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Customer Data Warehouse

$900M cybersecurity firm

Project Description

Unified revenue and customer data from Salesforce, Oracle, and SAP into a trusted analytics platform used by Sales, Finance, and Support leaders across the business.
Cross-functional dashboard logic tied together messy CRM, ERP, and support systems to provide a durable, unified view of revenue and customer health.

Outcomes

Built the executive source of truth for revenue and customer analytics. Lasted more than a decade, supported a $2B sale, and converted fragmented ERP and CRM data into a strategic advantage across six acquisitions.

How Highgate Helped

  • Project Management

  • Data Discovery

  • Data Cleaning & Augmentation

  • Prompt Engineering

  • Executive Presentation

  • Rollout Planning

Project Statistics

100+

Number of Users

16

Number of Raw Data Feeds

2200

# of Functional Enhancement Cases Closed

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