Use Cases
Use Cases
We're industry agnostic. Our work is about solving operational problems—finding inefficiencies, designing better processes, and proving the results.
Revenue Operations
Data Intelligence Platform
CPQ Amendment & Renewal Automation
The Challenge
A data intelligence company was handling contract amendments by manually recreating quotes from scratch. Renewals were tracked in spreadsheets, ARR calculations were error-prone, and the sales team lacked visibility into their renewal pipeline.
Our Approach
- Cleaned up and standardized existing contract data for CPQ compatibility
- Configured automated amendment workflows with approval routing
- Built renewal automation with forecasting and pipeline management
- Implemented ARR calculation system with audit trails
The Results
ARR calculation accuracy achieved
Amendment and renewal workflows
Renewal pipeline visibility
AI Workflow Automation
Professional Services
Project Data Entry Automation
The Challenge
A Workday services firm spent 1-2 hours per engagement manually transferring data from estimator spreadsheets into their project management system. The process was tedious, error-prone, and created inconsistencies in how projects were set up.
Our Approach
- Mapped the estimator-to-project-system workflow and data requirements
- Built an AI-assisted tool to validate and convert spreadsheet data
- Created configurable business rules for consistent project setup
- Delivered documentation for ongoing maintenance
The Results
Per-project data entry time
Manual transcription errors
Project setup across all engagements
Opportunity Management
Software & SaaS
Sales Pipeline Optimization
The Challenge
A fragmented opportunity management process with inconsistent data captured, leading to unpredictable sales forecasting and pipeline visibility issues.
Our Approach
- Implemented sales qualification methodology (MEDDIC/MEDDPICC frameworks)
- Redesigned opportunity lifecycle with standardized stage criteria
- Established mandatory data requirements at each stage
- Built dynamic guided selling with next steps customized to opportunity characteristics
The Results
Forecast accuracy
Sales administrative time
Executive confidence in pipeline
Product Usage & Customer Health
SaaS
Product Telemetry Integration
The Challenge
Customer-facing teams struggled to understand product utilization and engagement. No systematic way to identify at-risk customers or expansion opportunities.
Our Approach
- Integrated product telemetry data with CRM
- Connected ERP/billing systems for complete customer view
- Deployed product analytics tools (Pendo, Gainsight)
- Built customer scorecards and sentiment analysis capabilities
The Results
Visibility into customer engagement
At-risk customer identification
Cross-sell and up-sell opportunities
Let's Create Your Success Story
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