Service · Data and analytics

Master data management

When the sales dashboard and the finance team quote different figures, the software is rarely to blame. More often the same customer sits in e-conomic or Business Central three times, one item number is counted in pieces by some people and in cartons by others, and nobody knows who may edit the records. We clean this up and put guard rails in place so the mess does not creep back.

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Duplicates

found and merged

Rules

on who creates what

Owner

for every record type

Checks

at the point of entry

What the service covers

Tooling is the smaller part of the job. What really matters is a named person responsible for each list and written rules that a new starter can follow on day one.

Talk it through with us

Data health check

We export customers, suppliers and items and count duplicates, empty mandatory fields, inconsistent spelling and mixed units.

CVR as the key

Business customers and suppliers are matched on their CVR number, and EAN numbers for public sector buyers are verified so NemHandel invoices are not rejected.

Safe merging

Duplicates are combined in a way that keeps invoices, orders and ledger entries linked to the surviving record.

Creation rules

How names are written, which fields are compulsory and who is actually allowed to add a new record.

GDPR housekeeping

Dormant private customers kept beyond your retention period are flagged, so you can delete or anonymise them in line with your own policy.

Monthly quality report

A short summary of new duplicates, blank fields and inactive records, so data quality can be tracked over time.

How we deliver it

The assessment takes one to two weeks. The clean-up depends on volume and is usually spread over a couple of months so daily work carries on undisturbed.

Size the problem

Through secure remote access or a data export we count faulty records and show where they distort reporting the most.

Write the rules

We draft them with the people who create records every day, not only with management.

Clean up

Active customers and items come first, archived ones last. The data owner signs off every merge.

Keep it clean

Validation on entry plus the monthly report keep quality from sliding back.

Cleaning without rules is wasted effort. Six months later the duplicates are back, because a salesperson could not find the existing record and simply made another. That is why rules and entry checks come first and the merging comes afterwards.

Common questions

Creating a new customer is quicker than searching for the old one. An extra »ApS«, a hyphen or an outdated address is enough for the search to miss it. The cure is better search, a CVR lookup and a simple rule: search before you create.

Software can spot likely pairs and saves many hours doing so. The merge itself should still be approved by a person. Two companies with almost identical names are not always the same business, and a wrong merge mixes up documents that are hard to separate again.

Rarely, for a company with fewer than 250 employees. Most get a long way with rules, validation in e-conomic or Business Central and a recurring report. A standalone master data platform starts to pay off when many systems must share the same records in real time.

Related services

View the whole area

Service Data warehouse A single data foundation for Power BI reporting Service Intelligent document processing PDF invoices and delivery notes captured automatically

Get your master data in order

Tell us which reports do not add up and which lists look untidy. We begin by measuring how large the problem really is.

Email
office@apply.dk

Coverage
All of Denmark, delivered remotely

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