One of the most common complaints about customer relationship management (CRM) systems is that individual reps don’t use them. This isn’t very surprising to me, as many CRM deployments are designed to give visibility to management or to streamline the ops person’s ability to forecast, rather than to add value to the individual rep. Organizations try…
Several years ago, I visited a U.S. government agency that tracked more than 1000 different performance measures representing nearly every aspect of their operations. The measures came from multiple operational systems, a dozen or more Excel workbooks, and several employee and citizen surveys. The entire process was automated, allowing many of the measures to be updated daily…