Growth and operations
How do I stop customer errors caused by systems that are not connected?
Find where customer information is re-entered, delayed, or changed differently across systems. Choose the source of truth for each field and connect the handoff with validation. Alert staff when records conflict instead of letting one system silently overwrite another.
What to check
- Which customer fields disagree across systems?
- Which system owns each field?
- How are conflicts detected and resolved?