How Katz, Sapper & Miller Used Databricks Lakehouse Accelerator on AWS to Get AI Ready
 
			Katz, Sapper & Miller (KSM) is a leading Indianapolis-based advisory, tax, and audit firm that offers a broad range of professional services to national and international organizations. The company was founded in 1942 and has since grown to be one of the 50 largest independent CPA firms in the United States. As the largest firm in Indianapolis, KSM currently employs 700+ employees and was recently ranked #7 among the 100 Fastest-Growing U.S. Accounting Firms.
KSM was utilizing a legacy data lakehouse that was not able to keep up with the demands of expansion, specifically due to new acquisitions. The acquisitions exposed the old process as an obstacle to growth and increasing complexity, forcing KSM to re-think its approach.
KSM was also struggling to consolidate and use its data effectively to enable AI. With data silos and an outdated legacy architecture, KSM had limited access to real-time insights which led to slow decision-making and innovation. The company needed a foundation with patterns that they could build on, scale, and could handle a variety of sources—a single source of truth for analytics. They also needed a modern lakehouse to deliver an optimal customer experience with configurable data-driven pipelines. This would allow them to begin leveraging and monetizing their valuable data as an asset in the cloud.
KSM chose CleanSlate Technology Group, a leading provider of professional cloud services for Amazon Web Services (AWS), to help them in their journey to modernization. CleanSlate deployed their Data Lakehouse Accelerator to replace KSM’s legacy use of Microsoft SSIS/Power BI with Databricks functionality in just 10 weeks. This modern infrastructure included a production-ready framework with integrated data ingestion, transformation pipelines, and governance strategies—ultimately a unified approach for data and AI.
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