Discovery Training Services

New England's Only 24 /7 Training Partner

Home

Why Train? The Benefits

Why Us?

Test your Database!

Courses

Microsoft Outlines

RE Outlines

Course Price List

Etiquette

Etiquette_Book

Webinars

GoogleSupport

Training Schedule

RE Schedule

Clients & Case Studies

New User Group

About Us

Services

MultiMedia Services

About the CEO

Testimonials

News and Events

Dece 2018

Nov2018

Oct 2018

Sept 2018

Aug 2018

July 2018

Jun 2018

May 2018

April2018

March2018

Feb 2018

Jan 2018

Dec 2017

Nov 2017

Oct 2017

Sept 2017

Aug 2017

July 2

July 2017

June, 2017

May 2017 2

May, 2017

April 2, 2017

March 2017

Feb 2017

Jan 2017

Dec 2016

Nov 2016

September 2016

August, 2016

July 2016

June 2016

May 2016

April 2016

March 2016

Feb 2016

Jan 2016

Dec2

Dec 2015

Nov2015

October 2015

DTS CEO Advocates

September 2015

August 2015

July 2015

June, 2015

May 2015

April 2015

The Fight Never Stops

Advocating for Innovation

December 2014

October 2014

September 2014

August 2014

July 2014

June, 2014

April, 2014 - Expo

March WCW 2014

March 2014

Feb2014

Dec 2013

November, 2013

June, 2013 News

May 2013 News

April 2013 News

March, 2013 News

February, 2013

January, 2013 News

2012 - 12

2012 - 11

2012 - 10

2012 - 10 b

2012 - 9

2012 - 8 b

2012 - 8

2012 - 7

2012 - 6

2012 - 5

2012 - 4

2012- 3

page1

February

2012 - 2

2012 - 1

Sales Promotions

Inbox

Contact Us

Summer User Group Leaps to next level strategy & learning
August 4, 2016, New Haven - 

LEAP hosted a dynamic roundtable of the DTS Database Summer Networking Group in August. This roundtable addressed Database Mailing List for Import & Export Strategies. With such a dynamic set of development professionals gathered, many best practices shared for tactical and strategic database functions tied to these critical processes. 


Database networking a success
LEAP hosts productive User Group!
 
Rachel Kline Brown, Director of Development for the LEAP team, welcomed the group and shared the mission of the organization. As teams arrived from around the New England area, users brainstormed the latest trends in online fundraising and crowdfunding, as well as the database challenges of mapping newer fields changes in gender and prefix. DTS CEO Christime Mansfield shared recent client successes in updating survey and registration materials to expand and capture more demographic and contact information proactively. DTS consultants then trained clients on database tools to globally update fields and clean-up missing codes. 


With the group's arrival, Mansfield kicked off the presentation of Mastering Lists & Puzzles of Import & Export. Users from healthcare, entertainment, university, cause and other non -profit corporations shared mailing list management and database processes that worked -- and some that didn't. The group discussed common challenges including:

  • Missing data
  • Mismatched fields
  • Inconsistent data entry or lack of protocols 
  • Unfamilarity with the import tools 
  • Manual, timely processing of constituent and address changes 
  • Overwritten address updates 

DTS' Mansfield identified data entry clean-up prior to input and checklist for import. Demonstrating the four import stages, we emphasized the criticality of identifying, mapping and carrying unique ID fields for existing and new record updates. The group discussed tips to accurately pull third party list data into the system. Mansfield also shared the importance to establishing data entry protocols, management prioritization for field and table clean-up and the link to strategic database projects. For many, software upgrades loom as they justify shifts to cloud based data storage, module purchasing or technology shifts. The best practices discussed in the User Group apply not only to day to day import and export processes, but to the strategic planning initiatives as well.



DTS, P.O. Box 1967, Wallingford, CT 06492, www.discoverytrain.com, (203)269-2624
© 2018, All Rights Reserved.

Web Hosting powered by Network Solutions®