Lists Works

Criteria you could defend to a colleague.

Before any record moves, the definition of the audience is agreed. Each record is reduced to one row per organisation, with the reasoning retained. What arrives is a file whose every column has a written definition.

Change log

A note of what each processing stage altered, kept so the build can be retraced.

Title standardisation

Folding job titles onto a common form while keeping the original text beside it.

Consent position

Stating what basis exists for contacting each segment, and where that basis is absent.

Ask for a sample first. It is the quickest way to find out whether this is useful.