Getting data from your systems efficiently is key to a smooth submission process. This guide will help you set up and maintain effective data extraction processes.
What is Data Extraction?
Data extraction is the process of retrieving data from your various systems (such as financial software, ticketing systems, or HR databases) and converting it into a format that can be easily used for our annual submission process. This typically involves running reports or queries to pull the specific data points we require.
Benefits of Proper Data Extraction
Setting up an efficient data extraction process can:
Save significant time in future submissions
Reduce the risk of manual errors
Ensure consistency in reported data year-over-year
Streamline collaboration between departments
Report Writer by AMS
👉 Included in your subscription
We offer a Report Writing service to help streamline your process:
On-site expert: We'll send a specialist to your location
System configuration: We'll set up automated reports tailored to your systems
Team training: We'll show your team how to use the new setup
Available Options
Virtual Support
Data Preparation Assessment via Zoom
Platform Training for your team
System configuration guidance
On-Site Assistance
1-2 day site visit
Hands-on setup with your team
Custom report creation
Staff training
To request this service, use this form to let us know who will be our primary contact and we'll take it from there:
Setting Up Your Own Process
If you prefer to set up your own process:
Identify data sources
Financial systems
Ticketing platforms
HR databases
Other relevant systems
Map fields
Match required fields to your system's data points
Document where each piece of data comes from
Note any calculations needed
Create reports/queries
Develop database queries or reports
Test outputs for accuracy
Document the process
Validate output
Cross-check against source systems
Verify calculations
Test with sample data
Document everything
Write clear instructions
Note any special considerations
Create a timeline for updates
Maintaining Your Process
Review and update your process annually
Keep documentation current (as much as you can)
Train new team members as needed
Plan for system upgrades or changes
Get Help
Need help setting up your data extraction process?