nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Integrity Checks in BBCRM

Chris Geady

Hello BBCRM folks!

We're fairly new in Blackbaud CRM, being live for 4 months now! We are updating our list of integrity checks from our Raiser's Edge days. Is anyone out there willing to share their standard list of integrity checks for Blackbaud CRM with us? We want to be sure we cover as much of the database as there's more to cover compared to Raiser's Edge.

Please feel free to reply here or send me a private message.

Cheers,

Chris

Find more posts tagged with

Comments

Rick Root

Standard List? I don't think there's any such thing. Most of this stuff is based on your business rules and data entry standards.

Going through just one of our data integreity dashboards, the Central Development Constituent Dashboard... we have:

Gender Title Mismatch
Tributes in memory of someone who is not deceased
Duplicate Tributes
Non deceased parents of "old" alums
household missing name (ie "Mr. Richard Root and Mrs. Household")
Organizations with the # symbol in the name
Organizations containing incorrect abbreviations
Organizations with Invalid Punctuation
Committees containing incorrect abbreviations
Committees with Invalid Punctuation
Organization Aliases with no Alias Type
Organization Aliases with Invalid Alias Type (ie, "Household Name")
Individuals missing first or last name
Individual with Invalid Constituency
Organization with Invalid Constituency
People with Staff Constituency without Faculty/Staff Constituency
Organizations with no primary constituency
Organizations with multiple primary constituencies
Orgs with no constituency or relation only that are active
Orgs with Governmental Agency and Prospect Constituencies
Governmental Agency without "Other Organization" constituency
Educational Institutions with Revenue but no other organization consstituencies
Corporate Foundation constituenciy but no Corporate Foundation/Corporation relationship
Committees with other constituencies
Household with Constituency
Constituency with future end date
Certain constituencies with end dates
Duplicate constituencies
Constituents with diacritical marks in their names and no Post to GL Alias
Post to GL Alias contains special characters
More than one post to GL Alias
Alias types changed from Post To GL to something else
etc
etc
etc

We have 567 custom list builder query view specs, MOST of which are related to data integrity management

Rick Root

BTW, we have a Data Management Committee that meets at least monthly to discuss data entry standards and how to deal with discrepancies and who should be monitoring those data checks.

Personally, I think we might be just a bit overzealous because we've got SO MANY data integrity checks that many of them are probably not being reviewed.

Judith Leichter

Hi, Chris,

Hope you are enjoying life at Canadian Red Cross!

We have a Data Hygiene Workspace with a whole range of data quality checks.

Happy to walk you through if you're interested.

Judith

Chris Geady

Judith Leichter:

Hi, Chris,

Hope you are enjoying life at Canadian Red Cross!

We have a Data Hygiene Workspace with a whole range of data quality checks.

Happy to walk you through if you're interested.

Judith

Hey Judith! I'll definitely mentioned this to my DBA! Thanks!

Reza Islam

Hi Chris,

We have dozens of Data Quality Queries, i.e. queries prefixed with DQ. (things volunteers can do)

We also have SQL Updates that run on a daily basis to improve integrity (things we can do)

We also have adhoc scripts which require some thought, e.g. donors give the same time every month should perhaps have a Recurring Gift (things the offices can do)

It would be great to also know how others strategically 'dice' up the work. For example, do you split work by importance, by roles/responsibilities, by capabilities (as we have approached it)

6 years in with BBCRM in 6 countries, I'd love to have some kind of external review to assess our Data Quality / Integrity. Always interesting to hear how others tackle it.

Thanks!