Data Integration Strategy - Microsoft · Data Integration Strategy WHAT DOES IT MEAN & WHY DOES IT...
Transcript of Data Integration Strategy - Microsoft · Data Integration Strategy WHAT DOES IT MEAN & WHY DOES IT...
Data Integration StrategyWHAT DOES IT MEAN & WHY DOES IT MATTER?
Amanda Tetanich, Omatic
I’m Amanda Tetanich
@Omatic_Software
I spent 5 years at Blackbaud in cross-product support and client training and most recently, 5 years at Omatic in client training and product management.
At both organizations I’ve specialized in data cleanup, importing, and integration.
PRODUCT MANAGER
About Omatic
• Founded in 2002, Blackbaud partner since 2004
• Over 2,600 clients worldwide
• 70+ person staff: Software development and customization, Consulting and support, Professional Services
Why Integrate?
• Vital to the success of your organization
• “Data Democracy”
• Complete constituent view =better constituent experience
Systemof
Record
Acquisition List
Special Event
Online Donation
Form
Volunteers
• Carl Smith
• Monica Nguyen• Carl Smith• Walter Jefferson
• Janet McDonald• Carl Smith• Monica Nguyen
• Monica Nguyen• Janet McDonald
Why You Need a Strategy
• Forces forethought, investment from everyone
• Highlights long term goals and benefits
• Keeps your team focused – which new products/services could fit into the strategy we’ve built?
The 4 Key Elements Integration Strategy
Well-defined
goals
Thoughtful timeline
Technology
The right team
The right team
USING A RACI MATRIX TO CREATE A TASK FORCE
Task Board of Directors
Dir. of Develop’t
Develop’tStaff
Dir. of Marketing
Marketing Staff
I.T. …who else?
Research
Products/Services I R C R C R ?
Timeline C R C R C C ?
Purchasing
Budget C C I C I R ?
Contracts I A/R I A I C ?
Data Prep
Deduplication I C R C R C ?
Standards/Tables I C R C R C ?
Implementation
Solution config. I A R A R R ?
Internal Readiness
Training I I R I R C ?
Go-live I A R A R R ?
…what else?
Responsible Doing the task
Accountable Owning the task
Consulted Assisting
Informed Keeping Aware
Using a RACI Matrix
Well-defined Goals
TECHNOLOGY GOALS VERSUS ORGANIZATION GOALS
What’s the difference?
• Technology goal
• “We want all emails to originate in Mailchimp instead of various different systems”
• Organization goal
• “We want to create a consistent image of our brand in all constituent interactions”
Your organization goals should drive your technology goals.
Organization Goals Should Drive Technology Goals
“We want to increase sustained giving and decrease reliance on major donors.”
• Ok, how?...
• “Get our message out in a way that will drive more people to donate”
• Ok, how?...
• “Send targeted messages to appeal to specific groups, based on what we think they’ll be most interested to hear”
• Ok, how?...
• “Get the right details into my email system to properly segment my mailing list, and get the results back out to my fundraising system so I can see what is working and what isn’t working.”
There’s our technology goal! ↑ Now we know how to evaluate potential solutions.
Thoughtful Timeline
CUMULATIVE, ANTICIPATORY, AND FLEXIBLE ESTIMATES
Cumulative Calculation
• Build, Buy, or Partner?
• Hire staff, purchase products, collaborate with a consultant?
• Onboarding staff and implementing individual solutions
• Testing, tweaking, and expanding
How long will we spend in each of these phases, and where does that land us on the calendar when we add it up?
Anticipating Threats
• How much do you actually control?
• Is this a product that has been out for years, or are you working with a company to develop something new?
• Are you this consultant’s only client, or do you have to fit into their availability?
Bend, don’t break.
• Re-evaluate constantly.
• What milestones were you expecting to hit, and what’s the impact of being behind (or ahead of) schedule?
• Do we have to make concessions, push the timeline out, redirect more staff to the issue, etc.
“Be stubborn on vision but flexible on details.”
- Jeff Bezos, Amazon
Technology
FIND SOLUTIONS THAT FIT TODAY AND TOMORROW
Technology Considerations
Manual vs Automated Data Flows
Which do we value more: control or speed? Plan for Growth
Will this solution scale with us as our organization grows?
Is there a limit to how many users, records, endpoints we can add?
Ongoing Management
Who will be responsible for maintaining this integration?
How much time per day/week are we willing to dedicate to monitoring our integration health?
To learn more about what was included in this agenda, stop by Booth #301 or:
OmaticSoftware.com