Services
From messy data and broken workflows to clean, scalable systems. I build the foundation that makes everything else work — then design the processes that keep it running.
Phase 01
Deep dive into your existing data model — field mapping, object relationships, data flows. I identify gaps, redundancies, and structural weaknesses before touching anything.
Documenting your current workflows end-to-end. Who does what, when, and why. Every handoff, every bottleneck, every manual step that should be automated.
Bridging the gap between what marketing needs, what sales expects, and what ops can deliver. Aligning teams on shared definitions, ownership, and priorities.
Phase 02
Designing clean, scalable data architectures — custom properties, field dependencies, and naming conventions. Systematic cleanup of your existing database: merging duplicates, standardizing formats, enriching missing fields.
Rebuilding workflows with clear ownership at every stage. Priority rules, SLAs, escalation paths, and automation triggers that eliminate manual intervention.
Designing sync logic between platforms — CRM, marketing automation, ERPs, and external tools. Bidirectional flows with conflict resolution and error handling.
Phase 03
Establishing ownership rules, access controls, validation gates, and GDPR-compliant processes. Your data stays clean after I leave, not just while I'm here.
Setting up automated data quality scoring, anomaly detection, and health checks that surface issues before they impact pipeline and reporting accuracy.
Enabling your team to maintain and evolve the system. User guides, process documentation, and ownership transfer so the knowledge stays when I leave.
Ready to fix your data?
Let's TalkGet in touch
I specialize in integrating Marketing Automation & CRM to drive business success. Let's talk about your project.