JayOh built a portfolio-wide RevOps framework for Samsung Next across 180 companies: maturity audits, roadmaps, standardized product catalogs and price books, attribution and portfolio dashboards. The result was a 25% improvement in marketing ROI and a 35% increase in sales process efficiency within one fiscal year.
A portfolio of 180 companies produces 180 different funnels, catalogs and definitions. Samsung Next needed to monitor and guide its holdings from one view, which meant making the companies comparable first.
Lead funnels, revenue streams and performance scorecards lived inside each company, not in one place the investment team could use.
Without uniform product catalogs and price books, opportunity data meant different things from company to company.
Campaigns across the portfolio lacked consistent attribution, so spend couldn’t be optimized on evidence.
Each company sat at a different maturity level, and none had a shared roadmap to improve.
7 workstreams, in the order they matter. Each one closes a specific gap from the problem list above.
StackBuilt and maintained marketing and sales infrastructure tailored to the demands of each of the 180 companies.
Dashboards with a holistic view of lead funnels, revenue streams and performance scorecards for monitoring and guiding holdings.
A system to manage campaigns across the portfolio, with attribution modeling to track ROI and optimize spend.
Data quality protocols so analysis and strategic decisions ran on high-integrity data.
Maturity assessments for each portfolio company to find gaps and set a path to RevOps excellence.
Company-level RevOps roadmaps aligned with each company’s long-term goals.
Uniform product catalogs and price books so opportunity data was consistent and comparable across the portfolio.
Portfolio revenue advanced significantly within one fiscal year. Phases are shown in sequence without dates.
RevOps maturity audits across portfolio companies identify gaps and priorities.
Product catalogs, price books and data quality protocols make companies comparable.
Campaign management, attribution modeling and portfolio dashboards stand up the shared view.
Company-level roadmaps align operations with strategy; growth levers identified across the portfolio.
Every figure below comes from JayOh’s documented case study for this engagement. Where the starting value wasn’t recorded as a number, the “Before” column describes the starting state instead.
| Metric | Before | After | How it was measured |
|---|---|---|---|
| Portfolio companies covered | — | 180 | Infrastructure tailored to each |
| Marketing ROI | Inconsistent attribution | +25% | Through campaign tracking and attribution analysis |
| Sales process efficiency | Non-standard catalogs and price books | +35% | From product and price book standardization |
| Portfolio visibility | Company-by-company | 360-degree portfolio view | Funnels, revenue and scorecards in one place |
| Revenue trajectory | — | Significant advancement within one fiscal year | Key growth levers identified across the portfolio |
The operator lessons we’d apply to any team facing the same problem.
Uniform product catalogs and price books are what made portfolio-level sales data comparable. Dashboards on non-standard data mislead.
A consistent maturity assessment turned 180 different situations into a ranked list of fixes and roadmaps.
Consistent campaign tracking produced a 25% marketing ROI improvement because spend could finally move to what worked.
Five signs we saw at this client before the work started. Tick the ones that are true for you; the more you tick, the closer your fix looks like this system.
Rule of thumb: 1–2 signs is a contained fix, 3 is this pattern, 4–5 means the system needs rebuilding rather than patching.
Tick the statements that are true for your team.
Bring your current setup to a 30-minute call. We’ll tell you which parts of this case apply, what we’d build first and what it would take.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
