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Spot the warning signs

Is it time to rethink your systems (and consider Claris FileMaker)?

Use this checklist to identify early indicators that your current tools and processes may be holding your business back. The sooner you recognize these signs, the easier it is to take control, streamline operations, and future-proof your workflows.

Data management & communication

◻️ Your critical business data is scattered across spreadsheets, paper, and disconnected applications.

◻️ You don’t have a single source of truth — getting a complete view of a customer or project requires manual effort and often leads to conflicting or redundant information.

◻️ Your teams often work with inconsistent or outdated data, causing miscommunication, errors, delays, and costly rework.

◻️ Your projects and customer service are frequently delayed or compromised due to poor data sharing and communication breakdowns.

Why this matters

Scattered information doesn't just waste time—it compounds into bigger problems: missed opportunities, costly errors, and inability to grow.

Process & workflow

◻️ Your business processes are complex, involving multiple manual steps and frequent handoffs.

◻️ Bottlenecks regularly occur in your workflows, significantly slowing down overall operations and productivity.

◻️ Your employees spend excessive time on repetitive, manual, or administrative tasks instead of focusing on higher-value work.

◻️ Your process complexity makes it difficult for your organization to scale efficiently.

Why this matters

Inefficient workflows drain productivity, create hidden costs and prevent your business from achieving sustainable efficiency.

Technology flexibility & access

◻️ Updating or modifying your existing systems requires heavy IT involvement and is consistently time-consuming and expensive.

◻️ Your teams often work around your software (relying on external tools) to bypass system limitations and meet business objectives.

◻️ Your system constraints prevent employees from completing key tasks remotely, leading to delays in service and decision-making.

◻️ You have missed opportunities because your technology couldn’t adapt quickly to changing business needs.

Why this matters

Rigid technology slows innovation and limits your ability to respond to change, leading to opportunities slipping away to faster, more agile competitors.

Data security & compliance

◻️ You have growing concerns about the security and reliability of your current data management systems.

◻️ You’re worried about the risk of data breaches or unauthorized access.

◻️ You lack clear control, monitoring, and traceability over who accesses sensitive information.

◻️ You struggle to maintain compliance with data protection regulations using your current systems.

Why this matters

Data breaches and compliance failures don’t just lead to financial penalties — they damage trust with customers, partners, and employees.

What your score means for your business

If you recognize four or more of these signs, your current operational model is carrying a high level of risk.

  • 1-3 signs: You have early warning signs. Now is the perfect time to explore solutions before these issues escalate.
  • 4-6 signs: You are facing significant operational drag and risk. Investigating a platform like Claris FileMaker should be a priority.
  • 7+ signs: Your current systems are actively holding your business back. It's time to take decisive action to modernize your operations.

Don't wait until a warning sign becomes a crisis.

Every day you wait, these problems are getting more expensive to solve and more damaging to your business.

Claris FileMaker is designed to resolve these exact challenges. It replaces scattered data with a centralized platform, manual work with automation, and rigid tools with a solution that adapts with you. It’s time to turn your red flags into green lights for growth.