Data Quality Tag Archive

Integrate Your Instance of Salesforce with Andar/360

Do you use Salesforce for your day-to-day resource development activities and Andar/360 for your back-office processing and as a system-of-record?

Maximize efficiency by synchronizing your data between the two systems in real-time with our Salesforce Integration module. With the module, any accounts already in your Salesforce instance will be imported and matched with your Andar platform. Likewise, any Andar accounts will be pushed to Salesforce.

Request a demo today.

Read more about Salesforce Integration. 

DMO Enhancements

Data Mining Operations (DMO) is the ad hoc reporting tool in Andar/360. Data Mining is part of the core Andar product. Use a DMO to identify trends, donor churn, pull mailing lists and much more.

Check out what is new with data mining in 2018.02.

User Defined Fields

Where can you create your own user defined fields? Lots of places!

Accounts: You can find user defined fields under the General Tab of your accounts. Table #200 defines the type of fields. These include numbers, text, URL, date/time, selection boxes, etc. You can use data mining to select accounts based on these values or mass-import values using Andar Connector.  User defined fields can also be used as plan task triggers to direct your workflows.

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Employment Relationships: You can customize User Defined fields on the employee/employer relationships specific to the employer. Each company can have their own user defined fields with specific sets of values. These fields can be used to customize your volunteering and giving web pages and the employer e-Pledge reports can include these user defined fields so your ECCs can slice and dice data using their fields. These fields can be data mined and mass imported using Andar Connector.

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Transactions: There are 10 User Defined field on each transaction. You can decide how you use them. They can be used as custom entry fields on e-Pledge or used to store data through JavaScript. They can be data mined and mass imported using Andar Connector.

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Best Practice Round Table Idea Submission

We want to give you a chance to provide feedback & suggest topics for the upcoming best practice webinar. There will be no cost for attending. We will announce the date and topic next week.

Please complete our short survey to provide your ideas...

Data is the New Currency - Part 4

Over the past weeks, we have asked questions about your data. This week, let's dig into the final question ...
"Why do you collect the data you are storing?"

How does knowing this data benefit you? How does it grow your campaign, your organization's impact, and community support? The information you collect and store on those you know, want to know and those you serve is one of the most important assets your organization has if you know how to use it properly. Organizations need to have a strategic plan and look to grow each specific data point to make them as effective as possible.

This plan should be documented so that each database user understands its importance.

Click here for a sample list of key data points...

Click for a sample template to document what, how, and WHY key data points are stored...

Previous parts: Part 1, Part 2, Part 3

Intro to Data Mining

Do you know how a DMO works? Check out this video: https://www.andarsoftware.com/Help/TrainingVideos/DMO1.wrf

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Data is the New Currency - Part 3

A few weeks ago we asked three questions about your data. This week let's dig into the second question..."How do you store the data you are collecting on accounts?"

If you think about it, you as an organization are likely to have many ways to store the information you collect on those you know or what to know the most... event though some items are as simple as email address, phone number, or gender you and all staff must know where and how they are stored.

You need to have a documented list of these data items and each database user should understand.

Again, your answer must be simple and concise. Having a documented storage will enhance data quality and universal collection of the information.

Click here for a sample list of key data points...

Click for a sample template to document what and how key data points are stored...

Data Crisis

Your data is your most valuable asset. Every once in a while we get asked to help restore a customer’s database following a server failure. We frequently discover that the backup the customer was running every day was not working correctly. In one case, the backup drive was corrupted and we had to go back to a backup nearly a year old to restore the data. The customer lost a year’s worth of transactions which had to be re-entered and all those relationship notes were gone!

Don’t get caught when disaster strikes. Let us check your backup. For a small fee, we can take your most recent backup and try to restore it. This will ensure that you are in fact backing up your data correctly. Contact us to learn more. (Sales@AndarSoftware.com)