Service Focus

Data Strategy and Audit

A practical data strategy begins by understanding what information you currently hold, where it lives, and who is responsible for it. We help map scattered systems to establish a more controlled reporting environment.

Core Activities

Our approach includes structured reviews across the following operational areas:

  • Data Inventory & Source Mapping: Identifying where primary operational data originates.
  • Spreadsheet Assessment: Evaluating critical manual files that have become systemic dependencies.
  • Data Ownership: Clarifying which internal roles are responsible for data quality.
  • Quality Review: Assessing completeness, formatting, and identifying duplicate data entry points.
  • Reporting Dependency Mapping: Linking source systems to downstream management reports.
  • Prioritisation & Practical Next Steps: Recommending logical, phased improvements rather than total platform replacement.

Illustrative Data Review Canvas

We use structured frameworks to document business information. The table below represents an illustrative template for mapping a specific data asset.

Area Purpose
Source Where information originates (e.g., CRM, Finance System).
Owner Who is responsible for maintaining the accuracy of the record.
Purpose Why the information is collected and used in business operations.
Frequency How often the underlying records change or require updating.
Quality concern What specific fields may need checking (e.g., missing postcodes).
Access Who should be able to view or edit this information.
Output What downstream reports or dashboards it feeds into.
Next action What should happen next to improve reliability or structure.