The client, a Private Equity firm based out of US, wanted the TresVista team to carry out a mapping exercise for ~4854 customers. For this, the client provided two datasets, the first comprising of customer names and the latter consisting of account/opportunity that compiled the information about the contract details such as date, fees, etc. The two datasets had to be mapped against each other to form an interlinked data room where the details in the second tab could directly be discovered through a direct linkage via the first customer’s name column.
To carry out data analysis and a mapping exercise for ~4854 customers.
The TresVista team followed the following process:
The major hurdles faced by the TresVista team were:
The TresVista team overcame these hurdles by using multiple error identification/rectification methods, one of which was the reverse mapping of the entries and then random manual validation.
The TresVista team opted for multiple excel functionality that included Wildcard VLOOKUP, Fuzzy Mapping with multiple levels of sensitivities, and then extracting to link the cell address to have in place a direct linkage between the mapping, making it easy to redirect and discover the other information in the data array.