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Worksheet

Integration opportunity scorecard

A scoring sheet lists each duplicate-entry or handoff point found in the walkthrough, scored on frequency (rare, weekly or daily) and on the cost of a failure. Costs run from a wrong invoice to a stock error or delayed dispatch, and the row highest on both scores is fixed first.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Signs That Your Business Systems Need Integration”, www.gullysystem.com/blog/signs-that-your-business-systems-need-integration