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
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