It’s not unusual to use different applications for different business operations, and that’s OK. It would be nigh on impossible to come across one magic system that could accommodate every single one of your business needs.
The problems start arising when the systems we use don’t cooperate with each other.
So, we think it’s a good idea to take a breath, step back, and spend a bit of time looking at how you might make those challenges a thing of the past. Here, we’ve collated the most common headaches that disconnected systems can bring to a business, as well as the frustrations that some of your team might have come across.
We want to bring an end to lonely systems; an end to the distance between information and data that should be together; and an end to you scratching your head, trying to bring it all together.
Let’s picture some scenes:
You can’t see the full picture without gathering together pieces of information stored in different systems…
For example, your leave management and project scheduling platforms are completely standalone, and don’t ‘talk’ to each other. You have to flit between the two to get to grips with who is where and when, and who’s available for what and when. It takes a long time, makes you a bit cross-eyed, is onerous, and sometimes you get things wrong.
You have to pull reports from multiple platforms to collate them into one…
For example, the sales reports from your CRM system need to be reconciled with actuals from your accounting system. As per the previous point…it’s almost certainly an arduous task, that you don’t relish (and, sometimes, the numbers get in a muddle).
You are wary of the information you get, and spend time double checking it’s correct and up to date…
When you’re using different systems for different tasks, manually entering data in numerous places, and then trying to bring that data together, mistakes can happen. The more times data is moved, copied, pasted etc, the greater the chance of error. It’s can even cause a ripple effect; an odd financial here, a one-digit-out timelog there…those then get carried through to the next stage of your analysis and, before you know it, you’ve got a tsunami of wonky data on your hands that’s a nightmare to unravel!
You get your customer data in a muddle, because it’s scattered across different places…
How you handle client data and information – from that initial call/email you had with them, right through to project completion – can result in brain-ache from the many different systems you have to access to see that information, the tasks you have to remember, and the reporting. To get an overview of everything associated with a client or project, you have to look in numerous different places, and then manually collate what you find into one report.
Save yourselves!! Happy systems talk to each other, saving you a whole load of hassle 😊
These are just a few examples, but you can undoubtedly give at least a couple of your own. The thing is, it doesn’t have to be this way!
If your organisation uses several different subsystems, joining them up – without losing valuable information – may result in less faffing, fewer mistakes, more hair left on your head….and a team that has more time to focus on their intended function – everyone’s a winner!