Look at the evidence
Name the decision and facts required.
Identify the authoritative source and accountable owner for each fact.
Document reconciliation and freshness when sources disagree.
A case to think through
The CRM owns opportunity stage while finance owns paid invoices. A reporting view can combine them without pretending either is the other's source of record.
This is a hypothetical operating example, not a client result.Avoid a misleading conclusion
Creating a second manually maintained truth in a dashboard can add another reconciliation problem.
Useful operating information has an understood definition, source, owner and freshness. Keep observations separate from assumptions and forecasts. A reporting view can support the management team, but it should not create a second manually maintained record or turn an unknown value into a reassuring zero.
Your evidence check
Bring supporting and contrary examples. A self-reported answer is a starting point; these notes do not calculate or validate a score.
| Prompt | Notes from your case |
|---|---|
| Fact | |
| authoritative record | |
| owner | |
| update expectation | |
| conflict route |
Do we need one application for everything?
Not necessarily. Clear source ownership and reliable joins can matter more than the number of applications.
See the wider pattern.
20 questions. An indicative, self-reported result with a five-dimension profile and an optional conversation.
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