Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Data operations
Duplicate Record Review
Duplicate Record Review
Managed AI Workflows.
Prepare likely duplicate records for careful review using explicit identity evidence.
THE OPPORTUNITYStart where the work
Start where the work
gets held up.
Similar names or addresses can represent different people or businesses, while the same entity may appear under several valid names.
Help data stewards investigate candidates without making destructive automatic merges.
A WORKFLOW WORTH EXPLORING
Scheduled duplicate check-to-review queue
A data owner approves a duplicate review for a defined record type.
Suggest candidate groups with the evidence for and against a match.
WHERE JUDGMENT BELONGS
Make the review point explicit.
A data steward verifies identity and approves any merge, including which history and relationships must survive.
Work within the real constraints.
Never merge solely on a name similarity score. Protect personal information and preserve distinct legal entities.
Success needs
a useful measure.
Measure false matches, missed duplicates, lost relationships and review effort.
Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.
Read the implementation guide ↗CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗CONNECTED OPPORTUNITIES
Data Quality Triage
Prepare a review queue for data-quality issues with clear ownership, source evidence and downstream context.
Explore this solution ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.