Master data readiness for mission-critical transformation

​A one-week structured audit and discovery to help answer the critical questions: - Do you have the master data quality and structure for a clean integration? - What needs to be done to achieve it? - What are the true budget & resourcing needs? - Where are the risks? The result is a tailored integration & remediation plan for your master data that is realistic, defensible, and designed to accelerate value capture. Master Data Audit - Comprehensive assessment of quality gaps, ambiguities, integration dependencies, and key data flows - One master data domain across two business entities - Tailored integration & remediation plan Discovery Workshops + Concierge Access - Three 2-hour remote briefings with domain SMEs from your ops and data teams - Dedicated Slack channel with 12-hour async response time SLA Contact for availability of additional and/or in-person workshops.

High-quality data surgically mapped across CRMs, ERPs, MDM, and EDW. Master Data Audit - Comprehensive assessment & briefing - Master data domain aligned across two business entities - Tailored integration & remediation plan Full-Scale Quality Remediation - Overhaul of core business data quality with an expert solution tailored to each engagement. Generative AI tools are not applied to your master data as a security risk & error mitigation measure. Unified Source of Truth: Surgically mapped master data retaining links to legacy data for FP&A / sales history reconciliation, robust segmentation, and more. Certified Quality Data Trust your data with 90-day guarantee data quality. Discovery Workshops + Concierge Access - Three 2-hour remote briefings with domain SMEs from your ops and data teams - Up to two 45-minute SME touchpoint calls per week - Dedicated Slack channel with 24-hour async response time SLA Contact for availability of additional and/or in-person workshops.

Rebuild trust in your CRM data and decisions. Most CRMs promise visibility, but without high-quality master data, they deliver confusion instead. Duplicate accounts, conflicting hierarchies, and inconsistent ownership structures cripple reporting, forecasting, and automation. This engagement resets your CRM data foundation, so every record, segment, and pipeline view tells the same story everywhere. What you get: A structured, hands-on engagement to rebuild your CRM’s data integrity from the ground up, eliminating noise, reconciling structure, and aligning CRM reality with business reality. You’ll walk away with a clean, reliable CRM data layer that enables confident reporting, automation, and sales execution. Master Data Audit - In-depth assessment of CRM customer or contact master data quality, structure, and governance gaps - Entity relationship mapping across CRM, ERP, and external systems - Identification of root causes driving duplicates, ownership conflicts, and quality drift - Tailored remediation roadmap Data Remediation Sprint - Cleansing, standardization, and deduplication of the customer or contact master data domain - Reconciliation of records against authoritative sources (ERP, data warehouse, or enrichment feed) - Alignment of field definitions, hierarchies, and ownership logic - Verified, business-approved “golden records” System Alignment - Advisement on master data guardrails to prevent recontamination - Unified source of truth across CRM, analytics, and sales planning tools Discovery Workshops + Concierge Access - Three 2-hour workshops with CRM admins, data owners, and business SMEs - Up to two 45-minute touchpoint calls per week during the remediation sprint - Dedicated Slack channel with 24-hour async response time SLA Contact for availability of additional or in-person workshops. Outcome A CRM that finally works the way your business does: clean, aligned, and ready for automation, analytics, and scale. Master data domains available: Account / Customer Contact