Page 34 of notes on software, automation, integrations and online presence.
Data & AnalyticsDavid Goncalves
Keep the export when one person can see the change in it, and move to a dashboard when the decision needs the same view for more than one person. The service page is the conversation after that.
Business IntelligenceDavid Goncalves
Hire when the manager's question is known and the monthly sheet cannot show the source behind the answer. The service page is the conversation after that.
Marketing IntegrationsDavid Goncalves
Keep the inbox when one person can answer every enquiry from it, and land leads in the CRM when more than one person must see the same enquiry. The service page is the conversation after that.
API IntegrationsDavid Goncalves
Hire when you can write the payload and the trigger and the connector tool still cannot keep them. The service page is the conversation after that.
API IntegrationsDavid Goncalves
Use the connector tool when the payload and the trigger already match, and custom work when they do not. The service page is the conversation after that.
Business IntelligenceDavid Goncalves
Keep the monthly sheet when one person can question it, and move when the same numbers must be questioned by more than one manager from one source. The service page is the conversation after that.
Workflow AutomationDavid Goncalves
Keep the checklist when the handoff is still argued, and automate when the handoff is already the same every week. The service page is the conversation after that.
AI-Powered ToolsDavid Goncalves
Hire when the task is drafting, sorting, or extraction, the person-check is agreed, and the bought tool cannot put the result where the process needs it.
Marketing AnalyticsDavid Goncalves
Treat click counts as traffic, and marketing analytics as the path from that traffic to an enquiry you recognize. The service page is the conversation after that.
Software DevelopmentDavid Goncalves
Hire against a described workflow, and judge the first conversations by whether they protect that workflow. The service page is the conversation after that.
A short note each month on software, automation, and online presence. No recycled posts, and no pitch dressed up as advice.
Tell us what is slowing the business down. We will say which of the work actually helps, and which of it can wait.