At a Glance

Your data is your #1 business asset 

Good data management practices are the foundation for having a data-driven business, and for improving business productivity. A typical business may run 10 or 20 different business systems to manage areas like marketing, sales, production and accounting.

With our data management services, you can be confident that you’re collecting the right information and that you’re able to easily keep your business records in sync. Data management solution may include:

  • Creating a customized database
  • Migrating off Microsoft Access, Lotus Notes, AirTable or other starter, legacy or low-code solution
  • Integrating your business systems
  • Developing automations and workflow for updating records
  • Developing dashboards and reports

We can help you figure out the best way to build a solid foundation where you have one version of the truth and easy, sustainable business processes.


Benefits of data management services

Why data management is critical

Where can you find reliable information about your customers, products, financials? When you have multiple stand-alone solutions in place, information can become out of sync. For example, a customer record may be stored in your:

  • Customer relationship management (CRM) system
  • Ecommerce / Point of Sale (POS) system
  • Accounting system

How do you know when it’s the same customer – and not just another customer with the same name? How to you make sure the address, email or phone number gets updated in all the systems you use? And what happens if you want to get a report that combines information from multiple systems? We can help you build a data management plan that addresses your unique needs.

10 signs your organization is having data management issues

  1. It takes months to update addresses before you send out holiday cards or event invitations
  2. Employees routinely call and email back office to check whether products are in stock
  3. Information has to be re-entered or cut-and-pasted from one system to another
  4. You live in Excel spreadsheets
  5. You spend a lot of time checking and double-checking
  6. Employees have to log into multiple systems to get one answer
  7. You’re missing important deadlines
  8. You don’t know how to adjust your business to improve results
  9. You have lots of files with names like: final_final_final3
  10. Departments have little visibility into other areas of the business and often get caught off guard