What It Is
A data warehouse is the digital storage unit. It is a space to hold specialized data sets that are then used for curating new member trends, marketing campaigns, strategic analysis, and other data strategies defined by credit union. A direct line from core processing to a storage unit. A holding space for 3rd party data you wish to link with core processing data. No additional hardware or software to buy. A storage unit for containing data that teams can use further credit union data-driven decisions – all this and more is what you get when you decide which storage unit is right for the design of your data strategy.
Simply put, a data warehouse is a space to store the data sets made available only to those who have the space to process them.
Join Your Peers
Credit Unions small and large use a Data Warehouse today!
Why You Want It
Mix 3rd party data with CU*BASE data for analysis that wasn’t possible before – New insights and depth to lead decision-making and member analysis. Optics data offers objective monitoring on how members engage when they aren’t doing a transaction – click-tracking data on phone support and members online banking habits. Or, customize what you keep longer – What do you need to save that keeps slipping through your fingertips?
What You Can Do With It
With a data warehouse, you can store data from elsewhere in CU*BASE, as well as data from outside of CU*BASE that you wish to use inside.
Data Project Files
- Excel documents to track member relationship information outside of CU*BASE
- Non-member data collected at events for purchased for marketing projects
3rd Party File Uploads
- Results from a 3rd party vendor or email processor
- Results from external member survey campaigns
General File Archives
- Custom Query output files, to lock them in for long-term availability
- Self-managed archives of key core files for extended retention
- Automatically archive older tracker records from the CU*BASE core data
How You Use It
A set of native tools exists in CU*BASE to manage your warehouse:
The Library Dashboard
This tool (#1980) allows you to manage your data warehouse. You can sort, explore, change, copy, delate, or rename the files and data sets in your warehouse. Additionally, Tool #1981 is a simple tool for you to manage the list of individuals who can have the right to view or use the Data Warehouse. A user needs to be on the list in order to run queries that use data living inside your Data Warehouse, to add new data into the Data Warehouse, and to delete or make changes to data inside the Data Warehouse More About the Library Dashboard
Data Transfers (Uploads & Downloads)
This tool (#1375) you may be familiar with! This tool allows authorized users to commit data to their data warehouse via file transfers. More About Data Transfers.
Report Builder (Query)
The solution for customized reports, CU*BASE Report Builder is a specialized function allowing users to pull out data elements from CU*BASE tables to generate custom information. In conjunction with report automation, report output can be automatically added to your data warehouse. More About Report Builder.
How Much It Costs
You’ll pay a one-time amount of $1000 to have your credit union’s Data Warehouse established in CU*BASE. Once established, you’ll pay a small base fee of $100 per month plus a simple $10/GB based on the plan you choose.
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