Data & configuration clean-up
Separate what still serves the business from what is stale, conflicting or misleading—and retire it through an agreed, staged plan.
Discuss this engagementDefine the work.
Selected objects or configuration families and a prioritised backlog. Any implementation tranche is agreed explicitly.
What I investigate
- Data rules, field usage and picklist consistency
- Reports, layouts and apparent unused configuration
- Automation dependencies and interview backlogs
- Business owners, hidden consumers and retirement decisions
What you take away
- Retain / change / retire register
- Dependency and usage evidence
- Staged clean-up plan
- Verification results and updated documentation
Each retired item has an owner decision, a dependency review and agreed verification evidence.
Scope notes
No detected use does not prove safe deletion. Business meaning, retention needs and downstream consumers must be considered.
The proposal confirms access, deliverables, fees, timing and change-control arrangements before work begins.
Where this can lead.
A useful place to startBring the problem.
Tell me what’s happening Bring the problem.
We’ll define the next step.
A release that feels uncertain. A journey that keeps breaking. An org nobody fully understands.