B2B discipline 05 of 06
Data, Systems & AI
See the whole business, and act on it faster.
You already have the numbers. We connect the commercial signals, show where the plan is drifting, and build the decisions and systems to correct it, while there’s still time to act.
Sound familiar?
Signs disconnected information is slowing you down.
- Reporting takes days, and the numbers still get argued about.
- The forecast is a spreadsheet one person understands.
- Teams copy data between systems by hand.
- You know AI could help, but not where to start.
What we do
Three areas. One commercial goal.
The goalFaster, better decisions, by connecting information, ownership and action.
Connected data
Join CRM, finance, marketing and product data into one view everyone trusts.
What you’re left with- Data audit
- Connected reporting
- Agreed metric definitions
Forecasting & scenarios
Forecast from how your deals really behave, and test decisions before you make them.
What you’re left with- Revenue forecast
- Scenario models
- Board reporting
Automation & bespoke tools
Build the automations and AI tools that take manual work away, and that you own.
What you’re left with- Workflow automations
- AI tools in daily use
- Bespoke tools you own
The question we’d answer first
Data on its own can mislead. Context shows what to do.
One question we’d bring to Data, Systems & AI straight away, answered twice: with one system’s data, then with the rest of the business joined in. Figures are illustrative.
05 · Data, Systems & AI
What will we actually land this quarter?
Bookings this quarter: the CRM forecast against target
Looks likeYou’re on track to hit target.
Weighted by how your deals really convert, and their age
ActuallyThe forecast looks healthy because CRM stages are hiding £500K of deal risk.
Re-qualify the six at-risk deals this week, and run a weekly evidence-based forecast.
How it works
We don’t hand you a strategy. We get in and do the work.
Diagnose
Audit every system, report and manual task.
Prioritise
Choose the decisions that most need better information.
Do the work
Connect the data, build the forecasts and automate the busywork.
Embed
Hand over tools you own, and train the team to use them.
What changes
- A forecast that shows its risks early.
- One version of the numbers.
- Hours back every week, in tools you keep.
Start with a conversation
Find the constraint. Build the plan. Do the work.
Whether it’s Data, Systems & AI or somewhere else in the system, finding the real constraint is the first thing we do.