Integrations & data · Planning worksheet

CRM contact updates: choose the authoritative source

Illustrative situation

A contact detail changes in the CRM but an older website submission overwrites it during synchronisation.

The decision

Decide which system owns each shared field and when an incoming value may replace it. Treat conflicting updates as a defined business case, not a last-write accident.

Rehearse this before accepting the change

Replay a fictional older submission after a newer contact update.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Count shared fields corrected because ownership rules were unclear.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare data integration connecting two applications through a field-mapping board.
Agree what each field means and which system owns it.
Healthcare data validation separating matched records from an exception tray.
Make rejected or uncertain records visible for review.
Healthcare integration recovery with queued records, a retry route and a receipt check.
Plan recovery and confirm the receiving result.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

Entries stay in this page and are not submitted to Kay & Co. Download your notes before leaving; the page does not save them.

Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

Turn the brief into a working service

Kay & Co. can help you scope the work, design the experience and deliver the right solution for your organisation.

Explore integrations & data services or discuss your project.

Try the free Healthcare Digital Planner to find your starting priority.