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:

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

1. Capture key business rules on a field by field basis. (Data Dictionary)

2. Roll out to other business units / training.

2. Data Quality Rules & DQ Dashboard / PowerBI Reporting Capability

2(a) Data Quality Rules & DQ Dashboard

DQ Dashboards and Data Quality Rules

2(b) PowerBI Reporting Capability

1. Ability to report over time

2. Drill down to individual records for DS Fixing

3. DQ Software / Capability: Aperture vs New

DQ Software Capabilities Requirements, Procurement and Implementation

1. Workshops to determine key outcomes to achieve

2. Catch up with vendors to understand their offering and do a gap analysis

3. Decision + Procurement

4. Implementation and training

4. Backlog Cleaning

DQ Backlog Cleaning

Fix current DQ Issues

• Duplicate Accounts

• Deceased Process

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)

1. Create Data Quality Management Framework

2. Create process documents for each task that the Data Stewards needs to perform on a monthly basis, measure task estimates, define frequency.

DQ Status Reports

Meeting Minutes / Actions: