Managing Your AMS Implementation: Tip #8 Data Entry Standards

Planning for an AMS implementation can be a huge undertaking and involve a great many staffers in your organization. Here’s a quick tip that can help you plan ahead.

black keyboardTip #8 Data Entry Standards

Cleaning up your data is the beginning, but once the data has been imported to the new AMS, moving forward, it’s absolutely imperative that the data remains clean. What this means for your association is that you must have data entry standards.

    • Essential: Good, documented data-entry standards prior to implementation
    • As you’re cleaning up data (Tip #XXX), keep track of how the data’s been entered and how you’d like it to be done in the future. Do you spell out Street or abbreviate it St.? Do you use the post office standard abbreviations for states and countries? How do you handle job titles, company names?
  • The standards should be rigorously followed
    • Once you’ve got a list of your standards, make sure every single person that is tasked with data entry or any updates knows and follows them. Everyone’s got to be on the same page with this, or the data will soon become dirty again.
  • You need a data czar to enforce standards and be the go-to person for your AMS, data and process
    • Who’s in charge of being the go-to person? Who’s going to be the cop, librarian and overall question guru for your data? Make sure that all staff know who this is.

 

 Tip #9: You’re Not Done at Launch

Joanna Pineda

About Joanna Pineda

Joanna’s business card reads CEO/Chief Troublemaker for a reason. She relishes a challenge and introduces change wherever she goes. She knows anything is possible and that clients come to Matrix to hear "Yes", not "No." Matrix is purple because of Joanna. Staff like to call her JP.

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