The Data Consolidation Problem

Same data, different names. Non-standardized source formats, variable schemas, repetitive manual work.

Your Current Reality
Vendor A - DataSource
Record_ID
Category_Type
Total_Amt
Vendor B - InfoSystems
RecordNum
CategoryType
Amount
Vendor C - DataHub
Rec_Number
ItemType
Cost

3 sources = 3 different formats

Manual mapping required every time

What You Actually Need

Unified Standard Dictionary

One format for all your data

Consolidated Format
Record_Number
Record_IDRecordNumRec_Number
Category_Type
Category_TypeCategoryTypeItemType
Total_Amount
Total_AmtAmountCost

All sources → One consistent format

Automated mapping • Saved as versions • Reusable forever

The Problem:

Getting from complexity to consistency requires...

Hours of Manual Work

Copy-paste between files
Map each column manually
Fix format inconsistencies
Validate data quality
Repeat every time files arrive

When You're Stuck Between IT and Excel

Enterprise data solutions solve repeatable problems with consistent formats. Excel handles one-off tasks. But what about the gap in between—where you need the same output every time, but the inputs keep changing with different formats and schemas?

The Perfect Storm

🔄Recurring Need

You consolidate data regularly—monthly portfolio reviews, quarterly acquisitions, every deal closing

🎲Variable Sources

But each time, the data comes from different counterparties, sellers, or sources with non-standardized formats and variable schemas

🔒Sensitive Data

PII, financial data, loan details—compliance requirements make IT push this work back to business users

Where Enterprise Solutions Fall Short

⚠️Economics Don't Work

Custom ETL pipelines cost tens of thousands of dollars to build and maintain. The ROI calculation breaks down when each deal involves different data sources with variable formats—even if consolidation happens monthly.

⚠️Compliance Complexity

Sensitive data creates organizational barriers. With PII, financial records, or health data, security and compliance requirements often mean the work stays with business users who have domain expertise and data ownership.

⚠️Wrong Kind of Problem

Enterprise platforms excel at solving repeatable problems with consistent data sources and standardized formats. Deal-specific work with variable inputs and non-standardized schemas falls outside their design paradigm—it's simply a different category of automation need.

The Result?

Business users own the gap. You're left manually consolidating non-standardized data in Excel for every deal, every acquisition, every monthly review—wasting hours on repetitive work with variable formats that should be automated.

Sound Familiar?

📊 Transaction-Specific Data

Every deal involves a different counterparty. Each uses their own systems with non-standardized data formats and different schemas. You need standardized data for analysis and pricing—but custom pipelines aren't economical for variable data sources with inconsistent structures.

The Gap: Recurring consolidation need, but datasets vary by counterparty with different formats each time

🏢 Portfolio Acquisitions

Acquiring portfolios from different fund managers. Each uses their own management system with variable data formats. You need unified data for valuation—but building acquisition-specific pipelines doesn't scale for non-standardized schemas.

The Gap: Same analysis workflow, but every target has different data sources with inconsistent formats

📋 Multi-Source Submissions

Multiple sources submit data in their own non-standardized formats with variable schemas. You need standardized analysis-ready data—but compliance requirements for sensitive information create organizational barriers.

The Gap: Regular submission cadence, but each source uses different formats, schemas, and field names

💼 M&A Due Diligence

Every target company has different ERP systems, platforms, and software with non-standardized data formats. You need normalized operational data—but building pipelines for uncertain deals with variable schemas isn't a viable investment.

The Gap: Standardized diligence process, but every target's systems are unique with different formats

Ready to Break Free?

See how Datally transforms these challenges with non-standardized formats into automated workflows—no more manual consolidation, no more Excel hell.

See How Datally Solves These Challenges