Discover
We invest heavily in understanding before we recommend anything. Discovery isn't a checkbox — it's the phase that determines whether the entire implementation succeeds or quietly fails.
The most common reason MDM projects fail isn't technical — it's solving the wrong problem. We spend more time in discovery than most firms because we've seen what happens when this investment is skipped: rework, scope creep, and golden records nobody trusts.
- —Data domain inventory and source system mapping
- —Stakeholder interviews with data owners, IT leadership, and business users
- —MDM maturity assessment benchmarked against industry peers
- —Data quality baseline measurement across priority domains
- —Integration landscape review and technical architecture assessment
- —Business case development with quantified impact projections
- —Phased implementation roadmap with effort and risk estimates
- MDM strategy and business case document
- Source system inventory and data lineage map
- Data domain prioritization framework
- Phased roadmap with effort estimates and risk mitigations
Design
With a clear picture of your data reality, we design the complete Reltio solution. Every configuration decision is made against real requirements and real data — not assumptions or templates.
Design decisions on paper are 10x cheaper to change than decisions already configured. We front-load design investment because it eliminates the most expensive category of rework: discovering at UAT that the match rules don't work for your data.
- —Reltio data model design with domain and relationship configuration
- —Match rule design with algorithm selection and threshold specification
- —Survivorship rule definition by attribute, source, and recency
- —Integration architecture with connector patterns and transformation logic
- —Data governance operating model and stewardship workflow design
- —Data quality rule library specification and validation criteria
- —Task configuration and routing rules for stewardship operations
- Reltio data model and domain configuration spec
- Match and survivorship rule design with business rationale
- Integration architecture and connector specification
- Data governance operating model with RACI and stewardship workflows
Build
Disciplined, test-driven configuration and integration build. We validate against real production data samples continuously throughout the build — not for the first time at UAT.
Build quality is where Reltio implementations diverge most sharply. Match rules that look correct against synthetic test data regularly fail on production edge cases. We test continuously so UAT confirms what we already know works.
- —Reltio environment setup, domain configuration, and security model
- —Match rule implementation with iterative calibration on production data
- —Survivorship rule build with data-driven threshold validation
- —Integration pipeline development with error handling and monitoring
- —Data quality rule implementation and automated test suite
- —Stewardship workflow and task routing configuration
- —UAT execution support, defect resolution, and sign-off
- Fully configured Reltio production environment
- Calibrated match and survivorship rules validated on real data
- Production-ready integration pipelines with monitoring and alerting
- UAT completion with documented sign-off and known issues log
Operate
Go-live is the starting line, not the finish. We provide structured hypercare, hands-on training, and ongoing managed services to ensure the platform delivers compounding value over time.
Most MDM value is realized 6–18 months after go-live as processes stabilize, the team builds confidence, and optimization opportunities emerge. Walking away at cutover is the industry's most common and most expensive failure mode.
- —Production cutover execution with real-time data validation
- —Post-go-live hypercare with dedicated escalation path
- —Role-specific training for stewards, administrators, and architects
- —Monitoring dashboard setup with health alerts and quality scoring
- —Monthly performance and data quality reporting
- —Quarterly optimization reviews with tuning recommendations
- —Ongoing managed services under defined SLA tiers
- Successful production go-live with validated data loads
- Trained, self-sufficient platform team across all roles
- Live monitoring dashboards and alerting in production
- Managed services agreement with defined SLA framework
Delivery principles
These describe the specific decisions we make differently from most MDM engagements — and why those decisions consistently produce better outcomes.
Data before technology
We spend more time understanding your data than configuring your platform. The best Reltio configuration is the one shaped by your data — not copied from a template or a prior engagement. Decisions made without data evidence are guesses wearing suits.
Business stakeholders at the table
MDM is a business initiative with a technology component, not the other way around. We engage data owners, domain leads, and business users from the first discovery session — because the people who know the data must be part of the decisions about how it's managed.
Configuration over customization
Reltio's native capabilities are extensive and improve with every release. We always prefer platform configuration over custom code. Custom code accumulates maintenance cost, creates upgrade friction, and ages poorly. Platform capabilities scale with Reltio's roadmap.
Test against real data, continuously
Every match rule and survivorship configuration we deliver has been validated against representative production data — not just at UAT, but throughout the build. The gap between synthetic test data and production reality is where implementations quietly break.
Document the reasoning, not just the config
Every configuration decision is documented with its business rationale and the data evidence behind it. When your team needs to modify a survivorship rule two years from now, the context is in the documentation — not lost with the consultant who left.
Build for self-sufficiency
We design explicitly against long-term consultant dependency. By the end of every engagement, your team should understand the platform well enough to operate it, troubleshoot it, and evolve it. If you can't function without us, we haven't done our job.
Ready to start discovery?
Tell us where you are in your MDM journey and what's not working. We'll be direct about what the right path forward looks like — even if it's not what you expected.
Talk to an expert