AI Matching Engine

Technical and C-level stakeholders were dealing with the consequences of 200,000 duplicate and incomplete records across several key units of the company, making this a critical issue that had to be dealt with from the ground up.

A machine learning-driven matching engine, combined with human-in-the-loop logic, successfully categorized matches with high confidence and restored CRM single source of truth.

The system was able to restore CRM single source of truth, reducing duplicate and incomplete records by 70% and saving +1 FTE worth of manual effort.

Workshops with key stakeholders who understood the business context were crucial to building this solution. Knowing where to separate AI tasks from human tasks was critical to success.