Real cleanup and optimization work—summarized for quick review. Some work is under NDA.
Some work is under NDA; details available on request.
Problem: duplicates + inconsistent lifecycle + dashboards not trusted
Fix: property normalization + lifecycle rules + workflow stabilization
Result: cleaner data + consistent handoffs + trusted reporting
Problem: workflows overwriting good data + routing gaps
Fix: conflict map + rebuild routing + enrollment rules
Result: fewer manual steps + less bad data created
Problem: stages don’t match reality + forecast is ignored
Fix: stage definitions + required fields + reporting framework
Result: forecast becomes usable + pipeline is measurable
Start with a quick audit. You’ll get a prioritized plan and clear next steps.