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PetScreening Boosts Revenue & Customer Satisfaction with Astrato

How PetScreening Used Astrato’s Self-Service BI & affordable customer-facing analytics to Boost Customer Retention

PetScreening is the industry’s first and leading pet policy management software, used by over 24,000 property management firms and communities to manage their pet populations. PetScreening helps streamline assistance animal processes and implement pet policies that allow residential and commercial property managers and operators to become more pet-inclusive, all while saving them time and creating more pet-related revenue.

PetScreening has been on a mission to become a data-driven company using the latest technologies like Snowflake to improve user understanding, operational efficiency and identify non-compliant customers. Snowflake enabled PetScreening to integrate financial, sales/marketing and third-party data with its web application data for a more comprehensive view and deeper insights.

 

Lack of customer facing analytics and time-consuming manual reports stifled growth

PetScreening’s existing BI technology was unable to meet significant demand from PetScreening’s thousands of customers for real-time, self-service external reporting. Managing the manual process of sharing reports was very time consuming, if not unsustainable, for an account team in a start-up environment. 

PetScreening’s customers were dissatisfied, as they wanted immediate access to insights and the ability to obtain ad-hoc reports without waiting for account managers. The specialized skills needed for new or custom reports made their existing dashboarding tool unsuitable for most of PetScreening’s customers. Moreover, the cost of providing dashboards to customers was also prohibitive.

The lack of self-service reporting was not only affecting existing customer satisfaction but also hindering growth and the ability to attract larger customers.

“Our customers and prospects expected real-time, self-service reporting and insights, while our account teams were overwhelmed trying to support customer requests for reports. Establishing a data and analytics team at PetScreening was crucial to provide this end-user reporting, which was critical to our business’ success, and so finding a solution was my top priority.”

The Astrato Self-Service BI Solution 

PetScreening needed a new solution that met both its technical and business requirements and found Astrato, a modern business intelligence solution that leverages all the benefits of Snowflake and cloud. 

Astrato’s no-code and cloud native live query design allows non-technical users to easily slice and dice reports and get instant access to the underlying granular data without waiting for the central BI team to create a new report or run extracts.

“Astrato has the ability to click on something in a dashboard, it'll pop up and show you the data behind that number so a customer can filter through and look at it without knowing SQL. This was definitely a huge feature for us,” Dobbs said. “Also, it’s just a right click for a customer or account manager to export a report, which saves us so much time.” 

 

PetScreening wins new, larger customers

Astrato’s design utilizes Snowflake for computing, often reducing solution costs by 75% or more when compared with legacy BI solutions. This scalable model allows PetScreening to seamlessly embed Astrato into its customer-facing platform to provide insights to thousands of customers.

“Astrato has the ability to click on something in a dashboard, it'll pop up and show you the data behind that number so a customer can filter through and look at it without knowing SQL. This was definitely a huge feature for us,” Dobbs said. “Also, it’s just a right click for a customer or account manager to export a report, which saves us so much time.” 

Growth opportunities with Astrato

Looking to the future, PetScreening also plans to leverage Astrato’s new capabilities.  

“Astrato has already been a great success in helping us grow our customer base. We are now looking at how Astrato’s writeback capability can support our CFO and finance team in budget modeling and how their AI copilot, which generates a summary of what's on the dashboard, can provide yet another significant productivity boost.”

For more information on Astrato’s Self-Service Business Intelligence Solution please contact hello@astrato.io