Case Study: Gem achieves an 80% reduction in board meeting prep time with Mosaic

How Gem supercharged their board meetings by connecting sales and finance to deliver powerful presentations

Gem is a 100–150 person recruiting company building talent-acquisition software; their sales and finance teams spent weeks manually consolidating ERP and CRM data to prepare quarterly board materials. To break that cycle they turned to Mosaic, seeking a way to connect NetSuite and Salesforce and get faster, on‑the‑spot insights for board meetings.

Mosaic implemented effortless ETL to link Gem’s NetSuite and Salesforce data and provided an analysis canvas for real‑time, collaborative data manipulation and visualization, automating GTM analytics and slide generation. As a result, Mosaic helped Gem cut board‑prep from weeks to hours—achieving an 80% reduction in prep time and roughly 60 hours saved across teams—while enabling live refreshes, clearer investor reporting, and faster sales/finance alignment.

Gem

Susan Phan

Vice President Finance