This document discusses the importance of good data management for project management and success. It outlines several solutions provided by Administrate to help define, mine, and maintain customer data including import tools, custom fields, automated messaging, reporting, deduplication tools, API updates, and professional services support. The goals are to help clients get organized, save time and money, increase bookings, and have their data work for them through connected, accurate, and automated systems.

1. Defining, Mining, and
Maintaining Your Data
LITE 2017
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2. Background: Josh Amidon
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Project Management heavily reliant upon good data:
1. Wildfire Risk Management
2. Administrate: Professional Services Team
• Implementation Focus
Not a Database Engineer or Administrator!

3. Background: Implementation Team
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Training and setup to efficiently get you off the ground!
1. Guide your data import process
• Accounts, contacts, courses, events
2. Create automated communications
• Registration welcome, LMS access, marketing mail-outs
3. Create reports for refinement and growth
Your success is reliant upon your data!

4. Client Conversion Goals
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Goals identified by new clients during sales and
implementation:
• Getting More Organized
• Saving Money
• Saving Time
• Increasing Course Bookings
“Get all my data in one place!”

5. Story 1: Data as a Detriment
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“My data is all over the place”
Common Problems:
1. Data DISCONNECTION
• Access, Excel, SalesForce
2. Data DUPLICATION
• Amidon Ltd., Amidon Industries
3. Data INNACURACY
• See above
4. Data PROCESS
• Significant manual processing
Impacts:
1. Wasted Time
2. Wasted Money
3. Inaccuracy
4. Missed Opportunities
5. Negative Impression
6. Frustration

6. Story 2: Data as an Asset
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“My data is working for me”
Preferred Solutions:
1. Connected system
• Single platform “house”
2. Automated management support
• Decreased exposure
3. Automated service support
• Triggered outputs at the right time
4. Easy to integrate
• Preferred external interactions
Impact:
1. Saved Time
2. Saved Money
3. Accurate, reliable data
4. Gained Opportunities
5. Client Impression
6. Satisfaction; peace of mind

7. Solution #1: Import Tool
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Import accounts, contacts,
courses, events
Features:
• Step-by-step instruction
• Duplicate/potential conflict identification
• Error resolution outputs
• Import reversion
Implementation Team supported

8. Solution #2: Custom Field Creation to Define Your Data
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9. Solution #3: Insert Merge Fields to Automate Messaging
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10. Solution #4: Create Custom Reporting to Mine Your Data
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11. Solution #5: Merge Tool
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• Duplicate contact record finder
• Side-by-side field comparison
• One click resolution

12. Solution #6: API Bulk Update
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We can support a mass update solution:
1. Report-based duplication discovery
2. Rest API update via a scripted solution
• Example: Mobile phone country code update across
all contacts for SMS messaging

13. Solution #7: Professional Services Support
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Turn the task over to an experienced team:
• Training
• Analysis
• Cleanup
• Import

14. Conclusion
• Define and adhere to better data management strategies
• Mine your solid base of data for business growth
• Maintain your data for ongoing success and piece of mind
Next Steps:
• NEW: request a 1-2-1 session
• CURRENT: visit the control panel and click “Potential Contact Duplicates”
• Attend the Professional Services Workshop (here at 4:20 today)
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