What does the phrase data driven?
All too often, municipalities are trying to do more with less. CRM System Software solutions, like those BMSI offers, help streamline the process of collecting and aggregating data.
To function efficiently, they must know how to use the information available to them to make better decisions. While it’s okay to follow your instinct, most of your organization’s decisions should have their base in metrics, facts, or figures related to its aims, goals, and initiatives.
Use what tools and information you have readily available to make better decisions today. In order to make the kinds of decisions that save your community time and money, consider the following points:
Define Your Objective
What problems are you looking to solve? What do you want to learn?
At first, identify the questions you need answered to inform your strategy. From there you can streamline the data collection process and avoid wasting precious resources.
Don’t mix all the data together just to see what you’ll find.
Before you expend significant effort connecting data, make sure that there’s a clear statement of purpose and that there is a consensus from the people who understand that data.
Identify And Review Your Data Sources
Connecting data starts with understanding what’s there and how it’s stored. One of your keys to success is working with those familiar with the CRM system software and understanding the data. They are an invaluable resource in understanding how the data is tracked and organized.
Make sure the data is relevant to your outlined mission.
Not all systems are built to track information in a way that is suited to help your mission. So the challenge is finding commonality. Create a query on your own and experience how data is stored for reporting.
Different data sets usually have different transaction formats, reference codes, and even inconsistent codes meant to represent the same information.
Not all data sources have the same level of quality. Data may be entered in different formats (e.g., “W Main” versus “W. Main” versus “West Main”).
It’s possible you may not find common reference points. This is why you define your objective and review the data prior to spending the effort on building anything.
You may learn that there is a better way to track data. With a focused effort to track quality data, standardizing code structures across systems, or incorporating new data fields, you can still meet your defined objective when enough data has been captured.
Analyze and verify the results
Verify the data before sharing it publicly. Once the data is “out there,” it is difficult to retract.
Of course, if you happen to find some surprising results, it may be a good time to review the data. Keep in mind that data analysis can be abused, manipulated, and even incorrect. The goal is to encourage the informed use of accurate information.
Once you have reviewed and verified the data, focus on the presentation. How can you present it in a meaningful way to your administration or, more importantly, your constituents? Digging for and gleaning insights is nice but supporting your discoveries with your message is better.
By collecting data, extracting patterns, and utilizing those to make inferences you will begin to influence your decision-making.
Following these steps will put you on the right track to help your organization capture clean information, streamline daily processes and use data to make a positive impact.
See how BMSI’s powerful all-in-one CRM software solution can help you make impactful data decisions by scheduling a demo today.