presents a visual analysis webinar on: leverage your advancement data now with in memory warehouses...

©2010 ADVIZOR Solutions® 1www.AdvancementAdvizor.com

Leverage your Advancement Data NOW with In-Memory Data Management


Participants

Doug Cogswell, President & CEO

ADVIZOR Solutions

Judy Doherty, Director, Info Management Systems

Dartmouth College

Ben Tompkins, Executive Director, Info Services

Emory University

Terry Handler, CEO

T. Handler Consulting


Agenda

Confusion in the Marketplace (5 mins)

How Business Intelligence Fits Together (10 mins) Source Systems Data Warehouse In-memory Data Management Reporting & Scorecards Discovery & Analysis

Discussion (25 mins) Timing and Making It Work Case Study Discussions

Q&A (20 mins.)

Use webinar “question” panel and “raise hand” // we’ll unmute you


Raiser’s EdgeDatatel

Banner Advance

Data Warehouse

Reporting

&

Scorecards

Discovery&

Analysis

Pieces of the Puzzle


What we hear Data Warehouses

We could benefit from a data warehouse, but don't have the time, money or resources to implement one

We are having trouble implementing a data warehouse

We are experiencing higher than expected costs and delays in getting up and running

We are frustrated because solutions for our department are 2 years away because others are implementing first

We need a more flexible discovery and analysis environment

ResourcesResources

TimeTime

FlexibilityFlexibility


Discovery&

Analysis

DatatelBanner

Data Warehouse

Reporting

&

Scorecards

Needs Vary

OperationsAdvancement

Raiser’s EdgeAdvance


Datatel Banner

Operations Warehouse(student side in Higher Ed)

Reporting &

Scorecards

Operations drives Reporting

Discovery&

Analysis

Gra

de

Rep

orts

Stu

den

t B

ills

Cou

rse

Eva

luat

ion

s

. . .


Datatel Banner

Reporting &

Scorecards

Gra

de

Rep

orts

Stu

den

t B

ills

Cou

rse

Eva

luat

ion

s

. . .

Often leaving Advancement in Limbo

Raiser’s EdgeAdvance

Discovery&

Analysis

Discovery&

Analysis



Advancement Data Warehouse

Reporting &

Scorecards

Discovery&

Analysis

Cam

pai

gn R

epor

ts

Exe

cuti

ve M

etri

cs

Sta

ff M

etri

cs

. . .

Pro

spec

t Id

enti

fica

tion

Sta

ff P

erfo

rmce

Mgm

t

Ap

pea

ls T

arge

tin

g

Cal

l Cen

ter

Op

t.

. . .

Advancement has its own Needs

Operations Advancement

Banner

Reporting &

Scorecards

Discovery&

Analysis


Call CenterCore Systems* Other Data


Reporting &

Scorecards

Discovery&

Analysis

Cam

pai

gn R

epor

ts

Exe

cuti

ve M

etri

cs

Sta

ff M

etri

cs

. . .

Pro

spec

t Id

enti

fica

tion

Sta

ff P

erfo

rmce

Mgm

t

Ap

pea

ls T

arge

tin

g

Cal

l Cen

ter

Op

t.

. . .

. . . and doesn’t need to wait for a Data Warehouse

Operations

Banner

Reporting &

Scorecards

Discovery&

Analysis

Advancement




Reporting &

Scorecards

Discovery &Analysis

Cam

pai

gn R

epor

ts

Exe

cuti

ve M

etri

cs

Sta

ff M

etri

cs

. . .

Today Discovery & Analysis largely missing

Operations

Banner

Reporting &

Scorecards

Discovery&

Analysis

Advancement




Problem: the “Cycle of Pain”

Custom Report Requests: Custom query submitted to IT Backlog – 5 days to get answer Begs another question, back through the cycle Frustration on both sides

Excel: Download “extracts” Slice and dice in Excel Time consuming and challenging Don’t have all the data Hard to show to management “Shadow data systems”

Collaboration

Kill the “Cycle of Pain”!!


In-Memory Data Management

DISCOVERY & ANALYSIS (ADVIZOR)Interactive Visualization & Predictive Analytics

So

luti

on

s:

Gen

eral

Man

agem

ent:

•

Sta

ff P

erfo

rman

ce M

gmt

• C

ampa

ign

Ana

lysi

s•

Ad

Hoc

Rep

ortin

g

Lea

der

ship

Giv

ing

:•

Pro

spec

t Ide

ntifi

catio

n•

Pro

spec

t Man

agem

ent

An

nu

al G

ivin

g:

• A

ppea

ls T

arge

ting

• V

olun

teer

Ass

ignm

ents

• C

all C

ente

r O

ptim

izat

ion

Mem

ber

/ A

lum

ni R

ltn

s:•

Eve

nts,

Trip

s, a

nd C

lubs

In-Memory “Pool” of Linked Tables

*Advance, Banner, Datatel, Millennium, Raiser’s Edge, etc.


Answer: In-Memory Data Management


In-Memory Data Management

DISCOVERY & ANALYSIS (ADVIZOR)Interactive Visualization & Predictive Analytics

So

luti

on

s:

Gen

eral

Man

agem

ent:

•

Sta

ff P

erfo

rman

ce M

gmt

• C

ampa

ign

Ana

lysi

s•

Ad

Hoc

Rep

ortin

g

Lea

der

ship

Giv

ing

:•

Pro

spec

t Ide

ntifi

catio

n•

Pro

spec

t Man

agem

ent

An

nu

al G

ivin

g:

• A

ppea

ls T

arge

ting

• V

olun

teer

Ass

ignm

ents

• C

all C

ente

r O

ptim

izat

ion

Mem

ber

/ A

lum

ni R

ltn

s:•

Eve

nts,

Trip

s, a

nd C

lubs

In-Memory “Pool” of Linked Tables

*Advance, Banner, Datatel, Millennium, Raiser’s Edge, etc.


End UserEnd UserEmpowermentEmpowerment

Answer: In-Memory Data Management


Demonstration . . .


Demonstration

Staff Performance Management Identify best practices and manage operations

against set metrics that include: Activities such as in-person visits and # of proposals issued over past 12 months The value of proposals issued vs. the rated value of the prospects Speed of movement through proposal stages The balance of visits and proposals by type and level of prospect Close rates and gifts recorded

26 Tables from Oracle Database (Advance) Entity Assignments Contacts

100k entities, 10k staffed prospects 25+ Calculated Metrics:

In-person Contacts Last 12 Months Active Comprehensive Proposals Total Lifetime Giving Prospect Expected Value Etc.

Proposals Gifts Etc.

Trend Analysis

Proposal Portfolio

Prospect Moves


Discussion . . .


Discussion

1. What should Advancement do? How to balance the “big bang” vs. “getting

something going now”?

What benefits will a full data warehouse provide?

How is a “warehouse” different than a “mart” or

“reporting tables”

3. How far can you go with in-memory data discovery tools?

4. What have you done to kill the “cycle of pain”?

ResourcesResources

TimeTime

FlexibilityFlexibility


Q&A:

use webinar “question” panel and “raise hand” // we’ll unmute you . . .

(or email [email protected])

Distribution by Class YearLocation of Top Prospects FYTD Closes

presents a visual analysis webinar on: leverage your advancement data now with in memory warehouses...

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