← Field Notes

NextPlay / practical guide

How to stop entering data twice

Identify where information first becomes reliable, then choose one system to own it. Connect other tools only after deciding what should happen when records disagree.

  1. 01

    Follow one real customer or job across the tools your team uses.

  2. 02

    List each repeated field and the minutes needed to copy and check it.

  3. 03

    Choose the source of truth and define rules for duplicates, updates, and errors.

  4. 04

    Pilot one integration. Keep a human review step and a way to recover failed transfers.

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