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Defining Your Data
Quality Project
Scope
Intro
Define your data quality project scope by following these guidelines:
Consider the main product functions and proces...
Define the Main Product Functions
Data Quality product suites span a broad range of functions and in varying
combinations....
Select Main Product Functions
 Standardization
 General ‘cleansing’ functions
 Fixing misspellings, inconsistencies, tr...
Select Main Product Functions
 Data Enrichment
 Expanding and enhancing your existing contact data with
additional datas...
Select Main Product Functions
 Record – Linking/ Single Customer View
 ‘Link’ specific records to one another, specifica...
Consider Main Processing Modes
Not all vendors will handle all applications. Consider what processing modes
are critical t...
Consider Main Processing Modes
With this information background, the current objective is to identify your
ideal solution ...
Develop Your Required Features
Here are other items to consider when developing your list of Required
Features:
• Some com...
Features Worksheet
Standardization Features Need Want
Correct poorly structured and non – standard records
Identify Foreig...
Features Worksheet
Data Enrichment Capabilities Need Want
Append geocoding data
Append consumer data
Append business data
...
Features Worksheet
Matching and Deduplication Features Need Want
Fuzzy matching
Grading of matches
Tuning of matching rule...
Processing Modes Worksheet
Batch (Existing Data) Need Want
Integrated into your database to clean up existing data
Timely ...
Processing Modes Worksheet
Real – Time (Interactive) Need Want
Integrated into your database at point of capture
Real time...
Establish Project Parameters
Don’t ignore the need for strategies and guidelines to keep both your
vendors and your organi...
Anticipated Budget (Potential Savings)
Ballpark the potential cost savings of improving your data
Vendors can help with da...
Timeframe
At the beginning stages this will be more of an awareness technique rather
than a goal, and will evolve over the...
Review and Approval Team
Be aware of all of the necessary influencers, decision-makers and budget
approvers that need to b...
Establish Your Evaluation Strategy
Evaluate the applications selected.
Knowing your strategy in advance will help you comm...
To RFP or Not to RFP
Distribute a Request for Proposals (RFP/RFQ) to a list of vendors, to help with
your evaluation
Submi...
Demo Data or Real Data
This will likely be the first question asked of you when making contact with
vendors
Evaluate a sol...
Who is Driving the Ship
Determine whether the project will be spearheaded by the business or
technology department before ...
Gather the Appropriate Documentation and Files
Documents that you should gather before and during this process:
Request fo...
Keep These Things In Mind
Review the list of main product features and processing modes in order to
interpret what functio...
Contact helpIT
US HEADQUARTERS
(The Americas, Australia, New Zealand)
helpIT systems inc.
51 Bedford Rd.
Suite 9
Katonah, ...
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Defining your Data Quality Project Scope

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Now that you have assessed your Data Quality Project Needs, it is time to start the lengthy process of data cleansing. For this process it is important to have a solid background on the main product functions, processing modes, and product features found in basic data quality software. By familiarizing yourself with the terms and functions, you will be capable of selecting a data quality cleansing program that fits your needs. This guide will introduce you to common features including data standardization, address validation, and data enrichment. You will also find a list of processing modes including batch (existing data and data load) and real time (interactive and firewall). Furthermore, we will discuss the keys to an effective project evaluation including establishing your anticipated budget, mapping out a time frame and making sure to keep your review and approval team in touch with the project evaluation so that everyone is on the same track. Once you have defined your project scope, you can move on to conducting an effect DQ System evaluation.

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Transcript of "Defining your Data Quality Project Scope"

  1. 1. Defining Your Data Quality Project Scope
  2. 2. Intro Define your data quality project scope by following these guidelines: Consider the main product functions and processing modes Develop your required features Establish project parameters Create a budget and timeframe Establish an evaluation strategy
  3. 3. Define the Main Product Functions Data Quality product suites span a broad range of functions and in varying combinations. Develop an understanding of the features and how they apply to your business in order to establish what will work for you The functions listed below are standard in a Data Quality package, and are listed in order of process flow
  4. 4. Select Main Product Functions  Standardization  General ‘cleansing’ functions  Fixing misspellings, inconsistencies, transpositions and the like  Moving data across columns, adding state names, zip codes, titles in places where they are missing  Address Validation (Verification)  Matching contact data to standard Postal Address Files (PAF) or USPS and NCOA Data to validate and update addresses  CASS Standardization
  5. 5. Select Main Product Functions  Data Enrichment  Expanding and enhancing your existing contact data with additional datasets.  The variety of datasets includes names data, date of birth, length of residency, phone and fax numbers, SIC codes, geocoding data and more.  Matching/Deduplication  Matching records within a file or between multiple files for merging and purging duplicate records, identifying your best customers or a multiplicity of other reasons.  A simple count of duplicates, suppressions or records matched is essentially meaningless – it is the number of true and false matches that is significant.
  6. 6. Select Main Product Functions  Record – Linking/ Single Customer View  ‘Link’ specific records to one another, specifically for the purpose of creating a single master record (or golden record)  Master record includes all relevant data for a specific contact including email preferences, transactions and customer service history  Generates the elusive Single Customer View (or 360 Degree View)
  7. 7. Consider Main Processing Modes Not all vendors will handle all applications. Consider what processing modes are critical to your data quality  Batch (Existing Data)  Often referred to as “batch data cleansing”  Cleansing of data already in your database  Curative measure  Batch (Load Data)  Batch processing is also used to match data across files  Preventative measure  Real Time (Interactive)  Tools that work interactively to warn the user entering data that the information already exists, or if the information is invalid  Preventative measure  Real Time (Firewall)  New records are captured without the user correcting any of the info  The record is validated and corrected in the background, or logged for manual attention by someone later  Preventative Measure
  8. 8. Consider Main Processing Modes With this information background, the current objective is to identify your ideal solution based on the business objectives and data quality functions you need to achieve your goals Think ahead to your anticipated needs, granularly and globally Consider larger data projects that may impact the needs of the tools that you invest in Processing Needs:
  9. 9. Develop Your Required Features Here are other items to consider when developing your list of Required Features: • Some companies use different terminology for the same feature. • Some data quality tools are modular and will offer features or sets of features in individual components with different price points and installations. • Consider where a new or improved application or process would be the best direction to go in
  10. 10. Features Worksheet Standardization Features Need Want Correct poorly structured and non – standard records Identify Foreign Records Flag inappropriate data in name and address Flag garbage or incomplete data Intelligent casing Salutation generation from names Address Standardization Address Verification Capabilities Need Want Integration of addresses against Postal Address Files/U Control over updates to postcode/address Update record with mail format address Split address completely into component parts
  11. 11. Features Worksheet Data Enrichment Capabilities Need Want Append geocoding data Append consumer data Append business data Record – Linking Features Need Want Grouping/ Linking of matches Master record identification Retain information from duplicate records Reassign orphaned records Real-time view across databases for inquiry and data capture
  12. 12. Features Worksheet Matching and Deduplication Features Need Want Fuzzy matching Grading of matches Tuning of matching rules Ability to automate matching Manual review of matches Multiple level of matches in one pass Matching on non – standard data Matching allows for missing and inconsistent data Effective matching out – of – the – box Customizable matching reports Matching files in different formats
  13. 13. Processing Modes Worksheet Batch (Existing Data) Need Want Integrated into your database to clean up existing data Timely and efficient single file matching Timely and efficient address verification Batch (Load Data) Need Want Load new batches of data Easy to load data in different formats Rapid matching of small batches of new data against a large master file Automatic scheduled operation of solution Production of standard management and exception reports
  14. 14. Processing Modes Worksheet Real – Time (Interactive) Need Want Integrated into your database at point of capture Real time feedback on data errors Rapid address entry using Postcode Intelligent inquiry to find exact matches Real – Time (Firewall) Need Want Run on individual records entering the database Additional Notes:
  15. 15. Establish Project Parameters Don’t ignore the need for strategies and guidelines to keep both your vendors and your organization on track Be flexible as you go through the evaluation process, especially when it comes to moving parts such as budget and timeframe Having a plan and some goal parameters in place will be priceless and may mean the difference between getting the project off the ground or letting inertia win out
  16. 16. Anticipated Budget (Potential Savings) Ballpark the potential cost savings of improving your data Vendors can help with data analysis Typically there are as many as 10% duplicates in a database. Assume you have 5% duplicates in your system, start from there Try to calculate money wasted on advertising, resources needed to handle customer shipping complaints, or how much more money you would make if you had more control over marketing Take a look at the high and low end of vendors you have created on your shortlist Rather than call a data quality company and ask for a price, develop your list and create your price range based on the functions and features you need
  17. 17. Timeframe At the beginning stages this will be more of an awareness technique rather than a goal, and will evolve over the course of your evaluation Seek input from vendors and your internal team to keep a realistic approach If there is an internal goal that you have set, plan your time by working backwards from that date Budget time for all key steps including: Internal Planning Searching for vendors Initial review Demoing the short list Internal Decision making Negotiation Implementation and Training
  18. 18. Review and Approval Team Be aware of all of the necessary influencers, decision-makers and budget approvers that need to be a part of this process By making the vendor aware of these key departments early on, they will be able to work with you through the approval process by: Requesting presentations to all influencers on the team Making demo software available to all potential users Helping you with documentation to make the case for a C – level executive
  19. 19. Establish Your Evaluation Strategy Evaluate the applications selected. Knowing your strategy in advance will help you communicate expectations and guidelines to your vendors, and inform your internal staff and approvals team so that the process stays on track Some considerations for this strategy are below
  20. 20. To RFP or Not to RFP Distribute a Request for Proposals (RFP/RFQ) to a list of vendors, to help with your evaluation Submitting a formal bid obligates you to perform a completely fair, balanced and unbiased evaluation that follows a set of rules and guidelines set out in the bid Referrals, the unexpected and sheer gut instinct do not get to play a part, which ultimately may mean that you may not get to choose your preferred vendor
  21. 21. Demo Data or Real Data This will likely be the first question asked of you when making contact with vendors Evaluate a solution on your own data. Sometimes this is not possible right away, or even necessary. You may have such basic needs that preparing your own data is not necessary Prepare your sample data accordingly to do a thorough and efficient test of the software
  22. 22. Who is Driving the Ship Determine whether the project will be spearheaded by the business or technology department before starting your evaluation E.g. If you are from a business department but, after identifying your requirements, decide that the organization is likely to take an integrated approach, it may be best to hand off the lead role to a technology representative (or vice versa)
  23. 23. Gather the Appropriate Documentation and Files Documents that you should gather before and during this process: Request for Proposal (if appropriate) using the functional and feature requirements outlined here Required Features List (with columns outlined for your individual shortlist vendors) Demo data Review/Approval forms for the members of your team Budget Spreadsheet
  24. 24. Keep These Things In Mind Review the list of main product features and processing modes in order to interpret what functions you need for your data Establish a timeframe and budget for your project, with input from vendors and the internal team Remember to keep vendors and your internal team on the same track in order to help the process run smoothly
  25. 25. Contact helpIT US HEADQUARTERS (The Americas, Australia, New Zealand) helpIT systems inc. 51 Bedford Rd. Suite 9 Katonah, NY 10536 United States US Toll Free: 866.332.7132 US Local: 914.600.7240 Australia: +61 280363191 Fax: 914.232.1429 Email: sales.us@helpIT.com TECHNICAL SUPPORT Support: 866.matchIT Email: support.us@helpIT.com EUROPEAN HEADQUARTERS (UK, Europe, Asia) helpIT systems ltd. 15-17 The Crescent. LEATHERHEAD Surrey KT22 8DY United Kingdom Tel: +44 (0) 1372 360070 Fax: +44 (0) 1372 360081 Email: sales.uk@helpIT.com TECHNICAL SUPPORT Support: +44 (0) 1372 225904 Email: support@helpIT.com Registered in England Registered Office: as above Company No. 02007292 VAT No. 564228340
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