The strategy "Improving Data and Reporting Quality" focuses on enhancing data integration and reporting through several initiatives. The primary approach is implementing a CRM system. This involves evaluating CRM solutions for compatibility with existing infrastructure, gathering requirements with stakeholder input, and setting up a data integration task force. An example of action items includes conducting staff training on CRM utilization and establishing governance protocols to ensure data consistency and security.
Another core strategy is optimizing IT service delivery by defining key performance metrics and tracking them via a real-time dashboard. This includes providing training to IT staff for better service response times and developing an improvement plan based on service delivery data analysis. Regular feedback through surveys and fostering a continuous improvement culture is also crucial.
Additionally, migrating data to cloud platforms aims to transition from on-premise systems to cloud-based solutions. This involves selecting the right cloud partner, backing up data, performing phased migration starting with non-critical data, and ensuring data integrity post-migration. Training staff on platforms like SharePoint and OneDrive ensures smooth transitions and effective cloud adoption.
The strategies
⛳️ Strategy 1: Implement a CRM System
- Evaluate various CRM systems for compatibility with existing infrastructure
- Gather input from stakeholders to define CRM requirements
- Develop a phased implementation plan for the CRM system
- Set up a data integration task force to manage integration between CRM and existing systems
- Conduct training sessions for staff on CRM utilisation
- Establish data governance protocols to ensure consistency across platforms
- Monitor CRM performance and collect feedback for continuous improvement
- Create comprehensive reporting templates using CRM analytics
- Develop an ongoing maintenance schedule for CRM updates and support
- Review data security measures to protect sensitive CRM data
⛳️ Strategy 2: Optimise IT Service Delivery
- Define key metrics to measure IT service delivery performance
- Implement a dashboard to track these IT service delivery metrics in real-time
- Establish a routine for regular reporting and review of IT service performance
- Provide training for IT staff on improving service response times
- Conduct quarterly surveys to gather feedback from staff on IT services
- Implement a ticketing system to streamline IT service requests
- Analyse service delivery data to identify bottlenecks or recurrent issues
- Develop an improvement plan based on the analysis of IT service data
- Foster a culture of continuous improvement within the IT department
- Communicate IT service improvements and success stories organisation-wide
⛳️ Strategy 3: Migrate Data to Cloud Platforms
- Assess current on-premise data infrastructure and volume
- Select a cloud partner that meets security and compliance needs
- Design a detailed data migration roadmap highlighting phases and timelines
- Back up all data to ensure security before migration
- Begin migration with non-critical data to identify potential issues
- Establish data access controls and security protocols post-migration
- Train staff on using cloud platforms like SharePoint and One Drive
- Develop a monitoring system to ensure data integrity post-migration
- Evaluate the cost-effectiveness of cloud solutions post-migration
- Solicit feedback on cloud services usability and make necessary adjustments
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.
Give it a try and see how it can help you bring accountability to your strategy.
