One defined onboarding phase, then approved recurring runs.
Start with the raw export and the current cleanup problem. Then define the rules, validate the setup, and move to a repeatable process only once the output is approved.
1. Fit check
Review the raw export, the current manual cleanup pain, and whether the file shape is suitable for a recurring cleaning contract.
2. Onboarding
Capture the client rules, standards, mappings, checks, and acceptance criteria that define what a correct output should look like.
3. Validation run
Produce an initial run, review the outputs, check the rejects and flags, and confirm the cleaning contract before moving to recurring delivery.
What onboarding captures
- Column standards, formats, and canonical values
- Mappings from messy source values to approved outputs
- Validation rules and record-level checks
- Which issues should be flagged and which should be rejected
- Acceptance criteria for recurring runs
What each approved run returns
- Cleaned output files ready for internal use
- Rejected rows or problem records kept visible
- Traceable evidence and run reporting for review
- A repeatable process instead of ad hoc spreadsheet edits
Good fit
Recurring structured exports with clear business rules, repeated cleanup pain, and a real need for consistency, reviewability, or audit trail.
Typical recurring files
Orders, invoices, payments, subscriptions, listings, bookings, and similar exports that are produced regularly and need the same checks each time.