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Process 8 of 10

Data process

How information is captured, connected and trusted. Figures are illustrative demo values.

All processes

Today's agency

Disconnected tools
1

Same customer in 5 systems

AMS, CRM, rater…

Duplicates
2

Fields copied by hand

Keyboard

120+ fields
3

No history of changes

—

4

Reports built manually

Excel

With Greyline

One connected flow
1

Golden customer record

2

Every change is an event

3

Screens read the same data

4

Analytics always current

The result on your dashboard

Before vs after, and where each gain shows up
100%better on “Fields copied manually” (120+ → 0)
Today's agencyWith GreylineReport freshness: Monthly → Live100% better · Fields copied manually93% better · Duplicate records

Where you see it

customersExtracted from current dec pages120+ → 0 fields re-keyedOpen screen →retentionRenewal watchThe same household, already here.Open screen →financeCommission reconciliationRevenue tied to the same customer.Open screen →

Fields copied manually

120+0

Duplicate records

~15%<1%

Report freshness

MonthlyLive

Who is involved

Data

Owns definitions

Everyone

Reads one truth

One record, every screen

Customer record
TodayCustomer 360MarketServiceRetentionFinancePortal
Financial processAI governance process