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Deep Data Discovery. Made Easy.
Prospecting and Analysis without Having to Wait on Your Reporting Team.
Deep Data Discovery. Made Easy. Prospecting and Analysis without - - PowerPoint PPT Presentation
Deep Data Discovery. Made Easy. Prospecting and Analysis without - - PowerPoint PPT Presentation
Deep Data Discovery. Made Easy. Prospecting and Analysis without Having to Wait on Your Reporting Team. Daniel Ross daniel.ross@advizorsolutions.com @danielwross Andrea Heitz @andreaheitz a.heitz@tcu.edu Database Conversion 2015 AKA
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Andrea Heitz
a.heitz@tcu.edu
@andreaheitz
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Database Conversion 2015
- 2 weeks lead time on reports
- Research placed too much demand on reporting
- Urgent need for prospecting reports
AKA “ADDIE”
Post conversion challenges:
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82% Reduction in Report Requests
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Killed the “Cycle of Pain” Freed up time to focus on strategic initiatives:
- Create New Custom Dashboards
- Complete redesign of Gift Receipts and Acknowledgements
- Successful Advance Upgrade
- Development of KPI Tracking Solution
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ADVIZOR Complements Reporting
Reports:
- Pre-structured
- Quick
- Essential Facts
AKA “ADDIE”
Data Discovery:
- Ad Hoc
- Don’t Know the ?’s
- Want to See Stories
&
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What do you do when a gift officer calls you because of a cancelled appointment?
- Submit a report request
- Wait 2 Weeks
- Miss Opportunities
- Instantly find prospects near gift officer
- Quickly find the most engaged prospects
- Create ask level based on capacity
Before After
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Capacity Rating Attachment Score
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Predictive Model – Explanatory Factors
# Committees Last 10 Years # Gifts Last 5 Years # Gifts Last 6-10 Year # Reunions # Sports # Student Activities
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Happy Surprises!
Relationships Among Prospects Relationships with ADVIZOR Relationship with Data
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There are highly engaged and high capacity donors hiding in your data.
+
- 6 new ratings at $1 million+
- 87 new ratings at $100,000-$999,999
- 3 new ratings at less than $100,000
- Total of 96 newly rated prospects found hidden in the data
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Big Wins!
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Bringing dead prospects back to life!
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Bringing dead prospects back to life!
- Segmentation. The key to increasing
revenue by sending and calling less.
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Prioritizing Existing Lists
Create Attachment Score in ADVIZOR from Excel file/s
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Created Planned Giving Model
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Factors in TCU Planned Giving Model
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