Case Studies
Engagement: 6-Week Diagnostic Sprint | Industry: Life Sciences & Biotechnology
Services: Technical architecture assessment, integration strategy, GTM systems analysis, Salesforce CoE design, enablement roadmap, iPaaS implementation planning, workflow optimization
Written by
Matt Haller
A Life Sciences Company was deeply embedded across multiple CRM and ERP systems, but fragmented integrations prevented them from extracting meaningful value from these investments. Manual data handoffs between disconnected platforms created visibility issues across commercial teams, while unreliable data flows frustrated end users and undermined adoption.
Despite substantial technology spend, their CRM operated as an expensive database rather than a strategic enabler. Without unified integrations and proper governance, teams lacked access to reliable insights for decision-making and platform ROI - let alone automated commissions management - remained elusive.
Six-week diagnostic sprint. Conducted in-depth stakeholder interviews and technical analysis to map integration gaps, documenting 47 manual touchpoints across 12 systems creating lead-to-cash bottlenecks.
iPaaS-first unification. Designed an integration platform strategy to eliminate manual data flows, ensure real-time sync, and establish a single source of truth across the GTM technology stack.
Salesforce Center of Excellence. Structured a dedicated team to manage Salesforce as an internal product: driving adoption, continuous improvement, and business alignment.
Workflow realignment within Salesforce. Optimized lead routing, opportunity management, and funnel visibility to accelerate decision-making and deliver measurable ROI.
in iPaaS implementation that could eliminate 80% of manual data work, freeing 15+ hours weekly per ops member while ensuring data reliability for strategic decisions.
that would transform the platform from system of record to system of action - enabling proactive pipeline management and data-driven GTM execution.
with a phased implementation plan that prioritizes quick wins while building toward strategic capabilities: Month 1-2 (iPaaS deployment), Month 3-4 (CoE establishment), Month 5-6 (workflow optimization).