By Nadine Francis

1. Best Practices in Raiser’s Edge Data Integrity Management PRESENTED BY NADINE FRANCIS

2. Gartner Group: “Data integrity must be viewed as a strategic business issue, not an IT problem.” #bbcon
2 #bbcon
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3. Pomona College
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Liberal arts college established in 1887 in Claremont, California (35 miles east of Los Angeles)
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1,500 undergraduate students
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Member of The Claremont Colleges (5,000 students)
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Pomona College’s Advancement shop converted to Raiser’s Edge in August of 2010. We now use the following:
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Raiser’s Edge
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Blackbaud NetCommunity
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PaperSave
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Blackbaud Business Intelligence (data warehouse)
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ResearchPoint
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Audit Trail and Validatrix
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O-matic Software (Import-o-Matic and Record Radar)
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Cognos
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Tableau
3 #bbcon

4. Why Worry About Data Integrity?
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Impact of Poor Data Integrity:
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Trust issues
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Lack of confidence in data, systems, and staff
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Poor relationship management
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Inconsistent reporting
•Bad or delayed decision-making
•Low confidence in forecasting
•Missed opportunities
•Loss of productivity
•Increased workloads
•Decreased output
•Decreased end-product quality
4 #bbcon

5. “More than 50 percent of business intelligence and customer relationship management deployments will suffer limited acceptance, if not outright failure, due to a lack of attention to data quality issues.” Gartner Group, A Strategic Approach to Improving Data Quality
5 #bbcon

6. “Poor data quality is threatening to undermine the massive investment being made in IT projects. In an environment that is increasingly based on information, institutions need to understand that the value of their enterprise relies on the successful management of their data. The key to this is an ongoing data quality strategy.” Tony Rodriguez, Avellino Technologies, Why Data Quality is Undermining Business Success
6 #bbcon

7. “Individuals need to understand that accuracy is important to the institution and therefore, people who are responsible for data entry are important.” ERP: Making it Happen: The Implementers’ Guide to Success with Enterprise Resource Planning
7 #bbcon

8. Have You Made These Mistakes?
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Mail sent to Mr. Jane Johnson
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Mail sent to a parent whose child was just dismissed
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Record excluded as a result of an outdated or incorrect constituent code
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Pledge payment booked to an incorrect fund (and different from the original pledge)
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Child recorded as a parent
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Email failed as a result of missing @
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Mail sent to France with a state of TX
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Birthdate or deceased dates entered as dates in the future
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Gift from donor advised fund recorded without soft credit to the donor(s)
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Individuals recorded with same mailing address, but are not connected via relationship
8 #bbcon

9. 10 Steps to Developing a Comprehensive Data Integrity Program
1.
Make a commitment to “perfect, clean and immaculate” data.
2.
Recognize that there is significant potential for data entry errors in Raiser’s Edge.
3.
Develop guiding principles, sound business processes, and clear data entry standards.
4.
Embrace Murphy’s Law. If anything can go wrong, it will.
5.
Audit your database changes.
6.
Enforce standards at point of entry.
7.
Identify a tool (or set of tools) for reporting errors.
8.
Develop a suite of error-checking reports.
9.
Implement a data integrity and error-checking program. Determine how often each report will be run and by whom.
10.
Organize and publish your reports.
9 #bbcon

10. Step 1
MAKE A COMMITMENT TO
“PERFECT, CLEAN AND IMMACULATE” DATA
10 #bbcon

11. Step 2
RECOGNIZE THAT THERE IS SIGNIFICANT POTENTIAL FOR DATA ENTRY ERRORS IN THE RAISER’S EDGE
•Redundant data
•Multiple entry/detail screens
•Few out-of-the-box audit reports
•Few forced data entry requirements
11 #bbcon

12. Step 3
DEVELOP GUIDING PRINCIPLES,
SOLID BUSINESS PROCESSES
AND DATA ENTRY STANDARDS
There are two types of errors:
•Records that are just plain wrong
•Records that are wrong by your own definition
•What fields should never be left blank?
•How will you format addresses, names, etc.
12 #bbcon

13. Step 4
EMBRACE MURPHY’S LAW:
IF ANYTHING CAN GO WRONG, IT WILL
13 #bbcon

14. Step 5
AUDIT YOUR DATA ENTRY CHANGES
14 #bbcon
AUDIT TRAIL

15. Step 6
REINFORCE STANDARDS UPON DATA ENTRY
VALIDATRIX
15 #bbcon

16. Step 7
IDENTIFY A SET OF TOOLS FOR
REPORTING ERRORS
Look for:
•Presentation options and flexibility
•Exporting capabilities
•Easy to deploy for others
•You can do it!
16 #bbcon

17. Step 8
DEVELOP A SUITE OF ERROR-CHECKING REPORTS
17 #bbcon
Field
Possible Errors
Last Name
Last name in all capital letters
Last name starts with a lower case letter
Last name is one character in length
Last name ends with a period
Last name contains a period and the period is not followed by a space
Last name is the same as first name
Last name is the same as middle name
Last name is the same as informal name
Last name contains more the one space
Last name contains more than one period
Last name contains a comma
Last name contains a special character
Last name fields is embedded with the suffix
Last name field is embedded with the title
BIOGRAPHICAL TAB 1
Click here
Click HERE for a sample list

18. Step 9
WORK WITH OTHERS TO IMPLEMENT YOUR DATA INTEGRITY PROGRAM
•How often should the reports be run?
•Who should run the reports?
•Who is responsible for cleaning up the data?
•Who will enforce compliance?
18 #bbcon

19. Step 10
ORGANIZE AND PUBLISH YOUR REPORTS
•By subject area
•By frequency
•By staff member
19 #bbcon

20. 20 #bbcon
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