Case study · From the Pluris libraryReceipt no. 5748
What sucked
A PE-backed SaaS company was fighting churn and trying to get AI adopted across the business, but its operating data sat in more than ten disconnected systems of record, including Salesforce, NetSuite, Recurly, Pendo, and Jira.
Nothing gave leadership one view, and preparing for the board and the monthly operating review consumed management time that should have gone to customers.
What they built
Synopsis built an end-to-end data platform for the company, unifying 10+ systems of record, Salesforce, NetSuite, Recurly, Pendo, Jira, and internal product data, into a single 'golden domain.' On top of it run cross-system analytics, multi-system automations, data-science and ML models, and agentic task completion, replacing the need for separate point tools.
What changed
1 source of truth for the whole company
A company poised for a much higher exit multiple
+8% net revenue retention increase (annualized)
Better unit economics at a time where SaaS is supposed to be shrinking
90% reduction in board & monthly operating review prep
Management team spending time driving customer value vs prepping for the board
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