Case studies
CRM & Data

Migrating and cleaning a large medical database

DataOps before the CRM upload

Audit, matching and gap analysis of a large facilities database before a safe, controlled upload to Zoho: CRM snapshot, field mapping, ROOT/BRANCH structure and deduplication.

47,281 CRM records28,040 cleaned IDs0 cleaning errors

The challenge

Before re-uploading to the CRM, a large facilities database needed an audit: duplicates, inconsistent identifiers and the lack of a clear ROOT/BRANCH structure risked cluttering the system.

What I did

  • I took a CRM snapshot and ran a gap analysis against the source data.
  • I mapped the fields and decided on the ROOT/BRANCH structure.
  • I cleaned the identifiers and analysed duplicates.
  • I prepared a controlled upload with checkpoints and dry runs.

Outcome

Clean, consistent data ready for a safe upload — without losing history and without cluttering the CRM with duplicates. Zero errors while cleaning identifiers.

Scope

DataMigrationHealthcare

My role

Data validation, snapshot, gap analysis, deduplication, field mapping and designing the upload process.

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