Goal: By June 2023 - KPI: Every residential & business address will be correct / accurate - this person lives here. Every title of each contact. Every prospect with a cap rating & influential alumni will have a live correct contactable contact detail (phone, email, address)
DQM Strategic Initiatives Roadmap: Roadmap Plannermaplinks 239c7d8a-b166-49b8-82a2-696c8362bdba~~~~~d3b13c51-da48-4b25-b6c7-ed34ad834b0d~~~~~7c3a0391-298e-40de-89ee-c3fb61044f89~~~~~b9e4c2aa-93df-453a-b6c4-e2a958ed1a1e~~~~~eb4a2e88-498c-4e5d-b67f-747b14eb2056~~~~~1df3afc7-f1b5-4d61-ad36-a03952a1cb9e timeline true source 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pagelinks Jarvis Data Dictionary / Business Rules~~~~~Data Quality Rules and DQ Dashboards~~~~~Data Quality Rules and DQ Dashboards~~~~~DQ Software Capabilities Requirements, Procurement and Implementation~~~~~DQ Software Capabilities Requirements, Procurement and Implementation~~~~~DQ Software Capabilities Requirements, Procurement and Implementation title Roadmap%20Planner hash df3e27b079562640c6b678469663a507
Status 03/03/2023 DQ Task Report
Area
Comments
%
Status
Business Rules Capture
Business Rules capture meetings revived as from 15/03/2023 to complete.
Needs sign off on Contacts and Accounts,
Needs deeper analysis around education, Opportunities, Chart of Account, Gift Adin Key fields and Processes, etc
60%
Data Quality Rules and Dashboard
Data Quality rules captured, analysed, refined and next steps articulated.
80%
PowerBI Dashboards
Scheduled start for 03 Apr 2023
0%
DQ Software
(a) Analysis nearly complete: Engaged 2/3 suppliers - last meeting scheduled for 03 Mar 2023 , (b) Then Decision and Procurement and lastly (c) Implementation
30%
Statuscolour Yellow title ON TRACK WITH TIMELINE RISKS
DQ Cleaning
Dashboards and rules created, but no cleaning ownership, so that is slipping
50%
Statuscolour Red title BEHIND SCHEDULE
Integration Fixes
Tickets raised, but not getting actioned timely by developers + marked as “Improvements”, so very low on the Dev priority list.
50%
Statuscolour Red title BEHIND SCHEDULE
BAU Handover
BAU Model defined, Next steps defined, Needs to get buy-in from the various areas, and then roll out
80%
DQM Strategic Initiatives 2023: The strategic aim is to future proof the data quality of the Advancement Portfolio
1. Business Rules Capture Jarvis Data Dictionary / Business Rules
Capture key business rules on a field by field basis. (Data Dictionary)
Roll out to other business units / training.
The Business Rules then drives the Data Quality Rules.
2. Data Quality Rules & DQ Dashboard / PowerBI Reporting Capability 2(a) Data Quality Rules & DQ Dashboard Data Quality Rules and DQ Dashboards
Workshops to define Business Rules;
Business rules gives rise to DQ Rules;
Analysis of what causes it and how to fix it and who is responsible
Create Dashboards to make easily accessible and track.
2(b) PowerBI Reporting Capability Ability to report over time
Drill down to individual records for DS Fixing
3. DQ Software / Capability: Aperture vs New DQ Software Capabilities Requirements, Procurement and Implementation
Workshops to determine key outcomes to achieve
Catch up with vendors to understand their offering and do a gap analysis
Decision + Procurement
Implementation and training
4. Backlog Cleaning DQ Backlog Cleaning
DQ Cleaning
Track Backlog Cleaning Stats
5. Integration Fixes SITS-Jarvis Integration BAU Production Defects
SWIFT-Jarvis Integration BAU Production Defects
Fix integration issues to prevent future data corruption
6. BAU Transition DQ BAU Operating Model (Post 30-Jun)
Create Data Quality Management Framework
Create process documents for each task that the Data Stewards needs to perform on a monthly basis, measure task estimates, define frequency.
Meeting Minutes / Actions: No
Date
Description
Responsible
When
Status
Comments
DQ-0026
02 Mar 2023
albie.roets
24 Feb 2023
Actioned and placed here on a weekly basis:
https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2863432172/DQ+Backlog+Cleaning#Weekly-Status-Reports
DQ-0027
27 Feb 2023
BAU Operating Model: Full List of DQ Reports with: what is causing the issue, how to fix, responsible, next steps, etc, albie.roets with Manpreet Sidhu , 03 Mar 2023 albie.roets
03 Mar 2023
Statuscolour Green title IN PROGRESS
Rules, causes, fixing, RACI, freq + next steps captured: Data Quality Rules and DQ Dashboards plus the summary in DQ BAU Operating Model (Post 30-Jun)
DQ Task Report: Task reportpages 2805006380 isMissingRequiredParameters true
