Reporting and decisions
How do I keep business data current without somebody updating it by hand?
Capture updates from the system or event where the change actually happens. Connect those sources to downstream records and set refresh rules based on how quickly the information matters. Use manual updates only for information that cannot be collected reliably another way.
What to check
- Where does each change originate?
- Which downstream systems need the update?
- How quickly does the information need to be current?