We all know that the best decisions are those that are grounded in relevant and accurate data. But how do you get that data into the hands of the people in a union who need it, and how do you support them to understand what it could tell them?
One important development could be the growth of dedicated business analytics tools in the union, such as Tableau and Microsoft Power BI.
Continue reading Video: Visualising data for union bargaining and organisingYour CRM contains the heart of your union’s data. It manages your key interactions with members and your intelligence about what’s happening to the union over time. As such, migrating your data from one CRM to another absolutely must succeed in a way that keeps the integrity of that data, and that keeps it usable for the union’s core processes.
If you’ve been using your existing membership database for a long while, as many unions have, then you’ll likely have built up a huge number of workarounds and parallel processes. These can take a long time to unpick in order to bring them into the new system.
Continue reading Migrating your union’s data to a new CRMAccurate member data is essential for a trade union of any size. If the purpose of a union is to build power and improve members’ experiences in workplaces, it is fundamental that it is clear who members are, where they work and how to get hold of them.
This is especially true in the context of statutory balloting – if we don’t know where our members are living, we can’t send them ballot papers; or worse, we send them to the wrong address, which is then counted as a nil return. If other contact details such as e-mail address or phone number are out of date, it can be almost impossible to reach these members.
Unions have been trying a variety of methods to check member data, such as working with activists to data check using peer-to-peer SMS, using surveys, or giving reps data checking tools to use in the workplace. However, making this process more targeted and efficient is always going to be a priority.
Continue reading Checking member data with commercial data cleaning services: NASUWT case studyDoing more with data is a huge opportunity for unions. This report sets out the basis for a common framework for using data that can be adopted by unions to understand, report on, and improve the way they serve members across the entire member lifecycle.
Continue reading An analytics guide for unions
