Financial & Professional Services
Rescues in financial and professional services firms often involve a build that went live with custom objects duplicating standard ones. Advisors see two household records, consultants see two project lists, and the reports disagree with each other on basic counts. Triage identifies which structure holds cleaner data; we migrate the other into it and retire the duplicate objects in stages, so users keep working while the model is corrected underneath them, one object at a time.