Revenue operations unified across 200+ staff
How a mid-size professional services firm transformed scattered revenue data into real-time project profitability visibility.
Team size
200+
professionals
Industry
B2B
professional services
Engagement
19 weeks
to production + ongoing
Measurable operational impact
40%
Reduction in manual reporting
From 2 weeks to real-time
Real-time
Project profitability visibility
During delivery, not just at close
Single
Source of truth
Sales and delivery aligned on data
Revenue data scattered across systems
The firm had invested significantly in business systems — a modern CRM, project management platform, and cloud-based ERP. On paper, they had everything they needed.
In practice, critical revenue operations were still running through spreadsheets, email, and manual reconciliation.
The symptoms they were experiencing:
- Two-week reporting lag: Monthly revenue reports compiled manually, always out of date
- Blind project delivery: Profitability only visible when projects closed
- Sales-delivery friction: Different numbers, different expectations, lost context on handoffs
- Spreadsheet forecasting: Pipeline and revenue forecasts built manually, never reconciled
The systems existed. The integrations existed. But the operational layer that connects how revenue actually flows was missing.
From discovery to ongoing operations
How we built and continue to operate their revenue platform.
Mapping operational reality
We spent time with partners, project managers, finance, and business development to understand how revenue actually flowed through the organisation — not how it was supposed to flow.
Designing the operational layer
We built an operational platform that sat across their existing CRM, project management, and finance systems — connecting data flows without replacing core systems.
Phased rollout with adoption support
We launched in phases — starting with the leadership dashboards, then project managers, then sales. Each phase included training and feedback loops.
Continuous alignment and optimisation
We continue to operate and optimise the platform — adjusting workflows as the business evolves, monitoring data quality, and extending capability.
A unified revenue operating environment
The platform sits across their existing systems, connecting operational data without replacing core infrastructure.
Unified revenue platform connecting CRM, project management, and finance
Real-time project profitability dashboards
Automated pipeline and forecast reporting
Workflow automation for project handoffs and status updates
Operational transformation
Before
Monthly revenue reporting took 2 weeks to compile
After
Real-time dashboards updated automatically
Before
Project profitability only visible at close
After
Live profitability tracking throughout delivery
Before
Sales and delivery working from different numbers
After
Single source of truth across teams
Before
Pipeline forecasts built from spreadsheets
After
Automated forecasting from operational data
Before
Manual handoffs with lost context
After
Workflow-driven transitions with full history
"For the first time, we can see project profitability while there's still time to do something about it. The platform has fundamentally changed how we manage delivery."
— Chief Operating Officer
Ready to unify your revenue operations?
Let's discuss how a revenue platform could work for your organisation.