Data cleansing can be compared to cleaning your house. You should be cleaning your dishes daily, washing floors weekly, doing spring cleaning once or twice a year and doing a major cleaning when you move to a new house. But what about cleaning your database? You can use the same approach:

Daily: Establishing data governance rules and building processes and workflows to run on daily basis will ensure some data integrity. These data cleansing processes can include:

  • Stopping duplicates from entering the system.
  • Normalizing/Standardizing fields based on look-up tables or “contains” rules.
  • Ensuring drop-downs are available on forms.
  • Establishing mandatory fields for your reps to fill in.
  • Other data tools to keep your system clean on a daily basis.

Weekly: Monitoring your data quality by creating a data quality dashboard. Here you can see if you need to clean a list that was just uploaded, a sales rep has inputted records with missing data or you have a high level of unsubscribed from your latest deployed list.

Yearly: On a yearly basis, it is a good idea to conduct a data audit to identify if data cleaning is in order. Data cleaning can include:

  • De-duping Data
  • Normalizing fields that failed despite having good data govenance
  • Validating/verifying key data
  • Appending missing data
  • Establishing key processes and hierarchies with new business needs such as new territory planning contact redistribution.

Migrating to a New System:  Finally, just like when you are moving houses you may choose to move to a new system. In this case, data cleaning is definitely required.

If you are looking for to clean your data, you can hire professionals. StrategicDB is a full service data cleansing provider. You can get a free data audit to determine what data cleaning you require if any!