Context and constraint
Sales reps tracked calls inconsistently. Managers could not trust the numbers. Reporting was manual and late.
Case study
Scheduling and sales tracking system
Anonymous — sales-driven organization
Imran’s intervention
Defined core objects (people, orgs, roles, meetings/calls, outcomes, follow-ups). Built ingestion pipeline from calendar events and meeting metadata. Defined reporting truth: what counts as an outcome and how attribution works. Built dashboards for rep, manager, and admin views. Added AI only where it creates leverage: summaries, review scoring, actionable follow-ups.
Outcome
Delivered ingestion and normalization, outcome taxonomy, dashboards and reporting, and billing/seat management. Visibility became real-time and the business stopped relying on spreadsheets.
Next step
Start with the real constraint.
Bring the actual workflow and the decision that is stuck. You leave with a diagnosis, a direct recommendation, and a sequence you can use.