Case Study·Enterprise Software·FinOps·ARR Reporting Migration
30%reduction in audit time
2 monthsfrom kickoff to delivery
5,500monthly invoices processed
01

The Challenge

The company had outgrown its revenue infrastructure. ARR calculations were scattered across Microsoft SQL Server, Oracle Financial Cloud, and multiple Salesforce instances, each with different schemas that made consolidation nearly impossible. Worse, critical business logic lived inside Tableau dashboards rather than in proper transformation layers. Sales reps couldn't access ARR data without leaving Salesforce, navigating Tableau filters, and manually extracting numbers. Finance and FP&A could see top-line figures but had no way to drill into the drivers behind them. The company was also consolidating onto Salesforce CPQ, and the existing data infrastructure couldn't support the transition.

02

The Constraint

The company needed to unify numerous product lines, each with unique subscription models, renewal patterns, and revenue recognition rules, into a single trusted source. The migration had to run alongside an active Salesforce CPQ rollout across multiple instances. Complex edge cases like early and late renewals, multi-year contracts, and non-standard revenue recognition meant that a generic migration playbook would not work. The team needed to deliver enterprise-grade accuracy without a six-month timeline.

03

The Approach

Mammoth Growth migrated the company to Snowflake using a three-layer data architecture (raw, standardized, reporting-ready) with helper models in dbt, then built a semantic layer via MetricFlow to centralize business logic once and distribute it everywhere. Streamlit apps let stakeholders validate calculations and surface edge cases in real time, compressing feedback cycles from weeks to days.

04

The Outcome

Mammoth Growth compressed what was scoped as a six-month initiative into two months of delivery. ARR models now process 5,500 monthly invoices with full precision across all product lines. Audit time dropped roughly 30% through rapid Streamlit-based data interrogation. Leadership gained account-level visibility into ARR movement categories for the first time.

What This Unlocked

Repeatable architecture for growth. The data template is designed to absorb future acquisitions and new product lines with minimal rework.

ARR embedded in Salesforce. Reps sell from trusted numbers without switching tools.

Revenue visibility for Finance and FP&A. Teams analyze the "why" behind revenue shifts, not just the totals.

AI and self-service ready. The dbt semantic layer positions the company to pilot conversational AI tools and self-service analytics.

From ARR project to company-wide data strategy. The foundation built for revenue reporting now powers the broader analytical roadmap.

Services

Data EngineeringCloud MigrationAnalytics ArchitectureSemantic Layer Design

Tech Stack

Snowflakedbt (MetricFlow)TableauStreamlitSalesforce CPQMicrosoft SQL ServerOracle Financial Cloud

Results

Delivery timeline

2 months (compressed from 6)

Audit time reduction

~30% via Streamlit prototyping

Invoice accuracy

5,500/month, full edge case coverage

ARR drill-down

Account-level by new, existing, expansion, contraction

These numbers don't happen by accident.

Talk to us about what's possible for your business.