Data Services
Any CRM is only as good as the data contained within. Data needs to be secure, monitored, maintained, managed, aggregated and reported in an appropriate format to get the most from it and ensure you can use it to inform service delivery, policy and strategy. We offer a range of Data Services to support this.
Save time
When your data is recorded consistently in one place, it’s easy to find the information you need.
Increase impact
Spend more time delivering and developing services and less time on administration.
Stay secure
Your data is stored securely, with the ability to apply permission levels to users and teams and track any changes.
Why do we offer Data Services?
When everything from service delivery, to funding, compliance, performance monitoring, impact measurement, strategy, policy and staffing needs are driven by data, and everyone in the organisation has a role to play in storing it, using it and keeping it secure, it is important to ensure it is accurate and well maintained.
It also needs to be useable, and support the work of the different teams within your organisation, whether service delivery, fundraising, management or your board.
Accurate and relevant recording of and reporting on your Salesforce data is essential for every Non-profit. As well as helping ensure the organisation and its constituent teams are on track to meet their goals, it contributes to correct data management, forward planning, trend identification, impact measurement, funding applications, governance reporting, compliance reporting, team and individual performance management and more.
The challenges
There are multiple challenges that face the reliability of an organisation’s data:
- Staff come and go from the organisation - knowledge is lost, training may be intermittent, data may not be collected and maintained in the same way.
- Data recording and reporting needs may change as funder and regulatory needs change and evolve. Your CRM needs to adapt to this.
- Processes and procedures change over time – if the CRM doesn’t reflect this, it can lead to staff frustration and creating spreadsheets etc. to support their work.
- As programmes and service areas evolve and grow, new systems and tools might be adopted and data can become dispersed and need to be aggregated and consolidated for ease of reporting and decision making.
- As a data set grows, and is added to by multiple people over time, mistakes will occur, consistency of formatting can be lost. This can have a major impact on the effectiveness of the data when you come to use it whether for mailings, reporting or segmentation of records.
The solution
Enclude Data Services are on hand to support you in making sure your data remains clean, correct and secure. Some services can be carried out within your Membership Services package; all are available as stand-alone or additional services.
- System Health Check - helps you spot both actual and potential problems in your Salesforce system settings and standards. It is a process of evaluating the security, performance and scalability of your Salesforce org that reduces the risk of data loss or breaches. It involves checking various aspects of your Salesforce instance, such as security settings and policies, customisations and configurations. Frequent running of a System Health Check allows you to ensure that your system and data are being managed in the best possible way.
- Data Audit – our team will use a range of tools to review the contents of your Salesforce data fields looking for missing data, incorrect / non-standard formatting and duplicates. In addition, they’ll review the range and type of data you’re capturing and what fields are being used, not being used, which may be obsolete etc.
- Reports & Dashboards Review - We'll review your current reporting and dashboards - whether in or out of Salesforce - looking at elements such as where the data is coming from, is the data complete / reliable / consistent, what are your activities, how do you measure them, how do you measure performance vs target, is the data relevant, how the data is presented and more.
- Data Visualisation – Reports and dashboards in Salesforce are great but where more complex data is involved and reporting required, we’ve worked with several clients to integrate technology such as Tableau to provide impactful data visualisations to support their reporting and funding applications.
- Data Back-Up and Archive - Data backup and archive in Salesforce is essential for data recovery, legal compliance, data analysis, storage cost efficiency, and data security and governance. We will help you make sure that your system is aligned with your data policies.
- Consultation on Data Governance and GDPR – We will look at your data journey, helping you to review whether you’re meeting your data obligations at each stage. GDPR has been in place for a while now and the Data Protection Commission is starting to review cases of breach. It's really important that your organisation understands its obligations and is meeting them.
The outcome
You’ll be confident in the reliability and security of your data. Better reports and streamlined processes will increase staff engagement, helping them spend less time on administration and more time focusing on service delivery.
You’ll be able to create better and more impactful funding applications, using data, outcomes and impacts that reflect your work.
Increase the impact of your solution
Get in touch to discuss how we can help you make your data work harder.
What our clients say
“Enclude co-designed a solution with us, one that was secure, user-friendly, and tailored to our real needs.”
Zoe WellsNortheast Regional Manager 
“Working with Enclude has given us the confidence to review what we’re doing and use technology to improve our clients experience.”
Betty QuinlanAcademic Registrar 
“The Enclude team were patient, responsible and flexible. They were with us until everything was right.”
Aoibhie McCarthyArtistic Director 
“Enclude has helped us enormously in understanding how best to utilise the Salesforce platform to satisfy our organisation’s needs.”
Paul DietrichMS Readathon Manager 
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