Define fields, statuses and priorities that make data actionable. The first step is to define the business outcome and the information needed to achieve it.
Start with the intended use
Choose fields that drive action
This stage should be documented, tested on representative cases and reviewed through a small number of useful indicators. Clear ownership and escalation rules keep the operation controlled.
Separate verification from enrichment
This stage should be documented, tested on representative cases and reviewed through a small number of useful indicators. Clear ownership and escalation rules keep the operation controlled.
Test rules on a sample
This stage should be documented, tested on representative cases and reviewed through a small number of useful indicators. Clear ownership and escalation rules keep the operation controlled.
Control consistency by batch
This stage should be documented, tested on representative cases and reviewed through a small number of useful indicators. Clear ownership and escalation rules keep the operation controlled.
Prepare the next commercial action
This stage should be documented, tested on representative cases and reviewed through a small number of useful indicators. Clear ownership and escalation rules keep the operation controlled.