Data, Reporting, Systems and Processes
Data
Data that is reliable, up-to-date, and well-defined is the foundation upon which agile tools and high-performing advancement offices are built. I help organizations:
Systems
Fundraising system usefulness can be improved with custom screens and lists that are user specific. Older systems can be replaced, upgraded or rejuvenated. I have extensive experience in evaluating Millennium, Advance, Raiser's Edge, Fundraising 50, Salesforce, and other technology platforms. I help organizations:
Reporting
Report speed and accuracy can be greatly improved with modern techniques and tools. I help organizations:
Processes
Manual processes can be automated to improve accuracy and save staff time. I help organizations:
Data that is reliable, up-to-date, and well-defined is the foundation upon which agile tools and high-performing advancement offices are built. I help organizations:
- Improve data quality and breadth using comprehensive data audit and update techniques.
- Ensure data consistency by defining business rules and establishing data governance procedures.
- Improve data accuracy and timeliness through improved processes and the implementation of data enrichment products.
Systems
Fundraising system usefulness can be improved with custom screens and lists that are user specific. Older systems can be replaced, upgraded or rejuvenated. I have extensive experience in evaluating Millennium, Advance, Raiser's Edge, Fundraising 50, Salesforce, and other technology platforms. I help organizations:
- Assess, select, plan and implement fundraising system upgrades and conversions.
- Enhance current systems with high-impact screens and lists that are easily understood by users. As a frontline fundraiser, I have special expertise in designing screens and reports that help Advancement Officers and managers maximize their time and effort.
- Rejuvenate current systems. This is a best practice approach for systems that have been used for many years and need to be refreshed to handle the needs of today’s fundraising challenges.
Reporting
Report speed and accuracy can be greatly improved with modern techniques and tools. I help organizations:
- Create high value reports using modern, agile report design approaches. I have experience in the use of business intelligence and data visualization tools.
- Optimize data to speed reporting using data warehouse and data mart techniques.
Processes
Manual processes can be automated to improve accuracy and save staff time. I help organizations:
- Evaluate procedures for relevancy within an organization's current business needs, create plans for improvement, and implement and document solutions.
- Optimize staffing by identifying processes that could benefit from automation, and then implementing supportable solutions.