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© 2014 Jenzabar, Inc.
Presented by Elicia Winner & Esther HayGrove City College
Save Your Work, Save Time andSave the Day
© 2014 Jenzabar, Inc.
How are we addressing this problem?
• DATA INTEGRITY
36 daily data integrity reports
10 periodic data integrity reports
“Garbage in, garbage out”
© 2014 Jenzabar, Inc.
The Benefits of Data Integrity
• Fix multiple cases of the same problem
• Pro-actively find errors
• Keep your data clean all the time
“Those who do not remember the past are condemned to repeat it”
© 2014 Jenzabar, Inc.
Analyze why the problem occurred• This query was clean yesterday, now it returns 10 records – what
changed?
Divide responsibility for clean-up• Have one person run the data integrity reports – but send results
to those responsible for that data.• Could also create .pbls by role for data integrity
“War is 90% information”
© 2014 Jenzabar, Inc.
Change is vital
• Data integrity keeps your records up to date
• As the EX Development product changes – there are opportunities to maximize your efforts
Analyze what’s new to be taken advantage of
Use data integrity to pull the old way, and mass change those records to the new way
“But it’s always been done that way…”
© 2014 Jenzabar, Inc.
Some Sample Grove City College Data Integrity Queries• Has only an initial for first name, but no preferred name
“Data! Data! Data! You can’t make bricks without clay”
© 2014 Jenzabar, Inc.
Some Sample Grove City College Data Integrity Queries• Finds former employees that still have a GCC e-mail address
“The goal is to turn data into information, and information into insight.”
© 2014 Jenzabar, Inc.
Some Sample Grove City College Data Integrity Queries• Finds widows that have an incorrect salutation
“He who would search for pearls must dive below.”
© 2014 Jenzabar, Inc.
Some Sample Grove City College Data Integrity Queries• Finds Trustees that are missing a Trustee salutation
“If you do not know how to ask the right question, you discover nothing.”
© 2014 Jenzabar, Inc.
Some Sample Grove City College Data Integrity Queries• Finds Spouses that aren’t in the same giving clubs
“If you torture the data long enough, it will confess.”
© 2014 Jenzabar, Inc.
Some Sample Grove City College Data Integrity Queries• Finds Gift in Kinds that have a .01 - they need changed to .00
• Use IT executable “Remove Pennies” to remove the penny, then recalc the donor
“If the statistics are boring, you’ve got the wrong numbers.”
© 2014 Jenzabar, Inc.
Some Sample Grove City College Data Integrity Queries• Finds spouses whose lifetime giving doesn’t match• Excludes records for which there is a known reason• Looks for gifts in the fiscal year missing first, to make sure
Honor Roll publication is accurate.
“Numbers have an important story to tell. They rely on you to give them a clear and convincing voice.”
© 2014 Jenzabar, Inc.
Some Sample Grove City College Data Integrity Queries• Finds constituents that are “lost” (have no valid mailing address)
but they have an e-mail address• Run periodically so we can e-mail and ask for new mailing info
“The value of an idea lies in the using of it.”
© 2014 Jenzabar, Inc.
Some Sample Grove City College Data Integrity Queries• Finds incoming freshman parents that are missing a “send no
mail” mail code• Enables us to enter parent records as students are accepted,
because we can guarantee that they won’t be solicited before the students are on campus
“Once we know something, we find it hard to imagine what it was like not to know it.”
© 2014 Jenzabar, Inc.
Brainstorm / Roundtable Discussion
• Ways data integrity can work for you?
• Some other common errors we could search for?
Questions?
• Elicia Winner Esther Hay
• [email protected] [email protected]
• 724-458-2156 724-458-2159
“Opportunities multiply as they are seized.”
