Case Study

Tech stack rationalisation

A structured audit and redesign of revenue tooling to eliminate overlap, improve automation reliability and restore data consistency across GTM.

Scaling SaaS Tool sprawl environment Impact: Efficiency 16-person GTM team

Starting point

Problem

Multiple overlapping tools, disconnected integrations and inconsistent automation created manual work and unreliable reporting across marketing and sales.

Symptoms

• Duplicate data across systems
• Manual spreadsheet exports for reporting
• Low adoption of certain tools
• Escalating SaaS spend without clear ROI

Delivery

Work delivered

Executed as architecture redesign, not incremental tool tweaks.

1) Tool landscape audit

Mapped all GTM tools, integrations and data flows to identify duplication and fragility.

Audit Tooling

2) System consolidation

Removed redundant platforms and simplified stack complexity while preserving capability.

Consolidation Cost control

3) Integration redesign

Rebuilt automation logic to ensure reliable data flow between CRM, marketing and reporting layers.

Automation Integration

4) Workflow alignment

Aligned tooling and automation to actual operating processes rather than legacy habits.

Workflows Governance

Outcome

Measurable impact

Reduced

SaaS tool overlap

Clear ownership across systems.

Improved

Data consistency

Fewer manual overrides and reconciliations.

Higher

Automation reliability

Less operational fire-fighting.

Next step

Is your tech stack driving leverage or friction?

The Revenue Diagnostic identifies structural inefficiencies across tooling, automation and governance before they compound.

Book a Diagnostic View pricing

Designed for scaling B2B SaaS GTM teams.