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How Data Integration is like Shoe Shopping
Posted by: Tompkins Spann on May 12, 2008 at 4:02PM EST

Fashion is not my strength.  When it comes to shopping for clothes, especially shoes, I’m a pragmatist.  I tend to buy the shoes I can wear often and really get my money’s worth.  This does not please my fashion focused better-half.  She’s constantly urging me to splurge for the expensive and trendy shoes.  On occasion I break down, spend the big money and head home trying to imagine under what circumstances I will actually wear these fancy shoes.  I realize this is boring and I’m missing some critical DNA element that makes me cool, but I’ll get over it :).

 

Each time I visit my closet those expensive shoes (still in their box) stare up at me, reminding me how expensive they were and cause me to think about all of the other ways those funds could have been spent.

 

Recently I read the excellent blog post from my colleague Taylor about keeping your email house file clean and this is what started me thinking about shoes and data integration. 

 

You see, for organizations, it’s literally impossible for all data to come from a single source, or be stored in a single repository that can support the creative and strategic ideas they have to engage supporters and constituents.  Ergo the need for data integration, in some form or fashion is always necessary.  But “total” integration is not only incredibly difficult, expensive and resource consuming - and almost always unnecessary.  A better approach is to consider replicating your shoe buying habits.  Determine which data sets are most valuable and will best support your priority strategic goals and spend your integration resources on developing the most efficient synchronization of these data sets in a deliberate order.  In other words… be an integration pragmatist, don’t try and achieve 100% replication between systems, think about which pieces of data are most valuable and focus there first.  Start with the most obvious constituent profile fields like name, email, address, etc. and then expand to transactional data, interest values, group membership, etc.  If you prioritize the data that will be used the most, you’ll never have that wretched feeling of buyer’s remorse.

 

Hey techies, the next time a boss from your organization requests the integration of two data sources, ask the following questions:

  • Specifically how are you going to use the combined data?
  • Will this integration increase our results?  How?
  • To achieve these results, will you need recurring synchronization or would a one-time or infrequent sync suffice?
  • Once combined, do you have the tools you need to segment this data or will you be needing my help with that as well?

 

Understand, I’m not advocating data silos and a closet full of dirty old slippers, quite the contrary, in order to succeed in multi-channel (online, direct mail, etc.) marketing, integration is imperative.  But just as with my shoe shopping, there is a cost and we must always rationalize our investments with sound reasoning based on the results we expect to achieve.

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(2) Comments
Posted by: Mitch Alonzo on May 13, 2008 10:07PM EST
I wonder if you've been sniffing some bad foot odor or perhaps your shopping habits have clouded your judgment.



A single source of data with which to operate from is totally necessary and not only makes good business sense it's common sense or silos of data is what you end up with - no matter the integration process.


The one thing I have experienced with integration is it always breaks or needs modifications. And what happens when the various platforms experience upgrades? Version differences or restructuring invariably means modified integration, testing, process changes


And while you're pondering that from a technical level, let's look at the basic engagement level. How do development officers get a holistic picture of the activities of a potential donor if they don't know ALL the activities or how engaged the contact really is?


Knowing that we have multi-channels of connecting with members is the reality of this online world we live in. It's critical that from the 5,000 foot level we have a total view of that record and all at once.


I want to know if they volunteered and where, if they did a tree planting or have a soft spot for oysters or cows. Wouldn't you want to know how many times they visit a certain section of the site or if they are registering for events or looking at the calendar? What about reaching out to others in a social network or team, or commenting on a blog?

Having that all come down into a single source of data that I can visually see or generate reports is key to continuing the level of engagement that keeps a member . . . . a member.


And you must know there are systems out there that have a single data source and aren't that terribly expensive. It's the cost of doing business - by the time you add up integration costs, potential reprogramming and lost productivity if an integration is missed or not accurate an ROI can easily be made to warrant an all complete system, of course depending on the size of the organization.


I'm not advocating smaller NPO's can afford any of this, even Convio tends to be pricey especially when you add in integration and programming costs because your system is not a single source of data for most NPO's.


Unnecessary? Give me a break. You may want to invest in some sandals, I think you need to air out some brain cells dude.


Posted by: Tompkins Spann on May 22, 2008 1:56PM EST
Hey Mitch - you paint a rosy picture when you say "A single source of data with which to operate from is totally necessary and not only makes good business sense it's common sense...", and yet no organization, no company, no individual operates from a "single source". Let's be real here.

We each utilize multiple sources of data in our work on a daily basis and although a minority of folks like yourself think it's possible to have it all centrally stored, the majority of us understand that our web site, our social media presence(s), our CRM, our individual and bulk email services, our staff institutional knowledge, our archived direct mail campaigns, project specific spreadsheets and online donations from third-party sources are not likely to be 100% captured in our database of record, the "single source" you describe.

Which is why I stand by my assertion that when an organization is seeking to leverage the data from these sources - be a pragmatist and focus on capturing the key data elements which will best serve future initiatives. When organizations insist on every single byte of data be captured in to one source, they are forced to make trade-offs in functionality and ultimately results, enslaving their strategic campaigns to the boundaries of their "single source" and losing significant opportunities to extend their reach and further their mission.

So while I may have lost a few brain cells in college from sleeping with my stinky birkenstocks, I would never suggest a nonprofit place limits on their mission because of a technology decision. That's bad judgement.

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