Taking out the Trash
With a plan for success mapped out, it’s time to dive into the next phase in our proven process: Design, Build & Validate. Our goal for this phase was to take the blue print and key concepts of data that we created during the Plan for Success phase and start building out a system that will be validated and tested by the end user.
To kick this off, our consultants met with key players in each department of PowerObjects to understand how their team leverages CRM. With insight from 11 different teams spanning from Sales and Marketing to Finance and Education, we built our own data dictionary that outlined the contents and structure of our existing database and the relationship between the entities and form fields.
During this exercise, each team went through every form in our CRM, describing how they used each field and nominating fields they thought could be removed. Internally, we referred to this process as “Taking out the Trash”.
The goal of this exercise was not to only remove fields that weren’t being used, but figure out how we can improve on what we already have, as well.
As a result, the team is projecting the following…
- Getting rid of 40 fields and moving 50 fields on the Account form
- Removing 75 fields from the Contact form
- Pulling 32 fields from the Lead record
One of the major pain points when cleaning up the data in CRM is understanding how the fields are being used across departments and in the backend of the system. With over 250 active workflows in our production CRM, it is critical for us to identify what fields might be influenced – even if it’s hidden on a record form.
Stay tuned to see how our team tackles this challenge and many more as our migration story continues!