Data Flow Diagnostic
Introduction
Data fuels your operations—but it often gets trapped in silos, hidden in forgotten spreadsheets or legacy tools. When you can’t see which platforms, ownership hand-offs, or integration gaps are to blame, your operational visibility falters and workflow optimisation stalls. Answer the three questions below to map exactly where your data flow breaks—and begin restoring end-to-end data integrity.
Three Questions: Where Is Your Data Stalling?
- What platforms hold your data? Imagine your data spread across closets and attics: every CRM, spreadsheet, shared drive, or custom database is a room to inventory. Miss one, and you’ll overlook a blind spot where records go stale or vanish entirely.
- Who owns each dataset? Label every dataset with a clear steward. With accountability in place, you cut data-debugging time in half—no more ping-ponging between teams to find who’s responsible for missing or malformed records.
- How smooth is the hand-off? Review each transfer point: does data flow automatically via API, or travel by CSVs, emails, and manual exports? Every human step adds a new chance for error—identify them all.
Diagnostic Worksheet
Fill in your findings below. Replace the sample notes with your own counts and observations.
| Disrupter | Details / Notes | Confidence (1–5) |
|---|---|---|
| Unknown data platforms |
Real-World Case Study
At one agency, campaign data sat in three separate tools and a single Excel “master.” Using this worksheet, they found a missing canonical source and two untracked hand-off points. In 48 hours, they assigned owners, removed duplicate exports, and restored trust in their weekly dashboards.
Next Steps
Fill out these three questions and your worksheet, then book a free 30-minute Gap Check. We’ll turn your findings into a clear, custom plan to rebuild data flow and sharpen your operational visibility.