| A | B | C | D | E | F | G | H | I | |
|---|---|---|---|---|---|---|---|---|---|
1 | Step 2. Evaluate the data you currently have. | Step 2a | Step 2b | Step 3. Health Check | Step 4. Prioritizing | ||||
2 | ID | Software/Technology | Data Overview | Internal/External | Goal Type | Category(ies) | DH Grade | Prioritization | Comments |
3 | Create a unique ID for this software. We normally recommend a standard list of unique numeric values. | Please list the name and subsequent module (if applicable) of the application collecting data. | What type(s) of data is housed within this application? | Is this software proprietary (internal) or is it a third party application (external)? | What type of goals can the data housed within this application help you achieve? | Which functions within your organization can benefit from the data stored within this application? | How reliable is the data housed within this application? Assign a DH Grade. | If this software can assist with achieving your Org Goals, assign a priority level based upon the DH Grade to designate how much work will be required to effectively utilize it. | Provide comments as to how the data within this application can support your Org Goals. |
4 | Example - Please find some examples listed below in grey. If you download this to use as a template, please feel delete these before populating your list. | ||||||||
5 | 1 | Hubspot CRM: Sales Hub | - Sales/Sales Funnel Activity & Metrics - Existing and Prospective Consumer Demographic and Contact Information | External | Internal - Reducing Operating Costs | Sales Consumer Engagement | C | Medium | This application is key to the overall evaluation of our sales team and is necessary for day to day business processes within this function. The application consolidates data from several third party platforms such as the company's website in one central location to provide insight into sales activity and consumer insight. Software implementation was rough provided it occurred during a period fo hypergrowth. Data integrity is in question and may need reviewed to optimize future integrations. |
6 | 2 | Hubspot CRM: Marketing Hub Professional | - Digital Marketing Data - Marketing Campaign Data - Digital Lead Generation Information | External | Both | Marketing Consumer Engagement | A | ||
7 | 3 | Hubspot CRM: Service Hub | - Customer Support Documentation - Customer Feedback | External | Internal - Reducing Operating Costs | Customer Support Consumer Engagement | B | Low | |
8 | 4 | Asana | - Internal Project Management | External | Internal - Reducing Operating Costs | Operations | D | High | Currently, this software is only being utilized by 2 functions within the organization and documentation is inconsistent. This software will require clean-up, employees will need retrained, and management will have to implement new expectations regarding utilization amongst their teams. |
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