How We Started
Innovative Systems had no shortage of data — they had a Salesforce CRM full of it. The problem was they couldn't trust any of it. Broken logic, missing fields, and disorganized product data meant key metrics like ARR were producing incorrect readouts, and leadership was making critical business decisions on assumptions rather than facts. Revinfinity was brought in to rebuild the data foundation from the ground up — and then build a real-time BI layer on top of it that could support the kind of scrutiny an exit demands.
Project Process
Phase 1 — Salesforce Rebuild
We went deep into Innovative Systems' Salesforce instance — testing objects, workflows, and calculations to find exactly where the logic had broken down. Every flawed formula and buggy workflow was identified and corrected, restoring the integrity of their core revenue metrics for the first time. Scattered data across teams and systems was unified and ingested cleanly, filling critical gaps in date fields and reporting dimensions. Product categories were restructured into a clean hierarchy that made product-level performance analysis possible. Sales quotas were broken out and attributed to individual reps and teams, enabling true performance tracking.
Phase 2 — Automated Reporting Layer
With clean, corrected data in place, we built a suite of automated dashboards in Google Sheets — a company-level revenue tracker, individual rep performance dashboards, pipeline coverage readouts, and a full sales conversion funnel. For the first time, leadership had a trustworthy view of how the business was actually performing.
Phase 3 — Vasco BI Implementation
To scale beyond spreadsheet reporting, we implemented Vasco BI across the organization as the single source of truth for revenue visibility. Leadership gained real-time insight into every layer of the business — revenue, pipeline, product performance, and rep-level metrics — in one unified platform. This was the layer that made the data foundation truly investor-grade.
Key Outcomes
Accurate ARR & Revenue Reporting. Fundamental revenue calculations rebuilt and verified, giving leadership financial readouts they could finally trust.
Real-Time Executive Visibility: Vasco BI deployed org-wide as the single source of truth — leadership no longer waited on manual reports to make decisions.
Product-Level Performance Analysis: A streamlined product hierarchy enabled drill-down analysis by category — sharper decision-making, sharper strategy.
Individual Sales Performance Tracking: Rep and team-level quota attribution created true performance indicators and unlocked forward-looking metrics like pipeline coverage.
Investor-Grade Reporting: Dashboards and BI outputs delivered the level of financial clarity investors and bankers needed to move forward confidently.
Conclusion
Innovative Systems went from operating on assumptions to having complete, real-time visibility into every layer of their business. Clean Salesforce data gave leadership strategic clarity. Vasco BI turned that clarity into a live operational view. And the combined foundation delivered the investor-grade reporting that ultimately supported a strategic exit to GTCR — one of the largest PE firms in the world. The data didn't just improve operations. It changed the outcome.