Category:

Insurance Technology

Size

11-50 FTE

Paperbox

Paperbox - experts at making document processing intelligent using AI. While they were great at helping other companies organize their documents, they had their own data challenges to solve. With big growth plans ahead, they needed to get their data in order, fast.

The challenge

Despite being a tech-forward company, Paperbox's data was scattered across different tools - Intercom, HubSpot, Exact Online, you name it. They had the pieces but couldn't see the puzzle. With ambitious growth targets, they needed clear insights into everything from sales performance to cloud costs, and they needed it quickly.

How we fixed it

We moved fast - just 4 weeks to go from scattered data to complete clarity:

  • Kicked off with a workshop to understand exactly what insights they needed
  • Set up a clean Google Cloud environment for all their data
  • Connected all their tools (Intercom, HubSpot, Exact Online) into one place
  • Built automated data transformations to keep everything current
  • Created specific dashboards for different needs: Revenue Performance, Customer Lifetime Value, Marketing & Sales, Customer Success, Product Usage, Cloud Costs

What changed

The transformation was quick and impactful:
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Everyone started working from the same trusted data source, ending confusion about metrics
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Leadership got clear visibility into revenue, growth, and product performance
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Sales and Marketing teams could finally track their complete customer journey
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Product and Customer Success teams gained real-time insights into feature usage and account health

Conclusion

In just one month, Paperbox went from having scattered data to having a complete command center for their business. What's particularly impressive is how quickly they could start making data-driven decisions - proving that with the right approach, you don't need months to get your data in order. If you're planning for growth but can't see your full business picture clearly, let's talk. Sometimes all it takes is four weeks to transform how you use your data.

Get to know us

Ask us tough questions and make sure we're the right fit before committing to anything.