Scope:
Implement an SQR solution to scan person records and identify person name, email, phone number, and email discrepancies. Correct data is moved to a temporary record from HRSA (source system) and inserted into the CRM record.
Initial clean-up will be a manually controlled and coordinated effort (batch process).
Discrepancies will continue to occur, therefore, a batch process will need reoccur and scheduled on a recurring basis.
This solution will not address and remove the duplicate person records in CRM.
This solution will not address messaging errors between HRSA and CRM.
The solution will address the errors related to person name, email, phone number, and address caused by the broken messaging process.
The solution is an incremental step to decrease recurrent cases and customer requests to fix contact information. The solution will restore user confidence in the system.
Note: The Solution is partially developed.
Required resources: PM/Lead Business Analyst, CRM developer
