We all know that inefficiencies are the enemy of productivity, workplace happiness and job satisfaction. However your data double handling/entry is occurring, it’s important to identify the areas affected, why it’s happening and how it might be avoided.

Problem 1 – People

Believe it or not, people are commonly at the centre of data-based challenges! When it comes to duplicating efforts in double handling data, it can be as simple as a team member always having done it a certain way and needing to be trained in a process which avoids that manual intervention. It could be that upon discovering where and why this double handling is occurring (perhaps this aspect wasn’t picked up in requirements gathering) simply putting something in place with your CRM can mitigate the manual intervention.

In some instances it can also be a more challenging perception issue, where the person feels that if this task is automated they will be out of a job. Where this is the case it’s really important to undertake an exercise in addressing that view and assuring your team member that far from doing them out of a job, you need to get the most out of their more valuable skills in the precious time they have, rather than wasting their energies on tasks which can be automated.

Sometimes people struggle/refuse to adopt new working practices and systems. Addressing this needs careful attention to establish why this is the case, were they not consulted in the process of gathering requirements, were their needs not taken into consideration/overlooked or is the friction caused by something you have no control over? Whatever the people issue, it’s well worth investing in to resolve.

Problem 2 - Systems causing data duplication

You may have undertaken a ‘transformation’ project to improve your data management and processes, but if there were issues of data duplication before your project, that weren’t addressed, you are likely to have transferred the problem through your data migration. It’s really important to undertake regular data audits and keep your data cleansed and ‘de-duped’. Lots of CRMs have processes to help to manage this, but somebody needs to take responsibility for ensuring that this is an important part of their day job.