Digital Adaption helps SMEs identify and fix data-quality problems before they damage reporting, ERP or CRM migration, Power BI, workflow automation or management decisions.
Most data-quality problems keep returning because nobody owns the field, report definition or source-system rule. The work is not only finding bad records. It is creating a practical cleanup backlog, assigning owners and putting checks in place so the same defects do not keep coming back.
Book a data quality reviewGet the audit checklistA data-quality review is useful when poor records are slowing decisions, blocking migration or making reports impossible to trust.
Power BI and management reports will not solve conflicting definitions, bad source fields or spreadsheet logic that only one person understands.
ERP, CRM and finance-system migrations need source data that can be mapped, cleansed, validated and signed off before cutover.
Power Automate workflows and approval routes fail when the underlying fields, statuses, owners or exception rules are unclear.
The aim is a working evidence pack, not a theoretical data-governance document.
The review uses source-system exports, report outputs, sample records, spreadsheet dependencies, user interviews and control totals to separate symptoms from root causes. The evidence links each data issue to a business impact: delayed month-end, failed migration testing, unreliable forecasts, manual rework or poor automation decisions.
Identify where customer, supplier, product, finance and operational data starts, where it changes, and which reports depend on it.
Check duplicates, blanks, invalid values, inactive records, code conflicts, naming variation and broken report assumptions.
Define owners, rules, validations and review points so the cleanup does not disappear as soon as the next project starts.
These pages help connect data quality work to migration, reporting and governance.
Practical ownership, governance and data-quality improvement for UK SMEs.
A checklist for finding risky records, unclear ownership and reporting defects.
Use data-quality evidence before an ERP, CRM or finance-system cutover.
Turn quality management and audits into the way you find improvement and standardise best practice.
It is the practical part of governance: finding defects, assigning owners, agreeing rules and putting checks in place where the business actually uses the data.
Yes. Many SME data-quality reviews start from Excel, CSV exports, Access databases, finance reports, CRM lists and ERP extracts.
A focused first review usually takes 5-10 working days depending on the number of systems, reports and owners involved.
Start with a focused review of the records, fields, reports and ownership gaps creating the problem.
Book a data quality review Start with a 30-minute data risk call