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1. ASSESS YOUR DATA
Identify how many data points have serious issues such as duplication.
Determine the source of the bad...
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Data Cleaning Checklist

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Cleaning data and keeping it clean is no small matter. Data cleanliness starts with a well-organized layout and continues with a routine cleaning schedule. Use this checklist the next time you need to clean and organize your company’s data.

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Data Cleaning Checklist

  1. 1. 1. ASSESS YOUR DATA Identify how many data points have serious issues such as duplication. Determine the source of the bad data. Create a data dashboard to watch for and identify bad or duplicate data. Establish clear data standardization rules. 2. CLEAN THE DATABASE Clean out duplicate data points. Complete data points that are missing information. Validate data after cleaning to ensure remaining data is usable and meaningful. 3. PROTECT YOUR DATA Ensure your organization is following the data standardization rules you’ve established. Update information such as phone numbers and emails on a regular basis. Check your data against updated industry information on a regular basis. 4. ENHANCE YOUR DATABASE Build lists of contacts at companies you are targeting. Gather information about these contacts, including email, phone, social media profiles, titles, bios, etc. www.advizorsolutions.com Here are basic steps to take to clean up and protect your organization’s data. DATA CLEANING CHECKLIST

Cleaning data and keeping it clean is no small matter. Data cleanliness starts with a well-organized layout and continues with a routine cleaning schedule. Use this checklist the next time you need to clean and organize your company’s data.

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