Assess the source
Review the agreed files, field structure, missing values, naming patterns, and units of measure. Confirm which source is authoritative and where a business decision is required before records can be standardized.
DATA CLEANUP & STANDARDIZATION
Give your systems a better starting point.
Inconsistent names, units, and duplicates make every downstream process harder. We help establish rules, review exceptions, and prepare a controlled path from source data to usable records.
- Profile the recordsIdentify incomplete fields and inconsistent formats.
- Agree on the rulesDefine names, units, and how exceptions are reviewed.
- Review proposed changesCompare source records and agree what to carry forward.
WHEN IT FITS
Start where the friction is.
A migration, reporting project, or system connection can expose inconsistent names, duplicate records, and conflicting units. Repeating manual cleanup without shared rules leaves the same decisions to be made again. We help establish the standards, review responsibilities, and output checks that make the next cleanup easier to maintain.
Discuss this service ↗What the work can include
↗Source-file and field assessment
↗Naming and unit-of-measure rules
↗Duplicate and exception review
↗Reviewed change files and reconciliation
↗Repeatable maintenance guidance
CLEAR FROM THE START
Agree on the rules and the evidence.
We identify the source files, record volumes, required fields, unit conventions, and destination requirements included in the work. Your team confirms business meaning and approves ambiguous changes. The proposal defines the review sample, reconciliation checks, output format, delivery timing, and price. Source-system changes and migration execution are included only when explicitly agreed.
See how we engage ↗THE WORK BEHIND THE RESULT
Clean records need clear decisions behind them.
A repeated name is not always a duplicate. A different unit may represent a legitimate pack size. We examine how records are used, which fields matter to the destination system, and who can resolve ambiguous values. The goal is usable data with an explanation your team can follow.
Together, we define naming conventions, required fields, matching rules, and exception handling. Proposed changes are separated from unresolved questions, and agreed outputs are reconciled to the source. That creates a more controlled starting point for an implementation partner, a new report, or the people maintaining the records next month.
FROM REQUIREMENT TO DELIVERY
What a focused engagement can cover
Review rules and exceptions
Document repeatable rules and show the records they affect. Potential matches, conflicting values, and unclear pack sizes remain visible for review, with a defined owner for decisions that cannot be made from the data alone.
Prepare and reconcile outputs
Produce the agreed change files, mapping notes, and exception register. Compare record counts and key fields against the source, then explain how the rules can be maintained as new items, suppliers, or customers are added.
PRACTICAL ANSWERS
Questions worth asking before you start
Will you change records directly in our ERP?
That depends on the agreed scope and permissions. A cleanup engagement can end with reviewed files and a handoff to your system owner or implementation partner. If direct changes are included, the plan must define approvals, backup or export arrangements, validation, and how to handle a failed load. Source records should remain available for comparison.
Can you guarantee that every duplicate will be resolved?
No. Some records require knowledge that is not present in the source files, such as whether two parts are interchangeable or whether a supplier uses a different packaging convention. We surface those questions, document what remains unresolved, and help define an owner and next step rather than hiding uncertainty in the output.