Make systems work together
Two Systems, One Answer
A working session on two systems in your business that hold the same facts: a CRM and a spreadsheet, a catalog and a point-of-sale, a booking tool and a website. In the session we compare the records they share, find where they differ, decide which system is the source for each field, and write the rule that keeps them aligned.
$19990 minutes · six seats
Take two systems that hold the same facts and decide which one is the source.
In the session
- Pick two systems that share facts, and list the fields they have in common.
- Compare a sample of real records and mark every difference.
- Decide which system is the source for each field, and what happens when they disagree.
- Write the sync rule in plain words, so a person or software can follow it.
You leave with
- The shared fields, listed, with the differences found in your sample.
- A source decision for each field.
- The sync rule, written in plain words.
Who it is for. Owners, operations and technology leads who run two or more systems that were never set up to agree.
How a seat works.
Live online. 90 minutes, six seats, $199 each, on your own business. Reserve a seat and pay on this site. You receive the confirmation and a calendar invite at once.
Thursday, December 3, 2026 at 1:00 PM Eastern
Refund in full up to 48 hours before the session.