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The
digi tal
Data
qu ality
Pla aybook
The
digi tal
Data
qu ality
Pla aybook
The digital Data quality playbook
Ten Steps to Data Quality Nirvana
There is a big difference between having data and having correct data.
But collecting correct, compliant digital data is a journey, not a destination.
Here are ten steps to get you to data quality nirvana.
1
Ditch the
Data Janitor
is to assign ownership to data quality. A data quality
owner should have the right background and authority to
THE FIRST STEP
towards data quality
N I R V A N A
INFLUENCE ORGANIZATIONAL PRACTICES
AND BELIEFS
Strong Technical
Background
Competency with the technology and
familiarity with the platforms each
digital property is built upon is a must.
Seniority
A person with context, influence, and
trust improves the odds you’ll have a
better marketing technology ROI.
Data Orientation
A data-oriented steward understands
the effects of breakage, knows where
to look for problems, and will choose
effective corrective actions.
Understand Business
Value of Data
Understand and create dialogue
about the requirements, purposes,
and methods of data collection.
Define Governance for
Data Quality
2
Data collection and governance best practices revolve
around three key processes:
Tag auditing solutions are designed to improve accuracy and mitigate
the challenges associated with tag-sourced data. Tag Management
Systems are a step in the right direction, but they do not reduce the
need for Quality Assurance processes.
New Tags
Create clear, consistent business
process for adding data collection. Integrate
with development and content deployment cycles.
Verify Tags
Confirm variables are properly populating and code functions
as expected under all conditions. Ensure data collection is
consistent as possible across browsers, devices, geographies,
and does not hurt the user experience.
Conduct Audits
Deploy a process to confirm that tag deployments are
maintained over time. Websites have enough moving parts
and enough people touching code that tagging
problems are common and frequent.
Deploy a Data Quality
Assurance Platform
3
Data Quality Matters
Web Analytics, Advertising, Testing
tools, DMPs and TMSes are only as
good as the data they process. Data
Quality Assurance confirms that
the source of this data – the tags on
your website, in your video, and in
your apps – are deployed correctly
and completely.
Measure and Improve
Data Quality
Compared to the cost of traditional
Quality Assurance processes and
the risk associated with bad digital
data, can’t afford to not deploy Data
Quality Assurance.
Improve ROI in All Digital
Consistently complete, correct, and
compliant data improves the ROI of
your entire digital marketing
technology stack.
M
ore than
sim
ple tag
scans, Data
Quality Assurance offers solution-
specific data confirm
ation,
com
plex tag
verification, and
proactive alerting
for all
digital m
arketing
channels
and
content types.
Whatisit?
Audit Data Collection
Regularly
4
Monthly complete scans confirm data
collection is occurring as planned and
create lists to repair the problem
quickly.
Regular site audits promote high
quality data pollution by providing
validation and documentation
necessary to steer clear of tagging
problems.
Weekly “difference” scans
detect what has changed
Many websites change on a
continuous basis. Your tagging
should keep up with the change, and
this means that you should be
testing early and often.
For highly effective difference scans,
only audit at pages that have
changed. Simply feed ObservePoint
a list of changed URLs to confirm
they are tagged properly.
Launching scheduled
site audits ensures that
verification and validation
of your data collection
environment becomes
part of your organization’s
digital DNA. Start with
weekly and monthly scans.
Monthly “full” scans
validate baseline data quality
Audit Data Collection
Once, Twice, Three
Times
5
“We have 40 or 50 developers dedicated to the website and we roll code twice a week. [Before
ObservePoint], we didn’t have an easy process to validate page tagging on such a frequent basis.
I needed to hand check new or altered pages with each roll-out, which could easily lead to missed
errors in the tags.”
—Tim Munsell, lead Web Analyst at DaveRamsey.com
1
2
3
Test frequently during the development process — Audit multiple times during any
large-scale deployment effort. This instills resources throughout your company with
data collection best practices. Share the results with developers and project managers
when appropriate.
Test often during quality assurance and testing phases — Closely monitor the data
being passed to your analytical systems after your development project has passed
into your QA environment.
Test immediately following deployment to confirm data is being collected as
planned — Confirm data collection has successfully migrated from the development
and staging environments to the production environment. When problems are
identified in this phase, act quickly to correct them. Assign resources to post-
deployment efforts tasked with ensuring data collection is correct.
A threefold auditing strategy is prescribed for all new content
The Pay-off
The deployment process is not considered complete until all aspects of the code
are deemed functional in a production environment including data collection
code. Commitment to data accuracy and utility within the broader enterprise
means asterisks next to numbers are seldom seen.
w
ebsite content is constantly added, changed, and retired, and this creates
tracking challenges. Data Quality Assurance helps you manage for these
changes will still being productive with your other duties.
Set Proactive
Alerts
6
What is a proactive alerting system?
Proactive alerting is a continuous background testing process that verifies the
deployment and function of tags. And when a test fails, you’re notified immediately.
ObservePoint Data Quality Assurance verifies the functionality of tags by executing
javascript on the web site. This is vital because tagging scripts can still exist on a
page but either execute incorrectly or fail to execute altogether.
Breakage of web measurement code is harmful to business processes
and early detection is challenging. Problems can go unseen until the
forest fire is raging unless you’ve configured a proactive
alerting system. Proactive alerting helps you
detect tagging errors before they
become data disasters.
Proactive, Powerful and Practical
When tagging on any page fails or is out
of compliance with the test criteria,
ObservePoint sends alerts.
End Result
With proactive alerts, ObservePoint
becomes a key part of measuring and
improving data quality.
The Data Quality
Management Process
7
Analyzing audit and simulation data is where you will make data quality
improvement recommendations, and confirm changes. There are two modes in
the data quality assurance process.
Agile Mode
In agile mode, you’re cleaning up tagging issues
that have already happened. It’s a necessary task,
but you’ll see immediate benefits. Your Data Quality
Assurance platform helps you get faster, more
accurate results so you can take effective corrective
action.
Proactive Mode
In proactive mode, you’re preventing future tagging
issues. This happens through regularly scheduled
audits and simulations in established core content
areas, ad-hoc audits in beta environments, and
simulations in coordination with campaigns.
Recognize Triggers
The first step to improving data quality is
recognizing the signs of poor data before anyone
else does. These triggers are your signal to perform
quality assurance. Triggers come in two types:
external and internal.
External triggers are things you don’t have control or
insight into, but nevertheless impact digital data. For
example, website code updates, a question about
data quality from a coworker, or a breach. Agility in
responding to external triggers is key to maintaining
data quality.
Internal triggers are places where you have control
and insight, like the deployment of new tags or
planned launch of new web content. Internal
triggers allow you to be proactive and build in
baseline quality assurance processes.
Target the Right Content
You must focus your QA efforts on the right content.
Knowing the priorities of your business and how
those are mapped to your measurement is vital.
Identifying whether you are acting based on an
internal or external trigger helps you focus your
efforts and configure your tools to get the most
value with the least work.
Make Impactful Recommendations
After audit results are generated, you must ana-
lyze the data. This might mean regression testing,
in-context QA or going back to documentation.
Your job is to communicate clearly and efficiently to
stakeholders what needs to be repaired.
Ideally, you will combine proactive and agile
methods of data quality assurance. Where you have
control and a steady baseline, regularly scheduled
audits detect anomalies that can creep in. This
leaves you overhead to deal with external triggers.
ObservePoint Data Quality Management makes
all of this faster and more accurate than any other
solution.
Confirm Complex
Integrations
8
DIGITAL MARKETERS
have become accustomed to
complex, dynamic technology integrations
that create data in specific ways based on visitor behavior.
Testing the proper functionality of this tooling has historically been a
LABORIOUS PROCESS
requiring specialized browser-based tools, careful interpretation of raw data, and
manual logging in purpose-built excel files.
Advantages of DQA
OBSERVEPOINT DATA QUALITY ASSURANCE
the most complicated
validation processes become automatic.
Verification of complex integrations becomes a
MACHINE-DRIVEN
background process.
With
Leverage
Audits
for
Documentation
9
Ideally, you’d have a quarterly review of
your Solution Design Document, and revise it
regularly to maintain an accurate reflection
of which data is being collected.
Back in the real world
Although a great deal of time is spent developing thorough documents about
data collection and technology integrations, many of these documents are never
revised. Meanwhile online properties change rapidly and often. As a result, when
someone has a valid question about why or how data is being collected there is
little real, reliable documentation available.
Leverage Audits for Documentation
ObservePoint Data Quality Assurance generates documentation about the current state of digital
integrations. According to Tim Munsell, lead Web Analyst at DaveRamsey.com, “The report we
get from ObservePoint is a more useful and accurate reflection of our implementation than our
original documentation. We are able to export our audit to Excel and essentially work backwards,
making sure that the data collected on each page on our site matches our
business requirements.”
An audit report is a true-to-life assessment of what tags are actually doing on your site. Data
exports from ObservePoint can be packaged for a variety of users to address specific needs faster
than an SDR can be generated or updated.
Prevent Data Leakage
10
2
3
4
5
1
Consider these five scenarios:
An employee leaves the company
to work for a direct competitor
but maintains access to traffic
and revenue data through
unknown deployment of
analytical tools.
An agency deploys tools with
questionable PII collection and
handling practices.
A TMS is deployed in an effort to
consolidate the chain of
authority for controlling site tags,
but others circumvent this
process and deploy tags outside
of the TMS to meet their own
needs.
A third-party vendor deploys
tracking that sells data to other
third parties, potentially exposing
your data to direct competitors.
A policy bans particular
technologies on all sites, yet
these tags continue to appear.
Deploying data collection systems
without a clear plan for maintaining
accuracy, validity, and security of
data collected is undoubtedly a poor
practice. ObservePoint Data Quality
Assurance detects hundreds of
technologies, many of which you
may be unaware of. With this data,
you can reduce the risks of data
leakage.
Conclusion
Digital data is a treasure trove of information for business online. But effectively
leveraging this data requires it to be complete, accurate, and truly reflective of
visitor behavior online. ObservePoint Data Quality Assurance is the only
enterprise-class platform that empowers your team to be proactive
and agile about tagging QA.
1-855-truth now
observepoint.com
We’ll see you there.
observepoint.com

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OberservePoint - The Digital Data Quality Playbook

  • 1. The digi tal Data qu ality Pla aybook The digi tal Data qu ality Pla aybook
  • 2.
  • 3. The digital Data quality playbook Ten Steps to Data Quality Nirvana There is a big difference between having data and having correct data. But collecting correct, compliant digital data is a journey, not a destination. Here are ten steps to get you to data quality nirvana.
  • 5. is to assign ownership to data quality. A data quality owner should have the right background and authority to THE FIRST STEP towards data quality N I R V A N A INFLUENCE ORGANIZATIONAL PRACTICES AND BELIEFS Strong Technical Background Competency with the technology and familiarity with the platforms each digital property is built upon is a must. Seniority A person with context, influence, and trust improves the odds you’ll have a better marketing technology ROI. Data Orientation A data-oriented steward understands the effects of breakage, knows where to look for problems, and will choose effective corrective actions. Understand Business Value of Data Understand and create dialogue about the requirements, purposes, and methods of data collection.
  • 7. Data collection and governance best practices revolve around three key processes: Tag auditing solutions are designed to improve accuracy and mitigate the challenges associated with tag-sourced data. Tag Management Systems are a step in the right direction, but they do not reduce the need for Quality Assurance processes. New Tags Create clear, consistent business process for adding data collection. Integrate with development and content deployment cycles. Verify Tags Confirm variables are properly populating and code functions as expected under all conditions. Ensure data collection is consistent as possible across browsers, devices, geographies, and does not hurt the user experience. Conduct Audits Deploy a process to confirm that tag deployments are maintained over time. Websites have enough moving parts and enough people touching code that tagging problems are common and frequent.
  • 8. Deploy a Data Quality Assurance Platform 3
  • 9. Data Quality Matters Web Analytics, Advertising, Testing tools, DMPs and TMSes are only as good as the data they process. Data Quality Assurance confirms that the source of this data – the tags on your website, in your video, and in your apps – are deployed correctly and completely. Measure and Improve Data Quality Compared to the cost of traditional Quality Assurance processes and the risk associated with bad digital data, can’t afford to not deploy Data Quality Assurance. Improve ROI in All Digital Consistently complete, correct, and compliant data improves the ROI of your entire digital marketing technology stack. M ore than sim ple tag scans, Data Quality Assurance offers solution- specific data confirm ation, com plex tag verification, and proactive alerting for all digital m arketing channels and content types. Whatisit?
  • 11. Monthly complete scans confirm data collection is occurring as planned and create lists to repair the problem quickly. Regular site audits promote high quality data pollution by providing validation and documentation necessary to steer clear of tagging problems. Weekly “difference” scans detect what has changed Many websites change on a continuous basis. Your tagging should keep up with the change, and this means that you should be testing early and often. For highly effective difference scans, only audit at pages that have changed. Simply feed ObservePoint a list of changed URLs to confirm they are tagged properly. Launching scheduled site audits ensures that verification and validation of your data collection environment becomes part of your organization’s digital DNA. Start with weekly and monthly scans. Monthly “full” scans validate baseline data quality
  • 12. Audit Data Collection Once, Twice, Three Times 5
  • 13. “We have 40 or 50 developers dedicated to the website and we roll code twice a week. [Before ObservePoint], we didn’t have an easy process to validate page tagging on such a frequent basis. I needed to hand check new or altered pages with each roll-out, which could easily lead to missed errors in the tags.” —Tim Munsell, lead Web Analyst at DaveRamsey.com 1 2 3 Test frequently during the development process — Audit multiple times during any large-scale deployment effort. This instills resources throughout your company with data collection best practices. Share the results with developers and project managers when appropriate. Test often during quality assurance and testing phases — Closely monitor the data being passed to your analytical systems after your development project has passed into your QA environment. Test immediately following deployment to confirm data is being collected as planned — Confirm data collection has successfully migrated from the development and staging environments to the production environment. When problems are identified in this phase, act quickly to correct them. Assign resources to post- deployment efforts tasked with ensuring data collection is correct. A threefold auditing strategy is prescribed for all new content The Pay-off The deployment process is not considered complete until all aspects of the code are deemed functional in a production environment including data collection code. Commitment to data accuracy and utility within the broader enterprise means asterisks next to numbers are seldom seen. w ebsite content is constantly added, changed, and retired, and this creates tracking challenges. Data Quality Assurance helps you manage for these changes will still being productive with your other duties.
  • 15. What is a proactive alerting system? Proactive alerting is a continuous background testing process that verifies the deployment and function of tags. And when a test fails, you’re notified immediately. ObservePoint Data Quality Assurance verifies the functionality of tags by executing javascript on the web site. This is vital because tagging scripts can still exist on a page but either execute incorrectly or fail to execute altogether. Breakage of web measurement code is harmful to business processes and early detection is challenging. Problems can go unseen until the forest fire is raging unless you’ve configured a proactive alerting system. Proactive alerting helps you detect tagging errors before they become data disasters. Proactive, Powerful and Practical When tagging on any page fails or is out of compliance with the test criteria, ObservePoint sends alerts. End Result With proactive alerts, ObservePoint becomes a key part of measuring and improving data quality.
  • 17. Analyzing audit and simulation data is where you will make data quality improvement recommendations, and confirm changes. There are two modes in the data quality assurance process. Agile Mode In agile mode, you’re cleaning up tagging issues that have already happened. It’s a necessary task, but you’ll see immediate benefits. Your Data Quality Assurance platform helps you get faster, more accurate results so you can take effective corrective action. Proactive Mode In proactive mode, you’re preventing future tagging issues. This happens through regularly scheduled audits and simulations in established core content areas, ad-hoc audits in beta environments, and simulations in coordination with campaigns. Recognize Triggers The first step to improving data quality is recognizing the signs of poor data before anyone else does. These triggers are your signal to perform quality assurance. Triggers come in two types: external and internal. External triggers are things you don’t have control or insight into, but nevertheless impact digital data. For example, website code updates, a question about data quality from a coworker, or a breach. Agility in responding to external triggers is key to maintaining data quality. Internal triggers are places where you have control and insight, like the deployment of new tags or planned launch of new web content. Internal triggers allow you to be proactive and build in baseline quality assurance processes. Target the Right Content You must focus your QA efforts on the right content. Knowing the priorities of your business and how those are mapped to your measurement is vital. Identifying whether you are acting based on an internal or external trigger helps you focus your efforts and configure your tools to get the most value with the least work. Make Impactful Recommendations After audit results are generated, you must ana- lyze the data. This might mean regression testing, in-context QA or going back to documentation. Your job is to communicate clearly and efficiently to stakeholders what needs to be repaired. Ideally, you will combine proactive and agile methods of data quality assurance. Where you have control and a steady baseline, regularly scheduled audits detect anomalies that can creep in. This leaves you overhead to deal with external triggers. ObservePoint Data Quality Management makes all of this faster and more accurate than any other solution.
  • 19. DIGITAL MARKETERS have become accustomed to complex, dynamic technology integrations that create data in specific ways based on visitor behavior. Testing the proper functionality of this tooling has historically been a LABORIOUS PROCESS requiring specialized browser-based tools, careful interpretation of raw data, and manual logging in purpose-built excel files. Advantages of DQA OBSERVEPOINT DATA QUALITY ASSURANCE the most complicated validation processes become automatic. Verification of complex integrations becomes a MACHINE-DRIVEN background process. With
  • 21. Ideally, you’d have a quarterly review of your Solution Design Document, and revise it regularly to maintain an accurate reflection of which data is being collected. Back in the real world Although a great deal of time is spent developing thorough documents about data collection and technology integrations, many of these documents are never revised. Meanwhile online properties change rapidly and often. As a result, when someone has a valid question about why or how data is being collected there is little real, reliable documentation available. Leverage Audits for Documentation ObservePoint Data Quality Assurance generates documentation about the current state of digital integrations. According to Tim Munsell, lead Web Analyst at DaveRamsey.com, “The report we get from ObservePoint is a more useful and accurate reflection of our implementation than our original documentation. We are able to export our audit to Excel and essentially work backwards, making sure that the data collected on each page on our site matches our business requirements.” An audit report is a true-to-life assessment of what tags are actually doing on your site. Data exports from ObservePoint can be packaged for a variety of users to address specific needs faster than an SDR can be generated or updated.
  • 23. 2 3 4 5 1 Consider these five scenarios: An employee leaves the company to work for a direct competitor but maintains access to traffic and revenue data through unknown deployment of analytical tools. An agency deploys tools with questionable PII collection and handling practices. A TMS is deployed in an effort to consolidate the chain of authority for controlling site tags, but others circumvent this process and deploy tags outside of the TMS to meet their own needs. A third-party vendor deploys tracking that sells data to other third parties, potentially exposing your data to direct competitors. A policy bans particular technologies on all sites, yet these tags continue to appear. Deploying data collection systems without a clear plan for maintaining accuracy, validity, and security of data collected is undoubtedly a poor practice. ObservePoint Data Quality Assurance detects hundreds of technologies, many of which you may be unaware of. With this data, you can reduce the risks of data leakage.
  • 24. Conclusion Digital data is a treasure trove of information for business online. But effectively leveraging this data requires it to be complete, accurate, and truly reflective of visitor behavior online. ObservePoint Data Quality Assurance is the only enterprise-class platform that empowers your team to be proactive and agile about tagging QA.
  • 27.