Good Data Architecture Consulting Means No Arguing Over What's "Correct"
DoubleTrack designs data architecture that makes your CRM, ERP, data warehouse, and entire organization agree so revenue operations, finance, and leadership all work from a single source of truth.
Trusted since 2018 to enable both RevOps efficiency and AI readiness.
Priya’s team is building a new executive dashboard.
​
As Chief Data Officer, Priya knows the rest of leadership wants a clear view of pipeline, bookings, and customer revenue trends before planning the next quarter; they already had plenty of data, so this seems like a straightforward request.
​
Except the numbers aren’t matching.
​
CRM shows one version of revenue while billing shows another.
The data warehouse contained a third set of figures built on processes written years ago.
Each team has slightly different definitions for basic metrics like “customer,” “product,” or “active subscription.”
By the time Priya tried to combine the sources, the dashboard project had turned into something much bigger:
not a reporting problem, but data architecture that wasn't designed for how the business runs.
​
Are you set to run into this? Find out in three minutes.
Solve These Challenges
Finance and Ops argue over numbers.
Fields ranging from account names to order details cause duplicates, errors, and waste across the organization.
​
Data was right last quarter. Now it isn't.
Data flows from one system to another break far too often due to misconfigurations, siloed updates, or misaligned processes.
​
Critical information relies on a single spreadsheet or point of failure.
One-offs and undocumented processes leave hidden risk everywhere, exacerbated by a key employee's potential departure.
​
AI initiatives never reach production.
Security, legal, and IT won't approve AI use cases without clear ROI and guardrails.
​
Realize Gains Such As:
Measurable KPIs
Duplicate rate below 2%
15% reduction in tech costs
Single source of truth adopted in 6 months
​
Operational Wins
Increase organizational effectiveness backed by unified reporting, reliable inputs, and forecasting and predictive models
​
Executive Wins
Board-level confidence in your numbers which fuel decision-making that scales ... including with M&A activities
We Work
Across Systems, Including:
The Four Rs of Data
Is your data truly helpful? Most isn't - up to 80% in some cases. And if you're thinking ahead to AI innovations, your IT, RevOps, and/or Business Ops teams can't afford to mess around with poor data.
​
Here's an example: open an opportunity in your CRM and ask these questions of each field. How many fields pass at least three of these Rs? It's often fewer than 10%!
Relevant
Does your data meet your team's needs today + is it in a format that is simple to extract insights?
Reliable
Is it complete, consistent, and can be trusted?
Revealing
Do you learn about new trends, patterns, or insights from your data?
Reusable
Can data be activated and used across multiple systems and processes?
“They became a true partner in helping us overcome our data challenges."
Wealth Enhancement Group
SUCCESS STORIES
Customers like you are on the right track
Do I need a data architecture consultant, or can my internal team(s) handle this?
Internal teams understand your business deeply because they know the systems, history, and any constraints ... but what they often lack is the outside perspective that's solved their same problem across dozens of organizations who have dedicated bandwidth to do foundational architecture work..
DoubleTrack typically works alongside internal teams: we bring the architecture framework and pattern recognition, your team brings the business knowledge. The combination consistently produces better outcomes than either working alone.
What does a data architecture engagement with DoubleTrack look like?
We start with an assessment of your current state (such as how data flows across your systems, where definitions conflict, what's authoritative and what isn't) and if this supports your key business objectives.
From there, we design ideal architecture: which systems own which data, how objects relate across your CRM, ERP, and billing platforms, what governance needs to be in place. Implementation follows, typically alongside your internal team or IT administrator.
Engagements range from focused assessments (a few weeks) to full architecture redesigns (several months), depending on the complexity of your existing systems and the degree of accumulated technical debt.
What is data architecture consulting for RevOps?
RevOps data architecture consulting focuses on the data layer that underpins your organization - for any team, in any platform or process.
We define how customer, deal, product, pricing, and billing data is defined, governed, and connected across your enterprise to reduce friction that slows down teams and creates errors that hurt your bottom line.
How does data architecture enable AI?
AI models amplify whatever exists in your data, but that data's defined by the sources, ownership, guardrails, governance, and integrations around it.
Clean, well-structured data produces reliable outputs; fragmented, inconsistent data produces confidently wrong ones. DoubleTrack builds that foundation as a prerequisite, not an afterthought.
Frequently Asked Questions
Let's Talk
On Your Schedule
Schedule a time that works best for you, and we look forward to learning how we can help - and adding value right away.
Prefer to reach out by contact us form? Click here!
Want to call us? (844) 4DATAVALUE