Service · Data and analytics

Master data management

No report is better than the records feeding it. After a few years, a typical trading company has the same wholesaler in its ERP four times over, one product under two codes because it once arrived by the carton and once by the piece, and a web shop that creates a new customer for every guest checkout. Our work removes that clutter and sets up safeguards, so half a year on you are not back where you started.

Tax IDs
checked with GUS and the VAT list
Duplicates
found and merged
An owner
for each record type
Monthly
data quality report

Included in this service

The software matters least here. The deciding factors are an accountable owner per list and guidelines spelled out plainly enough for a new hire to follow without asking.

Talk the scope through with an engineer

Measuring the damage

From an export of all business partners and items we tally repeated entries, blank required fields, alternative spellings of one name and inconsistent units.

Verifying business partners

Company details are checked against the GUS REGON register and the VAT taxpayer white list. A correct buyer tax ID matters even more now that invoices go through KSeF.

Products and codes

Consistent names, EAN barcodes, units and pack conversions. ERP product codes get linked to Allegro listings and shop SKUs, frequently via BaseLinker or Apilo.

Merging duplicates

Repeated cards are combined so that documents, balances and sales history stay attached to the correct card once the merge is done.

Rules for new entries

Naming and address conventions, required fields, and a short list of people permitted to create new partners or items.

Consumers and GDPR

We flag private customer accounts inactive for longer than your retention policy allows, so they can be deleted or anonymised.

How we work together

The assessment is a short stage. Tidying is then phased over time so it does not disrupt daily sales or month-end closing.

01

Diagnosis

Working over encrypted remote access, or from an extract, we quantify the faults and point out which ones skew your figures hardest.

02

Rules

Written together with the sales and warehouse staff who key in records every day, with managers only part of the conversation.

03

Clean-up

Active customers and products on sale come first, the archive last. Every merge is signed off by the record owner.

04

Upkeep

Validation when a record is created, plus the monthly quality report, keep standards from slipping.

The costliest duplicate lives in your product list, not your customer list. When one item has two codes, stock is split between them, and the Allegro listing tied to the first code shows zero available while a full pallet sits on the shelf. That mistake loses sales every single day and never shows up in a financial report.

Questions and answers

Mostly haste and integrations. A salesperson searches by an abbreviated name, finds nothing and opens a new card. The web shop pushes every guest order into the ERP as a brand-new customer. Searching by tax ID, pulling company data from GUS and a correctly configured integration all help.

Spotting likely pairs, yes, and that saves a great many hours. Confirming each merge, however, remains a human job. Two firms with near-identical names are sometimes a parent and subsidiary with separate tax IDs, and joining them by mistake tangles balances that are painful to separate later.

Seldom, if you employ fewer than 250 people. Most issues are solved by rules, validation inside Comarch ERP, Symfonia or enova365 and a standing quality report. Standalone master data software pays off only once several applications need live access to one shared set of cards.

Usually the most neglected part. We show how many consumer accounts have lain unused for years, and you decide with your data protection officer what to delete or anonymise. Accounting documents are left untouched because the law requires you to keep them.

Get your records in order

Point us to the figures that never match and the lists that feel messy. Step one is sizing the issue with hard numbers.

Hours
Mon-Fri 8:00-18:00 CET, reply within one working day
Meetings
Online via Teams or Google Meet

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