Cloud infrastructure and centralized data: The end of operational silos in the service sector.
- Dataphi Solutions

- Jan 13
- 3 min read
In the service sector, the speed of information is as vital as the quality of delivery. However, many companies still operate with a dangerous "blind spot": the gap between what was sold and what is being billed.
In this success story, we will detail how we helped a major player in the services sector move from fragmented management to a unified cloud and data infrastructure, achieving the "Holy Grail" of efficiency: a clear view of the entire operational pipeline .

The pain of disconnection.
The client – a well-established company in the service sector – faced a challenge common to rapid growth: data silos .
The operation functioned on islands:
Sales operated within the CRM;
Contracts were managed in spreadsheets, in network folders;
Operations used complex spreadsheets to allocate resources;
The finance department relied on emails to know what (and when) to invoice.
The result? Inconsistent data, revenue leakage (loss of revenue due to billing errors), and a board of directors that made decisions based on retroactive reports (D-30), never in real time.
Problem solved by having data in one place.
The diagnosis was clear: simply "migrating to the cloud" wasn't enough. It was necessary to restructure the data architecture to create a Single Source of Truth . Therefore, our approach focused on two pillars:
Scalable cloud infrastructure, consolidating legacy systems and new applications in a secure, high-performance cloud environment.
Data engineering & BI , involving the creation of a Data Lake to centralize raw data and the structuring of management dashboards for immediate use.
The premise was simple: the data originates in the sale and flows, without manual interruptions, all the way to the finance department.
The result? Visual management of the operational process.
The implementation transformed the company culture. By unifying the infrastructure and data, we gave managers a 360º view of the business.
1. From Sale to Contract (automated)
As soon as an opportunity is won in the CRM, the data automatically flows to the cloud. The system triggers the creation of the contract and notifies the onboarding team, eliminating typing errors and drastically reducing closing time.
2. Service Management (real-time visibility)
The Operations team can now view, in a single dashboard, which contracts are active, the scope sold, and the resources allocated, optimizing team allocation and proactively controlling the SLA (Service Level Agreement).
3. From Service to Finance (with accurate invoicing)
The biggest gain from the project is that it automatically cross-references "service performed" data directly with contractual rules, generating automatic inputs for billing and eliminating revenue leakage . If the service was provided, it is billed. The cash conversion cycle was significantly reduced.
Impacting the business and strategy
More than just technology, we deliver control . Today, the company's board accesses dashboards that show the health of the business in real time, allowing for immediate course corrections, not just at the end of the month.
Centralization: 100% of critical data integrated in a cloud environment.
Agility: A 45% reduction in administrative time between the sale and the start of operations.
Trust: Eliminating discrepancies between operational and financial reports.
Is your company still operating in the dark?
Cloud and data technology isn't just for storing files; it should be the engine of your operational efficiency. If you feel your sales, operations, and finance departments are speaking different languages, it's time to unify that communication.





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