Domain Methods Case Studies

See how we helped teams solve reporting, revenue, attribution, and data problems.

Browse by situation

Start with the issue that best matches your situation.

Spend and attribution When marketing, finance, and leadership offer different answers about what drives revenue.

B2B SaaS: from conflicting dashboards to one trusted attribution pipeline

A 300-person SaaS growth team stopped arguing over five dashboards and started reallocating spend within the same week.

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Mid-market SaaS: closing the attribution gap from 60% to 95%

A leadership team got board-grade coverage instead of another quarter of channel guesswork.

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Revenue numbers and definitions When sales, marketing, finance, and RevOps cannot agree on the revenue number or its definition.

B2B SaaS: AI lead scoring increased sales efficiency 40%

Product-qualified signals became a sales handoff that reps could trust because the scoring rules, CRM routing, and follow-up workflow were made explicit.

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B2B SaaS: from conflicting dashboards to one trusted attribution pipeline

Marketing, finance, and leadership moved from competing reports to one spend-to-revenue view they could use in operating decisions.

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Data trust and reliability When the warehouse and dashboards exist, but the numbers are still disputed or unreliable.

Fintech startup: 12 data sources unified into one trusted warehouse

Board-deck prep dropped from two days to twenty minutes once the warehouse and metric definitions finally matched reality.

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Mid-market SaaS: from pipeline firefighting to 99%+ uptime

A data team stopped spending every week on break-fix work and got back to analysis that leadership could use.

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B2B platform: legacy ETL to modern cloud warehouse in 8 weeks

A migration succeeded because the business logic and operating constraints were carried over instead of hand-waved away.

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B2B SaaS: predictive PQL scoring, proven with a holdout

A model became useful because the handoff, measurement readout, and operating rules were explicit enough for sales to act on.

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AI readiness and workflow risk When leaders want AI-supported workflows but the data, ownership, or process is not yet ready.

B2B SaaS: AI lead scoring increased sales efficiency 40%

A scoring model became usable because the routing logic, CRM handoff, and sales follow-up rules were made explicit before the team asked reps to trust it.

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PLG SaaS: churn-risk activation shipped into HubSpot in 3 weeks

A warehouse signal became a daily workflow only after the team defined which accounts to act on, when to suppress action, and how to watch the outcome.

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Fintech startup: 12 scattered sources unified before leadership reporting

The foundation work showed why AI-ready systems still need boring source precedence, identity, and definition work before the output is trusted.

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Data activation and workflow handoffs When useful data exists, but it is not reaching the team that needs to act on it.

PLG SaaS: reverse ETL workflow shipped in 3 weeks, 18% directional churn reduction

A churn model stopped living in a dashboard and started driving daily action in HubSpot.

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B2B SaaS: AI lead scoring increased sales efficiency 40%

Product and CRM signals turned into a practical prioritization workflow instead of another scoring experiment nobody used.

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Ecommerce SaaS: warehouse-as-CDP replaced a $120K/year vendor tool

The team moved from expensive tooling dependence to warehouse-native activation with more control.

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Ecommerce margin clarity When revenue looks healthy, but acquisition costs, returns, fulfillment, or margin tell a different story.

DTC ecommerce: cut wasted ad spend 35% with true channel-level ROAS

A brand stopped trusting platform-reported wins and started reallocating budget based on real downstream outcomes.

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Ecommerce SaaS: warehouse-as-CDP replaced a $120K/year vendor tool

A warehouse-native operating model created more flexibility once customer and channel data were finally usable together.

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Browse all case studies

See the full collection below.

Case Studies
Diagnostic See which ad spend really pays

DTC Ecommerce: Cut Wasted Ad Spend 35% with True Channel-Level ROAS

Channel economics confidence

How a venture-backed DTC brand spending $120K/month on ads unified attribution across Meta, Google, and TikTok — and cut blended CAC by over a third.

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Case Studies
Managed Run Stop weekly pipeline fire drills

Mid-Market SaaS: Metric Certification and 99%+ Pipeline Uptime

Metric certification and reliability

How a 200-person SaaS data team turned broken churn logic and fragile pipelines into certified, owner-backed metrics with 99%+ reliability.

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Case Studies
Diagnostic Make attribution board-ready

Mid-Market SaaS: Closing the Attribution Gap from 60% to 95%

Board-grade attribution coverage

How a mid-market SaaS company closed the attribution gap from 60% to 95% spend-to-revenue coverage — and earned board-level trust.

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Case Studies
Build Preserve business logic through migration

B2B Platform: Informatica to Fivetran, BigQuery, and dbt in 8 Weeks

Warehouse migration with tested logic

How a B2B platform replaced Informatica with Fivetran, BigQuery, and dbt while preserving business logic and adding data quality tests.

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Case Studies
Diagnostic End the revenue-number debate

B2B SaaS: From Conflicting Dashboards to a Single Source of Truth

Spend-to-revenue trust

How a 300-person B2B SaaS team replaced five conflicting dashboards with one trusted attribution pipeline for faster budget decisions.

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Case Studies
Build Put churn risk into daily action

PLG SaaS: Reverse ETL Workflow Shipped in 3 Weeks, 18% Directional Churn Reduction

Activation workflow measurement

How a PLG SaaS team activated warehouse churn-risk scores in 3 weeks and saw an 18% directional churn reduction in one quarter.

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Case Studies
Build Turn 12 sources into one answer

Fintech Startup: 12 Data Sources Unified Into One Trusted Warehouse in 6 Weeks

Source-of-truth repair

How a Series A fintech startup consolidated data from 12 SaaS tools into BigQuery and dbt, replacing spreadsheet chaos with trusted reporting.

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Case Studies
Build Replace costly CDP plumbing

Ecommerce SaaS: Warehouse-as-CDP Replaced a $120K/Year Vendor Tool

Warehouse-native activation

How a mid-market ecommerce SaaS replaced an expensive CDP with a warehouse-native reverse ETL approach, cutting costs 80% and gaining flexibility.

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Case Studies
Build Prioritize high-intent trials with proof

B2B SaaS: Predictive PQL Scoring, Proven With a Holdout

Predictive GTM models with lift proof

How a PLG B2B SaaS company used predictive PQL scoring, CRM handoffs, and holdout discipline to prioritize trial accounts and increase qualified pipeline 40%.

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Questions about the case studies

Which case study should I read first?

Start with the issue that best matches your situation. If several apply, choose the one closest to the decision you need to make.

What if our problem fits more than one case study?

That is common. Data problems often overlap. Start with the most immediate issue and explore related examples from there.

Are these examples fixed service packages?

No. The case studies show problems we have solved and the results of that work. Each engagement is scoped to the client’s situation.

Are these results typical?

Each case study reflects a specific client, problem, and scope. Results will vary depending on the data, systems, team, and decisions involved.

Still not sure where to start?

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