Templates

Data Quality Sprint Toolkit

Five-day sprint plan to clean your AR master data and prep for AI.

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A snippet of the actual file contents — full version included with purchase.

Start Here.xlsx

LS FINANCIAL MANAGEMENT GROUP

Data Quality Sprint Toolkit

Five-day sprint plan to clean your AR master data and prep f

How to use this workbook

• Yellow cells are inputs — change them for your business.

• Black cells contain formulas — do not overwrite.

• Green text references other worksheets in this file.

• Use the tabs at the bottom to navigate.

Day 1 Audit.xlsx

Day 1 — Audit Existing Master Data
#	Task	Owner	Due	Status	Notes
1	Export full customer master from ERP.	Data Lead		Not Started
2	Export open AR with full aging detail.	Data Lead		Not Started
3	Export last 12 months of cash receipts.	Data Lead		Not Started
4	Export last 12 months of disputes/deductions.	Data Lead		Not Started
5	Count duplicate customer records (name + tax ID).	Data Lead		Not Started
6	Count records missing primary AR contact email.	Data Lead		Not Started
7	Count records with blank or default payment terms.	Data Lead		Not Started

Day 2 Cleanse.xlsx

Day 2 — Cleanse & Deduplicate
#	Task	Owner	Due	Status	Notes
1	Apply merge rules for duplicate customers.	Data Lead		Not Started
2	Reassign open transactions to surviving record.	Data Lead		Not Started
3	Backfill missing AR contact emails (enrichment + outreach).	Data Lead		Not Started
4	Standardise payment terms to approved list.	Data Lead		Not Started
5	Flag records pending information for owner follow-up.	Data Lead		Not Started

Day 3 Enrich.xlsx

Day 3 — Enrich With External Data
#	Task	Owner	Due	Status	Notes
1	Append industry / NAICS / ANZSIC code.	Data Lead		Not Started
2	Append parent-child hierarchy where applicable.	Data Lead		Not Started
3	Append bureau score and refresh date.	Data Lead		Not Started
4	Refresh credit limit recommendations.	Data Lead		Not Started
5	Tag strategic / key accounts.	Data Lead		Not Started