Field guide

A practical data integration playbook

A starting framework for teams reviewing data sync, mapping and monitoring.

Stage 1

Data sync

Define the present process and identify the most common sources of confusion.

Agree on an owner and success criteria.
Review relevant data and customer context.
Record the decision and schedule a follow-up.

Stage 2

mapping

Select one improvement that can be evaluated without disrupting critical operations.

Agree on an owner and success criteria.
Review relevant data and customer context.
Record the decision and schedule a follow-up.

Stage 3

monitoring

Create a regular review loop, including the exceptions that need human judgement.

Agree on an owner and success criteria.
Review relevant data and customer context.
Record the decision and schedule a follow-up.