging → marts
↓
04Transformation & metric logicno owner
↓
05BI + reverse ETL back to CRM

↑ the two layers where trust breaks

Where it breaks

The warehouse got built. Nobody is running it.

Most data stacks aren’t missing tools. They’re missing an owner. These are the signals we see before every engagement.

“Why does the board deck show three different ARR numbers?”

Finance pulls from billing, sales pulls from the CRM, the BI tool pulls from a model someone wrote two years ago. Every number is “right” and none of them match. That’s a definitions problem living in the transformation layer.

→ Start here
The sync broke Tuesday. You found out Friday.

No alerting, no freshness checks. The CRO noticed the dashboard looked off before the data team did.

Your analyst is a full-time CSV janitor.

Exports, VLOOKUPs, and manual reconciliation every week instead of analysis.

The warehouse bill doubled and nobody knows why.

Full refreshes on tables that should be incremental, orphaned models, and no cost visibility per pipeline.

The person who built it left.

Undocumented models, hard-coded logic, and a dbt project nobody wants to touch.

The layers we own

Five layers. One accountable team.

Click a layer to see what lives there, the tools we work in, what usually breaks, and what JayOh takes off your plate.

Build vs. run

Building the warehouse is a project. Running it is a job.

The build gets the budget. The run is where trust is won or lost. JayOh runs the data layer on the same sprint cadence as the rest of your GTM work, so data changes ship alongside the CRM and reporting changes that depend on them.

  • MonitoringFreshness and volume checks on every GTM-critical pipeline, with alerts routed to an owner.
  • Schema changesA new CRM field or picklist value doesn’t break downstream models. We catch it before your dashboards do.
  • Data contractsWritten agreements on what each source sends, who owns it, and what happens when it changes.
  • Metric definitionsOne governed definition for ARR, pipeline, bookings, and churn, documented and versioned.
  • Cost governanceIncremental models, sensible refresh schedules, and visibility into what each pipeline costs.
  • Access & securityRole-based access, PII handling, and a clean audit trail for diligence.

What “good” looks like: JayOh data operating standards

Where most stacks sit when we find them, and where we take them.

DimensionWeakAcceptableStrong
Data freshnessUnknown, or “whenever the job runs”Daily refresh, checked by handSLA per table; GTM-critical data refreshed hourly or better, with freshness tests
Failure detectionAn exec finds it in a dashboardSomeone notices next morningAutomated alert to a named owner within minutes
Test coverageNoneA few tests on key modelsUnique, not-null, and relationship tests on every mart; source freshness on every feed
Metric definitionsIn people’s headsA doc that drifts from the codeDefined once in the semantic layer; every dashboard reads from it
Documentation & lineageTribal knowledgePartial READMEGenerated docs and lineage from source to dashboard
Cost visibilityMonthly invoice surpriseMonthly review of total spendSpend attributed per model and pipeline; waste flagged
Ownership“The data person” (who left)One overloaded analystAn accountable pod with a backlog, sprint cadence, and SLA
Cost of the status quo

What manual data work is costing you.

Move the sliders to match your team. This counts only time spent pulling, reconciling, and fixing data. It doesn’t count decisions made on bad numbers.

Annual cost of manual data work
$130,560
Manual pulls & reconciliation$106,080
Incident firefighting$24,480
Hours per year1,536
Equivalent full-time headcount0.7 FTE

Illustrative. Manual = people × hours/week × 52 × rate. Incidents = incidents/month × 12 × hours/incident × rate. FTE assumes 2,080 hours/year.

How we engage

Audit it, fix it, then run it.

Every engagement starts with what you already have. We don’t rip and replace a working stack to make a slide look cleaner.

01

Stack audit

Inventory every source, pipeline, model, dashboard, and owner. Trace your core metrics from source to screen.

Output: stack map, broken-lineage list, cost hotspots
02

Architecture & contracts

Define the raw / staging / mart layers, naming standards, metric definitions, and source contracts.

Output: target architecture + metric dictionary
03

Build & fix

Ingestion, dbt models, tests, orchestration, and reverse ETL back into HubSpot or Salesforce. Highest-trust metrics first.

Output: tested models feeding live dashboards
Ongoing04

Run & operate

A JayOh pod owns monitoring, schema changes, new requests, and cost on a sprint cadence with a 24-hour SLA.

Output: a data layer that stays trusted
Straight answers

Questions we get from CROs, CFOs, and data leads.

Do we even need a data warehouse?

Not always. If your CRM’s native reporting answers the questions your leadership actually asks, a warehouse is overhead. You need one when the answer requires joining three or more systems (CRM, billing, product usage, ads), when finance and sales disagree on core numbers, or when you need history your CRM doesn’t keep.

Which warehouse and tools do you work with?

We work in the stack you have: Snowflake, BigQuery, Redshift, Databricks, or Postgres; Fivetran, Airbyte, Stitch, or custom ingestion; dbt for transformation; Hightouch or Census for reverse ETL; and Looker, Tableau, Power BI, Sigma, or HubSpot and Salesforce reporting on top. If you’re choosing, we’ll recommend based on your volume, team, and budget.

Will you replace our data team?

No. If you have a data team, we take the GTM-critical pipelines and the backlog they never get to, so they can focus on analysis. If you don’t, the JayOh pod is the data team for your revenue stack.

ETL or ELT?

For most GTM stacks, ELT: land raw data in the warehouse, then transform with version-controlled SQL. You keep the raw history and can rebuild any metric when a definition changes. We still use transform-in-flight where volume, cost, or PII rules call for it.

How does this connect to our CRM work?

Directly. Most data problems start as CRM problems: bad picklists, missing required fields, duplicate accounts. Because the same pod runs your CRM and your data layer, a schema change and the model that depends on it ship in the same sprint.

We’re going through diligence or a PE transition. Can you help?

Yes. Clean lineage, governed metric definitions, and an audit trail from source to board deck are what diligence teams ask for. We prioritize the metrics that will get scrutinized first.

Next step

Find out which of your numbers you can actually trust.

A JayOh data stack audit maps every pipeline behind your core GTM metrics, shows where they break, and gives you a prioritized fix list. You keep the map either way.