1. Data Hygiene Strategies Patrick Saeva Director of Technical Strategy Rochester Institute of Technology

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

3. 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

4. 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

5. 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

6. 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

7. 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.

8. Questions? Patrick Saeva Director of Technical Strategy Rochester Institute of Technology pjsdar@rit.edu 585-475-5025