Data Hygiene Strategies

Patrick SaevaDirector of Technical Strategy

Rochester Institute of Technology

• Agenda• Guiding Principles• Data Sources• Goals and Metrics• Vendor Management• Tips and Tricks

• Guiding Principles• Develop a “Data Integrity Strategy”

» Goals, Timeline, Vendors, Resources

• Metrics Driven – “You can’t manage what you don’t measure”

» Data received, turnaround, baselines, returns, etc.

• Self-reported data trumps all

• Data Sources• Share best practices and challenges with internal

partners » Multiple sources on a college campus (Registrar, IT,

Departments, Student Affairs, etc.)

• Work with partners to change their upstream practices

• Share your successes with your partners

• Goals and Metrics• Set SMART goals (individually and team based)

» Specific, Measurable, Attainable, Realistic, Timely

• Raise the bar annually» Find new challenges

• Measure inputs and outputs

• Develop shared ownership

• Vendor Management• Use a multi-vendor approach

• Find a vendor’s point of differentiation» Corporate Data, Email, Phone, Address, Matching Gift,

Marriages, Deaths, etc.

• Assess vendors qualitatively and quantitatively» Send test files to measure results

• Tips and Tricks• Keep data cleansing exciting

» Remind team of their value to the greater good

• Educate “front line” staff and leadership on benefits

» Proper justification can lead to resource allocation

• Deploy a variety of tools» Batch, Point of Entry, Lookups, etc.

• Questions?

Patrick SaevaDirector of Technical StrategyRochester Institute of

Technologypjsdar@rit.edu585-475-5025