A PE-backed, high-growth SaaS company serving contractors had accumulated disconnected systems, CRM, marketing automation, ERP, support, billing, and product, with no unified view of the business.
Leadership couldn't reliably answer which customers were at risk of churn or which behaviors drove upsell and margin. Every monthly operating review and board meeting consumed enormous human capital collecting and reconciling data, and even then, unexpected board questions went unanswered in the room.
Synopsis unified all operational systems into a single Golden Domain semantic layer using a proprietary ETL and entity resolution engine, then layered AI-powered natural language querying, anomaly detection, predictive churn and revenue models, and automated Slack alerts, enabling leadership to query live business data in real time, including during board meetings.
During a recent board meeting, Synopsis was referenced more than the company's own name. Every department leader presented using Synopsis dashboards, and obscure questions from the board were answered in real time by querying the platform live, ending the cycle of "we'll get you that answer Monday."
What previously required days or weeks of manual data collection and reconciliation, often locking leadership into a fixed narrative before board meetings, was replaced with instant, queryable access to unified operational data across all systems.
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