Market data workflow
Convert map listings, directories, websites, professional profiles, and existing spreadsheets into one renewable company database with evidence and verification status.
Representative implementation pattern. Illustrative records, not completed client work or a performance claim.
Why this workflow matters
Map and directory listings are discovery sources, not a source of truth. Businesses may be closed, duplicated, incorrectly categorized, missing a website, or operating from a different address. A reusable market database requires validation and a process for detecting decay.
Ten-stage operating path
Each stage establishes a distinct decision, record, handoff, or approval boundary. Exceptions remain visible instead of being silently forced through the process.
Ingest approved company listings from maps, directories, spreadsheets, and internal sources.
Standardize names, phone numbers, domains, locations, and trade labels.
Match branches and duplicate listings to the correct legal or operating company.
Review the company website and approved professional sources.
Assign trade, services, project types, geography, and customer profile.
Confirm that the business appears active and the contact channels are current.
Add approved company size, operating areas, certifications, and source links.
Maintain separate fit, confidence, completeness, and freshness scores.
Move approved records into the master company database.
Re-check high-value or aging records on a defined schedule.
Required data layer
The implementation boundary should name each required record, relationship, source, status, permission, and owner before automation is introduced.
Stable Company ID
Legal and trading names
Branch and parent relationships
Website and domain
Address and service area
Trade and service classifications
Phone and approved email routes
Professional-profile links
Source evidence and retrieval date
Verification status and next review date
Authority, source quality, permissions, uncertainty, and consequential external actions remain explicit throughout the workflow.
Acceptance measures
Acceptance measures test the reliability and governance of the workflow. They are evaluation criteria, not promised performance results.
Workflow diagrams, records, statuses, values, and measures on this page are illustrative unless explicitly identified as verified client work. They do not demonstrate completed delivery or guaranteed performance. The actual implementation depends on the agreed systems, access, data condition, security requirements, ownership, approval rules, and acceptance tests.
Typical starting engagement
This is planning guidance for a bounded first implementation, not a quote. The Blueprint confirms systems, access, data condition, responsibilities, exclusions, acceptance, timing, and fixed price.
Workflow assessment
Confirm the current records, sources, permissions, owners, exceptions, approval points, and acceptance measures before selecting automation or AI tools.
