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CASE STUDY

Clean, Connect, and Consolidate: Data Transformation for K12 Success at Linq

About the Client

Linq, a leader in K12 software products, sought to optimize its bulk customer and service-related legacy data, which had accumulated inconsistencies over time. By employing data management tools, Linq aimed to perform a comprehensive data cleanup, optimizing and mapping customer information across platforms. This project involved removing duplicate records, standardizing data formats, and mapping fields to ensure alignment with the company’s current CRM structure. Additionally, an automated data migration solution was set up to maintain data integrity during transitions, preparing Linq’s customer data for more effective utilization in day-to-day operations and customer engagement.

Description

Optimized and migrated legacy customer data for Linq, reducing redundancies and aligning records with CRM standards to improve operational efficiency and scalability.

Work Details

Conducted a full audit of Linq’s legacy data to identify inconsistencies, duplicates, and gaps, focusing on customer and service-related records.

Utilized advanced data management tools to clean, deduplicate, and standardize customer data, preparing it for seamless migration.

Created a data mapping schema to align legacy data fields with Linq’s CRM, ensuring accurate data flow and reducing integration issues.

Automated data migration processes to move optimized data from legacy systems to the CRM with minimal downtime and error rates.

Implemented quality checks post-migration, using data validation scripts to ensure data accuracy and completeness in the new environment.

Benefits

Improved data integrity by eliminating duplicate records and inconsistencies, resulting in a 95% reduction in data redundancies.

Enhanced operational efficiency as clean, well-organized data enabled the K12 support team to access accurate customer information quickly.

Increased CRM compatibility through accurate data mapping, reducing data errors and ensuring smooth integration with other systems.

Enabled future scalability with a structured and clean dataset, prepared to support Linq’s growing K12 customer base without manual intervention.

Provided real-time data insights, enabling Linq’s teams to make informed, data-driven decisions for improved customer service and engagement.

*Partnered with Coresolute LLC.

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Vegacompass, Business optimization through CRM domain & Tech knowledge