Extract, Transform and Load refers to all of the cleaning and enhancement steps that data must go through before becoming usable. Data starts in many different formats/files and is mapped into a single dataframe. EDG has developed a library hundreds of cleaning and mapping rules that are applied instantly to your data each time it is received. Our automated processes and data validation can save days of manual work and provides unparalleled data integrity.
Once a solid data foundation is in place, bringing insights and knowledge to an organization is key. Holding certifications with Microsoft PowerBI and Tableau, our team serves as our clients’ Business Intelligence department. We craft custom reporting metrics that match client goals, and manage deployment in their reporting environment. EDG also provides free training for client staff to ensure greater understanding and adoption.
Sometimes, customer data lives in different systems and needs to be connected. EDG’s probabilistic matching algorithm was developed to match customer records using name, address, contact and geo-segmentation. This programmatic approach is highly accurate, and capable of matching millions of rows of data quickly and cost-effectively. This can be used for connecting sales to CRM, deduplicating internal records, or affiliating special market group locations with sales transactions.
Data unlocks tremendous power to track and classify sales performance in detail. With that power comes great responsibility to ensure the figures are accurately represented and timely, especially when compensation is based on them. Our team is well versed in building compensation models that track the metrics that matter most and automatically adjust with territory changes or quota thresholds. Whether you pay on growth, revenue, quota achievement, varying commission rates, or any other metric, we can help build an automated and reliable model that handles all calculations.
While most reports are active – meaning you engage with the report to draw out insight – sometimes you want to track specific elements automatically over time and have insights delivered to you. Passive tracking analysis is an automated assessment tool that reads data on a regular basis and determines what is happening, what needs attention, and what is normal behavior. This includes popular models such as RFM (Recency, Frequency, Monetary) or any other custom analysis you can dream up.
If you have a data environment with enough quality data to think big, a custom Machine Learning Model may allow you to experiment with predictive analytics and customer assessment tools. Our team has the experience to build, train and deploy machine leaning models for real-time understanding of critical organizational data and automated response.
EDG has trained administrative personal that can assist with basic correspondence, file collection and data prep activities. This frequently involves manual customer qualification, data stewardship, or file submission tracking. These highly organized and data savvy individuals can relieve administrative burden from your team and are especially tuned to the processes that occur around EDG’s data services.