kDS Data Source Discovery App — Test Data Planning Document

Scenario 02 — Mid-Market SaaS Company: MB-SaaS Data Systems, Inc.

Prepared: April 29, 2026  |  kDS Beta Program  |  Related blog post →

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Purpose & Scenario Context

This document provides complete sample data for manually entering and testing a kDS DSD App deployment. All data is based on the blog post scenario “02 — Mid-Market SaaS & Software Companies”.

The fictional company MB-SaaS Data Systems, Inc. mirrors the profile described in the blog: a post-growth B2B SaaS company (500–5,000 employees) that has accumulated undocumented data flows through rapid product expansion, multiple cloud migrations, and minimal data governance investment. It is preparing for an enterprise sales acceleration initiative that requires demonstrable data governance maturity.

The document follows the exact entry sequence in the kDS DSD App: Parent Organization → Subsidiaries → Business Units → Contacts.

Quick Reference — Entity Counts

Entity Type	Count	Notes
Parent Organization	1	MB-SaaS Data Systems, Inc.
Subsidiaries	6	Analytics, Integration, AI, Services, Security, Customer Success
Business Units	21 total	3–4 per subsidiary
Contacts	6	Across 5 subsidiaries; varied SME/sponsor roles

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Section 1 — Parent Organization

1.1 Basic Organization Information

Field	Value
Organization Name	MB-SaaS Data Systems, Inc.
Parent Description	Mid-market B2B SaaS company providing cloud-based analytics and data management software to enterprise clients across financial services, healthcare, and manufacturing sectors.
Industry	Enterprise Software / B2B SaaS
Website	https://www.mb-saas-datasystems.com

1.2 Organization Type & Size

Field	Value
Type	Private
Stock Symbol	N/A
Employee Size	1000-5000
Annual Revenue	$100M to $500M
Location	Austin, TX
Create Date	2026-04-29

1.3 AI Industry Classification (use Look Up button)

Field	Value
NAICS Code	511210
Description	Software Publishers
AI Rationale	MB-SaaS Data Systems develops and licenses proprietary cloud-based analytics software and data management platforms, classifying it under NAICS 511210 (Software Publishers). The company does not provide managed IT services or consulting as a primary revenue stream; its core business is licensing SaaS products to enterprise clients.

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Section 2 — Subsidiaries (6)

2.1 MB-SaaS Analytics Cloud

Field	Value
Subsidiary Name	MB-SaaS Analytics Cloud
Description	Core SaaS analytics platform subsidiary; hosts the flagship MB-SaaS BI product and all cloud-native analytics workloads.
Organization Type	Subsidiary
Stock Symbol	leave blank
Employee Size	500-1000
Annual Revenue	$50M to $100M
Location	Austin, TX
Website	https://analytics.mb-saas-datasystems.com
NAICS Code (look up)	511210
Industry Description	Software Publishers
AI Rationale	Primary SaaS product development and hosting entity; revenue derives from software licensing and subscription fees.

2.2 MB-SaaS Data Integration Services

Field	Value
Subsidiary Name	MB-SaaS Data Integration Services
Description	ETL and data pipeline services subsidiary; delivers managed data integration, API connectors, and real-time streaming infrastructure for enterprise clients.
Organization Type	Subsidiary
Stock Symbol	leave blank
Employee Size	50-500
Annual Revenue	$10M to $50M
Location	Chicago, IL
Website	https://integrations.mb-saas-datasystems.com
NAICS Code (look up)	519290
Industry Description	All Other Information Services
AI Rationale	Primary revenue from managed data integration services; the entity operates data pipelines and connectors rather than publishing standalone software licenses.

2.3 MB-SaaS AI Labs

Field	Value
Subsidiary Name	MB-SaaS AI Labs
Description	Applied machine learning and AI R&D subsidiary focused on predictive analytics features, LLM integrations, and next-generation data discovery capabilities.
Organization Type	Division
Stock Symbol	leave blank
Employee Size	50-500
Annual Revenue	Less than $1M
Location	San Francisco, CA
Website	https://ailabs.mb-saas-datasystems.com
NAICS Code (look up)	541715
Industry Description	Research and Development in the Physical, Engineering, and Life Sciences
AI Rationale	AI Labs is a cost-center R&D division focused on experimental ML research and prototype feature development; it does not generate independent product revenue.

2.4 MB-SaaS Professional Services

Field	Value
Subsidiary Name	MB-SaaS Professional Services
Description	Client-facing implementation, consulting, and training subsidiary; provides onboarding, custom configuration, and data governance advisory services.
Organization Type	Subsidiary
Stock Symbol	leave blank
Employee Size	50-500
Annual Revenue	$10M to $50M
Location	New York, NY
Website	https://services.mb-saas-datasystems.com
NAICS Code (look up)	541512
Industry Description	Computer Systems Design Services
AI Rationale	Professional Services generates revenue primarily through billable consulting hours and implementation engagements; software licensing is incidental to the service delivery.

2.5 MB-SaaS Security & Compliance

Field	Value
Subsidiary Name	MB-SaaS Security & Compliance
Description	Dedicated cybersecurity and regulatory compliance subsidiary; manages SOC 2, HIPAA, and GDPR compliance programs, vulnerability management, and customer data protection.
Organization Type	Division
Stock Symbol	leave blank
Employee Size	5-50
Annual Revenue	Less than $1M
Location	Austin, TX
Website	https://security.mb-saas-datasystems.com
NAICS Code (look up)	541519
Industry Description	Other Computer Related Services
AI Rationale	Security & Compliance operates as an internal shared-services division; activities center on cybersecurity program management and regulatory compliance rather than software publication.

2.6 MB-SaaS Customer Success Platform

Field	Value
Subsidiary Name	MB-SaaS Customer Success Platform
Description	Customer lifecycle management subsidiary; operates CRM data, health scoring, NPS programs, and renewal management systems for the parent company’s 800+ enterprise accounts.
Organization Type	Division
Stock Symbol	leave blank
Employee Size	50-500
Annual Revenue	$1M to $5M
Location	Denver, CO
Website	https://customersuccess.mb-saas-datasystems.com
NAICS Code (look up)	561499
Industry Description	All Other Business Support Services
AI Rationale	The Customer Success Platform subsidiary functions as an internal customer lifecycle management operation, providing renewal coordination and health monitoring rather than external software sales.

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Section 3 — Business Units (21 total)

Subsidiary: MB-SaaS Analytics Cloud

3.1 Product Engineering - Core BI

Field	Value
Subsidiary	MB-SaaS Analytics Cloud
Business Unit Name	Product Engineering - Core BI
Location	Austin, TX
Employee Size	50-500
Business Function Description	Develops and maintains the MB-SaaS BI reporting engine, query optimizer, and visualization layer.
Source	Manual

3.2 Platform Infrastructure

Field	Value
Subsidiary	MB-SaaS Analytics Cloud
Business Unit Name	Platform Infrastructure
Location	Austin, TX
Employee Size	50-500
Business Function Description	Manages AWS infrastructure, CI/CD pipelines, Kubernetes orchestration, and SLA monitoring.
Source	Manual

3.3 Data Warehouse & Lakehouse

Field	Value
Subsidiary	MB-SaaS Analytics Cloud
Business Unit Name	Data Warehouse & Lakehouse
Location	Austin, TX
Employee Size	5-50
Business Function Description	Owns the Snowflake data warehouse, dbt transformation layer, and Airbyte ingestion pipelines.
Source	Manual

3.4 Product Management - Analytics

Field	Value
Subsidiary	MB-SaaS Analytics Cloud
Business Unit Name	Product Management - Analytics
Location	Austin, TX
Employee Size	5-50
Business Function Description	Defines MB-SaaS BI product roadmap, manages client feature requests, and tracks competitive intel.
Source	Manual

Subsidiary: MB-SaaS Data Integration Services

3.5 Connector Engineering

Field	Value
Subsidiary	MB-SaaS Data Integration Services
Business Unit Name	Connector Engineering
Location	Chicago, IL
Employee Size	5-50
Business Function Description	Builds and maintains 200+ data connectors for SaaS platforms, databases, and file-based sources.
Source	Manual

3.6 Enterprise Integration Delivery

Field	Value
Subsidiary	MB-SaaS Data Integration Services
Business Unit Name	Enterprise Integration Delivery
Location	Chicago, IL
Employee Size	5-50
Business Function Description	Manages client-specific custom integration projects from requirements through go-live.
Source	Manual

3.7 Streaming & Real-Time Data

Field	Value
Subsidiary	MB-SaaS Data Integration Services
Business Unit Name	Streaming & Real-Time Data
Location	Chicago, IL
Employee Size	5-50
Business Function Description	Operates Kafka-based event streaming and real-time CDC pipelines for enterprise clients.
Source	Manual

Subsidiary: MB-SaaS AI Labs

3.8 LLM Integration Research

Field	Value
Subsidiary	MB-SaaS AI Labs
Business Unit Name	LLM Integration Research
Location	San Francisco, CA
Employee Size	5-50
Business Function Description	Researches and prototypes LLM-driven features for data discovery and natural language querying.
Source	Manual

3.9 Predictive Analytics R&D

Field	Value
Subsidiary	MB-SaaS AI Labs
Business Unit Name	Predictive Analytics R&D
Location	San Francisco, CA
Employee Size	5-50
Business Function Description	Develops ML models for churn prediction, anomaly detection, and forecasting within MB-SaaS BI.
Source	Manual

3.10 Data Discovery Automation

Field	Value
Subsidiary	MB-SaaS AI Labs
Business Unit Name	Data Discovery Automation
Location	San Francisco, CA
Employee Size	1-5
Business Function Description	Explores AI-assisted data source discovery, schema classification, and knowledge extraction.
Source	Manual

Subsidiary: MB-SaaS Professional Services

3.11 Enterprise Onboarding

Field	Value
Subsidiary	MB-SaaS Professional Services
Business Unit Name	Enterprise Onboarding
Location	New York, NY
Employee Size	5-50
Business Function Description	Manages 30-90 day onboarding engagements covering environment setup and SSO configuration.
Source	Manual

3.12 Data Governance Advisory

Field	Value
Subsidiary	MB-SaaS Professional Services
Business Unit Name	Data Governance Advisory
Location	New York, NY
Employee Size	5-50
Business Function Description	Provides data governance framework design, catalog implementation, and stewardship consulting.
Source	Manual

3.13 Training & Enablement

Field	Value
Subsidiary	MB-SaaS Professional Services
Business Unit Name	Training & Enablement
Location	New York, NY
Employee Size	5-50
Business Function Description	Develops and delivers end-user training, certification programs, and knowledge base content.
Source	Manual

3.14 Custom Development

Field	Value
Subsidiary	MB-SaaS Professional Services
Business Unit Name	Custom Development
Location	New York, NY
Employee Size	5-50
Business Function Description	Builds custom connectors, bespoke dashboards, and client-specific data transformations.
Source	Manual

Subsidiary: MB-SaaS Security & Compliance

3.15 Information Security Operations

Field	Value
Subsidiary	MB-SaaS Security & Compliance
Business Unit Name	Information Security Operations
Location	Austin, TX
Employee Size	5-50
Business Function Description	Operates SIEM, vulnerability scanning, penetration testing, and security incident response.
Source	Manual

3.16 Compliance & Risk Management

Field	Value
Subsidiary	MB-SaaS Security & Compliance
Business Unit Name	Compliance & Risk Management
Location	Austin, TX
Employee Size	5-50
Business Function Description	Manages SOC 2, HIPAA, GDPR, and ISO 27001 compliance programs and vendor risk assessments.
Source	Manual

3.17 Customer Data Protection

Field	Value
Subsidiary	MB-SaaS Security & Compliance
Business Unit Name	Customer Data Protection
Location	Austin, TX
Employee Size	1-5
Business Function Description	Handles GDPR/CCPA data subject requests, DPA agreements, and data retention processes.
Source	Manual

Subsidiary: MB-SaaS Customer Success Platform

3.18 Customer Health & Retention

Field	Value
Subsidiary	MB-SaaS Customer Success Platform
Business Unit Name	Customer Health & Retention
Location	Denver, CO
Employee Size	5-50
Business Function Description	Manages customer health scoring, early warning identification, and churn reduction outreach.
Source	Manual

3.19 Renewal & Expansion

Field	Value
Subsidiary	MB-SaaS Customer Success Platform
Business Unit Name	Renewal & Expansion
Location	Denver, CO
Employee Size	5-50
Business Function Description	Owns the renewal pipeline, upsell/cross-sell motion, and commercial terms for existing accounts.
Source	Manual

3.20 Voice of Customer & NPS

Field	Value
Subsidiary	MB-SaaS Customer Success Platform
Business Unit Name	Voice of Customer & NPS
Location	Denver, CO
Employee Size	5-50
Business Function Description	Manages NPS survey program, CSAT measurement, and customer feedback collection programs.
Source	Manual

3.21 Customer Data Operations

Field	Value
Subsidiary	MB-SaaS Customer Success Platform
Business Unit Name	Customer Data Operations
Location	Denver, CO
Employee Size	1-5
Business Function Description	Owns CS tech stack data hygiene and integrations between Gainsight, Salesforce, and Zendesk.
Source	Manual

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Section 4 — Contacts (6)

4.1 Rachel Okonkwo — Chief Data Officer

Job Description

Rachel serves as the company-wide Chief Data Officer, owning the enterprise data strategy, data governance program, and the internal data platform roadmap. She chairs the Data Governance Council and has final authority over data quality standards and data access policies. As CDO she is the executive sponsor for all data discovery and governance initiatives, including the kDS DSD beta deployment.

AI Role Analysis (use Look Up)

Field	Value
Identified Role	Executive Data Sponsor / CDO
AI Rationale	Rachel’s title, organizational scope (company-wide), and ownership of the data strategy and governance program identify her as the primary executive data sponsor — the highest-value interview subject and project sponsor for a data source discovery initiative.

4.2 Marcus Delacroix — VP of Data Engineering

Job Description

Marcus leads all data engineering functions within MB-SaaS Analytics Cloud, including the Snowflake data warehouse, dbt transformation pipelines, and Airbyte/Fivetran ingestion infrastructure. He is the primary technical authority on data lineage, schema design, and the internal data platform. He manages a team of 12 data engineers and has been with the company for seven years.

AI Role Analysis (use Look Up)

Field	Value
Identified Role	Senior Data Engineering SME
AI Rationale	Seven-year tenure combined with ownership of the data warehouse, ETL pipelines, and schema design makes Marcus a primary SME for data flow mapping. His knowledge of system-to-system data movement is likely the densest concentration of tribal knowledge in the organization.

4.3 Priya Nambiar — Director of Integration Engineering

Job Description

Priya oversees the full integration delivery practice at MB-SaaS Data Integration Services, managing both the connector engineering team and enterprise integration delivery team. She holds deep knowledge of all 200+ pre-built connectors, client-specific custom integration architectures, and the internal connector registry. She is the go-to contact for understanding how client data flows into and through the MB-SaaS platform.

AI Role Analysis (use Look Up)

Field	Value
Identified Role	Integration Architecture SME
AI Rationale	Priya’s ownership of the connector catalog and delivery of client-specific integrations makes her the primary SME for understanding external data flow entry points — a critical knowledge domain for any data source discovery initiative at a SaaS company.

4.4 Derek Fontaine — Senior Security & Compliance Analyst

Job Description

Derek manages SOC 2 Type II and HIPAA compliance evidence collection, policy documentation, and third-party vendor risk assessments. He maintains the compliance automation tooling (Vanta) and serves as the primary liaison for annual external audits. He has detailed knowledge of data flows touching PHI and financial data, and maintains the internal DPA registry.

AI Role Analysis (use Look Up)

Field	Value
Identified Role	Compliance Data Flow SME
AI Rationale	Derek’s audit evidence responsibilities require him to understand where sensitive data resides and flows — making him a high-value SME specifically for regulated data domains (PHI, PII, financial data). His DPA registry ownership is directly relevant to data source discovery.

4.5 Tamara Whitfield — Director of Customer Data Operations

Job Description

Tamara owns the customer data model across the CS tech stack, managing data integrations between Gainsight, Salesforce, and Zendesk. She maintains the RevOps data warehouse and is the primary contact for any questions about how customer lifecycle data is captured, stored, and surfaced across the organization. She has built most of the current integrations herself over four years.

AI Role Analysis (use Look Up)

Field	Value
Identified Role	Customer Data Architecture SME
AI Rationale	Tamara is the sole owner of the customer data model and all CS-to-CRM-to-support integrations. Four-year tenure as the architect of these systems makes her an irreplaceable source of tribal knowledge about customer data flows — exactly the scenario the kDS DSD platform is designed to address.

4.6 Jonah Esperanza — AI Research Lead

Job Description

Jonah leads the Data Discovery Automation team within MB-SaaS AI Labs, researching AI-assisted approaches to data source mapping, automated schema classification, and tribal knowledge extraction. He evaluates external data discovery platforms, maintains a library of SME interview transcripts from internal pilots, and builds prototype integrations. He is both a user-proxy and a sophisticated evaluator of tools like the kDS DSD platform.

AI Role Analysis (use Look Up)

Field	Value
Identified Role	Data Discovery Research SME / Evaluator
AI Rationale	Jonah’s research focus directly overlaps with the kDS DSD platform’s domain. His role as both a practitioner and evaluator of data discovery tools makes him a highly valuable interview subject and a natural SME identifier — he will know which colleagues hold undocumented data flow knowledge across the organization.

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Section 5 — Entry Sequence & Testing Checklist

Follow this sequence when entering data manually into the kDS DSD App to ensure foreign key relationships are satisfied.

Step	Action	Data	URL / Location	Testing Note
1	Add Parent Organization	MB-SaaS Data Systems, Inc.	/add_organization	Save; verify org appears in admin dashboard
2	Add 6 Subsidiaries	Section 2, all 6 entries	/add_subsidiary	Use Look Up for each NAICS code before saving
3	Add Business Units	Section 3, 3–4 BUs per subsidiary	/add_business_unit	Select correct subsidiary from dropdown each time
4	Add Contacts	Section 4, all 6 contacts	/add_contact	Assign subsidiary + BU; toggle role flags; use Look Up for AI role analysis
5	Verify Hierarchy	View org hierarchy diagram	Admin Dashboard	Confirm all 6 subs + 21 BUs appear under parent
6	Test SME Email	Trigger SME confirmation email to Rachel Okonkwo	Admin Dashboard	Verify token-based link in email resolves correctly

5.1 Key Relationships to Verify

Verification Check	Expected Outcome
Org → Subsidiary FK	All 6 subsidiaries show MB-SaaS Data Systems, Inc. as parent
Subsidiary → BU FK	Each subsidiary shows correct 3–4 business units
Contact → Subsidiary + BU FK	All 6 contacts linked to correct subsidiary and business unit
SME Flag	All 6 contacts appear in SME list
Project Sponsor Flag	Only Rachel Okonkwo appears as Project Sponsor
AI Role Lookup	AI role classification returns expected roles for each contact job description
NAICS Lookup	Parent and all 6 subsidiaries return distinct NAICS codes appropriate to their functions

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kDS Data Source Discovery App  |  Test Data Document  |  MB-SaaS Data Systems (Fictional)  |  Scenario 02 — Mid-Market SaaS  |  Related blog post →