05 / FOCUSED DATA SERVICES
A specific data problem. A practical place to start.
From a health check to migration preparation, get focused help with the information holding your business back.
01
Data Health Check
Best for: You know something is wrong, but you need a clearer diagnosis.
The work
Review duplicates, missing fields, inconsistent formats, outdated records, and their effect on reporting and automation.
The deliverable
A findings summary and prioritized recommendations.
02
Data Cleanup & Optimization
Best for: Your existing system is cluttered or difficult to trust.
The work
Review and resolve duplicate records, standardize formats, identify gaps, and improve entry rules. Unknown information is flagged for review—not invented.
The deliverable
Agreed record corrections, a change log, and practical quality rules.
03
Data Integration & Automation
Best for: Your team repeatedly copies information between applications.
The work
Map fields, define record ownership, configure supported updates, and test exceptions and failure handling.
The deliverable
A documented information flow and tested integration within the agreed scope.
04
Data Migration Preparation
Best for: You are preparing to move to a new CRM or field service platform.
The work
Assess source exports, back up available information, map destination fields, prepare records, and test sample data.
The deliverable
A migration-ready dataset and a clear list of limitations and outstanding decisions.
GOOD QUESTIONS
A few things you may be wondering.
Can these services be combined?
Yes. A health check can lead into cleanup, integration, or migration preparation. Each phase should have an agreed scope and acceptance criteria.
How much access will you need?
The minimum appropriate access depends on the work. The engagement should define the data required, how it will be accessed, who is authorized, and how project copies will be handled.
Will one cleanup solve the problem permanently?
A cleanup resolves current issues. Entry rules, ownership, and routine checks help prevent the same problems from returning.
LET’S MAKE IT WORK
Start with the information holding you back.
Tell us where your software is slowing you down. We’ll help you identify a practical next step.