Quality Data, Quality Outcomes: How a Tax & Audit Firm Advanced Their Digital Strategy

A global firm, recognised for its expertise in delivering comprehensive tax, audit, and advisory services, serves a diverse client base across multiple regions. The firm is committed to leveraging technology and data to drive innovation, improve client experiences, and strengthen its digital capabilities.

Challenge

The customer was facing significant data challenges that hindered its ability to advance its digital strategy. They experienced data integrity issues, duplicate client records across multiple systems, and poor data governance, making it difficult to access accurate, reliable client and prospect information.

To address these issues, the firm needed support to establish a centralised database, update their CRM system to serve as the back-end System of Record, and ensure all critical enterprise data flowed from trusted systems.

Solution

To establish a foundation for advancing their digital strategy, our team addressed their data quality problem:

• Analysed the impact of data quality issues, including missing, inaccurate, or inaccessible information.
• Defined data integration processes to reconcile client, prospect, and opportunity information from various sources into a Single Source of Truth.
• Populated reconciled data and restricted creation of records in legacy systems, with read-only synchronisation from the central source.
• Implemented role-based access controls to allow only authorised users to create or edit client, prospect, and opportunity data.
• Established bi-directional synchronisation for client, prospect, and related data (contacts, meetings, etc.), ensuring accurate and consistent information across all platforms.

Impact

The initiative resulted in high-quality, accurate client data with duplicate records eliminated and strong governance in place. The firm now has a centralised, trusted data foundation, supporting informed decision-making, enterprise-wide analytics, and more effective client engagement.

This foundation has enabled the firm to advance its digital strategy, streamline operations, and prepare for future initiatives, including the implementation of Microsoft Fabric Data Lake, ensuring a scalable platform for continued growth and innovation.