by AnshumanD | Feb 3, 2025
Executive Summary Client: Mid-sized AI finance solutions provider ($50M annual revenue, ~200 employees) Challenge: Fragmented reporting led to missed sales targets and unreliable forecasting; sales leaders lacked visibility into bookings, renewals, and opportunity...
by AnshumanD | Feb 2, 2025
Executive Summary Client: US-based AI Finance Solutions Provider with annual revenue of about $50M annual revenue and 200 employees. Challenge: Incomplete visibility into opportunity stages, stagnant pipeline entries, and unpredictable closures. Tools: Tableau, Excel,...
by AnshumanD | Jan 31, 2025
Executive summary Client: A financial fraud detection company generating around $50 million in annual revenue with approximately 200 employees. Challenge: Senior leadership lacked an integrated, real-time view of customer churn risk and ARR exposure. Fragmented...
by AnshumanD | Jan 25, 2025
Executive Summary Client: A mid-sized AI-based surveillance and automation solutions company (~$400M revenue, 500+ employees). Challenge: Forecasting sales was reactive and error-prone, with variance between forecast and actuals often exceeding 20%. Reports were...
Recent Comments