Financial Services Marketing

Due Diligence Audit – Case Study

author Josh Miramant November 11, 2020

The Problem

A middle-market PE firm needed help integrating 4 acquired CRM/ERP companies. They introduced Blue Orange to the CEO of the merged company to provide architectural guidance on their data infrastructure to support unified data and sales optimization. Due to disparate data sets, the company had no insight into the efficacy of their upper funnel engagement or attribution across their sales cycle. 

Case Study

Sector: CRM/ERP

Vertical: Sales Optimization

Stage: Due Diligence Audit

Business Challenge

  • Siloed data systems hinder coordination, planning, and tracking.  
  • Low conversion on sales efforts.
  • Lack of visibility into sales processes.
  • The development team has no resources for an internally focused, stand-alone project.

Blue Orange Audit Results

  • Scalable architecture to create data-driven operations that will not be outpaced by growth.
  • Increased top of funnel conversion using ML prediction to improve lead segmentation.
  • Improved sales modeling and oversight with real-time, full-funnel dashboards.
  • Updated systems without interruption of use as quickly as possible, added complexity later.

Schedule 15-min with Blue Orange Digital to discuss which option is right for your data sources and future goals.


Josh Miramant- CEO Blue Orange Digital
Josh Miramant - CEO
Blue Orange Digital

Josh Miramant is the CEO and founder of Blue Orange Digital, a data science and machine learning agency with offices in New York City and Washington DC.

Miramant is a popular speaker, futurist, and a strategic business & technology advisor to enterprise companies and startups. As an example of thought leadership, Miramant has been featured in IBM ThinkLeaders, Dell Technologies, Global Banking & Finance Review, the IoT Council of Europe, among others. He can be reached at contact@blueorange.digital.

Blue Orange Digital is recognized as a “Top AI Development and Consultant Agency,” by Clutch and YahooFinance, for innovations in predictive analytics, automation, and optimization with machine learning in NYC. 

They help organizations optimize and automate their businesses, implement data-driven analytic techniques, and understand the implications of new technologies such as artificial intelligence, big data, and the Internet of Things.


For more on AI and technology trends, see Josh Miramant, CEO of Blue Orange Digital’s data-driven solutions for Supply Chain, Healthcare Document Automation, and more.


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