Scattered data across tools. No one trusts the numbers. Every report requires manual reconciliation.
What Gets Installed
- •CRM audit and cleanup
- •Data model documentation
- •Migration scripts and validation
- •Single source of truth architecture
- •Data quality monitoring dashboards
Inputs Required
- →Access to current CRM/database
- →List of data sources and tools
- →Key stakeholder interviews
- →Sample reports you need to trust
Explicitly Excluded
Historical data archaeology beyond 2 years · Building custom data warehouses · Ongoing data entry or maintenance
Proof Artefact
Data dictionary + migration runbook + validation report showing before/after accuracy
Good fit if...
- +Your team doesn't trust CRM data
- +Reports take hours to reconcile
- +You're about to implement AI but data is messy
Not right if...
- −You need a full data warehouse built
- −Data issues are political, not technical
- −You have no existing data systems