Part 1: Approaching Data Integration Strategically

Mar 5, 2020

Last week, I introduced the concept of respecting data integration as a strategic factor of operational excellence. Let’s dive into the first, and arguably the most difficult component of that strategy: putting together the right team.

The truth is, getting the right people involved at the right time and in the right way can feel like a nearly impossible challenge for any organization-wide project. There are so many factors working against your best intentions, such as:

  • Conflicting interests between departments/individuals
  • Overly-booked calendars
  • Staff turnover
  • Unforeseen complexities, etc.

However, if these were really insurmountable challenges, no organization of people would ever succeed at anything! So, let’s look at why so many for-profit businesses use a RACI matrix to tackle the problem of collaboration.

What is a RACI matrix?

A RACI matrix is an organizational tool that ensures you have the right people involved at the right time and in the right way. Sound familiar? Across one axis, you list the key tasks in your project. Across the other axis, you list the key people who may or may not be involved along the way. Then, you fill in the intersections with each person’s RACI role:

  • Responsible – whose hands will be doing the task?
  • Accountable – who ultimately owns decisions and completion of the task?
  • Consulted – who should assist in providing context and information for decision-making?
  • Informed – who needs to be kept aware of progress and changes?

RACI Matrix Template

Here’s an example task from a special event project: manually entering registrants into your software.

  • A Volunteer may be responsible for typing in the data, but the Database Manager is the one who is ultimately accountable for the quality of that work.
  • The Special Events Manager should be consulted on how she would like the guest names entered for table place cards…
  • And the Special Events Manager may also need to be kept informed of when the guest count reaches a certain number.

That’s right, the same person may serve multiple roles on a single task, and that’s okay! It’s also okay for multiple people to serve in the same role on a task. For example, both the Special Events Manager and the Event Site Coordinator may need to be informed of changes.

What’s more important is making sure that every task has at least one person RESPONSIBLE for actually doing it.  Without that, it may never get done.

Challenge: In the image above, which task is at risk of not being completed?

How does a RACI matrix help nonprofits?

Here’s what I love about a RACI matrix—it curbs egos. By agreeing as a team to give this method a try on even just one project, you’re giving yourselves the peace of mind that someone will own these different tasks.

I find that completing the matrix together facilitates productive conversation and ensures buy-in from everyone involved. The transparency also promotes getting stuff done! If you know you’re going to go to a check-in meeting with your name next to an incomplete task, it may be a good motivator to make the time to finish it. At the very least, it enables the discussion of whether to reassign it to someone else.

So, how should a RACI matrix look for developing a data integration strategy?

The example I’ve created below focuses on integrating a fundraising system with an email marketing system, and it provides a good starting point for thinking through your own organization’s needs. Don’t worry, you can download our template down below.

Who else would be involved if we were talking about integrating our alumni relations data, or volunteers, or gift shop?

RACI Matrix Template_Fundraising and Email Marketing

Where do you start?  

When thinking about data integration as a strategic part of your operations, the natural first thought is, “What software options are out there for connecting my systems?”

Of course, technology will factor in at some point. But there are so many other pieces of the puzzle to consider before (and after) making a purchase.

  • Research
    • Identifying current issues to solve
    • Products/Services evaluation
    • Timeline construction
  • Purchasing
    • Budget creation and approval
    • Contract evaluation
  • Data Preparation
    • Deduplication
    • Defining standards
    • Cleaning up tables
  • Implementation
    • Solution Configuration
    • Testing
  • Internal Readiness
    • Training staff

Challenge: What else would you add to the task list for implementing data integration?

Who should you include?

When completing the RACI matrix at the start of your data integration project, you don’t have to know exactly how you’re going to handle each of the various tasks. You need to have in mind who should be there and how they’ll participate. You can adjust it later after you’ve defined your goals, timeline, and technology investments.

  • Leadership
    •  Executives
    • Board
  • Per Department (Development, Marketing, etc.)
    •  Managerial
    • Tactical Staff
  • Operations
    •  IT
    • Legal
    • Finance

Challenge: Who else at your organization would need to be added to the list above?

Are you ready to give it a go?

Below, I’ve provided links to download my example matrix and a blank worksheet (hyperlink to download template above) for giving it a try on your own.

If your organization hasn’t used this technique before, I recommend introducing the concept by filling out the matrix on a process your organization is already doing (like I did with the Special Event example above).

Who knows, you may even identify gaps in your current process! After everyone is comfortable with the concept, you can apply it to your data integration strategy.

  • Click here to download the completed example
  • Click here to download a blank RACI matrix worksheet

What’s next?

In the next installment, I’ll delve into how to guide your team toward defining your data integration goals and using them to drive decisions throughout the process.

Omatic Software
Omatic Software is dedicated to integrating disparate systems and democratizing data access for today’s nonprofits. Founded in 2002, Omatic has worked with thousands of nonprofits globally to remove their data barriers by integrating systems and enabling nonprofit teams to leverage their donor data rather than be burdened by it. The Omatic team has one goal – unleashing the power of data to show a complete view of your donor, enabling data-driven decision making and opportunity creation for your organization.