Ideas for How to Use This Data
Improve Firm Operations and Data
Pick an idea below, or bring your own. Build one small experiment in a simulated work environment.
Review Duplicate Records
Workflow: Load dirty_crm.csv, review possible duplicates side by side, and choose whether to merge them or keep them separate. Try undoing a change.
Expected outcome: A review queue that explains each suggested match and preserves the original records so changes can be reversed.
Track Search Progress
Workflow: Select a search, view its stages and tasks, and open the details for overdue or stalled work.
Expected outcome: A progress view that shows where work is waiting and the task or event records behind each status.
Use the supplied fictional records. Simulate any email, calendar or ATS actions. Decide what you want to learn before testing.