THE CREATIVE FIELDBOOK / SNS MEDIA TECH

Practical lessons

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Fieldwork data acceptance workshop · 6 MIN

Verify the instrument version actually used in the field

Publishing a corrected form does not prove every collector is using it.

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Fieldwork data acceptance workshop · 6 MIN

Block impossible entries without blocking credible unusual answers

A strict form can create inaccurate data by refusing a truthful response.

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Fieldwork data acceptance workshop · 6 MIN

Count the observations inside the interview before counting interviews

One submitted interview can contain several observations, including an accidental empty one.

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CRM and support exchange operations workshop · 5 MIN

Keep the right company relationship behind the contact

A fictional contact/company/deal association graph with separate relationship labels, primary-company choice and a downstream activity/reporting consequence test.

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CRM and support exchange operations workshop · 6 MIN

Decide which app may win when two business records disagree

A field-authority matrix plus synthetic opposing-edits fixture: permitted sync direction, conflict winner, empty-source behavior and a deliberate exception route.

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CRM and support exchange operations workshop · 6 MIN

Make an import preserve, replace or append exactly what was intended

A before/input/expected-after mutation ledger for already identified records, covering omission or blank, explicit replacement, multi-value append and unsupported clearing requests.

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