Data IT Ops Process

How to Conduct Post-Collection Data Processes

1. Identify Data Arrival Points:

   • Be notified when new forms or questionnaires are approved and made live.

   • Know which channels (MemberSpace, HubSpot, Typeform) are used for what types of data.

2. Conduct Initial Validation and Security Checks:

   • Perform initial validation to ensure incoming data complies with the Data Dictionary.

   • Activate immediate security protocols for data integrity.

3. Import Data to Central Repository:

   • Use secure channels to import validated data into the central repository.

   • Synchronize databases to ensure real-time data availability.

4. Set Up Automation with Zapier:

   • Configure automated Zapier flows to funnel data into HubSpot or Airtable, as required.

   • Ensure that data paths are free of bottlenecks or errors.

5. Monitor Data Quality:

   • Schedule regular automated audits for data quality.

   • Set up real-time dashboards for monitoring incoming data.

   • Create automated alerts for anomalies or inconsistencies.

6. Weekly Review and Adjustments:

   • Assess the quality and integrity of newly collected data every week.

   • Make adjustments to automated flows or validation rules, as needed.

7. Prepare for Monthly Stakeholder Review:

   • Collate performance metrics and prepare reports for monthly reviews.

   • Identify points of discussion or improvement for the meeting.

8. Generate Final Reports in HubSpot:

   • Since HubSpot is the final destination for most data, prepare comprehensive reports here.

   • Ensure that reports align with the organization's objectives and are ready for dissemination.