Service guides / SaaS development
Data quality checks · SaaS developmentClient onboarding: data quality checks
Agree what a valid source record looks like. Start with an onboarding checklist and required documents and plan a client intake-to-ready workflow.
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The project in view
- Start with
- an onboarding checklist and required documents.
- Proposed result
- a client intake-to-ready workflow.
- A decision to resolve
- collecting information before it is needed.
This is a planning example. It does not describe a completed client engagement.
Data quality checks for this project
- Check an onboarding checklist and required documents for completeness, conflicting versions and consistent references.
- Add a separate validation rule for collecting information before it is needed.
- Keep unresolved records separate from a client intake-to-ready workflow; record the reason rather than silently filling a gap.
Questions to answer together
- Which fields, references or measurements must be present?
- How are duplicates, contradictions and missing values reported?
- Which corrections require confirmation from the source owner?
What to have at the end
A validation checklist with examples of valid, rejected and unresolved records.
Record the decision on collecting information before it is needed alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.