Hello Everyone,
At the start of the pandemic nearly all of our staff was laid off and as a result many non-critical tasks like reviewing new records and merging constituents fell by the way side. So... two years later we have around 60,000-120,000 new records and over 3,000 merges to complete. In the past we delegated data clean up and merging to the box office, but due to continuing staffing shortages we'll need to find another way.
Does anyone have experience using automated procedures to clean up data and schedule merges. Is this possible? We'd like to add CSIs to new records with invalid or missing addresses. I vaguely remember reading a forum post a while back about some tessitura organizations who outsourced data clean up and merges. I can't seem to find that post again. Has anybody tried this? Anyways, I'd love to hear what you all do and discuss the best ways to insure clean consistent data.
Thank you,
Joseph
We have 13 historic sites around the State that use Tessitura for ticketing. If they suspect a duplicate, then they submit a CSI with the ids so someone in the box office or membership office can take a closer look and schedule the merge. We also play around with the parameters in the procedure that identifies potential duplicates and our Box Office/Membership keep an eye on that.
With enough people looking at the merge process, it seems to stay relatively under control on our end.