Data Infrastructure & AI Readiness
Data organisation your team can rely on.
We organise the records your team works from. Each item is stored once, named so people can find it, and limited to the people who need it.
Problem
The records exist, but the team cannot rely on them. The same information is stored under more than one name, and the person who needs it cannot find it.
What you get
01
Consistent names
Each type of record has one agreed name. Where the same information has been stored under two names, those records are brought together.
02
Access for the right people
People who do the work can open the records they need. People who should not have access cannot.
An example
One record for each client
A client used to appear in the inbox, in a spreadsheet, and in a set of notes. There is now one record. The people who need it can open it, and you can export it.
What you gain
One record for each fact
The same information is no longer kept in two places.
Ready for use
A colleague, a report, or an assistant can use the record without cleaning it up first.
How it works
01
Review what you keep
We start with one working session on the records you keep, who uses them, and which names refer to the same information.
02
Left in your account
The structure is set up in your account, and you can export it.
03
A weekly review
If you want it maintained, we review once a week what was added, what was renamed, and who can still open each record.
Common questions
Where do we start?
We start with the records you already keep, and with the people who use them.
Can we take it with us?
Yes. The structure is in your account, and you can export it.
Can an assistant use these records?
Yes, once the records are named consistently and kept current. An assistant cannot work reliably from records that are still scattered across several places.