Our Story
At Pioneer, we have a proven track record of supporting organizations through the complexities of a merger. Because of that, we were recently charged with helping one of our clients in the governance, risk, and compliance consulting space align processes, data, and systems, to establish a unified CRM system and data model as the single source of truth.
Our Proven Approach
To overcome these challenges, we took the following steps:
- Evaluated both organizations’ tech stacks.
- Created a roadmap and recommendations for consolidation.
- Devised technology-enabled process optimizations.
- Identified opportunities to enhance gross margin.
- Partnered with the business and IT to develop optimal practices and processes.
- Leveraged best practices from both entities for a best-of-breed sales tech stack.
Remarkable Results
Our efforts delivered significant outcomes, including:
- Streamlined operations through consistent processes and automated project templates.
- Quickly and effectively consolidated data across systems without creating additional technical debt from inaccurate historic data.
- Improved efficiency and reduced bottlenecks in the contracting process.
- Improved market competitiveness by alignment and harmonizing product offerings.
- Orchestrated seamless cutover that ensured minimal abrasion to the sales and operations team.
- Achieved $2 million in sales within 2 weeks by equipping the sales team with integrated tools and systems that were seamlessly deployed.
- Developed intuitive dashboards and reporting capabilities to facilitate data-driven decision-making quickly after the merger announcement.
