Data management • Migration • Governance

Digital Adaption: clean data foundations for teams changing systems

Quick answer

Digital Adaption is a Wirral-based data management and migration partner for UK SMEs. It helps teams clean messy operational data, prepare safe system moves, and build reporting only after the source data can be trusted.

I help you understand what data you have, what is broken, what must move, and what should be governed before a migration, ERP change, CRM cleanup, or reporting rebuild.

8+ years across data, ERP & delivery Outside IR35, multi-client Only 4 fractional slots
Ops pulse Live
On-time shipments
97.4%
+4.1% vs last week
Reporting time
-80%
Automation live
Revenue uplift
£1.0m
From BI rollout
Tickets auto-triaged
68%
AI agents handling
Margin vs target Actual Target
W1
W2
W3
W4
W5
W6
£1M+

Revenue uplift from trusted operational data and reporting.

80% faster

Weekly reporting time cut after cleaning the data model and handoffs.

£300k saved

Ops cost reduction via process mapping + AI/RPA handoffs.

Services

Pick the mode that fits: data management, migration, automation, or fractional BA

Fractional BA

8 hours a week, £1,750/month, outside IR35. Strategy + hands-on delivery.

  • Backlog shaping, user stories, acceptance criteria.
  • Workshops with finance, ops, supply chain, sales.
  • Outcomes over hours; extra time at £70/hr.
View Fractional BA

Proof within weeks

  • Week 1: backlog + delivery plan.
  • Weekly increments shipped (dashboards, automations, specs).
  • Month-to-month with 30 days’ notice.

Fix the data before the dashboard

Stabilise master data, ownership, definitions, and refresh logic so reporting stops exposing the same underlying mess.

  • Data quality checks, duplicate cleanup, and field-level rules.
  • Source-of-truth mapping across ERP, CRM, spreadsheets, and finance files.
  • Governance: owners, definitions, refresh SLAs, and exception logs.

Outputs every week

Weekly show-and-tell so you see fixes as they land.

  • Data issue register with owners and resolution routes.
  • Migration readiness backlog with priorities and effort.
  • Handover notes so your team can extend safely.

Automate the repetitive work

Low-code flows and AI agents that live on your hardware—no data sprawl.

  • Email-to-PO: validate requests, write to ERP, notify owners.
  • Daily KPI digest: pull data, summarise variances, post to Slack/Teams.
  • Ticket triage: classify, prioritise, and route with human handoff.

Own your stack

Agents run locally (OpenClaw/custom) so your data stays yours.

  • Install and harden on your kit.
  • Logging, monitoring, and rollback paths.
  • Training so ops can adjust rules without devs.

ERP reporting & analytics

Infor LN expertise plus experience across SAP/IFS/NetSuite data exports.

  • Clean extract layer; reconcile to source of truth.
  • Ops and finance packs with drill-through to line items.
  • Variance alerts and exception lists instead of endless spreadsheets.

Lightweight, pragmatic

  • Works with your existing BI stack.
  • Documentation your team will actually use.
  • Handover or ongoing support—your call.
How we deliver

Visible progress every week

Assess

Map data flows, pick the quick wins, set the success metric.

Prioritise

Agree a weekly backlog; keep it lean so priorities can change.

Ship weekly

Dashboards fixed, automations live, processes documented.

Transfer

Handover with guides, loom walkthroughs, and rollback plans.

Who this fits

Ops-heavy teams that live in spreadsheets

Manufacturing Logistics & distribution Professional services Education & non-profit Property & facilities Agencies & consultancies

Your projects in one place. The Digital Adaption Portal gives you full visibility across everything we're working on together—kanban boards, task tracking, workflows, approvals, documents, and team access. No more chasing emails or scattered spreadsheets.

Digital Adaption Portal

Your projects, workflows, and documents—centralised

Guides

Use these straight away

Fiscal year in Power BI

October–September calendars, DAX, and sorting that won’t break.

Read the guide

Fix wrong YTD

TOTALYTD patterns, prior-year comparisons, and common traps.

Read the guide

GLM 4.7 + Claude Code

Set up a local AI dev box with a 128k context window.

Read the guide

Ready to talk?

Not every requirement fits a neat service page. Tell me what you need—reports fixed, automations set up, ERP data unlocked—and I’ll reply within 24 hours.

Prefer email? matty@digitaladaption.co.uk