A 2020 Mission Project: Clean Your Data

2 Jan 2020 8:00 AM | Axiom Planet Concierge (Administrator)


Dirty Data? Oh Nooo! It doesn't have to be that way.

Clients say that they need better ways to do things. Many nonprofits, small businesses, and organizations muddle through tedious tasks using inadequate spreadsheets or databases. Their workflows don't suffice tracking and verifications. They complain about bad data. 

Do you wish you could keep better data for your customers, sponsors, potential donors, members, and contacts? Do you want better data to help meet your organization's needs and goals? 

• • •

Often, it's not possible or easy to gauge how bad your data is until you use tools that uncover the extent of your problem.

One client believed a staff member was doing a great job. They discovered otherwise after they began using Wild Apricot. Its tracking and reporting features revealed that the employee had authorized and issued most permits without verifying eligibility. There were no complaints, nor was anyone looking for this particular problem.

• • • 

A Non-profit client wondered why so many member accounts were not current. They were surprised when we showed them how many properties in their community were bought and sold in recent years. Land records weren't checked regularly. They said it was difficult to collect dues and fees, issue invoices, receipts, passes, and permits, then still find time to follow property sales. 

The customer's new Wild Apricot databank enabled the organization to check and track property sales and purchases and improve the status of their accounts. It made collections easier! They now have a clear vision and know what actions to take. Plus, they can quantify trends and plan with better foresight.

"Good data stares at you and reveals the way forward."

— Axiom Planet Concierge

• • •

Another client didn't realize their organization's bank account was significantly short until a board member discovered the discrepancy then later worked with us to set up a Wild Apricot databank and website. We enacted a workflow that ensures tracking of everything they need to know about their accounts and revenue. They collect much better data. They can review administrator actions and can read attached notes fields that contain relevant background details.

There are times you might have to pick up your phone and call your contacts and customers, or beneficiaries, to get their full story. Wild Apricot helps you track the process and report the outcome, with better results. 

• • •

Are you fed up with dirty data? Do you wish you could dump your spreadsheets? Are you tired of mining your data for answers that aren't there? Do you wish you had a better system?

Tell us about it. Make Contact

— Treva, Planet Concierge

Recommended Reading: Principles of 'The Good Data Project' by By S. Kate Devitt, Monique Mann and Angela Daly 

Postscript

I told a friend about this Dirty Data Dispatch. She covered her ears and said "nooo, nooo, I don't want to hear about DIRTY DATA. I know all about dirty data. Ack! No. Nooo."

Fortunately, we can help her.


#dirtydata #databank #website #community #nonprofits #members #membership #axiomplanet 


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