Data IT Ops Process
How to Conduct Post-Collection Data Processes
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.
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.
Import Data to Central Repository:
Use secure channels to import validated data into the central repository.
Synchronize databases to ensure real-time data availability.
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.
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.
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.
Prepare for Monthly Stakeholder Review:
Collate performance metrics and prepare reports for monthly reviews.
Identify points of discussion or improvement for the meeting.
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.
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