Case study: simplifying records after a messy migration

[Anonymous]

After moving from one system to another, our customer records contained duplicates, outdated contacts, and notes written in several styles. The team struggled to find the latest commitment and often asked clients for information we already had. We paused new imports, paired records by account, and chose one owner for each merge. Using a plain structure, we kept essential fields, wrote a concise history, and removed entries that could not be verified. Weekly reviews caught gaps while the data was still fresh. Within a month, searches were faster, follow-ups improved, and new teammates needed less training. This case study explains the cleanup sequence, the fields we kept, and the decisions we documented. It also covers the resistance we faced and the small habits that made the new process stick. The result was a calmer, more trustworthy record for every relationship.

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