Records you can trust
Data cleanup & migration
Make “customer” and “deal” mean the same thing everywhere — so reporting, automation, and handovers finally line up.
Align what “customer” and “deal” mean, dedupe with rules people sign off on, then migrate in batches with checks and rollback — so dashboards and automation finally agree.
- Dedupe everyone agrees on
- Signed rulesDedupe everyone agrees on
- Validation + rollback path
- ReceiptsValidation + rollback path
- Short post-go-live window
- HypercareShort post-go-live window
Start here
Clean data is what makes automation stick.
If any of these sound familiar, this service is likely worth exploring.
Dashboards nobody trusts
We align field ownership and definitions so the chart matches what frontline teams see in their tools.
Automation keeps “fixing” bad data
Stop encoding exceptions in Zapier rows — clean once, then automate on a stable foundation.
Mergers, migrations, new CRMs
Inventory, mapping tables, and validation you can show auditors or execs — not just hope it worked.
What you get
A clear result, not a box of technical parts
We agree on the business outcome first. The tools, scope, and timeline follow from that.
Definitions people sign off on
Golden rules for dedupe and fields — agreed before merge scripts touch production.
Cutover with receipts
Batch loads, reconciliation, and a written rollback — so go-live isn’t a leap of faith.
Hypercare that finishes
Short, intense window after launch to catch stragglers — then steady-state ownership is clear.
The plan
What we'll work through together
Bad data quietly taxes every team: double sends, wrong pipeline stages, forecasts nobody trusts. We inventory fields and owners, write golden rules stakeholders actually approve, then cut over with reconciliation you can show in a meeting — not hope and spreadsheets.
Tools we can connect
- Airtable
- Monday.com
- AWS
What to bring
- Define “customer” / “deal” before merges — semantic arguments are cheaper on a whiteboard than in SQL.
- Keep a read-only snapshot of the old world; the weird question always arrives after you thought you were done.
How it works
Four simple steps from problem to launch
You always know what we're doing, what you need to review, and what happens next.
Inventory & intent
Systems, field owners, and the behaviours each attribute is supposed to have in plain language.
Golden rules
Deduping and normalisation workshops — decisions captured so engineering isn’t guessing.
Cutover with receipts
Batch loads, reconciliation reports, and a written rollback if numbers don’t line up.
Steady after go‑live
Short hypercare: spot checks, alerts, and focused time to chase stragglers without burning out the business.
What changes
The practical difference after launch
These are the improvements we design toward. We define the exact measures with you during discovery.
- Reporting that matches what frontline teams see in their tools
- Faster, safer onboarding of vendors, integrations, and new hires to data
- Fewer late-night “which number is true?” incidents after big launches
This is usually a good fit if…
- Post-merger stacks where two truths about the same customer still exist
- CRM or ERP migrations with years of messy history in the wings
- Anyone about to automate or stand up BI on data they don’t quite trust yet
Common questions
What you may want to know before we talk
Plain answers to the questions that usually come up first.
Next step
Ready to scope this?
Use the structured brief at /start — or send a short note via contact if you prefer.
Explore
Other services
Most engagements blend a few of these — compare scope, process, and fit on each page.
- Workflow & systemsWorkflow automation & integrationsWe map how work really moves between people and tools, then automate the repeat steps with owners, logs, and fallbacks — so the fix still makes sense in six months.
- Portals & internal toolsCustom business applicationsPortals and internal tools shaped around your roles, approvals, and data — from a thin v1 you can ship to users, to deeper builds when risk demands it.
- Practical AIAI integrations & intelligent automationDrafting, classification, and retrieval where they save hours — wired into tickets, CRM, and internal tools with guardrails, review, and cost you can read.