Jcb The Sales Org Challenge

JCB Partners is a consulting firm that was tasked with creating a unified business intelligence solution for a client's sales organization, which had frequent changes and complex hierarchies. They addressed this challenge through a multi-part solution: 1) modeling the sales org as a type 2 slowly changing dimension, 2) implementing security groups, 3) building wizards to guide users, and 4) developing a custom drilling mechanism using stored procedures to navigate the complex relationships. This allowed accurate historical tracking and flexible navigation of the client's unique sales organization structure.