Data and Platform Management


Client challenge
The client needed to identify the geolocation data provider - out of dozens available - that best aided their investment strategy.
Challenges included:

  • Different preprocessing (data capture, cleansing, metric creation) logic used by vendors
  • Lack of standardized evaluation criteria
  • Lack of data acquisition, load and process governance/oversight


How we helped
  • We developed a set of evaluation metrics (e.g., data consistency, KPI correlations) relevant to the client
  • We designed a vendor questionnaire that allowed us to effectively screen the vendors prior to data capture
  • We decoded each vendors’ preprocessing algorithms, applied logic to bring consistency for evaluation, and developed analytics modules that evaluate a dataset in 1-2 days
  • Lastly, we concisely synthesized information for the client and recommended finalists based on their needs


Fulcrum’s methodical approach and data audit framework evaluated multiple data sources through a consistent lens, quickly and effectively.


Client challenge
The client needed help flagging fraudulent medical insurance claims. The goal was to:

  • Determine logic to flag suspicious behavior and identify providers of interest
  • Leverage billing data to analyze suspicious providers


How we helped
  • We performed fuzzy matching to link multiple claim records to the same provider(s)
  • We used geocoding to create physical distance calculations between providers and between providers and claimants
  • We applied statistical methods (e.g., logistic ridge regression with sparse matrices, T-Score calculation, bootstrapping, etc.) to billing data to build propensity scoring models to rule claims as valid or invalid
  • Based on our modeling results, we created the fraud flagging logic to identify suspicious behavior and providers of interest
  • The team collaborated with the investigative unit, billing unit, and legal unit to create a provider fraud action plan


Fulcrum's data preparation procedures and predictive analytical models provided the quantitative basis for the provider fraud action plan.


Client challenge
A Retail Bank wanted to understand the attractiveness of their local markets and how they fare against market competition but faced the following challenges:

  • Public data is available to answer these questions - but come from multiple sources and need aggregation
  • Some data sources are extremely large and most have quality issues
  • Manual analysis for any given store, branch, or collection of local markets is time consuming and prone to error
  • Exploratory analysis requires technical expertise and access to data and computing resources - business users can't easily answer "what if" questions


How we helped
  • Fulcrum built an automated process to retrieve, clean, and combine dozens of distinct public datasets to create a master database of local market performance and demographic data for the entire US across 8 years of historical data
  • We automated creation of detailed reports for the retailer and reduced the time needed to create a tailored presentation from weeks to minutes
  • We built an interactive application to allow business users to explore the data and create custom charts to answer questions related to company performance


Fulcrum’s web application aggregates, normalizes, and allows instant visualization of massive public datasets for business analyst use.


Client challenge

An eCommerce platform provider had a homegrown php system for their entertainment industry clients.

Initially, they had limited Adobe analytics tagging on their site, but the tagging javascript put into their php template was becoming cluttered and upgrading their system of tagging and tracking was cumbersome.


How we helped
  • Fulcrum helped take all of the tagging out of the php templates and put it into a tag manager tool and standardized the capture rules
  • We audited the tagging rules and added more as needed for analysis
  • We built a vendor-neutral data layer to notify other marketing tools of capture events and variables


Fulcrum identified how to best upgrade the eCommerce tagging and tracking system, methodically audited tagging rules for best results, and implemented code to capture events and variables necessary to stay ahead of the competition.


Client challenge

A provider of white-label extended warranties needed to offer eCommerce sites for each of the extended warranty programs it sells.  The requirements included:

  • High uptime of 99.99% or better
  • High security, including PCI and GDPR compliance
  • Ability to react quickly to any system glitches impacting personalized website performance
  • Ability to scale as additional warranty programs come online


How we helped
  • Fulcrum hosts the sites on our OpenStack built AnvilTM platform which combines scalable, secure, and reliable cloud infrastructure with best-in-class managed services
  • Anvil utilizes server virtualization, Docker containers, Kubernetes, and micro services that run within 99.99% uptime
  • Annual SOC-2 Type II audits and PCI-DSS certification ensure that environments are built to the highest standard of security
  • Managed services operated by professionals in virtual technology, networking, and security who monitor 24/7/365 in addition to automated host level and third-party site monitoring


Fulcrum provides managed services and hosting for eCommerce sites with high uptime, 24/7 support, ability to scale, and ensured security of the environment with state of the art technology and a professional managed services staff.


Client challenge

To perform exploratory analysis on the impact of IoT devices on homeowners insurance claims, the client sought to merge claim data with IoT information (provided by a third party).

The challenge was third party and the client not being able to share data across systems for data security reasons.



How we helped
  • Fulcrum facilitated IoT analytics by acting as a third party to join proprietary information between the two companies
  • We collected sensitive data in isolation in our highly fortified security infrastructure, and performed matching at the home address level
  • Then we provided an anonymized joined data set to the client and developed a framework to repeatedly supply the data transformation between the two companies


Fulcrum quickly and securely provided the neutral data matching required to support various insight needs across the organization.


Client challenge

The client was seeking a streamlined method to organize their disparate data sources into a single location to start generating business insights. Some of their challenges included:

  • A massive amount of disjointed information including internal and external data
  • The lack of a unified view of the customer because the source systems are managed by different siloed teams
  • The internal IT team was backlogged, and analysts needed support testing the latest big data tools


How we helped

The client partnered with Fulcrum to utilize our Agile Analytics Lab to experiment with big data solutions

  • We created reusable data processing pipelines to allow easy data loading into Hadoop and data preparation for analysis
  • After establishing the central repository, we then cubed the data using Hive and Spark for fast querying of metrics
  • Output tables are stored in HBase and Impala is used for queries to gain rapid response while Tableau is utilized for dashboard reporting


Fulcrum’s lab enables a holistic view of the data to unlock insights and allows rapid testing of various open source tools. Our data experts guide the process allowing the clients to modernize their analytics team.


Client challenge

The client needed to accomplish faster and more accurate decisions in making personalized offers. Fulcrum applied its experience in digital coupon operations to solve the business problem.


How we helped

The client partnered with Fulcrum to utilize our hosted computing platform, Digital Fusion.

  • Digital Fusion collected data across all channels and sources (POS, display ad, email campaign, web traffic) and created hundreds of micro-segments of customers with similar buying behavior
  • The platform deployed stochastic frontier models for each segment to identify winnable shares for each product category
  • Then Digital Fusion computed the optimal personalized offers based on purchase, coupon redemption, and digital behavior data


Fulcrum's unification of behavioral and marketing data with predictive models produced granular personalized offers to drive more trips, bigger baskets, and higher margins.


Client challenge

The company was developing a platform to streamline end user evaluation and use of external datasets.  Some key issues:

  • Delivering custom results to existing clients with varying needs while evolving the platform in general to meet the needs of the larger market
  • The company was in the business of data preparation and organization - but they were by design not a data science organization


How we helped
  • We aided the client’s ability to sell and deliver results effectively by aggressively scaling up their ability to service their growing client base and improving technical communication with clients
  • Our engineers played a crucial role in developing the data pipeline
  • We streamlined the connection from client deliverables to platform architecture by helping communicate product requirements from the front-lines 
  • We developed reusable templates for key client deliverables and helped recruit and train the company's data scientists


Fulcrum helped complete the client’s backlog of projects and streamline future deliverables with the creation of templates; built a process for integrating pipelines; and established an internal communication process for continual improvement upon the product, all of which substantially aided in the platform maturation and ultimately in securing a massive new round of funding.