Collaboration is the Key
When importing customer data using a CSV file, there are several challenges that can arise during the onboarding process. Here are some of the most common challenges:
Customer data onboarding needs a lot of collaboration. The customer success/business team works very closely with customers.With the ideal case being that the customer provides 100% correctly formatted data, but in reality, the customer's provided data needs a lot of cleaning. In a typical scenario, the customer success team who is in charge of this activity has to work back and forth with the customer. The customer has to resolve manual (unintended) errors. This workflow needs a lot of collaboration.
It is the end customer or data provider who bite the bullet and do the time consuming data cleaning.The customer should know about the errors, duplicates,PII data,inconsitency in data.Customer has to be properly guided to clean the data in best possible manner.
Pictorial represenation of back and forth interaction between customer and Ops/Customer success team.
YoBulk's way of solving the data cleaning workflow:
YoBulk is on a mission to solve the complex data importing problem by creating workspaces and taking collaborative data cleaning to the next level of perfection.