Vertex’s data landscape was fragmented across tools and teams:

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• Marketing data was siloed in Google Sheets and required manual vlookups for attribution
• Enrollment reporting involved weekly CSV exports from PowerSchool and SchoolMint
• Operations lacked a real-time view of student withdrawals, requiring principals to wait for emailed reports
• Dashboards were duplicated across teams, lacking standardized metrics or security

5X replaced Vertex’s piecemeal reporting processes with an end-to-end data platform. Key components included:

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• dbt-based dimensional modeling to clean and standardize data from PowerSchool, Zendesk, Titan, and more
• Custom connectors for Gravity Forms, Amelia, and SafetyCulture—built where none existed before
• Row-level security in Tableau to eliminate 5+ duplicate dashboards and control data access‍
• Predictive analytics using Random Forest models to forecast Math and ELA state test scores

After Vertex was onboarded on the 5X platform, the impact extended far beyond automation. They modernized how data flows across schools, shifted from manual reporting to real-time visibility, and deployed their first machine learning model, all in one academic year.

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Here's how 5X delivered tangible results:

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Accelerated performance across the entire data pipeline

Vertex achieved 75% faster ingestion and 40% faster dbt pipelines By implementing incremental loads and pre-aggregated models, Vertex achieved:

• 75% faster ingestion
• 40% faster dbt pipelines

This not only improved compute efficiency but also enabled real-time troubleshooting and reduced overall infrastructure cost.

Automated 10+ reports and cut reporting effort by 80%

From enrollment and withdrawal reports to full-funnel marketing attribution, Vertex eliminated manual exports and vlookups. Dashboards were consolidated and rebuilt in Tableau, giving teams real-time insights without needing weekly prep or coordination.

Enabled real-time decisions with predictive and unified visibility

Vertex deployed its first machine learning model to forecast student test scores and proactively flag students at risk. Principals, marketers, and ops leaders now access consistent data through a unified model—tracking trends, benchmarking performance, and taking timely action.

Going forward, Vertex plans to:

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• Deploy 2 additional predictive models—one for student withdrawal risk, one for teacher performance
• Launch 5X’s semantic layer to enable self-serve analytics
• Implement Conversational AI to make querying data as easy as asking a question
• Expand use of Data Apps to give each school leader an interactive command center for their campus