Information management is an important risk and opportunity for nonprofits. While most nonprofits have minimal information requirements, they still must manage personal information responsibly. An information framework can help organizations tailor policies and procedures as well as make better technology acquisitions.
Continue readingOriginally written in 2015, but never published. This blog (and series) discusses efficient SharePoint site management through the establishment of standards. It emphasizes the importance of creating a standards page to enhance user training, ensure consistency, and simplify maintenance.
Continue readingNotes on how to document and manage Oracle Data Integrator (ODI) or similar extract, transform, and load (ETL) tools. A bit of a lengthy memory jog for the author.
A poor man’s O-KT provides ‘Just Enough’ O-KT to exit gracefully and perhaps even get hired back! For organizations, how to create a value proposition for a soon to be ex-employee to leave behind some of their knowledge.
Continue readingIn my ongoing effort to remember what I have read, some notes on Atul Gawande’s book, “The Checklist Manifesto: How to Get Things Right” [1].
Continue readingA Data Dictionary assists in planning, controlling, and evaluating the collection, storage, and use of data. An Excel tool can be downloaded and a brief explanation and set of definitions are provided.
Continue readingWhat is the role of business process mapping to internal controls? The Sheffield model outlines various purposes for mapping, including clarity, compliance, process improvement, and training. The Sheffield University guidance provides a structured approach to process mapping, with different levels and options for each purpose, emphasizing the importance of accurate documentation.
Continue readingThe network file structure is now about 50+ years old but is still the backbone for a lot of corporate and personal data management [1]. At the same time, how often have you heard stories of people losing all of the family pictures because they failed to back up or backed up the wrong directory.
Continue readingHave you ever had the unenviable task of creating a procedure for something? Maybe a high level set of policies or a hands on ‘How-To’ guide. Great – now picture the end result in your mind. Got it pictured? Okay, where is it now?
Continue readingAn idea that I have been kicking around for a few years is why organizations don’t maintain a list of audit questions they have been asked in an Auditor Question Log? Such a log contains the questions, responses and the organization’s supporting policies or documentation.
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Organizational Biology 