Series C B2B
Modernizing a
Frankenstack into
AI-native RevOps
A scaling B2B company had years of patched workflows, duplicate fields, brittle automations, and reports nobody fully trusted.
Audit
The revenue stack had become too fragile to support the next stage of growth.
The company had accumulated years of CRM workarounds, disconnected enrichment tools, manual spreadsheets, and fragile automations. Every fix solved a local problem while making the full system harder to operate.
Leadership needed a modernization path that did not pause the GTM motion or force a risky big-bang rebuild.
Modernization
Ombrik rebuilt the operating layer while preserving the parts of the motion that still worked.
We audited the full stack, mapped data dependencies, rebuilt lifecycle logic, and migrated brittle workflows into a cleaner AI-ready architecture.
The modernization focused on system reliability first: clean fields, stable handoffs, accurate reporting, and automation paths that operators could actually maintain.
Result
The team moved from tool maintenance to revenue execution.
Reporting became more dependable, handoffs became easier to audit, and RevOps stopped spending its week patching old logic.
The company gained a system that could support AI workflows and future scale without dragging years of technical debt forward.
Modernization rebuilt
System Audit
Mapped broken fields, duplicated processes, stale automations, and reporting risks.
CRM Rebuild
Cleaned core objects, lifecycle rules, validation paths, and ownership logic.
Data Model
Reworked source, stage, handoff, and performance definitions.
AI-Ready Workflows
Moved fragile manual processes into governable automation paths.
Next Step
Ready to build your revenue operating layer?
Every engagement starts with a strategy call. We map your systems, identify what's broken, and outline the path forward.
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