Case studies

Systems that changed the number.

Real projects, real scale, and the mechanism behind every result. Each study covers the problem, the approach, the stack, and what actually moved.

CS-01

Revenue intelligence platform

A Microsoft Fabric medallion architecture unifying Salesforce, bookings, ARR and marketing data into one governed lakehouse. Board, CEO, COO and CMO reporting for a roughly $1B software company.

Microsoft Fabric · Power BI · Salesforce · Clari

+20%forecast accuracy
CS-02

The $40M cost cut

Five ERPs consolidated into one financial picture as the company scaled from about $100M toward multi-billion. Financial close cut from 15 days to 5, and visibility that enabled the largest single cost-cutting measure in company history.

Vena · Planful · Power BI · Boomi

~$40Mcost avoided
CS-03

Billion-record rescue

1.5 billion legacy records archived without breaking a single report, model refresh cut from 11 hours to 2, and a lakehouse modernization roadmap for CFO-grade predictive analytics.

Vena · Microsoft Fabric · OneLake

11h→2hrefresh time
CS-04

Pipeline integrity

Over $300M of pipeline that existed only in the CRM. Replacing self-reported stages with behavioral signals, and rebuilding the management conversation around forecast confidence.

CRM analytics · Signal scoring · Revenue ops

$300Mghost pipeline exposed

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© 2026 Sukhmani Bains · Sarasota FL LinkedIn ↗ sukh93mani@gmail.com