kenny.foo's avatar
kenny.foo
Icon for Xplan Expert rankXplan Expert
5 months ago

17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!

If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...
practice management
xplan
carolyn.pretorius's avatar
carolyn.pretorius
Active Interactor
5 months ago

Are there any reports you would create and run say weekly or monthly to "clean up" data?  If so what would you create? 

Eg. we check and remove (Unknown Individual) weekly and check for duplicate clients or missing/incorrect DOB once/twice a year.  But I just found the "unallocated files notes" the other day and this now needs a tidy up.  There are so many areas that can get missed as we don't think/know to look for them or how.

I hope one day we can have a "data champion" but at the moment is as we find an issue.  HAve a list of things to check would be helpful (Client Focus).

kenny.foo's avatar
kenny.foo
Icon for Xplan Expert rankXplan Expert
5 months ago

Hi carolyn.pretorius​ ,

Fantastic question and well timed - keep a lookout next week for Part 3 of the Data Series blog by Laura Capozzi which will go over how you can report on dodgy data.

Trying not to steal Laura’s thunder, but knowing which data to check for is business specific and you will need to do an audit of what’s important to you, and where you’re falling over, to create that list of things to check. Having an Xplan/Data champion would be key as you’ve identified, otherwise nothing would happen.

FYI with your Unknown Entities issue, these may be caused by users aborting a New Client Wizard or importing CSVs using the “create clients” option.

  • carolyn.pretorius's avatar
    carolyn.pretorius
    Active Interactor
    5 months ago

    Thank you I will look forward to Laura blog soon.

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