01
Cleaner Customer Lifecycle Visibility
By migrating support and clinical data, Cambridge Cognition gains a single source of truth, enabling a comprehensive view of customer and trial interactions from initial contact through to ongoing support.
Strategic HubSpot Implementation
Unifying Clinical Operations and Commercial Growth
Retire NetSuite and centralise trial data within a secure, scalable Single Source of Truth.
Current Tech Stack
NetSuiteHubSpotTalent LMSMonday.comExcel
Why this matters commercially
A unified platform for Cambridge Cognition's commercial operations.
Cambridge Cognition is seeking to consolidate its customer support and clinical study data within HubSpot, moving away from NetSuite. This strategic shift aims to centralise critical information and streamline operational workflows.
This engagement will deliver enhanced visibility into clinical trials and customer interactions, improved forecasting capabilities, and greater scalability for Cambridge Cognition's operations, all underpinned by robust data governance.
"The goal is to ensure confidence in switching off NetSuite, with everything working seamlessly in HubSpot."
02
Streamlined Operational Scalability
Consolidating workflows in HubSpot allows Cambridge Cognition's clinical team to self-serve data needs and manage support more efficiently, supporting growth without increasing headcount at the same rate.
03
Enhanced Data Governance & Reporting
Implementing clear data segregation and structured records for clinical trials, sites, and contacts ensures accurate reporting and prevents data overlap between operational and commercial teams.
The journey forward
A structured path to operational clarity.
- Step 01
Engagement
Formal sign-off and shared environment setup in the Forbidden portal.
- Step 02
Kickoff
Alignment session to lock in the roadmap, key milestones and success metrics.
- Step 03
Implementation
The strategic transition, integration and configuration workstreams.
- Step 04
Enablement
Team training and process documentation to ensure confident adoption.
- Step 05
Launch
Final validation and go-live, moving the business onto its new foundation.