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List Processing and Standardization
List Processing and Standardization
Challenge
Client B, a national lobbying membership organization, launched a partnership program with affiliated chapters nationwide. Through this partnership, local chapters gain the advantages of fully-paid members at no additional cost, and the client strengthens its presence in businesses across the country.

CMDI had several obstacles to overcome. Lists from affiliate chapters had no consistent format, and addresses were out-dated and in need of hygiene. Duplicate records to the client's existing housefile had to be identified, and any remaining unique records were to be loaded into the client's database. Insufficient corporate information prohibited necessary suppressions; as a result, marketing efforts were directed toward those who did not qualify for the program.

Solution
CMDI developed a system where lists were posted to a secure website by local chapters, converted into a standard format, and run through NCOA processing to ensure a high match rate. An online automated system configured by CMDI and InfoUSA then appended corporate information to the file. Based on results of data overlay and distinct keylines, records were eliminated from output by suppression and de-duplication. The client received customized reports, revealing the number of records suppressed through each step of the process.

Results
Key results achieved to date:
  • Processed nearly 200 chapters, including 150,000 companies nationwide.
  • Eliminated over 30,000 company names through de-duplication and suppressions before loading into client database.
  • Expanded client's opportunities to market to customers by enhancing file with relevant fields.