Master Data Management & Migration for a US-based Mentor Network

40,000

staff members for daily care programs

40 +

states’ presence across US

50,000

people benefit every year

50 +

years in operation serving communities

Business Case

The client, a US-based mentor network, runs nationwide programs that pair mentors with people who need daily support. Yet critical data sat in two siloes: a legacy SQL store and Salesforce. The split created three urgent gaps

  • Data Integration No common keys tie Salesforce and SQL together, which resulted in duplicate or missing mentor records leading the staff to hunt through both databases and risk overlooking history
  • Reporting A sluggish export-import routine pulled Salesforce data into SQL once a day driving manual effort that forced teams to lose hours each week building simple metrics
  • Data Quality Names, addresses, and IDs differ between sources as leaders questioned the numbers, slowing decisions and raising red flags with compliance reviewers for data risks

Our Solution

  • Central Master Repository A new SQL Server hub now stores the golden record for every mentor
  • Data Vault Layer Hub, Link, and Satellite tables keep history while preserving source-level detail
  • Hash-Key Generation Unique keys for each record end merge conflicts and speed look-ups
  • ETL with SSIS Incremental jobs load, cleanse, and validate 1 M rows on a defined schedule
  • Self-Service Analytics Power BI dashboards surface up-to-date mentor counts, placements, and gaps without manual extracts

Impact Delivered

50 GB structured data

Migrated to a single master hub

1 Million mentor records

Cleaned with 0 duplicates

500 + employees

Empowered with reliable data updates

Audit trails locked in

Full change logs help the client pass HIPAA checks with ease

Let’s create something truly remarkable & intelligent!

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