Sales Velocity
+30% Faster
Customer Satisfaction
95%
New Revenue Enabled
$50M
What We Did
- Assumed ownership of reporting, maintenance, and enforcement of the North American team’s financial statements — spanning revenue projections, cost of goods sold, and departmental expenses against a $250M+ baseline
- Audited vendor relationships and technology spend, identifying opportunities to reduce or right-size contracts across the portfolio
- Inserted cross-functionally to support the development of a go-to-market strategy for a new product line projected to generate $50M in incremental annual revenue
- Participated in roadmap planning sessions for feature improvements, bringing operational and delivery perspective into product conversations
- Audited delivery processes and built a more structured, scalable model for tracking and improving delivery efficiency
Results
- Contributed directly to the scoping and launch readiness of a $50M new product offering
- Reduced technology spend through strategic vendor negotiation and right-sizing
- Improved financial reporting accuracy and decision-making velocity for North American leadership
- Created operational infrastructure that supported both current delivery scale and future growth targets
Let’s talk about your stack
Book a 20‑minute consult to map your biggest bottleneck and the fastest next step.
Explore other cases
Securing $220M in ARR: Establishing the Global Source of Truth for Success
“The Chief Client Success Officer had $220M in ARR and no reliable view of any of it. We built their first source of truth — then rolled it out globally across three regions.”
SUMMARY
Despite having over $220M in Annual Recurring Revenue, the Customer Success organization had no trustworthy data to manage it. Revenue at risk was invisible, product holdings were scattered across systems, NRR couldn’t be calculated, and renewals were being tracked manually. Leadership was flying blind on the most important number in the business.
Read More
Data Detox: Cleaning the Instance and Finding Hidden Technical Debt
“40,000 bad accounts, 115,000 dead records, and 28 frozen admin users nobody knew about. Here’s what a 30-day clean-up revealed — and why testing in sandbox saved the business from itself.”
SUMMARY
The Salesforce environment had accumulated years of unchecked data and configuration bloat. Users were wading through irrelevant records, reporting was unreliable, and the system had grown too noisy to yield clean insights. The goal was simple: remove everything that didn’t belong, and find out what was hiding underneath.
Read More
Driving Revenue: User Enablement and Optimization for Scale
“31% technology budget savings, 90+ automation rules consolidated, and a sales team finally working in systems built around how they actually sell.”
SUMMARY
With the environment clean and risks documented, the focus shifted from remediation to performance. The goal was to make the business meaningfully more efficient and effective at driving revenue — through better processes, leaner automation, and a rationalized technology spend. All without adding headcount.
Read More
We’ll bring the strategy, clarity, and execution to get you where you want to be.
Scaling doesn’t have to feel overwhelming.
SCHEDULE 1:1
Accountability
We say what we’ll do - and deliver it.
Simplicity
No bloated decks - clean fixes, higher velocity.
Strategic
Right decisions, right timing - with data, clarity, and confidence.
Tactical
Hands-on execution with precision.