DATA STRATEGY

It’s only hard if we don’t help

Your business exists because of your Customers

Shouldn’t your applications serve the same end?

Regardless if your customer is a Patient, a Subscriber to a service, or a Company, you need:

 

Persons

Sales & Marketing

- An accurate profile of your customer
- A customer in the CRM linked to their transaction history in one place
- Duplicate records combined automatically
- A Loyalty program based on predictive analysis by customer.

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Finance & HR

- How much does a customer really cost?
- True metrics on products and services across your locations.
- Predictions on when you need more staff (not hunches, data driven)

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Client Success

- Full customer history on demand in a simple dashboard (CRM, EHR\ERP\Core system, Payments)
- Upsell opportunities based on past transactions

Data Strategy is difficult to 'sell'

So we start small and help you navigate the changes…

  • Step 1:  Full understanding of your data landscape with our Data Assessment
    • The Action Plan establishes buy-in and trust with measurable departmental ‘Wins’.
  • Step 2:  Implement incremental change allowing staff and processes to grow and adjust into maturity rather than  a revolutionary approach creating chaos that can’t be managed.
  • Step 3: Once you have TRUST and BUY IN, the Strategy will sell itself.