Vetting, data cleanup, and reporting services

Challenge

A thriving, membership-based platform faced the challenge of duplicate customer records, inaccurate contact details, and disjointed data across multiple platforms. They could not deliver personalised services or run the targeted marketing campaigns they needed to scale their platform.

Solution

We collaborated with our client's IT team to understand their specific business requirements and goals before conducting a thorough analysis of their data architecture to identify integration points.

We synchronised customer information and project timelines by integrating project management tools into their existing CRM. We then established a two-way sync between customer support data and project databases to offer real-time issue tracking.

Result

Project managers, sales teams, and customer support gained access to unified, real-time data that was free from errors and discrepancies, resulting in a 30% reduction in project delivery errors.

Challenge

A software development company grappled with the challenge of fragmented data spread across project management tools, CRM, and customer support systems. This fragmentation posed a significant hurdle to collaboration, causing delays and errors in project delivery.

Solution

Mazia EVP took charge, implementing a holistic solution to seamlessly integrate data and bridge the gaps within the company's ecosystem.

In the initial phase, a meticulous analysis of their existing data architecture was conducted, identifying crucial integration points. This was followed by collaboration with their IT team to understand specific business requirements and integration goals. Subsequently, customised integrations were executed, synchronising client information and project timelines between project management tools and the CRM system. A two-way sync was established between customer support data and project databases for real-time issue tracking. Rigorous testing ensured data accuracy and consistency, with optimisations made based on feedback and evolving business needs.

Result

The outcomes were transformative, with unified, real-time data access empowering project managers, sales teams, and customer support to enhance collaboration. The initiative successfully eliminated data entry errors and discrepancies, resulting in a notable 30% reduction in project delivery errors. The improved communication facilitated by timely and accurate information led to elevated client satisfaction rates.