Data Driven Decision Making
presented by
Andrew Howerton, Manager of Prospect Research & Analysis, Texas A&M Foundation
This presentation covers the last three years of progress as the Texas A&M Foundation has improved portfolio management and data presentation to drive organizational success. Accomplished through a new portfolio process and customer relationship platform (CRM), our Research team now uses our internal data to inform and enable decision making ranging from the individual fundraiser (80+ officers) and their engagements to the executive level for long term planning.
The presentation will discuss a brief history of where we were, the tools used, key challenges overcame, and a dive into how we use data to enable our organization's success. Specifically, we will present each of level of dashboards we have created to support the daily fundraising efforts of our development staff, their leaders in managing teams, our vice presidents in resourcing their teams and predicting future challenges, and organizational management as a whole at the executive level. We look forward to engaging with the community on these common challenges we all face and how data and information systems can enable small teams to have tremendous impact.
We encourage you to bring your questions and your lunch to the session!
For more information and/or questions please contact aprahouston@gmail.com.
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