System audit
We map tools, integrations, automations, data flows, and dependencies before anything changes.
Legacy System Modernization
Your GTM stack stopped keeping up.
Patched tooling and disconnected integrations degrade quietly. We rebuild into AI-native revenue operations — without stopping your motion.
Trusted by revenue leaders
TreasuryPath
Our Modernization Approach
Legacy modernization is not cleanup. It is a redesign: audit what exists, blueprint what needs to be built, and transition in phases.
Phased modernization
We rebuild in phases so each step improves the system while your GTM motion keeps running.
AI-native architecture
We build for the next stage with modern data models, AI enrichment, automation, routing, and forecasting.
The Shift
Most legacy GTM stacks do not break because the tools failed. They break because no one designed the system behind them.
Scope of Modernization
01
CRM
Fields, pipeline logic, data models, relationships, and rules rebuilt for clarity and scale.
02
Data & Enrichment
Sourcing, normalization, deduplication, and scoring rebuilt so records are actionable.
03
Automation
Zapier, Make, CRM workflows, and native automations rebuilt with intent.
04
Outbound
Domains, inboxes, sequencing, deliverability, and sending limits brought to modern standards.
05
Reporting
Pipeline data, funnel conversion, sequence performance, and attribution reporting leadership can trust.
06
AI Intelligence
AI added where it creates leverage: enrichment, intent, scoring, routing, and forecasting.
Our Modernization Process
OmbrikMSP for GTM Engineering
01
Audit
We audit every tool, integration, automation, and data flow to map what exists and what is breaking.
02
Design
We define the tooling model, data architecture, automation logic, AI points, and transition plan.
03
Build & Migrate
We build in phases, validate migrations, test automations, and move nothing until it works.
04
Integrate AI
We add AI across enrichment, intent, workflow intelligence, scoring, and forecasting.
05
Operate
Once live, we provide documentation, training, and optional ongoing managed service.
Outcomes
~92%
Reduction in manual work across revenue operations for typical clients.
14+
Hours saved weekly
Reclaimed from reporting, manual updates, and status reconciliation.
10X
Qualified demo flow
Increase in the right demos reaching the right sellers.
Cleaner
Forecast confidence
Fewer surprises. Better bets. Stronger board trust.
Next Step
We assess the inherited stack, define the architecture, and modernize it in phases — without stopping your GTM motion.