BKY Data Consulting
Live demo

Client Data Health Overview

Raw client data goes in, clear quality insights come out. Live demo on synthetic data.

Hi Tiller-Hewitt team — here's a working demo I built to show how I'd improve your client data; click anything, every number is live from the sample data below.

Clients Processed (Last 30 Days)
11
▲ unique clients
Average Missing Values
8.5%
▼ per client record
Duplicate Client Records
5
■ needs merging

Missing Values by Client (Top 5)

This shows which clients have the most incomplete data, highlighting where to focus cleanup efforts.

Client Record Duplication Status

See at a glance how many client records have duplicates versus unique records.

What I'd do for you

Clean & Normalize Client Data
I'll fix formatting, handle missing values, and standardize your client information.
Identify & Merge Duplicates
I'll find duplicate client records and merge them into single, accurate entries.
Ensure Data Accuracy Post-Import
I'll verify data integrity after every import, catching errors before they cause issues.
Answer Client Data Questions
I can explain data issues and solutions clearly to your clients and team.
Plus, repetitive work I'd put on autopilot
Automate Data Pre-Import Checks
Python (pandas) · Google Apps Script
Scheduled Duplicate Record Reporting
Python · Google Sheets API · Scheduled Jobs
See how I'd build this on your live system — and the data behind it

How it works in production

How I'd set this up on your live system:

Source
Client Data Exports
Your raw client data from various systems.
Processing
Python (pandas)
Data cleaning, normalization, and transformation scripts.
Automation
Google Apps Script · Scheduled Jobs
Automating data prep and quality checks.
Output
PRM Tool · Google Sheets · Email
Clean data in your PRM, reports, and notifications.

Detailed Client Data Issues

Client NameLast Import DateMissing Values (%)Duplicate RecordsStatus
Acme Health Group2024-05-155NoActive
Wellness Solutions2024-05-1012YesActive
MediCare Partners2024-03-208NoInactive
HealthLink Systems2024-05-127NoActive
Global Pharma2024-05-0115YesActive
Vitality Clinics2024-05-183NoActive
Apex Medical2024-05-0510YesActive
CareFirst Services2024-05-146NoActive
OptiHealth Group2024-04-259NoInactive
Prime Health2024-05-164NoActive
Synergy Health2024-05-1111NoActive
Elite Medical2024-05-0813YesActive
Guardian Health2024-05-172NoActive

Raw source data

dataset.csv — showing 12 of 15 rows. Everything above is computed from this file, untouched.

Client IDClient NameStatusLast Import DateMissing Values (%)Duplicate RecordsPrimary Contact Email
C001Acme Health GroupActive2024-05-155Nojohn.doe@acme.com
C002Wellness SolutionsActive2024-05-1012Yesjane.smith@wellness.com
C003MediCare PartnersInactive2024-03-208Nomike.jones@medicare.com
C004HealthLink SystemsActive2024-05-127Nosara.lee@healthlink.com
C005Global PharmaActive2024-05-0115Yesdavid.kim@globalpharma.com
C006Acme Health GroupActive2024-05-155Nojohn.doe@acme.com
C007Vitality ClinicsActive2024-05-183Noemily.white@vitality.com
C008Apex MedicalActive2024-05-0510Yespeter.brown@apex.com
C009CareFirst ServicesActive2024-05-146Nolisa.green@carefirst.com
C010OptiHealth GroupInactive2024-04-259Nochris.taylor@optihealth.com
C011Wellness SolutionsActive2024-05-1012Yesjane.smith@wellness.com
C012Prime HealthActive2024-05-164Noanna.davis@primehealth.com

Ready to improve your client data?

I can implement these solutions with your real data in weeks.

bing@bkydataconsulting.com