Case Study: BPM achieves firm-wide deduplication and a single source of truth with DQ Global's DQ for Dynamics

BPM cleans up firm-wide duplicates in record time with DQ Global

BPM, one of the largest accounting firms in California, faced a significant challenge with duplicate and unreliable data in its Microsoft Dynamics CRM. The platform's native deduplication tools were insufficient for the volume of records, leading to inconsistent data, poor reporting, and a loss of trust in the system. To address this, BPM turned to the vendor DQ Global and its DQ for Dynamics solution.

DQ Global implemented its DQ for Dynamics product, which uses a robust fuzzy logic algorithm and an auto-promote feature to identify and manage duplicates. This allowed BPM to perform a firm-wide deduplication of client and contact records, establishing their CRM as a single source of truth. The results included a remarkable improvement in data quality, integrity, and uniformity, enabling correct reporting and saving significant time by automating the identification of master records.

BPM