From Looker to Preset: Enabling Organization-Wide Self-Serve Analytics

Pipe Technologies, an alternative financing platform founded in 2019, serves over 23,000 companies and has connected more than $7 billion of annual recurring revenue to its platform. Initially using Looker and Redash for business intelligence (BI), Pipe faced challenges with maintaining a consistent semantic layer and scalability issues. Transitioning to Preset, powered by open-source Apache Superset, provided solutions with its dataset-centric approach and diverse visualization options, allowing dashboard filtering to be optimized for performance. Preset's SQL Lab facilitates visualization creation without a steep learning curve, enabling broad access across the organization. Approximately 40-50% of Pipe's workforce utilizes Preset monthly, empowering teams in marketing, finance, business operations, and product to generate and analyze their own data insights. Marketing benefits from bi-weekly go-to-market reviews, finance uses it for visualizing financial metrics, business operations optimize returns on assets, and product teams track user engagement. Pipe anticipates further integration with dbt’s semantic layer to enhance metric consumption within Preset.

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