CLIENT OPERATIONS
Client data and integrations
Connect CRM, document and accounting systems around aligned client records.
Discuss the task ↗A situation worth changing
A client’s name and details differ between CRM and contract. Start with identifiers and field ownership, then specify exchange, validation and recovery from errors.
Data ownership and reliable exchange
- Assign a source for each key field.
- Define deduplication rules that preserve history.
- Test repeated events, delays and conflicting updates.
- Provide a visible exception queue with accountable owners.
Discovery defines scope, required products and acceptance criteria. Every configuration must serve a specific working scenario.
Our approach
From the question to a decision.
- 01
Trace the client journey
Trace an actual enquiry through to its outcome. Record delays and repeated questions.
Current journey map - 02
Agree the rules
Define data, owners, transition criteria and exceptions. Choose the first implementation scenario.
Operating model and pilot scope - 03
Test the scenario
Configure the solution and test normal and difficult cases with the team.
Acceptance record - 04
Put it into daily use
Train by role, prepare support and compare agreed measures before and after launch.
Training and improvement plan