1. turning relationship intelligence into profit Swiftly improving data quality Using GroupIT with InterAction

2. turning relationship intelligence into profit Christopher Young Harborough House Consulting  Business development professional; formerly: –Simmons Simmons: Head of BD, InterAction implementation, integration etc. –Tikit: large IA implementations with the likes of Ashurst, Burges Salmon, Mayer Brown  Currently consulting to firms on exploiting the tools. –Key Client Management –Administering IA for a large firm Helen Belcher and Steve O’Hehir Aurum Solutions Limited  Technical (IT) and Accounting backgrounds.  Former Development and Sales Managers Accurate Software.  Twelve years experience of data matching/cleansing.  Currently principals of Aurum Solutions.  Market GroupIT data matching and cleansing package.  GroupIT also used for bank reconciliation in the legal sector. © Harborough House Consulting Limited, 2009 Who are we?

3. turning relationship intelligence into profit  Who is confident in their data quality?  Who thinks that the InterAction tools are adequate?  Who struggles with international data?  Who would like a tool to make cleansing the data quicker and easier? Questions

4. turning relationship intelligence into profit Data Quality: The Issues…well some of them The IA Data Quality Tools are cumbersome:  There is no easy way of checking the validity of certain data  Countries  There is no way of checking the relationship between two fields:  Postcode and Post town  There is no way of reformatting data to a standard  Telephone numbers © Harborough House Consulting Limited, 2009

5. turning relationship intelligence into profit  Overall –7,000 invalid Countries –105,000 invalid Cities  People –Countries - Invalid for people: 729 (4.4%) –Cities - Invalid for people: 2,924/16,059 (18.2%) –First Names - Invalid for People: 153/16,597 (1%)  Companies –Countries - Invalid for Companies: 6,265/726,868 (0.9%) –Cities - Invalid for companies: 102,150/1,375,734 (7.4%) Just an example… United Kingdom450,333 U.K. 2,583 UK 93 Scotland 74 England 62 Wales 20 Amsterdam 137 Amstelveen 3 Amsterdam Z.O. 3 NL-1008 BD Amsterdam 3 Amsterdam Zuidoost 2 AB Amsterdam 1 AG Amsterdam 1 Amstredam 1 EA Amsterdam 1 ED Amsterdam 1 JC Amsterdam 1 MG Amsterdam 1 NL 3000 AS Amsterdam 1 How bad can it get? One large firm…

6. turning relationship intelligence into profit  Reference data can be internal or external –Internal could be other databases e.g. PMS –External could be Postcodes & towns Dialling codes  Data leaves IA for very short space of time –Little need to manage delta changes GroupIT and InterAction InterAction GroupIT Ref Data

7. turning relationship intelligence into profit Software Demonstration

8. turning relationship intelligence into profit  Data Cleansing is too time consuming –This tool should accelerate the speed with which you can cleanse it ……. so you can do more valuable stuff. –Reference data is externally maintained ……. so you don’t have to. To conclude: Currently: Post Towns from Postcodes (UK) Phone Numbers (UK) First Names Electronic Domains Extensions: Addresses (EU & G8) Additional Information Fields - Gender on title/names - Functional role on job title - etc...etc Data sets covered:

9. turning relationship intelligence into profit The ways of getting hold of GroupIT  Licence purchase (stand alone)  Licence purchase with reference tables  Bureau cleansing service

10. turning relationship intelligence into profit ? Christopher Young Tel: 07979 707991 Email: christopher@harboroughhouse.comchristopher@harboroughhouse.com Questions and Next Actions Aurum Solutions Limited 61 Windmill Avenue WOKINGHAM RG41 3XA Harborough House Consulting Harborough House Little Oxendon MARKET HARBOROUGH LE16 9SW Steve O’Hehir Tel: 07825 069196 Email: steve.oh@aurum-solutions.co.uksteve.oh@aurum-solutions.co.uk