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Data Quality Management

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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:

Oct2022NovDecJan2023FebMarAprMayJunDefine Operatin…Integration Fixes CompleteDQ Fixes Complete
Business Rules
Dashboards
DQ Software
DQ Cleaning
BAU Transition

Business Rules Capture

Jarvis DQ Dashboards

PowerBI Dashboards

Analysis

Decision & Procurement

Implementation

Backlog Cleaning Legacy (To identify issues)

Integration Fixes / Enhancement

Data Cleaning Post Integration fixes

Define DQ Operating Model

BAU Transition

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%

ON TRACK With Revival of Weekly Meetings, also need to set up additional internal team meetings.

Data Quality Rules and Dashboard

Data Quality rules captured, analysed, refined and next steps articulated.

  • Needs a second round with business to flesh out any new rules

80%

ON TRACK

PowerBI Dashboards

Scheduled start for

0%

NOT STARTED

DQ Software

(a) Analysis nearly complete: Engaged 2/3 suppliers - last meeting scheduled for , (b) Then Decision and Procurement and lastly (c) Implementation

30%

ON TRACK WITH TIMELINE RISKS

DQ Cleaning

Dashboards and rules created, but no cleaning ownership, so that is slipping

50%

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%

BEHIND SCHEDULE

BAU Handover

BAU Model defined, Next steps defined, Needs to get buy-in from the various areas, and then roll out

80%

ON TRACK

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.

  3. 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

  1. Workshops to define Business Rules;

  2. Business rules gives rise to DQ Rules;

  3. Analysis of what causes it and how to fix it and who is responsible

  4. Create Dashboards to make easily accessible and track.

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

  1. DQ Cleaning

  2. 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

System

Process

Additional Info

SWIFT

https://university-comms.sydney.edu.au/survey.php?sid=27840&name=your-contact-details

SITS

Documentation

/wiki/spaces/IP/pages/1352368226

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.

Meeting Minutes / Actions:

No

Date

Description

Responsible

When

Status

Comments

DQ-0026

  • Weekly Data Cleaning Status Report Spreadsheet, albie.roets . (To be provided to AlainGasquet Polina Nikulina on a Monday morning with results as at COB on the previous Friday,)

albie.roets

DONE

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

  • 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 ,

albie.roets

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:

DescriptionDue dateAssigneeTask appears on
  • Raise Jira Ticket for Salesforce Unit address enhancement, Yeng Sembrano ,
31 Jan 2023Yeng Sembrano5.1 SITS-Jarvis Integration BAU Production Defects
10 Mar 2023Manpreet Sidhu2. Data Quality Rules and DQ Dashboards
  • Investigate Email Preference integration errors - iMods integration (Not Populated), Sidra Zafar ,
10 Mar 2023Sidra Zafar2. Data Quality Rules and DQ Dashboards
  • Investigate Telephone integration errors - iMods integration (Telephone populated Account Field), Sidra Zafar ,
10 Mar 2023Sidra Zafar2. Data Quality Rules and DQ Dashboards
  • Agree Opportunity DQ Issues RACI and Process with GA Team, AlainGasquet ,
10 Mar 2023AlainGasquet2. Data Quality Rules and DQ Dashboards
  • Agree GA DQ Issues RACI and Process with GA Team, AlainGasquet ,
10 Mar 2023AlainGasquet2. Data Quality Rules and DQ Dashboards
  • Agree GA DQ Issues RACI and Process with GA Team for Finite Active Pledges - Inconsistent Amnt Errors, AlainGasquet ,
10 Mar 2023AlainGasquet2. Data Quality Rules and DQ Dashboards
  • Investigate Email integration errors - iMods integration (Email populated into a non-editable field), Sidra Zafar ,
10 Mar 2023Sidra Zafar2. Data Quality Rules and DQ Dashboards
  • Process for getting GA Team to action duplicate accounts, albie.roets ,
10 Mar 2023albie.roets2. Data Quality Rules and DQ Dashboards
  • Who does Contact Type Update for Donor related Contact Types? , albie.roets ,
14 Mar 2023albie.roets2. Data Quality Rules and DQ Dashboards
  • Action Duplicate Contacts - i.e. load to cases and mark actioned, Binila Russel
17 Mar 2023Binila Russel2. Data Quality Rules and DQ Dashboards
  • Map the Deceased process from a BI & Reporting Team Perspective. albie.roets ,
17 Mar 2023albie.roets2. Data Quality Rules and DQ Dashboards
  • Action Duplicate Accounts Process - i.e. load to cases and mark actioned, Binila Russel
17 Mar 2023Binila Russel2. Data Quality Rules and DQ Dashboards
  • SWIFT process is that a person drops a file in a folder and then integration picks that up - lately nobody has been dropping file in folder. Needs to tighten process with Phil. Put meeting in diary (Binila, Pat, Manpreet, The Ho, Alain), albie.roets ,
17 Mar 2023albie.roets5.1 SITS-Jarvis Integration BAU Production Defects
  • Do a POC in UAT environment once access is granted, albie.roets ,
24 Mar 2023albie.roets3. DQ Software: Requirements, Procurement and Implementation
  • Support the Advancement team as needed with any implementation steps/ user guides, Aravind Bobba ,
24 Mar 2023Aravind Bobba3. DQ Software: Requirements, Procurement and Implementation
  • Fix iMods Telephone details integration errors, Sidra Zafar ,
24 Mar 2023Sidra Zafar2. Data Quality Rules and DQ Dashboards
  • Fix iMods Email integration error, Sidra Zafar ,
24 Mar 2023Sidra Zafar2. Data Quality Rules and DQ Dashboards
  • Fix iMods Email Preference integration errors, Sidra Zafar ,
24 Mar 2023Sidra Zafar2. Data Quality Rules and DQ Dashboards
28 Mar 2023Manpreet Sidhu1. Business Rules Meetings Minutes

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