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Enterprise SaaS · Discovery
A 1,000-person SaaS team mapped its way off Gemini
A 60-person partnerships and technical-sales team explored migrating from Gemini to Claude for Work plus a Lindy intro workshop.
The problem
The MD of Global Solutions at a 1,000+ employee SaaS company led a 60-person team across partnerships, technical sales, and enablement. The org was on Gemini after a Microsoft to Google migration but the integrations were poor — couldn't even create Slides reliably. The enterprise contract was not paying off. Engineering was already on Claude for code. IT and security owned the final tool decision. Workato was used internally for agent builds.
What we built
- Discovery and gap analysis between current Gemini setup and Claude for Work
- Workshop variant specification for the partnerships team
- Lindy intro to complement the Claude for Work migration
- IT-and-security pathway map
Stack
Outcome
Discovery call complete. Workshop variant under discussion.