The problem this solves
Anyone can create a property, so hundreds exist and nobody knows which are real. Fields get repurposed without warning, breaking automations built on them. Exports of sensitive data are unrestricted, admins have accumulated rights nobody reviews, and quality erodes invisibly until a bad quarter of reporting forces an archaeology project.
How we work
We start with a governance baseline: a property and usage audit that separates the fields carrying live data from the debris, and a permission review that maps who can currently do what against who should. Cleanup follows, archiving dead properties, consolidating duplicated ones, with an impact check so nothing breaks quietly.
Then we install the operating rules: an ownership model naming who approves new properties and structural changes, permission sets aligned to actual roles rather than historical accidents, and conventions for naming and documenting fields. Rules without enforcement rot, so we wire monitoring alongside: data quality dashboards tracking duplicates, completeness on critical fields, and drift, reviewed on a defined cadence.
Governance here is deliberately lightweight: enough structure that the portal stays trustworthy, not a committee that makes every change take three weeks. This module sets the system up; ongoing stewardship can live with your admin or with us on a retainer.
Deliverables
- Property audit: live, redundant, and dead fields classified
- Cleanup with impact check on reports and workflows
- Ownership model for properties and structural change
- Permission sets aligned to real roles
- Data quality monitoring dashboards with review cadence
- Governance documentation: conventions, owners, change process