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FTI Consulting Enhances CRM with Data Governance and Reporting

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.