Cleansing and Rebuilding Partner Data and Commission Logic for a US Telco
1 min read
Background
A major US telco was dealing with fragmented and outdated customer and partner data. Information was spread across Salesforce, Finance-owned spreadsheets, and proprietary sources. Years of organizational changes led to overlapping, inconsistent, and unreliable data, affecting commission payments and partner visibility.
What We Did
We led the end-to-end data reconciliation and process optimization effort:
- Mapped and documented the entire partner and master agent ecosystem.
- Collaborated with internal SMEs and external master agents to understand business logic.
- Defined the source-of-truth logic per service type to resolve data conflicts.
- Categorized records based on certainty levels to streamline manual verification.
- Implemented logical validation rules, including sum checks and deduplication logic, to ensure completeness and prevent errors.
Outcome
- Improved accuracy and trust in data across the Finance and Operations teams.
- Reduced commission reconciliation time by 40%.
- Ensured timely and correct payouts to partners and master agents.
- Set the foundation for a long-term single source of truth for partner data.
