Transcription
The Life-Changing Magic of Tidying Up Your DataTIPS & TRICKS FOR A CLEANER DATABASE (AND A HAPPIER LIFE)Jarod Bonino, BlackbaudRon Fontenot, Blackbaud
Jarod BoninoRon FontenotPRINCIPAL PRODUCT MANAGERSENIOR PRODUCT n.Fontenot@Blackbaud.com
KonMari: Basic Rules to Get Started1.Tidy all at once2.Visualize the destination3.Ask yourself if it sparks joy4.Tidy by category, not location5.Follow the right order (Clothes, Books, Papers, Komono, Sentimental)
KonMari Method
RonJari Method
RonJari: Basic Rules to Get Started1.Commit yourself to tidying up2.Imagine your ideal database3.Ask yourself if it sparks joy4.Tidy by category, not location5.Follow the right order
RonJari Rule #1:Commit yourself to tidying up
Committing yourself to tidying up1. Know2. Accept3. Plan4. Scale
Know your data
Know your organization
Accept that you cannot “buy” clean data(it’s only available for rent)
Clean data doesn’t care what you did last summer.
“I cleaned my office last month.”
Clean data isn’t always a data problem.Sometimes it’s a behavior problem.
Schedule Data Health
Think About ScaleTime
Think About ScaleTimePeople
Think About ScaleTimePeopleAutomation
If you can’t be replaced,you can’t be promoted.
Scalability - PeoplePolicies & ProceduresSystem Configurations
Scalability – People
Scalability – People
Scalability - People
There Are Some Things People Don’t Understand
There Are Some Things People Don’t Know
Scalability - Automation
RonJari Rule #2:Imagine your ideal database
Set Data Health Goals 15% 90% 100Email Bounce RateDirect Mail DeliverabilityDuplicate ConstituentsDonors can’t respond ifthey don’t get the emailand undelivered emails mayimpact future sends.Each piece of direct mail sentincurs print and postage costs.Reducing the amount ofreturned mail directlydecreases that cost.Duplicate constituents mayresult in the likely givers notreceiving certaincommunications OR the sameperson receiving the samething twice.
Imagine your ideal database
Imagine your ideal database.
Imagine your ideal database
RonJari Rule #3:Ask yourself if it sparks joy
Ask yourself if it sparks joy.In order to spark joy, data must be unique (long-term) serve a purpose be actionable
Yellow Pages
Saying 0Delete%20Constituents.pdf
RonJari Rule #4:Tidy by category, not location
Tidy by category – Consider duplicates
Tidy by category – consider duplicates
Tidy by category –Considercommunicationpreferences Tidy doesn’t just mean“delete/merge data” It also means pick a(single) way to handlecertain situations
Tidy by Category: Consider System Fields
Tidy by category: Consider Code Tables
Tidy by category: Review data dependent configurations
RonJari Rule #5:Follow the right order
Follow the right order Data cleanup can be a daunting task. Make sure your spending your limited time and effort on cleaning up thepieces that mean the most to your organization. We do have prescriptive suggestions in areas of the product depending on thecurrent state of your data, but ultimately you decide what the “right order” is. The important thing is to show results and benefit before investing more timeand energy.
Follow the right order: Data Policy Consider how data enters the system in your organization. Who are the organizational stakeholders? Who can help? Devise a plan of attack It's ok to start small; It's ok to start with a policy for "data entry going forward" Continuous incremental changes can have enormous effects over time Consider this "the plan to support your data entry folks"
Follow the right order: Enact your policy Proactive solutions Take a stance to standardize new data coming into the system Review helpful configurations to reach that goal Reactive solutions Review current policy / data to discover opportunities toimprove. Identify where data flows in, audit and review. Begin to clean up old data.
To hear more about datahealth & duplicatemanagement:Duplicates, Duplicates, andMore DuplicatesBlackbaud & Microsoft Connected PlatformsThursday @ 8:30 amLincoln A
Tell us in a session surveyon the mobile app, andyou’ll be entered to win acomplimentary pass tobbcon 2020 in Seattle, WA!
The Life-Changing Magic of Tidying Up Your Data TIPS & TRICKS FOR A CLEANER DATABASE (AND A HAPP
