Before DLC

• Inconsistent and duplicative customer data across systems 
• Limited internal resources and ERP implementation delays 
• Risk of inaccurate customer hierarchies and credit terms setup 
• Manual processes slowing down data transfer and validation 

After DLC

• Cleaned and validated customer data ahead of ERP integration 
• Streamlined data upload process, exceeding original efficiency estimates 
• Delivered a tool to identify missing or duplicative information 
• Enabled internal teams to focus on strategic implementation efforts 

Project Overview

A private healthcare company specializing in regenerative treatments was in the midst of a new sales ERP implementation and required support to ensure a smooth transition. The organization faced challenges with transferring messy, inconsistent customer data from its legacy system into the new platform while also integrating the new ERP with its existing accounting software. 

DLC was brought in to lead a targeted data cleanup effort, providing both strategic and tactical support to help the client meet its system go-live deadline. 

Business Challenge

With the new ERP implementation already underway, the client encountered severe data integrity issues ranging from duplicative records to incomplete customer hierarchies. At the same time, internal bandwidth was constrained due to recent turnover and competing priorities, making it difficult to correct course without external support. 

Additionally, early stages of the project revealed misalignment between legacy data and the structure required by the new system, further complicating the transition. 

The client needed a partner who could step in quickly, clean the data, and enhance overall upload efficiency – all while working collaboratively with the internal team to minimize disruption. 

Approach

The DLC team began by reviewing the client’s existing customer data and processes. After an initial walkthrough with the client’s team, DLC sampled 100 records to estimate execution time and identify efficiencies. Through iterative testing and collaboration, our consultants discovered steps that could be eliminated or automated – accelerating the upload process and exceeding original timing estimates. 

Throughout the engagement, DLC provided proactive communication, surfaced potential roadblocks early, and worked closely with client stakeholders to validate inputs and clarify inconsistencies. Lastly, we delivered a tailored file to flag missing or duplicative information for future internal use. 

Results

The client was able to meet their ERP implementation deadline with confidence. DLC completed roughly two weeks’ worth of data cleanup work, freeing the internal team to focus on other critical areas of the rollout. 

Key results included: 

• Timely and accurate upload of customer data 

• A review tool for identifying data anomalies 

• Improved cross-system alignment and data quality monitoring 

• Greater confidence in downstream automation, including commission breakdowns and customer credit limits 

By eliminating manual bottlenecks and delivering clear insights, DLC helped lay the foundation for long-term data integrity and ERP success.