Data Management for Fundamental Analysis

Issue

The client is a renewable energy producer that relies on many data sources to forecast production and inform its trading desk.

A web of disparate data feeds had become fragile and hard to maintain:

  • Sources spanned public websites, private APIs, FTPs, and internally generated data.
  • Feeds were processed through complex VBA Excel tools and legacy scripts into a legacy database.
  • Maintenance depended on deciphering work left by a previous, now-unavailable employee.

Solution

MidDel consolidated fragile, employee-dependent data feeds onto the client's existing ZEMA platform:

  • Analyzed the data sources, ingestions, and downstream use.
  • Cataloged sources against the ZEMA library, identifying reusable and new processors.
  • Reviewed and tested new ZEMA processors against legacy data and documented the differences.

Result

The client deprecated many complex VBA Excel tools and legacy scripts, removed key-person risk, and surfaced errors hidden in the legacy feeds.

Key Takeaways

  • Undocumented VBA and orphaned scripts are technical debt and business risk. Migrating fragile, employee-dependent data feeds onto the managed ZEMA platform the client already owned removed key-person risk and even surfaced errors hidden in the legacy feeds.
  • Use the platform you already have before buying another. Cataloging data sources against ZEMA's existing library is what let the client retire complex Excel tools quickly - a transferable, low-cost way to consolidate data feeds and cut technical debt.

Ready to do the same?

If critical data feeds live in one person's spreadsheets, MidDel migrates them to a managed platform you may already own. Let's talk.

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