The systems in the plays Raphael leads, in the order data moves through them. Lime marks the ones that come up most; the number is how many open roles ask for each.
From LeanScale's case studies. Play leads are whoever has spent the most delivery time on that kind of work.
5 steps
Consolidating two Salesforce orgs into one instance without stopping the business
Two orgs to one
ARR and MRR roll-forward


6 steps
Forecasting off an inherited spreadsheet, until the revenue book was rebuilt in the CRM
CRM became the self-serve source of truth for MRR
CRM migration and merge



+1
7 steps
Replatforming a decade-old marketing automation estate: the audit is the project
A full estate audit delivered in three review-ready workbooks