Data Management & Security Playbook
Take Control of Your Data: Practical Strategies for Every Stage of Maturity

Data is central to your work — whether it's tracking service delivery, measuring impact, or assessing workforce performance. Effective data management can be the difference between merely getting by and achieving growth and impact. As security concerns grow, protecting your data is no longer optional; it's essential. However, managing data alongside running programs is challenging.
That’s why Dimagi created the Data Management Playbook. Developed with support from Digital Square, this step-by-step guide offers a practical framework to help organizations of all sizes advance their data management and security practices.
Read the playbook to:
- Figure out where your organization falls in terms of data maturity
- Explore recommended data management and security practices across data lifecycle stages, from data generation through interpretation
- Learn structured data strategies to enhance decision-making and improve service delivery
- Develop a practical plan to advance your data maturity, including bolstering your security practices
- Gain helpful insights from the makers of CommCare, the first and only SOC 2 certified Global Good software