Where's my data?
A fictional but realistic B2B operations stack. Today it's scattered across eight systems. With the lake, it's a single source of truth — and queryable for the first time.
Click any system to see what’s trapped inside.
- Salesforce
Orders, accounts, pipeline stages.
Locked in the CRM. No history beyond active deals.
- Notion / Google Docs
Customer-facing proposals and SOWs.
PDFs and links — searchable for nobody.
- QuickBooks
Invoices, vendor payments, margin ledger.
Accounting truth lives here. Nobody else can see it.
- Vendor PDFs
Rate sheets, contracts, margin terms.
Dropbox folder. Versions overlap. Last year's rates still live somewhere.
- Gmail / Outlook
Every customer conversation, every vendor negotiation.
Inbox. The actual record of decisions lives here and nowhere else.
- Spreadsheets
Anything that didn't fit anywhere else.
Linda's quote tracker. Marcus's margin calc. Nobody else's truth.
- Mailchimp / Klaviyo
Marketing sends, open rates, list segments.
Doesn't know who actually bought. Lists go stale.
- Drive / Dropbox
Folders for past projects, vendor collateral.
Searchable by filename only. Good luck.
Eight tools.
Zero answers.
Every question — “Which customers are due for a renewal?”, “Which vendors are most profitable?”, “Where is our margin coming from?” — requires a human to open 4+ tools, copy data into a spreadsheet, and hope they didn’t miss something. Most of the time, nobody bothers.