Data Architecture Design
CRM & Data / Data Architecture Design

The data model that makes everything else work

Entity relationship design, field hierarchy, ownership rules, and integration topology — all designed before a single field is configured. The work most agencies skip.

80%

Of CRM failures start here

2–3 wks

Design phase duration

100%

Client approval before build

5yr

Architecture designed to scale

Business challenges

Why Data Architecture Design projects fail

01

Fields added without a model

Admins add fields reactively to solve immediate problems. 2 years later there are 400 fields, 60% unused, and nobody knows what anything means.

02

No single source of truth

Account, Contact, and Lead objects all store conflicting versions of the same customer. Reports require manual reconciliation every time.

03

Scaling breaks the configuration

What works for 50 users fails at 500. Object relationships, sharing rules, and automation logic need to be redesigned from scratch.

04

Integration topology not planned

Every new integration is bolted on separately. No common data layer. Middleware becomes spaghetti. Changes to one system break three others.

What is included

Everything in this service

Entity Modelling

Design the complete entity relationship model — what objects exist, how they relate, what cardinality, and what the primary key strategy is. Delivered as an ERD you approve before configuration begins.

ERD designObject hierarchyCardinality rulesKey strategy

Deliverables

Entity relationship diagram
Object relationship matrix
Primary key strategy doc
Approved ERD

How it works

Our delivery process

01

Requirements workshop

Understand business processes, reporting needs, and integration requirements before designing anything.

02

Entity modelling

Design the object model — what exists, how it relates, and what the primary key strategy is.

03

Field & picklist design

Define every field with purpose, type, and owner. No orphaned fields, no duplicate concepts.

04

Ownership & security

Role hierarchy, sharing rules, and permission sets designed and reviewed before configuration.

05

Documentation & handover

Full architecture documentation delivered and walked through with your team before build begins.

Book a free assessment →

Success stories

Client results

All case studies

The architecture Celumai designed has scaled from 200 to 2,000 users without a single structural change. That is what good data modelling looks like.

C

Chief Architect

Enterprise BFSI Group

Three previous consultants had built on top of each other without a coherent model. Celumai redesigned the entire architecture in 3 weeks and the difference was immediate.

H

Head of CRM

Healthcare Network

Case study Healthcare

1,200 hrs saved/yr

Multi-city Healthcare Chain

Gen AI Automation for Multi-city Healthcare Provider

Read case study →
Case study Retail & E-commerce

360° customer view

National E-commerce Brand

Data Architecture Redesign for E-commerce Retailer

Read case study →

Platforms we use for this service

Salesforce HubSpot SAP Dynamics 365 Informatica Reltio MDM
Data Architecture Assessment

Free resource

Data Architecture Assessment — get it free

Self-scoring worksheet showing your data architecture maturity and the biggest gaps before your next CRM project.

Worksheet · Excel + PDF · Free

FAQ

Your Data Architecture Design questions, answered

Ready to start?

Design your data architecture

We respond within 1 business day with an honest assessment — no commitment required.

Response within 1 business day
Free initial assessment — no commitment
Fixed-price options available
All data under strict NDA from day one
98% on-time delivery across 40+ projects

We respond within 1 business day. No spam.