Proof behind the promise.
A couple of engagements that show the depth behind "systems that just work." Bigger than the two-week fix, same way of working.
A platform that runs the whole operation.
The situation
The business ran on a strained, partly broken Salesforce setup stitched together with outside tools. Billing drifted from what customers actually owed, some customers were served poorly, and reporting depended on a paid outside subscription. Everyone felt it, and the billing and churn risk made it worth fixing properly rather than patching.
What we did
- Made the migrate-versus-integrate call per customer. Kept the largest organization on Salesforce and integrated to it, and moved only the customers Salesforce served poorly onto the new platform.
- Integrated and reconciled a multi-entity Salesforce org, and root-caused a sync defect where downstream systems disagreed with Salesforce on who owned a record.
- Designed a normalized billing model where recurring revenue calculates automatically and discounts live in one place, so invoicing stopped drifting from reality.
- Consolidated billing and reporting onto one platform, and replaced a paid analytics subscription with in-house reporting.
The outcome
- One platform now runs CRM, billing, and reporting, replacing the patchwork.
- Invoicing reconciled to the payment system to the dollar, ending recurring drift.
- A paid subscription retired, and subscription and campaign data cleaned up.
Numbers leadership could finally trust.
The situation
A growing B2B SaaS company launched a second product, but its revenue picture was scattered across its CRM, billing, and reporting systems with no reliable agreement between them. Leadership could not stand behind the churn and revenue numbers going to the board, and some new signups were quietly failing to create records.
What we did
- Reconciled revenue across systems into a repeatable audit, turning every mismatch into a fix list instead of a vague worry.
- Rebuilt churn and lost-revenue reporting so leadership had a monthly figure it could defend.
- Root-caused silent signup failures to a single flawed default in the signup flow, and handed back the exact correction.
- Made a build-versus-buy call that avoided a costly re-platform of the quoting system.
The outcome
- Leadership gained revenue and churn numbers it could stand behind.
- A core data-quality audit's error rate dropped from 25.7% to 6.8%.
- Reconciliation became a repeatable audit, and the signup failures were fixed at the root.