- FTI Consulting Enhances CRM with Data Governance and Reporting
FTI Consulting Enhances CRM with Data Governance and Reporting
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agosto 07, 2024
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FTI Consulting was retained to define and build data governance policies, resolve data quality challenges, automate and implement automation solutions and build reporting dashboards for various stakeholders.
Our Impact
- Our team of professionals reduced duplicate records by 95% through an automated process.
- FTI Consulting implemented new rules and structure that provided clarity about ownership and resulted in more efficient business operations and created a more robust sales function.
- FTI Consulting enabled reporting and self-service analytics across the organization.
- The team’s automation of processes saved more than 1,000 man-work hours per year for the client.
Our Role
- FTI Consulting met with stakeholders to define CRM objectives and pain points, conducting both technical and non-technical reviews of people, processes, technology, and business requirements.
- Our experts analyzed millions of records across hundreds of data elements to document master data, uncover relationships, and quantify challenges.
- Our professionals established a data warehouse to ingest data from multiple sources, serving as the system of record for data quality resolution and advanced analytics.
- The team developed custom automated programs to identify duplicates with a confidence score, significantly improving data quality and reducing manual review. Implemented new data entry requirements with external vendors to minimize future data issues.
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Related Information
Published
agosto 07, 2024