CDMS Transactis Group and HM Revenue and Customs scoop Data Strategy Award


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Customer insight and database management firm CDMS Transactis Group won the Data Strategy Award for Best Data Quality Service/Initiative for its highly successful project for HM Revenue and Customs, transforming its data management processes to enable the government department to keep its database current and efficiently clear its backlog of open cases.

For the award winning project, CDMS Transactis – which delivers managed data and multi-channel communications solutions – worked closely with HMRC and its IT partner, Aspire, on the Open Case Clearance Acceleration Programme. The data quality initiative enabled HMRC to update its records and reduce the number that required manual investigation by 50%.

In appraising the project for the Best Data Quality Service/Initiative category, the Data Strategy Awards judges were looking for a campaign that used technology, people, and/or processes to advance the quality of customer or prospect data. The winning project needed to show that it worked hard to ensure that customer data was used intelligently and creatively to ensure a positive return on investment. The awards took place on 22 October at the Lancaster London Hotel.

Dave Dally, Assistant Director at HMRC commented: “We are delighted with this award. CDMS Transactis’ unique approach to data alignment and matching made it possible for us to use automation to the full and to focus clerical effort only on those cases where further work was required, thus cutting costs and boosting efficiency.”

David Steele, Chief Executive of CDMS Transactis Group, added: “HMRC needed to be able to match often conflicting data to ensure that the right amount of tax had been deducted, without having to create substantially different processes or rely on clerical resources which were required elsewhere. We were really pleased that we were able to look at the difficulties HMRC were encountering and build a solution that helped it dramatically reduce the need for expensive manual investigation and better deal with changing data records in future.”

“The ability to turn data into an accurate, complete and actionable view of behaviour – whether we are talking taxpayers or customers – is vital for any organisation whose success is dependent on its ability to contact, service or market to large numbers of people.”

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