Data your reports can trust, with a number you sign off.
Migration and cleanup with a record count agreed before we start and confirmed after. Survivorship rules written down, validation rules switched on, so the data stays clean after us. At Keep Texas Beautiful, errors across 100,000+ records fell by 95%.
Keep Texas Beautiful: data errors down 95% across 100,000+ records
Two records for every client. A report nobody trusts.
Pipeline is double-counted, the donor list has four versions of the same person, and the import nobody owns has been quietly failing. Every dashboard built on top of it inherits the doubt.
Before the dashboard, the data. And before the data, a number everyone agrees on.
Count, map, move, count again.
A baseline you agree on first
Record count, duplicate rate, empty required fields. The number you compare against at the end.
Rules written down
Field mapping and survivorship rules signed by your data owner. Nothing merges without a rule.
A dry run before production
Full migration into a sandbox; you check it before anything touches the live org.
Clean after we leave
Validation rules and required fields, so the next import cannot undo the work.
Three to four weeks, one signed number.
Baseline
Record count, duplicate rate, field usage.
Mapping and rules
Field mapping and survivorship rules, signed by the data owner.
Dry run in sandbox
Full migration into a sandbox; you check the result.
Production and sign-off
Migration in a release window, validation rules on, the after-count signed.
Where we have done it.
Validation rules and cleanup. For a non-profit, a bad record is a donor relationship, not cosmetics.
All case studiesValidation rules and cleanup. For a non-profit, a bad record is a donor relationship, not cosmetics.
Read the caseThey are very organized and responsive.
Questions, and what is not included.
Fixed price after scoping. The Health Check fee is credited in full.
If the scope was wrong, we say so in the first days and re-scope before any work.
Which systems have you migrated from?
What about our reports?
Will anything be lost?
Does the Health Check credit apply?
Not included
- Buying or licensing data.
- Ongoing data stewardship; that is Run.
- Integrations that keep feeding bad data; that is an Extension Layer or Two-Week Wins, and we will say which.
Make your Salesforce earn.
Thirty minutes, one hypothesis about your business, no pitch. We reply within one business day.
One reply from a person, within one business day.