By: Kayleigh Weaver
February 18th, 2023

Unified Data Management is a tool that can enhance a collaborative partnership’s alignment and accelerate its progress toward measurable results. There are three types of Unified Data Management. Partnerships should aim to engage in all three types for maximum impact.  Keep reading to learn what Unified Data Management is, why it’s important, and how Clear Impact software tools support unification efforts. 

unified data management

In this blog, you’ll learn about the three types of Unified Data Management, why they’re important, and how Clear Impact software tools support each.

Table of Contents

1. Collaboration + Alignment + Unified Data Management = a Recipe for Impact

2. The Three Types of Unified Data Management

1. Utilizing the Same Data Management Frameworks

2. Utilizing the Same Data Management Software Systems

3. Utilizing Data Management Software Systems That Work Together

4. Aim to Engage in More Than One Type of Unified Data Management

5. The Best Unified Data Management Systems Do This

6. How Clear Impact Suite Supports Unified Data Management

7. Unified Data Management in Action

1. United Way of Central Iowa

2. SisterWeb

3. Health Resources and Services Administration Bureau of Primary Health Care

8. Helpful Links

1. Collaboration + Alignment + Unified Data Management = a Recipe for Impact

If you’re familiar with Results-Based Accountability, you probably understand “shared accountability.” This concept posits that no single person, agency, or organization can be held responsible for creating population-level changes. For example, a city health department shouldn’t be held solely responsible for improving health outcomes. Why? 

Social problems are complex and influenced by diverse factors. Think about the Opioid Epidemic in the United States. Opioid addiction is a health issue that any local, state, or national health agency should tackle. But the epidemic transcends what government can do alone. Overprescribing, economic upheaval, poor mental health, inequity, a lack of alternative pain management options, counterfeit pills, and irresponsible pharmaceutical practices are a few factors underlying this crisis. That means healthcare systems, insurance companies, pharmaceutical companies, law enforcement, and other regulatory and policymaking bodies (at the very least) share accountability in fixing the problem.

The nature of social issues necessitates collaborative intervention. Different sectors (schools, businesses, government, philanthropic organizations, etc.) all have unique strengths, influences, and resources to contribute to a collaborative effort. 

Collaboration is essential, but it is not an end in itself. You can have cross-sector partners who want to make an impact, but that doesn’t mean they’re working together effectively. Partnerships must work in alignment to make measurable progress on community outcomes. Alignment means partners share a Common Purpose and engage in mutually reinforcing activities that advance that purpose. Alignment gets everyone working together and moving in the same direction so that the entire collaboration can accelerate measurable progress.

Unified Data Management Helps Aligned Partners Get Where They’re Going Faster

Collaboration, alignment, unified data management

When added to collaboration and alignment, Unified Data Management is another essential ingredient in the recipe for impact. Once all partners are “moving” in the same direction with aligned strategies, Unified Data Management can help them get where they’re going faster.

2. The Three Types of Unified Data Management

Engaging in Unified Data Management can accelerate a partnership’s mission and maximize its ability to create measurable impact.

Unified Data Management can mean any of the following:

  1. All partners in a collaborative effort use the same data management frameworks to make decisions and report progress (e.g., all partners use Results-Based Accountability to measure their performance and impact).
  2. All partners use the same software systems to centralize data management and make more informed decisions (e.g., all of a funder’s grantees report their performance data to the funder using Clear Impact Scorecard). 
  3. If partners use different data software systems for different purposes, these systems are designed to work together (e.g., an organization uses Clear Impact Suite to collect, analyze, and report its data in one unified system).

Type One: Utilizing the Same Data Management Frameworks

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When partners use the same data management frameworks, it becomes easier to aggregate performance metrics, compare the performance of similar programs, and engage in effective performance dialogue.

Using the same frameworks helps ensure partners engage in consistent data-based decision-making processes. It also ensures that partners consistently format all information (numerical or contextual data). This consistency makes it easier to compile, aggregate, and analyze different kinds of information. 

For example, many organizations and partnerships use the Results-Based Accountability framework to make data-based decisions and solve entrenched social problems. The framework helps organizations design performance measures by answering three simple questions:

    1. How much are we doing?
    2. How well are we doing it?
    3. Is anyone better off?

The framework also provides a simple step-by-step process for getting from talk to action called “Turn the Curve Thinking.” This process produces a Turn the Curve Action Plan. Organizations can use this plan to report the progress of individual programs. Partnerships can also use it to report progress on a shared mission to stakeholders and the public. You can see examples of Turn the Curve Action Plans here

If an entire partnership designs its performance measures using Results-Based Accountability, it becomes much easier to aggregate performance across similar programs. Additionally, suppose everyone uses the same templates to present their data and performance (e.g., Turn the Curve Action Plans). In that case, it’s easier for funders and backbone organizations to engage in effective performance dialogue with partners and compare the effect of different programs.

Type Two: Utilizing The Same Data Management Software Systems.

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When all partners are collecting and reporting data on the same systems, funders and backbone support organizations can easily aggregate data across similar programming to see progress on collective strategies.

A partnership will never know the latest version of its data if that data resides in multiple places. Using the same data management software systems helps backbone support organizations and funders standardize, centralize, and unify data across funding streams to make better investment and budgeting decisions. 

Similar to the benefits of unified frameworks, Unified Data Management systems allow partnerships to easily aggregate data across similar programming to see collective progress on impact strategies. Backbone support organizations, funders, and government agencies can make better sense of performance data if their partners collect it in the same way. 

If your partnership finds a system that you know will simplify data reporting, we suggest making its use mandatory rather than optional. Implementing a system will be a significant investment, so why not get your money’s worth and make it a condition of funding or partnership? Just remember that if you make any system mandatory, supporting partners through system training and capacity-building is a must. 

Type Three: Utilizing Data Management Systems that Work Together

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When partnerships use data management software systems that work together, they save time and money and make fewer data processing errors.

There are several types of data management activities partnerships must engage in to make an impact. Some of these activities include collecting data, analyzing data, and reporting data. There are many software systems designed to help partnerships engage in these data management acitvities effectively.

Some software specializes in one activity (e.g., data collection), and other systems can do more than one activity effectively (e.g., data collection and analysis). For example, organizations can use surveying software to collect data from program participants. However, many survey tools lack the option to analyze data over time. Analyzing how data changes over time is critical for data-based decision-making. Therefore, an organization may need to purchase a separate data analysis tool if its survey tool cannot provide analytics over time.

When organizations or partnerships utilize non-complementary systems to collect, organize, analyze, and report their data, inaccuracies can run rampant. Imagine that an organization uses one tool to collect data via surveys and another to analyze how that data changes over time. If the tools are from different software vendors, they may not be compatible. This incompatibility would force the organization to manually cross-walk data from one system to the next. Manual data collection, synchronization, and processing take more time and leave more room for errors.

In contrast, when organizations use integrated data management systems, these are some benefits they can experience:

    • Data processing becomes more accurate.
    • People save time when they don’t have to process data manually data.
    • Purchasing integrated systems from one vendor — rather than multiple systems from multiple vendors — usually saves organizations money.

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4. Aim to Engage in More Than One Type of Unified Data Management

clear-impact-rba-scorecard-screenshots

When your data management software systems support your chosen impact framework, you create even more alignment and accelerate your path to measurable results. For example, Clear Impact Scorecard is a performance management software designed to support the Results-Based Accountability decision-making framework (first described by Mark Friedman in the book Trying Hard is Not Good Enough).

The more types of Unified Data Management a partnership engages in, the more alignment it can create and the faster it can make a measurable impact in the community. If a partnership’s chosen data management software system supports its data management framework, alignment is enhanced even further.

For example, suppose an organization utilizes the Results-Based Accountability (RBA) framework and needs a system to track its data and Turn the Curve Action Plans. In that case, it may consider using the Clear Impact Scorecard. Scorecard is the world’s only software explicitly designed to support RBA initiatives. It has a built-in Turn the Curve process to help people make progress on their performance measures and indicators of community wellbeing. It also allows organizations and partnerships to see the connection between program performance and population-level strategies.

Regardless of your frameworks, you may want to ensure your data management systems are aligned with them. Alignment will save you time, reduce the need for extra training, and improve the quality of your data.

You can read about all the ways Clear Impact Scorecard supports Results-Based Accountability efforts here.

5. The Best Unified Data Management Systems Do This

Traditional data collection and analysis systems like spreadsheets or paper are insufficient for modern data demands because they tend to be disjointed. 

The best Unified Data Management Systems allow you to:

  • Quickly and easily input data
  • Manage qualitative and quantitative data (e.g., narrative vs. numbers)
  • Separate program-level data from population-level impact (while allowing you to see how the two connect)
  • Share data with partners and the community (e.g., links, website code, etc.)
  • Customize how you collect and organize your data
  • Engage in proven processes for analyzing and improving your data

6. How Clear Impact Suite Supports Unified Data Management

clear impact suite dual monitors

Clear Impact Suite integrates our Compyle and Scorecard data management platforms into one powerful system for data collection, evaluation, strategic planning, and reporting. We also designed it to support Results-Based Accountability efforts.

If you’re interested in increasing your collaboration, alignment, and data unification, consider checking out our Clear Impact Suite. Clear Impact Suite combines our two data collection and management systems (Compyle and Scorecard) into one unified system for data collection, performance reporting, and strategic planning. You can read more about the differences between these systems and how they work together here.

Clear Impact Suite allows organizations, funder-grantee networks, and collaborative partnerships to engage in the six essential data-management activities:

  1. Data collection
  2. Data organization
  3. Data disaggregation
  4. Data evaluation
  5. Data planning
  6. Data reporting

Compyle and Scorecard are perfectly integrated, eliminating the need to manually cross-walk data from one system to another. Organizations can collect and organize their data in Compyle and instantly transfer it into Scorecard for further analysis and strategic planning. 

Additionally, Clear Impact Suite is designed to support Results-Based Accountability initiatives in several ways:

  • Collect and analyze client-level data to inform program performance management.
  • Create and monitor Turn the Curve Action Plans.
  • See the relationship between program performance and population accountability efforts.
  • Share data transparently with staff, stakeholders, partners, and the community.

Learn more about how Clear Impact Suite supports partnerships in this article.

7. Unified Data Management in Action

unified data management case studies

There are many examples of organizations and partnerships utilizing one or more forms of Unified Data Management to enhance their alignment and accelerate their progress.

Here are three examples of Clear Impact clients engaging in Unified Data Management:

United Way of Central Iowa

Back in 2010, there was a driving force to measure UWCI’s aggregate impact through a Unified Data Management System for funded partners to report performance. Since then, UWCI has built a model performance reporting system. Each UWCI grantee submits data on a few consistent but flexible Performance Measures. Additionally, they choose one measure for which to complete a Results-Based Accountability Turn the Curve Plan to support meaningful dialogue.

Read the whole story here.

SisterWeb

Adopting Results-Based Accountability created an impetus for SisterWeb to transparently share its progress with staff and the public. Motivated by attracting more funding from existing and new funders, they began to read up on the benefits of sharing data and seeking systems to help them do it effectively. Eventually, they chose Clear Impact Scorecard to share progress publicly. Initially, SisterWeb utilized Google forms to collect their client-level data, but ultimately it wasn’t secure enough for their needs. They also tested medical provider platforms, but these systems only collected and stored data. There was no way to practice data evaluation, track progress over time, or share achievements with partners and the public. Eventually, they found that Compyle (Scorecard’s sister data-collection system) answered their data-collection needs.

Read the whole story here. 

Health Resources and Services Administration — Bureau of Primary Health Care

In 2008, HRSA BPHC contracted with Clear Impact to train all program officers on how to have effective conversations with grantees using the Results-Based Accountability framework. The conversation guidelines were based on Turn the Curve planning; customized training and individualized coaching were provided to each of the Bureau’s various branches. The training was also provided to BPHC contractors to reinforce the language and process of Results-Based Accountability. PBHC and its funded partners also use Clear Impact Scorecard for unified data reporting. 

Read the whole story here.

8. Helpful Links

man using clear impact suite

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