Skip links

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

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

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

Self-Service Analytics

Power BI dashboards surface up-to-date mentor counts, placements, and gaps without manual extracts

ETL with SSIS

Incremental jobs load, cleanse, and validate 1 M rows on a defined schedule

Tech Stack

Snowflake

Power BI

Salesforce