WHAT IS EXACTO?
Exacto Data Consulting is owned and run by Angel Martinez who has over 16 years experience in data management and people management within a global fintech company.
Main disciplines include; data analysis, extraction, transformation, cleansing, enrichment, auditing and migration.
With the right tools and know-how, Exacto Data Consulting will provide the guidance and support needed to help you succeed in your respective markets.
Take a look around, explore the services on offer and get in touch to ensure you get Exacto what you need to succeed.
CONSULTING SERVICES
Choosing the right CRM for your business is a big step.
Having the right people on hand at implementation to ensure processes and workflows are in place, data capture is validated, accurate and up to date, are all prudent factors to ensure you are getting the best ROI for your business.
I have worked with businesses like yours, providing support and guidance from a multitude of systems. From extracting and migrating data to a new CRM, providing insights into how your data can be cleansed as well as performing data cleansing, these are all part of what I can offer to give your business richer, more powerful MI.
Whatever your data needs, I work with you to understand exactly what you are looking for and provide exceptional consulting services that are catered specifically to your needs.
Take a look at the services below and get in touch to see how I can help you achieve immediate results.
DATA CLEANSING AND ENRICHMENT
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Removal of unwanted records (merging/removal of duplicates, inaccuracies, remaining GDPR compliant)
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Normalisation (bringing together or flattening of data to be one succinct set of values e.g. Doctor, Doc and Dr. all become one uniform value)
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Record validity (email formatting, ID numbers and more)
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Value formatting (use of proper case, invalid characters, date formatting, data type mismatches)
DATA AUDITING
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Assess the current health of your data and help you identify where data is incomplete and requires updating
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Bring you closer to your data
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Identify weak areas for data input and how to stop it from happening in the future
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Make informed decisions on how to approach data cleansing
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Assist with creation of data validation rules and dictionaries and help keep your data in great shape moving forward
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Ensure you get the most out of marketing campaigns
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Remain GDPR compliant
DATA MIGRATION
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Initial assessment of data regardless of how it is stored (i.e. spreadsheets, SQL/Access/other)
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Work with you and your new CRM provider to understand specific migration requirements and work to project milestones
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Creation of extract routines
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Creation of data extract files that are cleansed, enriched and ready for review prior to import
SPEAKING YOUR LANGUAGE
My clients are my number one priority, and my personable service proves just how committed I am to their success.
Jargon free or jargon full, I speak your language. I am committed to ensuring you get what you need, in a way that you are comfortable with and in a way that you understand.
Interested in getting advice from Exacto Data Consulting?
Get in touch and let's see how we can help review Exacto what your data needs, for your business to succeed.
What Exacto are our clients saying about us?
See our testimonials below
Danni Le Grande
Technology Consultant
“Angel is extremely knowledgeable, always willing to put in effort well over and above expectations and has a deep technical understanding of data and a passion for ensuring positive outcomes for clients. I worked with Angel on a Project to transition a client from their existing CRM over to a new application and the data migration stream of this Project went through with a thorough, detailed analysis prior to import, cleansed and ready to use for the business we were working with. Our client’s expectations were exceeded and Angel was an integral part to the success of this project. Without any hesitation I would highly recommend Angel for all of your data requirements."
Liam Derry
Cambourne
"We had decided to move our back office system from Adviser Office to Wealthcraft and had a limited amount of time to do this. With one of the biggest challenges of this project being the data migration we were put in touch with Angel. From our first meeting with him Angel’s knowledge and experience of this type of project shone through which immediately reassured us. As the project progressed Angel’s attention to detail, patience, commitment and ability to work with the various people involved ensured that our data migration went very smoothly. Angel also has very high standards of data security which brought additional reassurance. We highly recommend using Angel’s services for this type of project."
cambournefp.co.uk
Ben Cordiner
TPFA Ltd T/A Cordiner Wealth
"Angel spent the time to understand our requirements and provided us with a detailed analysis of our data and then delivered our project successfully. Keeping us informed with the progress. We would highly recommend Angel and Exacto."
cordinerwealth.co.uk
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