Resources
Tools and guides to help you understand and eliminate data debt.
📄 Data Debt Framework
A structured approach to identifying and resolving data debt in your organisation.
Download PDF📋 CRM Health Checklist
Self-assessment checklist to evaluate the health of your CRM data.
Download PDFGuides & Frameworks
Practical methodology from 24+ years of hands-on operations, CRM, and reporting work.
🚩 5 Signs Your CRM Has Data Debt
Duplicate contacts for the same person or account. Fields that are inconsistently filled in — or not filled in at all. Reps keeping their own spreadsheet because they don't trust the CRM. A report that gives two different numbers depending on who pulls it. And nobody able to say who "owns" a given field or record. If two or more of these are true, the CRM is costing you more time than it's saving.
📐 Building a KPI Framework Everyone Trusts
Most KPI disagreements aren't about the data — they're about definitions. Our approach: every KPI gets exactly one owner, one written definition, and one source system it's pulled from. No metric is allowed to live in two dashboards with two different formulas. Once that's fixed, the argument moves from "whose number is right" to "what should we do about it" — which is the conversation leadership actually wants to have.
🔍 What a CRM Health Audit Actually Checks
A proper audit looks at five things: data quality (duplicates, completeness, formatting), adoption (are reps actually using it, or working around it), governance (who can edit what, and are those rules enforced), automation maturity (how much is still manual), and integration (does it talk to your other systems, or is it an island). Most CRMs fail on governance first — the cleanup doesn't hold because no one owns keeping it clean.
🛠️ From Manual Reports to Self-Service: A Roadmap
The usual path: first consolidate — get every data source feeding the report into one place instead of five. Then automate — replace the manual pull-and-paste with a scheduled refresh. Only then build the self-service layer, so leadership can answer their own questions instead of waiting on a report. Skipping straight to a dashboard without doing the first two steps is the most common reason dashboards go unused within a few months.
New practical resources are published periodically.