Importing and exporting rebate data: Start manual, lay the foundations, then automate
Summary
In this blog, we’ll explain why starting with a manual approach to importing and exporting rebate data is the most effective way to reach a great operational solution. Organization is the key to success If you’ve come to the conclusion that you need a rebate management system, it’s likely you face the same challenges as many other distributors. But while automation should almost always be the end goal, we usually recommend taking a manual approach at first—for two reasons: Firstly—and somewhat counter-intuitively—it means you can get up and running faster with the new software than if you were to wait for IT to implement the required integrations. Uncovering issues like this at the start of your automation journey gives you a chance to iron out inefficiencies and get your team using good data and admin practices. When exported into finance analytics or management information systems, rebate data can be incredibly useful for forecasting, budgeting and formulating purchasing strategy.
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