Caregiver CRM Synchronisation
An automated workflow that synchronises caregiver information between operational and CRM systems while preventing duplicate records.
Project overview
An automated workflow that synchronises caregiver information between operational and CRM systems while preventing duplicate records.
The challenge
Caregiver information changes across operational and CRM systems, creating duplicates, inconsistent status and unreliable communication segments.
Proposed scope
Previous process
Staff exported, checked and re-entered caregiver records, with no consistent conflict or duplicate-resolution process.
Proposed approach
Define field ownership, stable identifiers, conflict rules and a monitored exception queue before synchronising records.
Field and ownership mapping
Duplicate detection
Controlled synchronisation
Exception queue
Audit dashboard
Human approval points
Data owners approve field rules. Staff resolve ambiguous duplicates. Administrators review failed events
Project evidence
Current recorded status: Integration design. Screenshots document the workflow or interface shown; they do not independently establish commercial impact. Run a read-only reconciliation, review exceptions and enable write operations in controlled phases.
Expected outcome
Integration design
- Intended outcome: improve record consistency without silently overwriting trusted information.
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