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Scale Challenge 6 - Automating Sales Funnel Analytics To Unlock Opportunities At Scale

Case 6: Automating Sales Funnel Analytics To Unlock Opportunities At Scale

You join a fintech company that is into B2C lending. This company operates on both B2B2C and B2C model to grow exponentially. And it indeed was growing exponentially and that meant the design and architecture of existing systems were challenged to death. You join as engineering leader and find yourself inundated with requests for help and complaints from all quarters. The key points from the first weeks conversations are as below:

CFO: The cloud costs are sky-rocketing without checks. I want this in check.

CEO: Cut the fluff by 25% and re-hire 2x engineers in a quarter.

CPO: There is so much to do on my plate and I see things not moving in engineering. This hurts real bad.

CTO: I don't want to throw my bias on you. You are on your own and I want to see how enterprising you are.

CBO: I am depending on my analysts to manually run queries on-demand against production DB every now and then during the day, to check on the sales funnel. There is so much wastage of turnaround time and resources here. I really am looking for a fix here ASAP from your leadership.

Engineering Team: We have broken the monster of a monolith to many microservices. Admittedly we are now are in a spot where the monstrous monolith remains untamed and the innumerable microservices design while it scales are now harder for us to manage for there are too many services now. We do face frequent issues in our systems because the analysts run ad-hoc queries against the production database without our involvement. It is unfortunate that we don't have any say in it and are literally fire-fighting every single day here. We start our day with one thing and keep juggling on many things during the day without much accomplishment by the end of our day no matter how late we stay put.

As an engineering leader you decided to pick on resolving the demand of the CBO and come-up with a short-term and long-term engineering solutions.