Without a doubt, business rules form the backbone of any good database system. What are they? Basically a set of rules for your team to follow to ensure accuracy and completeness. Without them you risk inconistencies and poor data which can lead to a data clean-up nightmare which more often that not is very costly.
What does it take to write a great set of rules? Probably the single biggest item is executive agreement on what data is absolutely required and when it should be captured. Some industries have their sales teams update their data on a daily basis or they face disciplinary action. Others are more relaxed and maybe require some key fields updating on a quarterly basis. The right approach really depends on what is best for your business.
Here are some example business rules:
* The opportunity sale stage should be set to closed won only when the invoice has been raised.
* All of your contacts should have email addresses and telephone numbers.
* Ensure all opt-in areas are completed.
In summary, your business rules should leave no doubt as to what is expeceted and when. They should be clear, concise and relevant.
If you enjoyed this article, please consider sharing it!
