Information Builders Case Studies WebFOCUS Streamlines Fundraising for UNC Charlotte Foundation

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	WebFOCUS Streamlines Fundraising for UNC Charlotte Foundation Information Builders

WebFOCUS Streamlines Fundraising for UNC Charlotte Foundation

Information Builders

Technology Category	Analytics & Modeling - Real Time Analytics Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries	Education
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Predictive Quality Analytics Real-Time Location System (RTLS)
Services	Data Science Services System Integration
Challenge	The University of North Carolina at Charlotte (UNC) Foundation, Division of University Advancement, is responsible for fundraising and managing all aspects of donations. The foundation faced challenges in tracking all the information about donations, contributors, and fundraising programs. The IT staff needed to supply donors and university executives with detailed information on donation amounts, contributors, progress toward objectives, fund disbursements, and more. The existing system was inefficient, with requests for new reports having a ten-day minimum turnaround. The foundation needed a solution that could provide more accurate and timely information about fundraising and donors to university leaders and relieve the IT group from creating custom reports. Read More
About Customer	The University of North Carolina at Charlotte (UNC) is an urban research university with more than 90,000 living alumni and adds 4,000 to 4,500 new alumni each year. Many of those alumni, along with other community members, contribute funds to the university in the form of gifts. The UNC Charlotte Foundation, Division of University Advancement, is charged with reaching out to the alumni and community to raise funds for the university and with managing all aspects of donations. The foundation has a staff of 11 IT professionals who are responsible for supplying donors and university executives with detailed information on donation amounts, contributors, progress toward objectives, fund disbursements, and more. Read More
Solution	The university engaged Information Builders Professional Services to create an operational data store that feeds a series of WebFOCUS dashboards. This data integration and integrity solution improves data quality as it copies production data from the university’s Banner ERP system to an Oracle database set up for reporting. They also created parameterized reports that let people filter the data by date range, geography, and other variables. The dashboards display information via easy-to-read graphs that identify precise metrics such as total contributions, contributions by college, and contributions by project. Geographic displays make it easy to see where the most generous donors reside. Users can drill down into the numbers to uncover granular details about donors. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Real Time Analytics

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Industries

Education

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Predictive Quality Analytics

Real-Time Location System (RTLS)

Services

Data Science Services

System Integration

Challenge

The University of North Carolina at Charlotte (UNC) Foundation, Division of University Advancement, is responsible for fundraising and managing all aspects of donations. The foundation faced challenges in tracking all the information about donations, contributors, and fundraising programs. The IT staff needed to supply donors and university executives with detailed information on donation amounts, contributors, progress toward objectives, fund disbursements, and more. The existing system was inefficient, with requests for new reports having a ten-day minimum turnaround. The foundation needed a solution that could provide more accurate and timely information about fundraising and donors to university leaders and relieve the IT group from creating custom reports.

About Customer

The University of North Carolina at Charlotte (UNC) is an urban research university with more than 90,000 living alumni and adds 4,000 to 4,500 new alumni each year. Many of those alumni, along with other community members, contribute funds to the university in the form of gifts. The UNC Charlotte Foundation, Division of University Advancement, is charged with reaching out to the alumni and community to raise funds for the university and with managing all aspects of donations. The foundation has a staff of 11 IT professionals who are responsible for supplying donors and university executives with detailed information on donation amounts, contributors, progress toward objectives, fund disbursements, and more.

Solution

The university engaged Information Builders Professional Services to create an operational data store that feeds a series of WebFOCUS dashboards. This data integration and integrity solution improves data quality as it copies production data from the university’s Banner ERP system to an Oracle database set up for reporting. They also created parameterized reports that let people filter the data by date range, geography, and other variables. The dashboards display information via easy-to-read graphs that identify precise metrics such as total contributions, contributions by college, and contributions by project. Geographic displays make it easy to see where the most generous donors reside. Users can drill down into the numbers to uncover granular details about donors.

Impact #1	Better information has led to more targeted financial projections and outreach.
Impact #2	Performance metrics make the staff more proactive and effective in fundraising efforts.
Impact #3	The dashboards have led to huge improvements in reporting efficiency, cutting the time required to access data from 30 minutes to 20 seconds.

Impact #1

Better information has led to more targeted financial projections and outreach.

Impact #2

Performance metrics make the staff more proactive and effective in fundraising efforts.

Impact #3

The dashboards have led to huge improvements in reporting efficiency, cutting the time required to access data from 30 minutes to 20 seconds.

Benefit #1	The amount of requests for reports has skyrocketed because now people know they can get accurate information in a timely manner.
Benefit #2	The time required to access data has been cut from 30 minutes to 20 seconds.

Benefit #1

The amount of requests for reports has skyrocketed because now people know they can get accurate information in a timely manner.

Benefit #2

The time required to access data has been cut from 30 minutes to 20 seconds.

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Overview

WebFOCUS Streamlines Fundraising for UNC Charlotte Foundation

Operational Impact

Quantitative Benefit