Data & Systems Audit
Technology, Integration & Data Quality
Evaluate your data and systems maturity across tech stack, integrations, data quality, and governance.
Tech Stack
What tools are in place and how they're used
Is there a documented tech stack with ownership?
Is the CRM the single source of truth for customer data?
Do you have a CPQ tool for quotes?
Is there a BI or analytics tool in use?
Do you have a data warehouse or CDP?
Integrations
How systems are connected
Are critical systems integrated (CRM, MAP, billing)?
Is there an integration platform (iPaaS) in use?
Are integration errors monitored and alerted?
Is there documentation for integration data flows?
Are integrations version controlled?
Data Quality
How data accuracy is maintained
Do you have a data quality monitoring process?
Is there a duplicate management process?
Do you use enrichment tools?
Are there validation rules on critical fields?
Do you track data completeness metrics?
Governance
How data and systems are managed
Is there a documented data governance policy?
Are there defined data owners for key objects?
Is there a change management process for system changes?
Are user permissions regularly audited?
Is there a disaster recovery plan for critical systems?