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Data Accuracy and Integrity

An outline of processes required to restore organisational trust in the use of your database.

Jane Thompson

on 22 May 2013

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Transcript of Data Accuracy and Integrity

Noun: Firm belief in the reliability, truth, ability, or strength of someone or something.

Verb: Believe in the reliability, truth, ability, or strength of.

Synonyms: confidence, faith, credit, reliance, belief, believe, confide, rely, credit, hope, entrust Checking out the data. Your First Date Understanding the Data The Engagement Investing in the Data The Marriage The Relationship Expanding the Use
of the System Data Accuracy
and Integrity It's a Marriage Organisational User Guide: Develop a User Guide specific to how you apply the use of your database to your organisation

Coding Conventions: Are they clear and concise, do they follow a logical heirachy?

Data Currency: Identify and amend duplicated data, ensure a method to identify data currency, and validate current addresses

Integration: Conduct a 'Health Check' by liaising with other system users to identify challenges faced with importing data including a common spreadsheet utilised to match records back and forth from one system to another

Correct Entry: Develop addressing conventions for manual entry including titles and suffixes. Undertake a weekly report to check the integrity of the data being entered by new users. Data Request Template: Are you exporting the correct data?

Export 'Health Check': Do you export additional fields to validate the export criteria?

Notification of Incorrect Data: What systems have you got in place when those who have utilised the data get 'bounced backs' or 'returned mail'? Build Capacity: Provide regular bi-annual or annual training to all users, provide further training for key system users by investing in their capacity to support and train other users

Competency Tests: Ensure users dedicate regular amounts of time utilising the system. This can include online training modules or simply 'playing around' in the training module. Bi-annual competency tests can inform Managers how training has complimented the use of the system. Use of Modules: Continue to promote and challenge users to adapt the technology and related modules

Protocols: Develop organisation wide protocols on the use and application on how campaigns, actions, action tracks, and various modules including planned giving is being implemented

Reports: Work with users to develop specific reports for their area. Develop a Policy Library: Ensure there are policies that cover gifts, gifts in-kind, bequests, user rights and solicitor approaches to key stakeholders

Promote the Use of the Database: Have you got a whole lot of spreadsheets in your organisation with cohorts of constituents where you don't know what they're doing. Expose those people to the benefits of utilising a whole of organisation database

Provide Support: Ensure that users are able to easily access support, either internally or through your system provider. The Pitter Patter
of Little Feet Trust Establishing Rules
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