Golden record · SITE

Location and site

The physical place where something is sold, made, stored or served, and its place in an operational and commercial hierarchy.

Also called Store, plant, branch, depot, outlet, facility, ship-to

01 Why it matters

What depends on getting this right

In one sentence

Almost every operational comparison is like-for-like by site, and almost every site master is maintained separately in four systems with different codes, opening dates and groupings.

02 Where it lives

Every system holds a different version

None of these is wrong. Each was built for a purpose and records the part of the entity that purpose needed, which is exactly why resolution is required rather than optional.

SystemWhat it holds of this entity
ERPplant, storage location and ship-to party
POS or store systemsthe trading location and its calendar
WMSthe physical warehouse and its bins
HR and rosteringthe place people are assigned to work
Property or CAFMthe lease, the estate record and the service obligation

03 Match keys

What actually matches, and what only looks like it does

KeyHow well it works
Geocode plus normalised addressStrong, and the only key that survives renaming.
Internal site codeReliable within a system, inconsistent across them.
Legal entity plus addressDistinguishes co-located operations of different companies.
Opening and closing datesNot a key, but essential for like-for-like comparison.

04 Survivorship

When two records disagree, which value wins

Survivorship is a business decision, not a technical default. These rules should be agreed with the people who own the data and then applied consistently, because changing them later restates history.

Rule 01

Address and geocode from the authoritative property record

Not from a delivery note or a user-entered field.

Rule 02

Trading calendar from the operational system

Opening hours and business date rules belong to the operation, not to finance.

Rule 03

Hierarchy is effective-dated

Region and cluster assignments change; comparisons need the structure as it was.

Rule 04

Retain closed sites

They are required for history and for like-for-like exclusions.

05 The cost of not doing it

What stays broken while it is unresolved

Breaks

Like-for-like that is not like for like

New, closed and refitted sites included inconsistently make the headline growth number meaningless.

Breaks

Performance compared across incomparable formats

Without size, format and catchment attributes, site ranking measures the estate rather than the management.

Breaks

Cost allocated to the wrong place

Shared sites and co-located operations distort every per-site cost line.

Breaks

Service coverage misjudged

Response times and travel cost depend on geography that only geocoding provides.

07 Questions

Frequently asked

What attributes make site comparison fair?

Format, size, opening date, catchment and refit history. Without them, a site league table mostly ranks the estate the business inherited rather than the performance of the people running it.

How should closed sites be handled?

Kept, flagged and excluded explicitly from like-for-like. Deleting them makes history unreproducible; including them silently makes growth look worse than it is.

See the duplicates in your own data

We will resolve one entity on your systems, live, and show what the duplicates are costing.

Book a live demo