Evidence Performed by Jennifer Moffeit-Vacher

  • Name
    HubSpot Instance Consolidation & Enterprise Architecture Assessment
  • Description

    A client operated four siloed HubSpot instances containing nearly one million uncleaned contact records, suffering from chronic technical data debt and a fundamental architectural incompatibility between HubSpot's native integration and Salesforce Education Cloud that triggered severe sync failures and blocked a true 360-degree student record view.

    Serving as the Solutions Architect, a comprehensive engineering audit and technical workstream was executed, encompassing deep stakeholder interviews, a thorough asset inventory of over 600 workflows, and an extensive data connection gap analysis across all portals. Bypassing a costly, high-friction single-portal HubSpot consolidation, an authoritative executive blueprint was authored recommending an enterprise-grade migration to a new marketing automation platform, supported by an immediate three-phase present-state stabilization roadmap and a Universal Data Model framework that transformed the existing instances into a risk-mitigated strategic "Validation Lab" to guarantee 100% data integrity with zero business downtime.

  • Start Date
    2025-12-01
  • Duration
    2 months
  • Type
    Professional
  • For
    Simply Start Transformation
  • Title
    Solutions Architect
  • Primary Responsibilities
    Conducted exhaustive discovery interviews with cross-functional stakeholders from each portal to document localized marketing use cases and chronic pain points. Executed a comprehensive technical audit of four distinct instances covering 989,253 contacts, 5,748,327 sent emails, and 1,344 forms. Analyzed API call usage records, pipeline object configurations, custom code blocks, and 184+ active integration sync errors mapping to Salesforce. Authored the executive recommendation blueprint outlining structural caps, data divorce risks, and the business case for replacing HubSpot with an enterprise-grade MAP. Engineered a Universal Data Model designed to act as an architectural Rosetta Stone between the source data and future-state platforms. Structured a risk-mitigated rollout roadmap utilizing sequential portal-by-portal cohort sprints to preserve continuous lead generation intake. Deployed present-state stabilization guidelines, defining automated cross-portal deduplication protocols via Insycle to collapse 7,383+ duplicate records. Modeled role-based user story workshops and operational readiness gates to pre-train teams and establish cross-organization change management safety.

Used Skills