Data Harmonizer | Build One Trusted Golden Record

DATA HARMONIZER

From Fragmented to Trusted

One source of truth for the data your business runs on. We consolidate every system into a single Golden Record and keep it right as your business grows.

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Margin Problems Are Almost Always Data Problems.

MEET BRANDON LASSITER

For years I watched the same customer fracture across a dozen systems — a little worse with every acquisition, every migration. The tools out there could find the mess. None of them put the clean data back where the business actually runs. So I built one that does.

— Brandon Lassiter, Chief Data Officer, ProfitOptics

Brandon Lassiter, Chief Data Officer at ProfitOptics

THE REALITY

Your Business Is Moving Faster Than Your Data Can Keep Up

Every acquisition, ERP migration, bolted-on tool, and manufacturer feed fractures the same customer, vendor, and product across more systems.

Fix one piece at a time, and you keep fighting it. Fix it all at once, and it stops coming back.

Duplicates Multiply

Duplicate customers and vendors appear across systems and pile up faster than anyone can fix them.

Nothing Lines Up

The same customer or product stops matching from one system to the next.

Clean Data That Never Returns

A "clean" dataset gets built off to the side, then never makes it back into the systems you run.

The Cost Compounds

Every team that touches the data pays for it — in margin, hours, and decisions made on bad numbers.

The Other Options

Plenty of Tools. None That Build the Golden Record.

Here's how the market stacks up, and why each approach leaves the same gap.

The thing they all miss: a Golden Record — one trusted version of every customer, vendor, and product, kept right over time.

Enterprise MDM Platforms

Capable of almost anything — which is the catch. Cost, timeline, and learning curve outrun the problem.

Match-Only / Dedup Tools

Point solutions that find duplicates. Fast to most of the way, but the clean dataset ends up off to the side, never making it back into the systems you run on.

Building It In-House

A spreadsheet, a script, a sharp analyst. Works until that person moves on, or the next acquisition lands and the model stops holding.

Living With It

Reconcile by hand, work around the gaps. The path of least resistance, and the most expensive. The cost shows up later, across every team that touches the data

OUR APPROACH

Fix It Once. It Stays Fixed.

The Data Harmonizer builds the Golden Record in four steps — plus the governance to keep it.

1. Consolidate

Bring every source together: multi-ERP, M&A, vendor feeds.

2. Match

Algorithms plus human-in-the-loop. No engine gets to 100% alone.

3. Survive

Build the Golden Record — the best attribute from every source.

4. Merge

Push clean data back into the systems you already run.

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Works With Your Stack:

SAP, Infor, Epicor, your PIM and CRM. No rip-and-replace.

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Human-in-the-Loop:

Your team's judgment where it matters. No engine gets to 100% alone.

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Stays Harmonized:

Governance keeps the record right as new systems arrive.

WHY IT MATTERS NOW

Where Clean Data Shows Up on the Scorecard

One Golden Record pays off in every seat at the table.

CFO

Recovered rebate dollars, and the margin that mismatched data was quietly leaking.

COO

The onboarding and reconciliation hours your team stops doing by hand.

CIO

Faster M&A and ERP integration — measured in weeks, not quarters.

CEO / PE

One trusted view of the business, and a foundation that scales with the next deal.

START WHERE THE MONEY IS

One Domain. 60–90 Days. Then Expand.

Start with one domain — vendor, customer, or product. Prove the value in a quarter, then expand from there.

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THE FULL DATA PRACTICE

The Harmonizer Is One Piece of the Foundation

We design and manage data as a strategic asset across its full lifecycle — alongside your ERP, CRM, and PIM, never replacing them.

Data Strategy & Architecture Data Governance & Master Data Data Platform Modernization Analytics & AI Enablement Operational Data Integration

Data Strategy & Architecture

Data Strategy & Architecture

Define how data should flow across the business. Align systems, processes, and analytics around a clear data architecture.

Data Governance & Master Data

Data Governance & Master Data

Establish ownership, standards, and processes that ensure customer, product, and pricing data stay accurate and consistent.

Data Platform Modernization

Data Platform Modernization

Modernize legacy data environments so teams can access and analyze information faster and more reliably.

Analytics & AI Enablement

Analytics & AI Enablement

Enable advanced analytics and AI initiatives by building on a strong data foundation rather than fragile pipelines.

Operational Data Integration

Operational Data Integration

Connect ERP, CRM, pricing, and operational systems so the business operates from a shared, trusted view of performance.

ONE TRUSTED SOURCE OF TRUTH

And the Outcomes That Follow

ProfitOptics is an operator-led firm for distributors and manufacturers. We find the margin and share hiding inside your data and turn one trusted source of truth into ROI.

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