Automating Duplicate Removal Across Contacts and Organisations

Business Needs

"Our goal was to improve the accuracy of our reports and ensure our marketing communications were effectively targeted. We were aware we had some duplicates, but after running some sessions, we realised we had over 27,000 duplicate contacts and 88,000 duplicate organisations. This insight underscored the importance of a robust solution."

DQ Global Solution

DQ for Workbooks works inside Workbooks CRM to improve data quality and provide you with data that is fit for business use.

Business Benefits

"DQ for Workbooks has provided us with a powerful solution to automate the identification and removal of duplicate records, improving the accuracy and reliability of our data. The Data Profiling and advanced matching techniques, such as fuzzy matching, have allowed us to maintain clean, accurate data without the need for time-consuming manual checks."

Company Background

We are an event company with over 21 years of experience, specialising in various industries. Our events are designed to bring companies together to create strong corporate partnerships between buyers and suppliers.

The Data Quality Challenge

"Our data challenge stemmed from two main issues: our new reports’ design and duplicate records across individuals and organisations. We were aware of the presence of duplicates, but after using DQ's Data Profiling, we discovered the extent of the issue—over 27,000 duplicate contacts and 88,000 duplicate organisations. Our goal was not only to eliminate these duplicates but also to improve the efficiency of our reports, as duplicates were causing inaccuracies and leading to some people receiving incorrect marketing."

How Was This Impacting The Business?

"The unreliable data made it difficult to trust key metrics and analytics in our reports, impacting decision-making and strategic planning. Accurate numbers are crucial for maintaining confidence in business insights. Additionally, the amount of duplicate records created inefficiencies in our marketing efforts, leading to some clients receiving incorrect or multiple communications. This not only caused potential confusion but also risked damaging client relationships and missing opportunities."

The Results

"DQ for Workbooks allowed us to identify discrepancies using DQ's Data Profiling, providing clarity on the scope of the issues we were dealing with. We set up sessions to accurately identify duplicates, utilising multiple layers of rules to ensure accuracy in our findings. Additionally, DQ for Workbooks enabled us to implement more complex session techniques, such as fuzzy matching to further refine and improve the accuracy of our data. The automation and precision provided by DQ for Workbooks saved an estimated 643 days of manual work, equating to a cost saving of around £86,000 in full-time employment expenses. This dramatically improved data quality and operational efficiency."