Data Assessment
The goal of a data assessment is to maximize the ROI of your data tech stack and make sure you are getting the most out of the tools you use.
- Identify areas for improvement and ensure that your data infrastructure aligns with your business goals.
- Make your data more useful, accessible, and accurate so that you can make better decisions.
- Assess the current state of your databases, dashboards, ad platforms, and analytics tools to find any issues and recommend solutions:
Data Governance
- What are the policies and standards that you have documented to make sure that all dashboards and reports are consistent and accurate? Are those policies being followed?
- Review who has access to which dashboards to ensure appropriate user privileges exist for each tool including ad platforms and analytics
Data Health
- Evaluate datasets to ensure all data sources are up-to-date, complete, and have no discrepancies
- Identify any invalid data sources with incorrect formatting, syntax, typos
Data Warehousing
- Review your ETL processing. How does data move from ad platforms and other sources to databases and storage?
- API, Python scripts, spreadsheets, etc. Are these processes optimized for cost effectiveness?
Data Visualizations, Dashboards, Reporting
- Evaluate dashboards and reports to check how they are set up and if they show KPIs that executives care about
- Do people know which reports to use and do they load quickly?
Data Tracking
- Review website tags and conversion tracking to make sure that correct data is sent to ad platforms and analytics tools
Web Analytics
- Review analytics tools, campaign naming conventions, ad trafficking issues with UTM parameters, customer journey analysis
- Review audiences and attribution settings
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