Reporting was consuming service time
Staff exported several sets of records to identify customers needing attention. Duplicate accounts and inconsistent definitions made the resulting reports hard to reconcile.
Agree who and what the records represent
We aligned member identities, valid sales, refunds and repeat-purchase definitions while keeping the existing transaction system as the operating foundation.
Connect reporting to work that needs doing
Authorised order and support records feed consistent views and follow-up tasks linked to their source transactions. Staff review recommendations before customer contact.
Bring insight back into daily service
Managers can trace totals to orders, and teams share the same service history. Field definitions, access rules and synchronisation guidance make the connection maintainable.