
Data Governance
Zero to Launch: Fintech MVP with $5M AUM
We diagnosed the issue not as a software failure, but as a translation failure between departments. We intervened by introducing a strict, company-wide metric taxonomy. This meant defining exactly what constituted a "Qualified Lead" or "Recognized Revenue" and locking those definitions across all systems. Once the business language was aligned, we engineered a single reconciliation layer—a centralized data pipeline that aggregated inputs from CRM, ERP, and marketing tools. By establishing shared naming conventions and automated validation rules, we ensured that every cross-functional team was finally reading from the exact same business reality.

Client
Meridian Financial Services
Services
Data Mapping
Duration
8 weeks
TESTIMONY
The biggest shift was behavioral, not technical. We effectively eliminated the 'spreadsheet wars.' Teams stopped debating whose export was right and started using the reconciled data to actually solve the business problems in front of them.
Meridian Financial Services
CHALLENGE

SOLUTIONS

"If your departments do not agree on what the numbers mean, a new dashboard will only help them disagree faster."
Daniel Reyes
Director of Analytics






