The problem
As a company grows, so does the set of tools around its website: CRM, ad platforms, email and reporting. Data is re-typed by hand, leads go missing and nobody owns the overall picture.
The objective
Illustrate how a discovery exercise maps the current state, names the risks and proposes a target architecture with clear data ownership.
What we built
- Current-state systems map with manual hand-offs marked
- Target-state architecture with a single lead pipeline
- Notes for each system on its current and target state
- Qualified-lead and sign-up events sent back to the ad platforms