Enterprise Payments Sales organization requiring trusted, reusable sales data across multiple Lines of Business.
What was happening
Sales data was fragmented across CRM objects with inconsistent definitions. Each team maintained their own Excel reports, and there was no single source of truth for sales performance, pipeline health, or forecasting.
What I owned
I defined the data product strategy, designed the ingestion pipeline architecture, specified the analytics-ready data models, and built the RBAC/IAM governance framework that controlled access across sales, analytics, and ML teams.
The decision I had to make
We had budget for either more features or data reliability engineering. Usage data showed that trust, not features, was the primary adoption blocker — teams were not using the platform because they did not believe the numbers. I deprioritized three feature requests to invest in data quality monitoring, lineage documentation, and automated anomaly detection. Active usage increased in the following quarter.
What I learned
For data products, trust is the feature. The governance model we built — multi-tenant RBAC with row-level security — was later adopted by two additional platform teams as a company-wide standard, which I had not anticipated when I scoped the initial work.
Problem
Sales data fragmented across CRM objects with inconsistent definitions, manual reporting effort, and limited reuse for analytics and ML models.
Solution
Built a governed analytics data product by defining metadata, data dictionaries, ingestion requirements, and analytics-ready models in Amazon Redshift.
Impact
- Established a single source of truth for Payments sales reporting
- Reduced manual reporting effort and clarification cycles
- Improved adoption and trust across Sales, Analytics, and ML teams
Technical Focus: CRM ingestion · Governed analytics models · RBAC-secured data access