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W225: MAKING THE CASE FOR DATA HYGIENE - Shared screen with speaker view
Lisa Delventhal
22:45
CAE please, Lisa Delventhal
Elly Wertz
22:57
I don't see a worksheet, just a link to register for a data calculator...is this correct?
Brittany Carter
23:27
Yes that is correct
Elly Wertz
23:32
Thank you
Chad Faison
24:47
CAE credit, please and thank you.
Regais Wilson
25:54
How to clean up data - manageable steps
Lynn Hamilton
25:59
Get an idea of how my organization compares to others regarding data cleanliness.
Kirk Sander
25:59
Get an overview about how we can better clean our data and then maintain it.
Sara Castle
26:05
how to best advise stakeholders on approaches to data cleanliness
Shelby Smiley
26:09
Not even sure - I'm just overwhelmed with data!
JoAnn Yanez, ND, MPH, CAE
26:10
Best practices in making it manageable
Chad Faison
26:12
I'm looking for tips/tricks on how to clean and keep clean our member data. Best practices and such
Kim Klotz
26:14
Maybe think of things we are not already doing
ESA Staff Jon Miller (he/him)
26:14
I agree wholeheartedly with Kirk
Pietro Macchiarella
26:15
I would like to hear best practices on data hygiene
JoAnn Yanez, ND, MPH, CAE
26:16
Seems daunting
Jorge Rivera
26:19
best practices for keeping data clean
charles.schneider
26:20
Understanding of "dirty data", its sources and solutions.
Wade Tetsuka
26:24
Understand how easy or difficult data cleansing is. Where to start
Monica Occhetti
26:26
Convincing team how important this is!
Nat Kier
26:27
Data that is organized enough for accurate query pulling
Jade Meador
26:30
I’m looking for tips on how to clean up data and maintain it
Lisa Delventhal
26:37
Make an argument to invest in continuous cleansing/quality.
Julie Duncan, UST
30:11
Q1 for CAE/CPE Credit:
Lynn Hamilton
30:20
5
Jorge Rivera
30:21
6
Kim Klotz
30:25
6
ESA Staff Jon Miller (he/him)
30:29
-2
Sara Castle
30:31
6
Lisa Delventhal
30:31
8
Jade Meador
30:32
4
Tina Swenson
30:33
5
Stephen Brock
30:33
7
Terri Cochran
30:34
8
Nat Kier
30:34
7
Shelby Smiley
30:34
4
Pietro Macchiarella
30:34
7
Kirk Sander
30:34
4
Barbara Armentrout, CAE
30:34
as much as I trust my ability to keep new year's resolutions
Monica Occhetti
30:37
7
Katharine Nesslage
30:39
5
Noe Gil Merino
30:39
6
JoAnn Yanez, ND, MPH, CAE
30:39
6-7
Lisa Delventhal
30:41
hahaha
Regais Wilson
30:42
5
charles.schneider
30:45
5
Chad Faison
34:38
5
Julie Duncan, UST
37:00
Q2 for CAE/CPE credit
JoAnn Yanez, ND, MPH, CAE
37:08
Wasted timeErrors for decisions
Kirk Sander
37:10
Frustration when it comes to invoicing
Elly Wertz
37:11
Staff time
Ciara Durkan
37:15
Bad business decisions based upon bad data.
Sara Castle
37:19
lack of trust in the data
Pietro Macchiarella
37:21
Labor cost for manual clean up
Stephen Brock
37:31
InDirect - not reaching people that could register or purchase
Lisa Delventhal
37:31
volunteer dissatisfaction and confusion and staff time
Jade Meador
37:32
Staff time
Ciara Durkan
37:35
Frustrated staff.
ESA Staff Jon Miller (he/him)
37:36
direct, it's really hard to target marketing; indirect, not knowing our community well enough makes it tough to execute strategically
Jorge Rivera
37:37
unable to create programs based on solid data
Chad Faison
37:42
Missing out on revenue due to bad contact info.
Nat Kier
37:42
Difficulty in recruiting/fundraising/research
charles.schneider
37:43
longer to verify reports. tougher to defend numbers.
Kirk Sander
37:46
Getting staff to care and continuity of operations when someone leaves
Terri Cochran
37:51
Time wasted Return Mail
Kim Klotz
37:51
inaccurate assumptions based on data, or doesn't go to the correct market
Lynn Hamilton
37:54
Wasted staff time. Lost opportunities.
Stephen Brock
37:54
Excess expense of marketing outreach
Barbara Armentrout, CAE
38:03
bad data = crappy marketing affects reputation and staff morale
Wade Tetsuka
38:07
Lost time of staff, duplicate emails sent out is reputational cost
Shelby Smiley
38:13
errors
Regais Wilson
38:14
+1 Jorge
Kim Klotz
42:41
mailing to people who are not there or no longer in the business
Regais Wilson
42:44
+1 AMS, mailers
Kirk Sander
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
Lisa Staal
45:02
Today's worksheet - https://www.associationtrends.com/Dirty-Data-Cost-Calculator
Lisa Delventhal
45:16
thanks
Kim Klotz
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
Kim Klotz
48:41
I should say, when it is created via our website
Kirk Sander
50:27
What would you estimate it takes to clean up a bad record, time wise?
Elly Wertz
01:03:59
:)
Kim Klotz
01:04:24
🙂
Julie Duncan, UST
01:09:57
Q3 for CAE/CPE credit
Lisa Delventhal
01:10:09
Lower
JoAnn Yanez, ND, MPH, CAE
01:10:13
Lower
Lynn Hamilton
01:10:14
I will definitely need to re-do my math!
charles.schneider
01:10:18
higher
Chad Faison
01:10:20
lower actually.
Monica Occhetti
01:10:21
Math do over!
Terri Cochran
01:10:23
re-do my math
Regais Wilson
01:10:23
? may need to redo
Katharine Nesslage
01:10:23
Re-do math
Pietro Macchiarella
01:10:24
i need to redo my math too
ESA Staff Jon Miller (he/him)
01:10:25
it's probably lower
Jade Meador
01:10:26
Redo the math
Shelby Smiley
01:10:27
??
Stephen Brock
01:10:30
higher
Sara Castle
01:10:31
about as expected
Nat Kier
01:10:32
May need to redo math - not all of our bad records are bad *member* records
Elly Wertz
01:10:33
redo!
Jorge Rivera
01:10:37
redo
Kim Klotz
01:10:41
math redo
Tina Swenson
01:10:57
redo
Ciara Durkan
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?
Tina Swenson
01:19:44
Wow!! great job!
Lisa Staal
01:19:47
Have more clean-up questions? Let us know in the chat!
Regais Wilson
01:23:02
Manual
JoAnn Yanez, ND, MPH, CAE
01:23:04
I dream of that. No bandwidth
Julie Duncan, UST
01:23:06
Q4 for credit: Are you doing cleanising now?
Lisa Delventhal
01:23:10
yes, most,y manual with a few macros employed
Kirk Sander
01:23:11
Manually
Jade Meador
01:23:13
Not doing any cleaning at this point.
ESA Staff Jon Miller (he/him)
01:23:13
I'm literally embarrassed to say that our cleanup is entirely manual
Tina Swenson
01:23:13
every month, manually, as time permits staff
Monica Occhetti
01:23:15
Manual, fix as we find
Jorge Rivera
01:23:16
mostly manual
Pietro Macchiarella
01:23:20
manual
Terri Cochran
01:23:20
Very low level - Manual
Chad Faison
01:23:20
Manual :(
Stephen Brock
01:23:22
We do some manual, but some via Excvel and autoupload processes
Lynn Hamilton
01:23:22
No - only one offs.
charles.schneider
01:23:24
Excel
Kim Klotz
01:23:25
Doing cleanup with queries
Sara Castle
01:23:27
some manual, some automated
Nat Kier
01:23:46
Manual - I'm typically the cleaner upper!
JoAnn Yanez, ND, MPH, CAE
01:23:46
As we find errors. Some are annual for updating. But much manual as needed
Ciara Durkan
01:23:54
Cleanup reports that staff usually don't have time to do.
Julie Duncan, UST
01:32:06
I love that Lisa!
Kim Klotz
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.
Sara Castle
01:33:26
yes, we need to do that! we have data going back decades.
JoAnn Yanez, ND, MPH, CAE
01:33:37
What about Google drive files???
Julie Duncan, UST
01:33:40
Please put any questions in the chat... we still have 15 minutes!
Julie Duncan, UST
01:34:09
@Joann, I can completely relate to the Google drive issue
Lynn Hamilton
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.
Lisa Staal
01:42:45
Thank you all for your questions and great discussions!
Kirk Sander
01:43:06
How do you keep ams providers feet to the fire with delivering the functionality they promised and on budget?
Barbara Armentrout, CAE
01:43:46
fantastic program, thanks so much! Love being able to calculate the costs of dirty data!
Regais Wilson
01:43:52
automation is not out of reach compared to the cost of dirty data
Jorge Rivera
01:43:54
calculator and breakdowns
Lynn Hamilton
01:43:56
There are tools to visibly understand and estimate the real cost of bad data. A wake up call!
Sara Castle
01:44:04
there is always more that we can do
Pietro Macchiarella
01:44:07
overall a new perspective to look at data quality and costs
ESA Staff Jon Miller (he/him)
01:44:13
I'm afraid to run this calculator by our CFO
charles.schneider
01:44:14
Quantifying the costs.
Terri Cochran
01:44:14
Calculator Worksheet
Jade Meador
01:44:15
The calculator was very useful
Nat Kier
01:44:32
Financial lens for the importance of data
Chad Faison
01:44:32
There is always more that we can do with our data (especially if it's clean)
JoAnn Yanez, ND, MPH, CAE
01:44:37
Reevaluate calendar
Monica Occhetti
01:44:44
Simple but great advice - don't put the dirty data into the new AMS!
Barbara Armentrout, CAE
01:45:38
woo hoo, enough for a staff raise?
Lisa Staal
01:46:42
@Barbara great way to get everyone involved!
Regais Wilson
01:47:54
Thank you
Lynn Hamilton
01:47:55
Thank you!