Data Management

We look at the current software, data collection methods and team capacity (historical and present). We also look at the cost of software and assess if the current set up works or if it does not. If it does not, we will research potential software and when a software is selected the organization will complete the licensing process for the software.

I look at building process in phases:

Discovery involves having conversations with the team about logic models, funding deliverables, data collection and data entry tasks. We also have conversations around strengths & weaknesses. We will look at historical and current data.

Build involves building the database and customizing it to meet the needs of the organization structure. This is the time when the organization will clean up their data to get it ready for migration.

Test involves the team testing the process to determine if changes need to be made. The team will use the latest data collection to enter into the system.

Implement involves launching data management for all team members.

Sustain involves training and the development of data operation procedures.

The organization will compile their data and provide clean data for migration. If data is not cleaned up prior to migration this will create difficulties and will require additional time.

The organization will share their program logic models and their funding deliverables to guide the generate of reports.

Once reports are generated, depending on the software service will determine how dashboards will be created. Training will need to be conducted to ensure future cultivation of impact visuals.