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M3 Playbook > Phase 2: Selection > 2.7 Conduct Initial Data Cleansing Activities

2.7 Conduct Initial Data Cleansing Activities


Task Activities

  1. Customer

    Assess data quality against defined criteria in the Data Cleansing Plan after cleansing activities from previous phase

  2. Customer

    Update manual and automated cleansing methods as necessary for additional cleansing needs

  3. Customer

    Conduct additional data cleansing and update Data Cleansing Scripts and batch cycles

  4. Customer

    Report updates in governance meetings and Status Reports/Dashboards, informing QSMOs as necessary

2.7 Best Practices

  • Begin data cleansing activities prior to migration activities and continuously throughout the implementation to assist with data readiness
  • Obtain agreement on data governance including metadata management and data quality management
  • Allocate a sufficient number of Subject Matter Experts (SMEs) with the appropriate skill sets to support data conversion activities throughout the implementation
  • Establish criteria and metrics to clearly convey what constitutes “clean” data as part of the broader data governance approach



  • Business Owner
  • Program Manager
  • Functional Lead
  • Technical Lead/Solution Architect
  • Data Conversion Lead
  • Data SME


  • Data Cleansing Plan
  • Data Quality Assessment Results


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