COMPETITIVE INTELLIGENCE · DATA · AUTOMATION
CRM, ERP, spreadsheets and external sources operate in silos. The information exists: fragmented, ungoverned, without a single view. Platinum structures this ecosystem and turns scattered data into a reliable foundation for decisions.
Platinum selects projects by the fit between challenge, operational maturity and the potential for demonstrable results. When a partnership moves forward, involvement is close and long-term, with technical leadership present from strategy to execution.
Initial diagnosis
CRM, ERP, spreadsheets, external sources and marketing operate in silos.
The team sells, acquires leads, serves clients — with no clarity on priority, risk and potential.
Dashboards exist, but indicators are unreliable and governance is not shared.
Dynamics or Salesforce used as a registry, not as commercial intelligence.
Predictive models and reliable indicators require a structured foundation. Without a data foundation, every intelligence initiative starts and ends as an experiment.
Portfolios, regions, leads and channels are handled without a clear reading of potential, risk and timing.
P4 Method
P4 organizes the passage from scattered data to a reliable foundation, applied intelligence and recurring decision-making.
P1
Mapping of systems, data sources, CRM, current BI and commercial routines to identify where decision-making loses reliability.
Focus: Maturity reading, bottlenecks, fragile indicators and real prioritization opportunities.
Deliverable: Executive map of the operation and impact hypotheses.
P2
Building the technical and analytical foundation that connects sources, standardizes indicators and sustains a single reading of the operation.
Focus: Integrations, Data Warehouse, governance, modelling and shared reading criteria.
Deliverable: Reliable foundation for BI, commercial prioritization and applied intelligence.
P3
Transformation of the structured foundation into decision instruments used by leadership and the commercial operation.
Focus: Executive BI, segmentation, scoring, propensity models and prioritization of portfolios, channels and opportunities.
Deliverable: Applied intelligence layer embedded in decision routines.
P4
Continuous follow-up to adjust indicators, expand models and keep the architecture aligned with the real operation.
Focus: Model refinement, new sources, expansion into commercial fronts and infrastructure optimization.
Deliverable: Evolving decision system, with monitored results and sustained foundation.
Mapping of systems, data sources, CRM, current BI and commercial routines to identify where decision-making loses reliability.
Focus: Maturity reading, bottlenecks, fragile indicators and real prioritization opportunities.
Deliverable: Executive map of the operation and impact hypotheses.
Building the technical and analytical foundation that connects sources, standardizes indicators and sustains a single reading of the operation.
Focus: Integrations, Data Warehouse, governance, modelling and shared reading criteria.
Deliverable: Reliable foundation for BI, commercial prioritization and applied intelligence.
Transformation of the structured foundation into decision instruments used by leadership and the commercial operation.
Focus: Executive BI, segmentation, scoring, propensity models and prioritization of portfolios, channels and opportunities.
Deliverable: Applied intelligence layer embedded in decision routines.
Continuous follow-up to adjust indicators, expand models and keep the architecture aligned with the real operation.
Focus: Model refinement, new sources, expansion into commercial fronts and infrastructure optimization.
Deliverable: Evolving decision system, with monitored results and sustained foundation.
Delivery architecture
Portfolio analysis, customer behavior, segmentation, scoring, lead prioritization, data enrichment, geospatial data and competitive intelligence.
Data flow, ETL/ELT and pipelines connecting CRM, ERP and external sources. Data Warehouse structuring, modelling and multi-source integration. Orchestration and data governance.
Reliable executive dashboards with indicators that leadership uses to decide. KPI governance, multi-source consolidation and integration with Dynamics 365 and Salesforce.
Cloud infrastructure, architecture, security and scalability of data environments. Deploy, monitoring and continuous operation. Technical enabler of all other fronts.
Entry point
Paid initial project, advisory, with formal deliverable.
Duration
3 to 5 weeks.
Deliverables
Executive report · Prioritized roadmap · Impact estimate · Technical recommendation.
Conversion
Evolves into a full project (Structure + Apply) or recurring contract (Evolve).
Tell us about your operation. From there, we'll show how we can help turn your data into clearer decisions.