Fig. 01
SME, sales-and-data-layer bottleneck
Broken
Sales pipeline data spread across a CRM, a spreadsheet-of-record, and a couple of one-off exports. Numbers didn’t reconcile between what the sales lead saw and what the founder saw. AI experiments stalled because there was no clean data layer underneath.
Worked on
Mapped the real pipeline-data flow; identified the source-of-truth conflicts; recommended a minimum data layer that would let both the reporting and the AI work stand up.
Why it matters here
Same pattern shows up in most SMEs with a sales-led pipeline — you can’t run trusted forecasts or AI on top of a data layer that doesn’t exist yet.