Data manager
Combine manual data review with automation
Bridge the gap between automation and essential human oversight in your data pipeline.
Empower business users to review, edit and approve data in a user-friendly interface, with full visibility and change tracking.
Empower domain experts
Automation sometimes needs manual intervention
Some processes - such as making changes to a master price list, correcting records that fail automated validation, or approving invoices before they're sent - need human interaction and oversight.
This often involves exchanging Excel files over email. But this has several drawbacks:
Excel hand offs lead to version sprawl
Lack of visibility
Security and compliance implications
Large datasets are difficult to work with efficiently in Excel
But with CloverDX Data Manager you can build a manual data review process into your automated data workflow – and keep everything under control in the CloverDX platform.
User-friendly interface
Easy, fast, transparent data review
Non-technical users – the business experts who know the data – can easily review, edit and approve data in Data Manager's user-friendly interface.
- Review data faster with features such as custom error messages, AI-powered suggestions and integrated lookups.
- Managers get complete visibility over activity and a full audit log of changes.
- Minimize delays with automated processing of records into and out of Data Manager, so data gets back into the pipeline as soon as it's approved.
Data governance
Better compliance and control
Sending data as unsecure email attachments can create security and compliance issues.
But with Data Manager, your data stays within the CloverDX platform at all times. And non-technical users can work with it as easily as they would in Excel.
- Keep data secure within the CloverDX platform, under your security and centralized access control.
- Full visibility of all edits.
- Keep control with the same centralized, enterprise-level permission management as the rest of the CloverDX platform.
Simple to use
Non-technical users can work in a familiar, user-friendly interface, without having to learn a complex technical tool.
Easy workflow management
Users see exactly what's waiting for review, as records get automatically added to Data Manager, avoiding the need to search through emails.
Faster data review
Review and amend data in an interface designed for exactly this job, with contextual messages, suggested corrections, and more.
Correcting incoming data errors
The challenge:
Data submitted from multiple different sources, in different formats, needs to be consolidated into a single report. But some inconsistencies need to be manually reviewed and corrected.
With Data Manager:
- Incoming data is ingested, transformed and consolidated with an automated CloverDX workflow.
- The automated workflow validates values against a master list.
- Any values which don’t match the master list are automatically pulled into a dataset and sent to Data Manager for review.
- The data owner sees – in a simple, user-friendly interface – all the records that need review and correction.
- CloverDX validation features can suggest corrections, or the user can edit as they see fit.
- Once the data is approved, it’s automatically fed back into the automated pipeline to continue being processed into the final report.
Integrated lookups for faster validation
The challenge:
A logistics company needs to manually review and correct addresses that fail automated validation, so that packages get delivered properly.
The process previously involved users having to copy and paste addresses to Google Maps to validate them - a process that took significant time when dealing with large amounts of data.
With Data Manager:
- Lookups to external sources (e.g. Google Maps) are built directly into Data Manager.
- Users reviewing data can simply click a button right from the Data Manager interface that automatically validates the address.
- Validating data in one place saves time and reduces the possibility of errors.
- Managers can see their team's progress in one central dashboard, so they know how many records still need to be processed, and who is responsible - removing potential bottlenecks to a time-sensitive process.
Bridge the gap between automation and manual intervention
Request a demo of CloverDX and discover how you can streamline business processes by combining automated data pipelines with human review.