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A short time ago there was a busy company where
everybody was working hard. Some were marketing,
some were selling, some were doing accounts
and many were doing other things. Unbeknown to
everyone, with all the best intentions, they were
creating a little problem, they were gathering
information! One day Jane from accounts
called David in sales to ask if a job was ready
to be invoiced. All she got was Dave’s voice
mail. He was away for a week. So, she emailed
him with the question. He replied, “I can’t
remember, but I have marked it on my Job log.
Have a look in there!”. “Where
is the job log?” she replied. “Go
to my computer, find a folder called ‘Dave’s
Live Job’s’ and open a file called
‘Job Logs’ he replied. When she looked
at the Job Log she was very impressed. Dave had
a spreadsheet in Excel which
listed all the jobs with all the clients’
details. She found the job in question but, funny
enough after all that, it was not ready to be
invoiced. However, she noticed something that
from then on would benefit the company and everyone
in it. What she found was that the address details
of the client was different to the one she had
on her client list. To find out which address
was correct she went to Amanda in customer
services and asked her for the address.
“Easy” said Amanda, “I keep
all that information in my contacts database in
Access”. The problem was Amanda had two
records for the same client but also different
addresses. Jane took it upon herself to explore
the situation further and talked to all her colleagues
in different departments. She realised that there
were numerous mini databases and various different
modules in the company. Some in MS
Access, some in Lotus
Notes, Some in Excel,
a bit in Sage, another
bit in MS Outlook,
a few in FileMaker
and so on. Plus all the label printing and mail
shots in Word, diary
events in Outlook, emailing setup etc. She wondered
if there was a way to streamline
all this data, connect
them together and make them feed each other.
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