Documentation is critical for consistency
There are so many reasons why documenting your data management processes are so critical to long-term success, but one of the most important reasons is to ensure we process data consistently over time. This is especially true for processes that occur repeatedly but very infrequently.
For example, a client of mine publishes a print magazine three times per year, and sells advertising for all three issues. The majority of ad sales occur in the 60 days prior to publication of each issue, which means that for six months out of the year, they are processing few if any advertising orders.
Yet they need to process these orders in the same manner throughout the year, in order to accurately report on their ad sales. And so documentation that walks the staff person through how to process an advertising order is required, in order to ensure the orders are processed the same way, every time.
Over my 25 years of consulting I've found these types of scenarios (processes that occur repeatedly but very infrequently) are usually the greatest source of bad, messy, or nonexistent data.
One of the very first articles I ever wrote (published by ASAE) was about the importance of documentation (published in 2000, you can read it here). Some things never change. Documentation IS king.
![]()
Wes's Wednesday Wisdom Archives
Engagement is measured by the customer
Engagement is Measured by the Customer I’ve written a bunch about measuring engagement in the past. (Click […]
Yes, you do have a process for that
Yes, you do have a process for that When I work with clients on pretty […]
“Correct your mistakes before they become your habits”
“Correct your mistakes before they become your habits” Yet another great quote from James Clear: “Correct […]
Sometimes it’s a process issue
Sometimes it’s a process issue When I work with clients on developing a needs list […]
First ask: “How will I use this data?”
First ask: “How will I use this data?” Whether it’s during data conversion, adding a […]
“We run the report three times and get three different results.”
“We run the report three times and get three different results.” “We run the same […]
How do you know if you’re making progress?
How do you know if you’re making progress? We all want to improve our data management, […]
Don’t move too quickly OR too slowly
Don’t move too quickly OR too slowly This may sound like a big “duh!” but I’ll […]
“Your current habits are perfectly designed to deliver your current results.”
“Your current habits are perfectly designed to deliver your current results.” “Your current habits are […]
There is value in just going through the exercise
There is value in just going through the exercise I was working with a client […]
