SELECTED WORK

The visible problem is rarely the whole problem.

The visible problem is rarely the whole problem.

Organizations experience fragmentation in different ways: unreliable forecasts, stalled implementations, revenue leakage, conflicting reports, or growth that becomes increasingly difficult to manage.

The work below began with different symptoms. In each case, progress started by establishing what was actually happening — and rebuilding from there.

Organizations experience fragmentation in different ways: unreliable forecasts, stalled implementations, revenue leakage, conflicting reports, or growth that becomes increasingly difficult to manage.

The work below began with different symptoms. In each case, progress started by establishing what was actually happening — and rebuilding from there.

Different technologies. Different functions. Different industries. The transformation began the same way: find the truth beneath the symptom.

Different technologies. Different functions. Different industries. The transformation began the same way: find the truth beneath the symptom.

Different technologies. Different functions. Different industries. The transformation began the same way: find the truth beneath the symptom.

01 / THE PATTERN

Different symptoms. One recurring failure.

Different symptoms. One recurring failure.

Different symptoms.
One recurring failure.

WHAT LEADERS SAW

Stalled ERP

Missing revenue

Unreliable pipeline

Growth inefficiency

WHAT WE FOUND

Systems didn't agree

Data lacked lineage

Workarounds became the process

Decisions lacked a shared baseline

WHAT CHANGED

Operating models aligned

Information became trustworthy

Automation became possible

Teams could act with confidence

02 / SELECTED TRANSFORMATIONS

02 / SELECTED TRANSFORMATIONS

Four transformations.

Four different starting points.

Four transformations.

Four different starting points.

Four transformations.

Four different starting points.

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Mulitple Acquired Businesses

Mulitple Acquired Businesses

Mulitple Acquired Businesses

30 Days → 24 Hours Reporting Latency

30 Days → 24 Hours Reporting Latency

30 Days → 24 Hours Reporting Latency

5 Months to Recovery

5 Months to Recovery

5 Months to Recovery

ERP ARCHITECTURE / OPERATING MODEL



Operational Truth: The ERP Recovery Process That Matters



Thirteen acquisitions had created scale without a shared operating model. What appeared to be a failing ERP implementation was actually a business architecture problem.



· 13 acquired businesses

· 30 days → 24 hours reporting latency

· 5 months to functional enterprise architecture

01 / ERP ARCHITECTURE / OPERATING MODEL


Operational Truth: The ERP Recovery Process That Matters

Thirteen acquisitions had created scale without a shared operating model. What appeared to be a failing ERP implementation was actually a business architecture problem.

01 / ERP ARCHITECTURE / OPERATING MODEL



Operational Truth: The ERP Recovery Process That Matters

Thirteen acquisitions had created scale without a shared operating model. What appeared to be a failing ERP implementation was actually a business architecture problem.


01 / ERP ARCHITECTURE / OPERATING MODEL



When a seven figure ERP implementation stalled, the ERP wasn't the real problem.

Thirteen acquisitions had created scale without a shared operating model. What appeared to be a failing ERP implementation was actually a business architecture problem.


02 / QUOTE-TO-CASH / REVENUE OPERATIONS


$175K in contracted revenue was going unbilled every month.

Thousands of clients with varied contract and usage terms had left a small accounting team manually reconciling and invoicing revenue each month.

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02 / QUOTE-TO-CASH / REVENUE OPERATIONS


$175K in contracted revenue was going unbilled every month.



Thousands of clients with varied contract and usage terms had left a small accounting team manually reconciling and invoicing revenue each month.

21-Day Pre-Automation Invoice Cycle

21-Day Pre-Automation Invoice Cycle

~90% Reduction in Process Timing

~90% Reduction in Process Timing

3-Day Steady State Post Automation

3-Day Steady State Post Automation

02 / QUOTE-TO-CASH / REVENUE OPERATIONS


$175K in contracted revenue was going unbilled every month.

Thousands of clients with varied contract and usage terms had left a small accounting team manually reconciling and invoicing revenue each month.

Explore the Case

ERP ARCHITECTURE / OPERATING MODEL



Operational Truth: The ERP Recovery Process That Matters



Thirteen acquisitions had created scale without a shared operating model. What appeared to be a failing ERP implementation was actually a business architecture problem.



· 13 acquired businesses

· 30 days → 24 hours reporting latency

· 5 months to functional enterprise architecture

03 / GTM + CUSTOMER INTELLIGENCE

The pipeline wasn't empty. The organization couldn't see it.


Marketing, Sales, and Customer Success were working from different signals across six disconnected platforms. What looked like a pipeline problem was actually a visibility problem — the organization lacked a shared view of the customer journey and the revenue already hiding inside it.

03 / GTM + CUSTOMER INTELLIGENCE


The pipeline wasn't empty. The organization couldn't see it.


Marketing, Sales, and Customer Success were working from different signals across six disconnected platforms. What looked like a pipeline problem was actually a visibility problem — the organization lacked a shared view of the customer journey and the revenue already hiding inside it.

$12M
revenue opportunity surfaced

$12M
revenue opportunity surfaced

<10% → 85%
customer journey visibility

<10% → 85%
customer journey visibility

6 SOURCE PLATFORMS
connected through shared intelligence layer

6 SOURCE PLATFORMS
connected through shared intelligence layer

03 / GTM + CUSTOMER INTELLIGENCE


The pipeline wasn't empty. The organization couldn't see it.

Marketing, Sales, and Customer Success were working from different signals across six disconnected platforms. What looked like a pipeline problem was actually a visibility problem — the organization lacked a shared view of the customer journey and the revenue already hiding inside it.


04 / GROWTH OPERATING SYSTEM

The company didn't have a demand problem. It had a growth operating-system problem.

Growth had outpaced the infrastructure supporting it. Product planning, media investment, experimentation, measurement, and reporting operated across disconnected workflows — limiting the organization's ability to recognize demand, learn quickly, and move capital toward what was working.

Explore the Case

04 / GROWTH OPERATING SYSTEM


The company didn't have a demand problem. It had a growth operating-system problem.



Growth had outpaced the infrastructure supporting it. Product planning, media investment, experimentation, measurement, and reporting operated across disconnected workflows — limiting the organization's ability to recognize demand, learn quickly, and move capital toward what was working.

+22% YoY
PPC-driven eCommerce gross profit

+22% YoY
PPC-driven eCommerce gross profit

+22% YoY
PPC-driven eCommerce gross profit

$8M+
incremental gross-profit growth trajectory

$8M+
incremental gross-profit growth trajectory

$8M+
incremental gross-profit growth trajectory

WEEKLY → DAILY
performance intelligence

WEEKLY → DAILY
performance intelligence

WEEKLY → DAILY
performance intelligence

04 / GROWTH OPERATING SYSTEM


The company didn't have a demand problem. It had a growth operating-system problem.

Growth had outpaced the infrastructure supporting it. Product planning, media investment, experimentation, measurement, and reporting operated across disconnected workflows — limiting the organization's ability to recognize demand, learn quickly, and move capital toward what was working.

The deliverable isn't a gap analysis.
It's a business that works differently…

The deliverable isn't a gap analysis.
It's a business that works differently…

The deliverable isn't a gap analysis.
It's a business that works differently…

You don’t need to know the solution yet. We can start by making the problem clear.