Case Study: Business Advisory

Business Advisory Case Study1

CASE STUDY 01 · BUSINESS & ADVISORY SERVICES · PIPELINE & REVENUE OPERATIONS The Consulting Firm Whose Partners Were Each Running a Different Business A mid-sized management consulting firm with six practice heads had six versions of the pipeline — none of them agreeing on what a 'qualified opportunity' meant. DataVines built the single revenue operations view that turned six stories into one.

Key Outcomes

55%

Forecast Accuracy

40+ hrs

Saved Monthly

3+ days

• BD team spending per pitch compiling manually pulled client and engagement data

55%

accuracy on 90-day close rate improved in the two quarters following implementation.

IndustryBusiness Advisory

RegionUnited States

Tech Stack

Management ConsultingUnited States (EastCoast)12 WeeksPython · Snowflake ·Tableau · HubSpot APIResults at a Glance6 → 1Pipeline ViewSix partner spreadsheetsreplaced55%Forecast AccuracyImprovement in 90day closerate40+ hrsSaved MonthlyAcross BD and finance teams3 days→ 4 hrsProposal ReadinessData prep time for pitchesAbout the ClientA 90serving federal agencies andOperationsDigital TransformationRisk &ComplianceHR Advisorysome in Excelone famously in acolorcoded Outlook folder system.What Was Actually Going OnEvery Mondaypipeline this quarter?' Every Mondaywrongretainer renewalssoit took four days to confirm whether theWhere Things Broke Downnot forward pipeline visibilityZero crossopportunitiesnot strategyWhat DataVines DidBefore we touched a systema unified opportunity scoring modelandmade everything downstream actually trustworthy.Unifying the datatwo partner Excel trackersandWrote deduplication logic to identify crosspartners' systemsruleit was flagged before it reached the dashboardBuilding the revenue operations layerBuilt a Tableau dashboard with three rolebased views: a Managing Director summary (firmlevel pipelinehealthclose rate trendspartner performance)a practicelevel view (own pipelinestage movementupcoming renewals)capacity implications)Built a crosssingle account with total engagement historyAdded win/loss analysis by practiceclient segmentwas actually winningnot just what was in the pipelineMaking it actionable for bdsector benchmarksandTechnology UsedWhat ChangedThe first leadership meeting after goactual state of the business.The crosswithin the following quarter.accuracy on 90WHAT COMES NEXTbilling patternsintelligence.

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