1. Review
Look at the file, process, or recurring issue.
Process
From messy to usable, without drama.
The process reduces risk: preserve the source, define rules, clean or automate, validate, then hand off with notes.
2. Define rules
Clarify required fields, formats, valid values, and exceptions.
3. Clean / document
Prepare the output, mapping, tracker, documentation, or automation.
4. Validate / hand off
Return clean output, QA notes, and next-step guidance.