DIY Digital Transformation — Part 2: Organisational Procedures and Work Practice
In Part 2 of this ‘HOME Improvement’ series we’re now considering Organisational Procedures and Work Practice, using a real-world scenario from a Creative Design Agency. This agency, much like the architectural firm we discussed in Part 1, aimed to streamline their project management. They chose a new software system, only to hit a snag when it wasn’t compatible with their existing Customer Relationship Management (CRM) software.
Have you encountered similar challenges? How did you resolve them?
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The Issue at Hand
The agency found that their CRM and project management system were at odds, mainly because of how client data was entered and managed. The CRM split client names into first and last, while the project management tool used one field. This difference meant data couldn’t move smoothly between systems, creating extra work for staff and leading to errors and inconsistencies.
The Core Problem
What was meant to make things more efficient did the opposite. Staff were now juggling information between two systems, often leading to misspelled names or incorrect data entries. The…