Knowledge & Process Services
Knowledge that only lives in one person’s head (or one person’s inbox) is a risk, not an asset. I review how information and process actually move through your organisation, and fix the points where they’re breaking down, getting lost, or slowing everyone down.
Market research & business analysis
Structured research into your market, competitors and internal operations, with findings tied to a clear recommendation rather than a slide deck of observations.
I use the same rigour here as in any data audit: check the source, check the method, then draw the conclusion, not the other way round.
CRM migration & integration
Migrating a CRM without a data audit first just moves your mess to a new platform.
I clean and de-duplicate your records before migration, map fields properly between systems, and test the integration so nothing silently drops on go-live day – a detail that’s cost other projects thousands in lost contact data. This is hands-on Hubspot and Salesforce work, not slideware.
Policy & process review
I go through existing processes and policies to find where they’ve drifted from what people actually do day to day, then rebuild them into something realistic enough to actually be followed – not a document that exists purely to pass an audit.
Insight analysis & research strategy
Before any research programme starts, I help define what decision it’s meant to inform. Research without a clear question behind it produces interesting findings and no action. I build the strategy so the output maps directly onto a decision you need to make.
Best practice & quality standards
I document the standards that keep your data and processes consistent as your team grows or turns over – not a generic best-practice checklist, but the specific rules that matter for how your organisation actually operates, written so a new starter could pick them up unaided.
Keeping it alive
Processes decay the moment they stop being maintained. An ongoing arrangement means your documentation, standards and integrations stay current as the organisation changes — rather than being accurate on the day I hand them over and slowly drifting out of date after that.
Contact Dan
If you need professional data audit, analysis and strategic advisory, get in touch.
- Data Audit & Analysis
- Data Governance & Strategy
- Reporting & Dashboard Systems
- Ongoing Data Oversight (Retainer)
