This document discusses how an organization called Guide Dog Foundation for the Blind and America's VetDogs uses an IMIS database system to manage various aspects of their operations. The IMIS system is used to manage people like applicants, donors and volunteers, dogs, transactions, and relationships with other databases. It also helps measure donor engagement by tracking things like funding, participation, communication, and gift ability. The organization views engagement scores as dynamic, and hopes to customize constituent experiences using the data collected.

1. Case Study

2. Overview – Imis at the Center
Running the entire
enterprise
1. Managing People
1. Applicants
2. Donors
3. Volunteers
2. Managing Dogs
3. Managing Transactions
4. Building Relationships
www.GuideDog.org  www.VetDogs.org

3. Overview – Imis at the Center
Running the entire
enterprise
5. Relating to other databases
1. General Ledger
2. Document Management
6. Managing Processes
7. Hosting the Websites
www.GuideDog.org  www.VetDogs.org

4. Measuring Engagement at GDF/AVD
Funding
1. Recency, Frequency, etc.
2. Length of giving
3. Lifetime Value of Donor
4. Increasing (Decreasing)
5. Fundraising / Soliciting
www.GuideDog.org  www.VetDogs.org

5. Measuring Engagement at GDF/AVD
Participation
1. Volunteer
2. Advocate
3. Consumer (Client)
4. Use of websites
5. Events (shared with Funding)
6. Purchasing products
www.GuideDog.org  www.VetDogs.org

6. Measuring Engagement at GDF/AVD
Communication
1. Track inbound snail and electronic communications.
2. Email – Clickthrough (from Informz)
3. Social Media
Follow
Share
Influence (connections, frequency)
4. Lists Subscribed (Note: we track communications
preferences and actions.)
www.GuideDog.org  www.VetDogs.org

7. Measuring Engagement at GDF/AVD
Gift Ability
1. Wealth Indexes
2. Demographics
3. Link with Moves Management
on Database
www.GuideDog.org  www.VetDogs.org

8. Guide Dog / VetDogs Views on
Scoring Engagement
 Scores are dynamic and changing.
 We learn how to apply the scores to what we do through trial
and error.
 Use the data you have to customize the constituent’s view of
the organization – through mail, email, web views, etc. We
now have an incredible opportunity to customize.
 It should be easy.
www.GuideDog.org  www.VetDogs.org

9. Thank you!
 Wells B. Jones
 Chief Executive Officer
 Guide Dog Foundation for the Blind
 America’s VetDogs – the Veteran’s K-9 Corps
 Wells@GuideDog.org
www.GuideDog.org  www.VetDogs.org