Leverage your Advancement Data NOW  with In-Memory Data Management
Participants <ul><li>Doug Cogswell,  President & CEO  </li></ul><ul><li>  ADVIZOR Solutions </li></ul><ul><li>Judy   Doher...
Agenda <ul><li>Confusion in the Marketplace  (5 mins) </li></ul><ul><li>How Business Intelligence Fits Together  (10 mins)...
Raiser’s Edge Datatel Banner Advance Data Warehouse Reporting  & Scorecards Discovery & Analysis Pieces of the Puzzle
What we hear    Data Warehouses <ul><li>We could benefit from a data warehouse, but don't have the time, money or resourc...
Discovery & Analysis Datatel Banner Data Warehouse Reporting  & Scorecards Needs Vary Operations Advancement Raiser’s Edge...
Datatel Banner Operations Warehouse (student side in Higher Ed) Reporting  & Scorecards Operations drives Reporting Discov...
Datatel Banner Reporting  & Scorecards Grade Reports Student Bills Course Evaluations . . . Often leaving Advancement in L...
Advancement Data Warehouse Reporting  & Scorecards Discovery & Analysis Campaign Reports Executive Metrics Staff Metrics ....
Reporting  & Scorecards Discovery & Analysis Campaign Reports Executive Metrics Staff Metrics . . . Prospect Identificatio...
Reporting  & Scorecards Discovery & Analysis Campaign Reports Executive Metrics Staff Metrics . . . Today Discovery & Anal...
Problem:  the “Cycle of Pain” <ul><li>Custom Report Requests: </li></ul><ul><ul><li>Custom query submitted to IT </li></ul...
In-Memory Data Management DISCOVERY & ANALYSIS (ADVIZOR) Interactive Visualization & Predictive Analytics <ul><li>Solution...
In-Memory Data Management DISCOVERY & ANALYSIS (ADVIZOR) Interactive Visualization & Predictive Analytics <ul><li>Solution...
Demonstration . . .
Demonstration <ul><li>Staff Performance Management  </li></ul><ul><li>   Identify best practices and manage operations  <...
Discussion . . .
Discussion <ul><li>What should Advancement do? </li></ul><ul><ul><li>How to balance the “big bang” vs. “getting something ...
Q&A:   use webinar “question” panel and “raise hand” // we’ll unmute you . . . (or email doug.cogswell@advizorsolutions.c...
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www.AdvizorSolutions.com Presents a Visual Analysis webinar on: Leverage your advancement data now with in memory warehouses (5) 8-17-10

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Are you wondering what all the talk is about "in-memory" data warehouses? How do they compare with the more traditional data warehouses? What are the advantages? Disadvantages? What are others doing to meet their data discovery and analysis needs?

This webinar from www.AdvizorSolutions.com highlights the use of in-memory data management in higher ed fundraising, it is applicable to any team or organization that is looking to maximize insight from their data.

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www.AdvizorSolutions.com Presents a Visual Analysis webinar on: Leverage your advancement data now with in memory warehouses (5) 8-17-10

  1. 1. Leverage your Advancement Data NOW with In-Memory Data Management
  2. 2. Participants <ul><li>Doug Cogswell, President & CEO </li></ul><ul><li> ADVIZOR Solutions </li></ul><ul><li>Judy Doherty, Director, Info Management Systems </li></ul><ul><li>Dartmouth College </li></ul><ul><li>Ben Tompkins, Executive Director, Info Services </li></ul><ul><li>Emory University </li></ul><ul><li>Terry Handler, CEO </li></ul><ul><li> T. Handler Consulting </li></ul>
  3. 3. Agenda <ul><li>Confusion in the Marketplace (5 mins) </li></ul><ul><li>How Business Intelligence Fits Together (10 mins) </li></ul><ul><ul><li>Source Systems </li></ul></ul><ul><ul><li>Data Warehouse </li></ul></ul><ul><ul><li>In-memory Data Management </li></ul></ul><ul><ul><li>Reporting & Scorecards </li></ul></ul><ul><ul><li>Discovery & Analysis </li></ul></ul><ul><li>Discussion (25 mins) </li></ul><ul><ul><li>Timing and Making It Work </li></ul></ul><ul><ul><li>Case Study Discussions </li></ul></ul><ul><li>Q&A (20 mins.) </li></ul><ul><ul><li>Use webinar “question” panel and “raise hand” // we’ll unmute you </li></ul></ul>
  4. 4. Raiser’s Edge Datatel Banner Advance Data Warehouse Reporting & Scorecards Discovery & Analysis Pieces of the Puzzle
  5. 5. What we hear  Data Warehouses <ul><li>We could benefit from a data warehouse, but don't have the time, money or resources to implement one </li></ul><ul><li>We are having trouble implementing a data warehouse </li></ul><ul><li>We are experiencing higher than expected costs and delays in getting up and running </li></ul><ul><li>We are frustrated because solutions for our department are 2 years away because others are implementing first </li></ul><ul><li>We need a more flexible discovery and analysis environment </li></ul>Resources Time Flexibility
  6. 6. Discovery & Analysis Datatel Banner Data Warehouse Reporting & Scorecards Needs Vary Operations Advancement Raiser’s Edge Advance
  7. 7. Datatel Banner Operations Warehouse (student side in Higher Ed) Reporting & Scorecards Operations drives Reporting Discovery & Analysis Grade Reports Student Bills Course Evaluations . . .
  8. 8. Datatel Banner Reporting & Scorecards Grade Reports Student Bills Course Evaluations . . . Often leaving Advancement in Limbo Raiser’s Edge Advance Discovery & Analysis Discovery & Analysis Operations Warehouse (student side in Higher Ed)
  9. 9. Advancement Data Warehouse Reporting & Scorecards Discovery & Analysis Campaign Reports Executive Metrics Staff Metrics . . . Prospect Identification Staff Performce Mgmt Appeals Targeting Call Center Opt. . . . Advancement has its own Needs Operations Advancement Banner Reporting & Scorecards Discovery & Analysis Operations Warehouse (student side in Higher Ed) Call Center Core Systems* Other Data
  10. 10. Reporting & Scorecards Discovery & Analysis Campaign Reports Executive Metrics Staff Metrics . . . Prospect Identification Staff Performce Mgmt Appeals Targeting Call Center Opt. . . . . . . and doesn’t need to wait for a Data Warehouse Operations Banner Reporting & Scorecards Discovery & Analysis Advancement Operations Warehouse (student side in Higher Ed) Call Center Core Systems* Other Data
  11. 11. Reporting & Scorecards Discovery & Analysis Campaign Reports Executive Metrics Staff Metrics . . . Today Discovery & Analysis largely missing Operations Banner Reporting & Scorecards Discovery & Analysis Advancement Operations Warehouse (student side in Higher Ed) Call Center Core Systems* Other Data
  12. 12. Problem: the “Cycle of Pain” <ul><li>Custom Report Requests: </li></ul><ul><ul><li>Custom query submitted to IT </li></ul></ul><ul><ul><li>Backlog – 5 days to get answer </li></ul></ul><ul><ul><li>Begs another question, back through the cycle </li></ul></ul><ul><ul><li>Frustration on both sides </li></ul></ul><ul><li>Excel: </li></ul><ul><ul><li>Download “extracts” </li></ul></ul><ul><ul><li>Slice and dice in Excel </li></ul></ul><ul><ul><li>Time consuming and challenging </li></ul></ul><ul><ul><li>Don’t have all the data </li></ul></ul><ul><ul><li>Hard to show to management </li></ul></ul><ul><ul><li>“ Shadow data systems” </li></ul></ul>Collaboration Kill the “Cycle of Pain”!!
  13. 13. In-Memory Data Management DISCOVERY & ANALYSIS (ADVIZOR) Interactive Visualization & Predictive Analytics <ul><li>Solutions : </li></ul><ul><li>G eneral Management: </li></ul><ul><li>Staff Performance Mgmt </li></ul><ul><li>Campaign Analysis </li></ul><ul><li>Ad Hoc Reporting </li></ul><ul><li>Leadership Giving: </li></ul><ul><li>Prospect Identification </li></ul><ul><li>Prospect Management </li></ul><ul><li>Annual Giving: </li></ul><ul><li>Appeals Targeting </li></ul><ul><li>Volunteer Assignments </li></ul><ul><li>Call Center Optimization </li></ul><ul><li>Member / Alumni Rltns: </li></ul><ul><li>Events, Trips, and Clubs </li></ul>In-Memory “Pool” of Linked Tables *Advance, Banner, Datatel, Millennium, Raiser’s Edge, etc. Call Center Core Systems* Other Data Answer: In-Memory Data Management
  14. 14. In-Memory Data Management DISCOVERY & ANALYSIS (ADVIZOR) Interactive Visualization & Predictive Analytics <ul><li>Solutions : </li></ul><ul><li>G eneral Management: </li></ul><ul><li>Staff Performance Mgmt </li></ul><ul><li>Campaign Analysis </li></ul><ul><li>Ad Hoc Reporting </li></ul><ul><li>Leadership Giving: </li></ul><ul><li>Prospect Identification </li></ul><ul><li>Prospect Management </li></ul><ul><li>Annual Giving: </li></ul><ul><li>Appeals Targeting </li></ul><ul><li>Volunteer Assignments </li></ul><ul><li>Call Center Optimization </li></ul><ul><li>Member / Alumni Rltns: </li></ul><ul><li>Events, Trips, and Clubs </li></ul>In-Memory “Pool” of Linked Tables *Advance, Banner, Datatel, Millennium, Raiser’s Edge, etc. Call Center Core Systems* Other Data End User Empowerment Answer: In-Memory Data Management
  15. 15. Demonstration . . .
  16. 16. Demonstration <ul><li>Staff Performance Management </li></ul><ul><li> Identify best practices and manage operations </li></ul><ul><li>against set metrics that include: </li></ul><ul><ul><li>Activities such as in-person visits and # of proposals issued over past 12 months </li></ul></ul><ul><ul><li>The value of proposals issued vs. the rated value of the prospects </li></ul></ul><ul><ul><li>Speed of movement through proposal stages </li></ul></ul><ul><ul><li>The balance of visits and proposals by type and level of prospect </li></ul></ul><ul><ul><li>Close rates and gifts recorded </li></ul></ul><ul><li>26 Tables from Oracle Database (Advance) </li></ul><ul><ul><li>Entity </li></ul></ul><ul><ul><li>Assignments </li></ul></ul><ul><ul><li>Contacts </li></ul></ul><ul><li>100k entities, 10k staffed prospects </li></ul><ul><li>25+ Calculated Metrics: </li></ul><ul><ul><li>In-person Contacts Last 12 Months </li></ul></ul><ul><ul><li>Active Comprehensive Proposals </li></ul></ul><ul><ul><li>Total Lifetime Giving </li></ul></ul><ul><ul><li>Prospect Expected Value </li></ul></ul><ul><ul><li>Etc. </li></ul></ul><ul><ul><li>Proposals </li></ul></ul><ul><ul><li>Gifts </li></ul></ul><ul><ul><li>Etc. </li></ul></ul>Trend Analysis Proposal Portfolio Prospect Moves
  17. 17. Discussion . . .
  18. 18. Discussion <ul><li>What should Advancement do? </li></ul><ul><ul><li>How to balance the “big bang” vs. “getting something going now”? </li></ul></ul><ul><ul><li>What benefits will a full data warehouse provide? </li></ul></ul><ul><ul><li>How is a “warehouse” different than a “mart” or “reporting tables” </li></ul></ul><ul><li>How far can you go with in-memory data discovery tools? </li></ul><ul><li>What have you done to kill the “cycle of pain”? </li></ul>Resources Time Flexibility
  19. 19. Q&A:  use webinar “question” panel and “raise hand” // we’ll unmute you . . . (or email doug.cogswell@advizorsolutions.com) Distribution by Class Year Location of Top Prospects FYTD Closes
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