Data Foundation That Unified Sales, Ops, and Finance Into One Source of Truth
The Challenge
Finance, sales, and operations were pulling data from different systems that hadn't been reconciled in years. Leadership meetings regularly started with 20 minutes of debating whose numbers were right — which meant no one trusted the data enough to make fast decisions from it.
What We Did
We performed a full data audit, mapped source system dependencies, and designed a consolidated data layer with defined ownership and governance protocols. We rebuilt reporting on top of the new foundation, starting with the dashboards leadership used most for monthly reviews.
Results
Eliminated conflicting reports across departments
with a single reconciled data layer
Monthly review cycle shortened
as leadership stopped re-deriving numbers before meetings
Data governance protocols documented and adopted
by Finance, Sales, and Operations teams
Free Assessment
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