Written for operators researching a problem before they talk to anyone about fixing it.
The CRM didn’t get worse. The number of people and processes touching it did, and nobody owns the gap between them.
A new coordinator role is usually a bet that a person is cheaper than fixing the process. Check the bet before you make it.
Bring the process that is costing you the most time. We’ll tell you whether it looks like a systems problem, a process problem, or something you should not automate.
If we're not the right fix, we'll say so on the call and point you somewhere better.