CRM account cleanup
Situation: a sales team has duplicate leads, contacts, and accounts after years of imports.
Scope: profile fields, match entities, review high-risk candidates, define master records.
Deliverables: duplicate groups, clean import file, merge log, rule guide.
Fixed scopeDuplicate rateFalse merge rate
Supplier master review
Situation: finance and procurement teams use overlapping supplier lists.
Scope: match legal names, identifiers, addresses, and payment details with review controls.
Deliverables: consolidated supplier candidates, risk exceptions, approval register.
Dedicated specialistExceptions resolved
Ecommerce catalog consolidation
Situation: marketplace and ERP feeds create duplicate products and variants.
Scope: normalize SKUs, attributes, titles, and variant relationships.
Deliverables: duplicate clusters, canonical catalog, mapping table, QA report.
Project teamCatalog accuracy
Migration preparation
Situation: several source systems must move into one target platform.
Scope: cross-source matching, source priority, merge logic, test migration.
Deliverables: source-to-master mapping, clean load file, reconciliation report.
Time and materialsLoad acceptance
Recurring data stewardship
Situation: duplicates continue to enter through integrations, forms, or user activity.
Scope: monitor, review, resolve, report, and improve prevention rules.
Deliverables: queue management, monthly report, issue register, rule updates.
Managed serviceBacklog age
Agency or shared-service support
Situation: an agency or business unit needs white-label data-quality capacity.
Scope: documented workflow, secure handoff, review checkpoints, delivery reporting.
Deliverables: processed batches, QA summaries, exception logs.
White labelThroughput