July 2024 Challenge: Learning from Mistakes

2»

Comments

  • Angela Finley Hunter
    Angela Finley Hunter Community All-Star
    Fifth Anniversary Kudos 5 Grantmaking Fall 2025 Product Update Briefing Feedback bbcon 2025 Attendee Badge

    @Bobby Steurer
    I understand Bobby! These experiences are humbling and sometimes funny when you look back on them.

  • @Crystal Bruce so many examples! When I was first learning “OnBoard”, I was creating application forms, inquiry forms, contracts and checklist. I can't tell you how many times I had to test them out and fix, fiddle and change forms to make them work. I test test test now before I publish!

  • Angela Finley Hunter
    Angela Finley Hunter Community All-Star
    Fifth Anniversary Kudos 5 Grantmaking Fall 2025 Product Update Briefing Feedback bbcon 2025 Attendee Badge

    @Devan Caton
    Love that way of looking at it. Compassion is truly the key!

  • @Spring Velazquez, what a beautiful story and learning experience! Your boss showed that she was big enough to forgive and “not sweat” a learning mistake - as well as teach responsibility and stick up for her team. I always think back to my various bosses and which ones have been roles models for me. It's a rare treasure when you find that someone and you think, “That's the kind of leader I want to be.”

  • @Ashlee Eda another thing that's really helpful-create your business process so that the first thing you do (after your data is ready but before the main Import) is to create a test Import file from the ready-data with 5 records and Import that first. It's so much easier to spot mistakes with 5 records v 5,000 records (ask me how I know ?)

  • @Crystal Bruce When I first started in this field, I accidentally deleted a group of records that I thought had zero giving but in fact included a handful of our major donors! It was probably the biggest oops I have ever made on the job. Thankfully we were able to get a backup of our database and were able to enter everything back into the database but whew that was moment where I realized that I should always spot check lists before thinking my inputs were correct.

  • @Crystal Bruce without getting too much into the weeds, let's just say I re-learned my lesson to “quadruple check before deleting Constituents” recently, after being a 25+ year user of RE. Even go so far as to view them individually in database view, and note which tabs are populated, before Merging/Deleting.

  • @Crystal Bruce This isn't a major blunder, but it's a learning moment. When prepping for a mail appeal at the end of last year, I exported a query of potential constituents to include in the mailing. Then from the exported excel spreadsheet I went thru about 3,000 names one by one to fine-tune the list, remove some names, correct any capitalization, punctuation, salutations, etc. After finally getting the list all sparkly clean for the mail house, I realized I failed to include the Import ID field in the query! There must be a simple enough way to import the final mailing list back into NXT so as to track who received the appeal and update the other data in the records but I haven't found it yet. Since then, I always include the Import ID as well as the Constituent ID in every query just to be safe! ?

  • @Crystal Bruce in my first RE DBA job, my supervisor had gotten real estate records to be imported to solicit and increase our membership. I had our database assistant import the files without checking them against our existing constituents. There were MANY duplicates created, as the lists had VACATION home addresses, while we had HOME address for most. Also, many of the addresses did not receive mail, so a LOT were returned to us.

    It taught me to not rely on a computer to do work that a human could do better or more accurately, and to slow down and think through scenarios before making any big changes or investing in printing and mailing costs.

  • Carrie Powell
    Carrie Powell Community All-Star
    Kudos 5 Fifth Anniversary Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    @Crystal Bruce and everyone who's responded so far, there are indeed some great lessons here.

    I am sure I have had an oops and learning moment related to the database, but none are coming to mind (my role is more limited and I don't handle imports/exports or global updates all that often.)

    So, I'll share a lesson from my newspaper days. It was announced that George Stephanopoulos was coming to speak at an event, and I was the copy editor working on the front page (it was a small daily newspaper). I was so concerned about spelling Stephanopoulos correctly that I misspelled George (Geroge)! And no one else noticed it, either, until it was coming off the press. Oops. Lesson learned: proofread even the “easy” words!

  • @Crystal Bruce

    When I initially began working in this industry, I mistakenly erased a set of records that I believed had no contributions, but actually contained a few of our key donors! It was perhaps the most significant mistake I have ever made at work. Fortunately, we managed to retrieve a backup of our database and re-entered everything, but that was a moment when I realized that I should always double-check lists before assuming my inputs were accurate.

  • @Crystal Bruce hopefully somebody else has hit on this but having an idea of proper test values when testing imports or any other functionality. I was doing some tests on our data intake software. To test this software I needed fake data; the fake data that I generated was maliciously interpreted by a colleague. though I did not experience much fallout because I had taken the steps to notify the stake holders what I was doing, I do know that there was quite a few discussions held without me.

    string :Test

    integer : 123

    Date: 14/32/9999

    make sure your test data will properly create expected validation errors (and will be obvious when it does not; indicating a validation problem)