Basecone Success Story

Basecone is a cloud-based pre-accounting software solution designed to streamline document management and automate invoice processing for small and medium-sized enterprises (SMEs) and accounting professionals. As part of Wolters Kluwer, Basecone integrates seamlessly with leading accounting platforms like Sage, Xero, and Twinfield, processing millions of invoices every month for thousands of customers.

Despite a significant investment in a data warehouse and a dedicated in-house team of six data engineers, Basecone couldn't efficiently leverage their product data, CRM data (from HubSpot), and support data (from Intercom). This data disconnect severely hampered their ability to make internal data-driven decisions and deliver effective customer-facing communications.

Key challenges included:

• Inability to integrate critical data sources despite having sophisticated data infrastructure
• Data silos preventing cross-functional insights across product usage, sales, and support
• Manual reporting processes that consumed valuable engineering resources
• Limited visibility into complete customer journey despite wealth of available data
• Difficulty translating data warehouse information into actionable revenue insights

RevOS created a consistent semantic model that connected previously scattered data points across Basecone's commercial, product, and operational systems. This unified data foundation transformed their ability to leverage existing information.

Our solution included:

• Development of a comprehensive semantic model that harmonized data from HubSpot, Intercom, and product usage metrics
• Implementation of customer health scoring algorithms to guide internal customer evaluation and prioritize retention efforts
• Creation of customer-facing Quarterly Business Review (QBR) dashboards offered as an upsell to larger accounts
• Smart customer segmentation that enabled automated, targeted outreach campaigns based on behavior patterns

RevOS semantic model connecting Basecone's disparate data systems into a unified view

After implementing RevOS, Basecone achieved immediate and impactful results by connecting previously siloed data systems and enabling self-service access across the organization:

Key achievements included:

• Connected data silos between product, CRM, and support systems, creating a unified customer view
• Implemented self-service data access for all customer-facing teams, reducing dependency on data engineers
• Developed Quarterly Business Review (QBR) dashboards for both internal account managers and customers
• Developed solution generated a significant increase of ARR within the first five months by identifying expansion opportunities
• Automated customer retention campaigns based on product usage patterns and support interactions