
22:45
CAE please, Lisa Delventhal

22:57
I don't see a worksheet, just a link to register for a data calculator...is this correct?

23:27
Yes that is correct

23:32
Thank you

24:47
CAE credit, please and thank you.

25:54
How to clean up data - manageable steps

25:59
Get an idea of how my organization compares to others regarding data cleanliness.

25:59
Get an overview about how we can better clean our data and then maintain it.

26:05
how to best advise stakeholders on approaches to data cleanliness

26:09
Not even sure - I'm just overwhelmed with data!

26:10
Best practices in making it manageable

26:12
I'm looking for tips/tricks on how to clean and keep clean our member data. Best practices and such

26:14
Maybe think of things we are not already doing

26:14
I agree wholeheartedly with Kirk

26:15
I would like to hear best practices on data hygiene

26:16
Seems daunting

26:19
best practices for keeping data clean

26:20
Understanding of "dirty data", its sources and solutions.

26:24
Understand how easy or difficult data cleansing is. Where to start

26:26
Convincing team how important this is!

26:27
Data that is organized enough for accurate query pulling

26:30
I’m looking for tips on how to clean up data and maintain it

26:37
Make an argument to invest in continuous cleansing/quality.

30:11
Q1 for CAE/CPE Credit:

30:20
5

30:21
6

30:25
6

30:29
-2

30:31
6

30:31
8

30:32
4

30:33
5

30:33
7

30:34
8

30:34
7

30:34
4

30:34
7

30:34
4

30:34
as much as I trust my ability to keep new year's resolutions

30:37
7

30:39
5

30:39
6

30:39
6-7

30:41
hahaha

30:42
5

30:45
5

34:38
5

37:00
Q2 for CAE/CPE credit

37:08
Wasted timeErrors for decisions

37:10
Frustration when it comes to invoicing

37:11
Staff time

37:15
Bad business decisions based upon bad data.

37:19
lack of trust in the data

37:21
Labor cost for manual clean up

37:31
InDirect - not reaching people that could register or purchase

37:31
volunteer dissatisfaction and confusion and staff time

37:32
Staff time

37:35
Frustrated staff.

37:36
direct, it's really hard to target marketing; indirect, not knowing our community well enough makes it tough to execute strategically

37:37
unable to create programs based on solid data

37:42
Missing out on revenue due to bad contact info.

37:42
Difficulty in recruiting/fundraising/research

37:43
longer to verify reports. tougher to defend numbers.

37:46
Getting staff to care and continuity of operations when someone leaves

37:51
Time wasted Return Mail

37:51
inaccurate assumptions based on data, or doesn't go to the correct market

37:54
Wasted staff time. Lost opportunities.

37:54
Excess expense of marketing outreach

38:03
bad data = crappy marketing affects reputation and staff morale

38:07
Lost time of staff, duplicate emails sent out is reputational cost

38:13
errors

38:14
+1 Jorge

42:41
mailing to people who are not there or no longer in the business

42:44
+1 AMS, mailers

43:00
Not data, but database design that doesn’t fit assoc. Our vendor wanted to do it their way and not how our process works

45:02
Today's worksheet - https://www.associationtrends.com/Dirty-Data-Cost-Calculator

45:16
thanks

48:13
One thing we do, is that whenever a new account/contact record is created a staff member is notified. They then verify if it is good or a duplicate because they forgot their email. Yes, it takes resource time but saves us in the long run

48:41
I should say, when it is created via our website

50:27
What would you estimate it takes to clean up a bad record, time wise?

01:03:59
:)

01:04:24
🙂

01:09:57
Q3 for CAE/CPE credit

01:10:09
Lower

01:10:13
Lower

01:10:14
I will definitely need to re-do my math!

01:10:18
higher

01:10:20
lower actually.

01:10:21
Math do over!

01:10:23
re-do my math

01:10:23
? may need to redo

01:10:23
Re-do math

01:10:24
i need to redo my math too

01:10:25
it's probably lower

01:10:26
Redo the math

01:10:27
??

01:10:30
higher

01:10:31
about as expected

01:10:32
May need to redo math - not all of our bad records are bad *member* records

01:10:33
redo!

01:10:37
redo

01:10:41
math redo

01:10:57
redo

01:15:58
We are a trade organization, so people might be at a regional office and have a different address from the parent company. How does your company deal with that for mail cleanup?

01:19:44
Wow!! great job!

01:19:47
Have more clean-up questions? Let us know in the chat!

01:23:02
Manual

01:23:04
I dream of that. No bandwidth

01:23:06
Q4 for credit: Are you doing cleanising now?

01:23:10
yes, most,y manual with a few macros employed

01:23:11
Manually

01:23:13
Not doing any cleaning at this point.

01:23:13
I'm literally embarrassed to say that our cleanup is entirely manual

01:23:13
every month, manually, as time permits staff

01:23:15
Manual, fix as we find

01:23:16
mostly manual

01:23:20
manual

01:23:20
Very low level - Manual

01:23:20
Manual :(

01:23:22
We do some manual, but some via Excvel and autoupload processes

01:23:22
No - only one offs.

01:23:24
Excel

01:23:25
Doing cleanup with queries

01:23:27
some manual, some automated

01:23:46
Manual - I'm typically the cleaner upper!

01:23:46
As we find errors. Some are annual for updating. But much manual as needed

01:23:54
Cleanup reports that staff usually don't have time to do.

01:32:06
I love that Lisa!

01:32:52
Create a rule about cleaning out stale data. People that get added in the database but then nothing happens with their record for years.

01:33:26
yes, we need to do that! we have data going back decades.

01:33:37
What about Google drive files???

01:33:40
Please put any questions in the chat... we still have 15 minutes!

01:34:09
@Joann, I can completely relate to the Google drive issue

01:37:09
We definitely need to remember that cleaning data is a continual process. My organization cleaned up data about 4 years ago when combining databases and haven't really done much clean up since. I see duplicate records all the time.

01:42:45
Thank you all for your questions and great discussions!

01:43:06
How do you keep ams providers feet to the fire with delivering the functionality they promised and on budget?

01:43:46
fantastic program, thanks so much! Love being able to calculate the costs of dirty data!

01:43:52
automation is not out of reach compared to the cost of dirty data

01:43:54
calculator and breakdowns

01:43:56
There are tools to visibly understand and estimate the real cost of bad data. A wake up call!

01:44:04
there is always more that we can do

01:44:07
overall a new perspective to look at data quality and costs

01:44:13
I'm afraid to run this calculator by our CFO

01:44:14
Quantifying the costs.

01:44:14
Calculator Worksheet

01:44:15
The calculator was very useful

01:44:32
Financial lens for the importance of data

01:44:32
There is always more that we can do with our data (especially if it's clean)

01:44:37
Reevaluate calendar

01:44:44
Simple but great advice - don't put the dirty data into the new AMS!

01:45:38
woo hoo, enough for a staff raise?

01:46:42
@Barbara great way to get everyone involved!

01:47:54
Thank you

01:47:55
Thank you!