Naming, Storing & Accessing your Customer Data

Event Information

NB - This is an interactive masterclass and we try to recreate an interactive classroom environment, where the sessions are live via the zoom video conferencing platform and all delegates are expected to participate in the discussions. Feedback from other delegates have stated that the interaction and shared learning experience was one of the most valuable parts of the session.

How do you find your files? 

Is your data filing system getting unwieldy or have you yet to set up a digital filing structure?

Do you share access to files with your colleagues or clients and what systems do you have to limit access to confidential information?

Do you archive material or is it all cluttering up your active spaces?

There is more and more data created by every action on social media or internet use, and this is valuable in helping you understanding your customer but some of the information is company confidential and for internal use. This masterclass will give a broad overview of how to manage your business and management data, how to use it to provide good customer service and create future business opportunities.

There are legal requirements around the storing and usage of customer data, so this session is ideal for the business or sole trader, that is new to data storage as part of their business activities.  

This interactive masterclass will take you through some of the most effective ways of:

• setting up your system 
• highlight the issues that occur in developing a naming and filing structure
• access controls 
• technology that might help.

The participant will leave knowing how to set up the right filing structure, develop naming conventions and how to adopt access controls and technology that helps.

About the Presenter – Guy Lewis

An independent consultant since 2004 specialising in advising businesses on how best to deploy new technology and achieve the dividends this can bring. Experienced across all genres of media production, critical value operations and programme content workflows and able to analyse and deliver the best fit technical solutions suitable for programming needs.

Delivers business support coaching and workshops around business technologies for manufacturing, service industry, construction, and creative and digital sectors.

Guy has a wealth of knowledge and experience in Technology having worked as Head of Production Technology for ITV being responsible for the development of future solutions and media workflow to deliver programming requirements across all departments. Also being engaged by the BBC as the lead technology adviser for Media City. to develop, shape, and deliver the technology strategy plan and budgetary costings that achieved BBC Board of Governors’ approval for the new BBC site to be based at Media City UK in Salford.

Secure your place

The interactive masterclass is fully funded and places are limited so be sure to apply for yours today. Confirmation of your place will be sent separately once your eligibility has been checked post receiving your application. 

Please note we are only able to offer one place per company to ensure we can support as many businesses as possible. To qualify for this funded support, your business must be a small to medium enterprise (SME) based in Greater Lincolnshire. Apologies, no support intermediaries, public bodies or financial sector businesses.

Am I eligible? 

The interactive masterclass is available to businesses, partnerships, sole traders, and registered charities, with a trading address located within Greater Lincolnshire (North Lincolnshire, North East Lincolnshire & Lincolnshire). 

To attend, your business must complete an SME enrolment form in order to check the business’s eligibility against the funding criteria. (The form will be sent to you on completion of an Eventbrite booking - if one has not already been completed and on file). 

Please note that attendance at Business Lincolnshire events will not preclude eligibility to access grant funding.

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