The more and more systems we try to connect with each other, the less and less we achieve our goal, and that’s automation.
I had to go the bank today to deposit a check. Yeah, I prefer the bank wire for all my receivables since I travel so much. But, I was sent a check in the mail and had to go deposit it. The teller was already aggravated. The check scanner was not working right with the bank account software system. Then, she mentioned that sometimes, bank systems just generally don’t talk to each other well anyway, and off she went to try to find someone to fix the problem while, I waited More time waiting for automation to work.
We have so much technology these days and that’s great. The problem is not a lack of technology, but the lack of communication between technologies. Those interfaces, integrations or API’s that we hear about all the time are making the movement of data from system to system either a fine seamless process or like herding cats to get all the systems talking to each other.
The Process is Still a Process: The agencies client has to dump their system data into SQL to query the accounts that it wants to send you for placement. Then, a file is created and the client’s IT department loads it to their FTP site and they send you an email, “file ready”. . Great! Once you get the file, you send them an email that you got the file. You download the file and send another email acknowledging you received x number of accounts for $X volume. Well, there are lots of manual processes in this process and all due to the lack of systems talking to each other efficiently.
Enter the cat wranglers that actually can herd data. These are data guys that can link all your systems together and build a flow of work between all processes and create automation. So, how does this process work?
The Automation, aka, Herding: The client defines the account parameters for the placement for you. Then, they enter that file into the Cat Wrangler and it sends an email to the client acknowledging the file has been created and posted to the FTP at 12:00. An email is then sent to the agency to pick up the file at 12:01 PM, followed by an email to both parties the file was downloaded and deleted on the FTP at 12:22 PM. The agency sends an acknowledgement to the Cat Wrangler and it stores that data in the system of record. If that acknowledgement is NOT received within 24 hours an email is sent to both parties.
So do you need a Tech Wrangler? Yes, you do.
I have technology that will link and create seamless flows between all your collection systems:
System of Record
Reporting Tools / BI
And all the rest too,
So Saddle up …Let’s Ride!
Phillip W. Duff
Chief Tech Wrangler and CEO Lighthouse Consulting