Once your CRM application has been deployed, there is, as with all automated systems, the on-going challenge to ensure data security, data quality and consistency as well as database performance.
During our installation health checks we review...
Reporting - Garbage in Garbage out. Is data being entered in a uniform way?
Doc counts Vs DB size - Does the ratio make sense? An application can grow in size do other factors then just the amount of Contacts in the system. Maybe there are many attachments for example.
Access Control settings - Do your users have the correct rights to the system?
User Docs settings - Are your users configured correctly so they can use the system in the way they need to?
Preferences settings - Is the application configured as a whole correctly? Are the proper db settings in place?
Stored searches – Are the same searches being created and stored or are your users leveraging each others work?
Identify “work-arounds” - Do you think you are using the system correctly? Maybe your users think they are but are not.
Broadcast Emails and other Mass mailing templates - Are there old templates that can be removed?
Pop-ups – Is your solution configured so that users can select Pop ups instead of keying in their own values?
Required and Preffered fields - programatically set rules on specific fields that need to be filled out before a user is allowed to SAVE/Exit a form in the system
EMAIL and Calendar settings - does your organization use Notes Db's but use OUTLOOK for Email and Calendar? Make sure the VMobile email settings reflect whether your are on Notes or Outlook email and calendar