Database Audit
A clear, streamlined review of your CRM to uncover errors, improve efficiency, and give you reliable insights for smarter decisions.
Why Does Clean Data Matter?
Your data drives decision making across the entire organization. If that data is bad or out of date, it could skew reports, alter outcomes, and waste time and resources. Bad data and practices compound over time leading to an unusable database, time consuming processes, and the potential for friction between your organization and the people you are trying to build relationships with.
Sometimes it can be overwhelming trying to figure out a starting point. That's where a database audit comes in. An audit can help identify missing data, incorrect data, and show where the gaps in data entry are.
Our Database Audit Services
Assessment of Data Accuracy & Integrity
A database audit starts by checking for missing, outdated, or incorrect information, things like invalid contact details, duplicate records, or incomplete donor history. Without accurate data, your outreach can miss the mark, and your fundraising & reporting suffer. Cleaning up these errors boosts deliverability, donor trust, and ensures your messaging actually reaches the people who want to hear from you.
Data Hygiene & Maintenance Planning
Good data doesn’t come from a one-time clean‐up alone. We establish routines for ongoing maintenance by deduplicating regularly, validating contact info, purging irrelevant records, standardizing how records are entered, etc. This means fewer surprises, lower costs (you’re not paying for postage/emails that go nowhere), and better ability to keep your database reliable as it grows.
Evaluation of System Usage & Process Flow
We map how your team is currently using your CRM and related tools by entering data, managing donor segments, handling workflows, and how different systems talk (or don’t talk) to each other. Identifying inefficiencies or bottlenecks here helps you remove redundant work, avoid mistakes, and speed up processes so your staff can focus more on strategy and less on fixing problems.
Reporting Reliability & Strategic Insight
Part of the audit checks how your data supports your reporting: gift history, donor retention, segmentation, trends, and key performance measures. If your data is messy or missing, reports get misleading and strategic decisions become risky. Ensuring clean data and reliable tracking lets you see what’s really working, plan more effectively, and show impact confidently to stakeholders, board members, or funders.
