We Are Your Data Sherpa

You’re sitting on a mountain of donor data and our platform can help make sense of it.

But, we won’t let you buy a fundraising product only to let it sit on a shelf. At Advizor, we pride ourselves on making data discovery easy and accessible for anyone—but we’re also here to provide additional support when you need it. Our goal is to give you all the knowledge, skills, training, and tools necessary to empower your team to make data-driven decisions.

Are you getting the most from your data?

We don’t just give you a platform. We act as your analytics sherpa to ensure you are getting the most out of your investment.

Setting You Up For Success

Analyze performance both vertically (within and across your team) and also horizontally (against outside benchmarks)

Pair data-driven analysis with recommendations for what is most significant to improving your team’s returns

Work with your team to develop a clear action plan which prioritizes next steps to help them become more efficient and effective

Focus on what matters most to your team and your current goals and objectives

Strategic Assessments

How do you take your results to a higher level and increase overall giving? We can evaluate your performance against external and internal metrics, provide a strategic assessment of what this means for your programs, and deliver clear action plans to empower your next steps.

Dashboard Design & Deployment

We believe dashboard design is equal parts art and science. Let our team customize your dashboard to meet your organization’s needs. The result? A solution that enables you to get quick insights and easy answers to your most important questions.

Identify key questions you’re trying to answer and the data needed to answer them

Create metrics and transform data to help you track progress towards your goals

Determine the best and most accurate way of visually displaying your data

Organize visual displays logically and thematically to create a natural workflow

Prepare and blend information from more than 25 unique sources—including SAP HANA, MySQL, XML, Oracle, and Splunk

Merge, sort, transform, or append data tables as needed

Integrate and aggregate your data, making it easy to model and analyze

Send email alerts in response to specific conditions of your choice

Data Blending & Synthesis

You’ve got spreadsheets, databases, text files, and cloud apps—all filled with valuable data. Yet without the ability to combine these sources and compare notes, you can’t access the true value of the information you own. Our data blending software can help you bring it all together to find actionable insights.

Monthly Consulting

Managing the constant, unrelenting flow of data generated today can overwhelm even the most seasoned IT professionals. With expert analytical skills and extensive experience extending across multiple database types, ecosystems, and APIs, our consulting team is here to help.

Provide operational best practices and development of individual operating plans

Conduct instructional forums for skills development

Offer cohort benchmarking to identify business practice improvements across key operating areas

Discuss analytics strategy with senior leadership

Talk to a Data Specialist

Develop models for major gift likelihood, annual gift likelihood, or attachment scores

Find top targets for specific campaign asks—such financial aid matching grants

Identify characteristics of “high-level” or “million-dollar” donors

Determine ideal prospects to target for a volunteer or media-specific (e.g., phone, mail, etc.) campaign

Screening and Scoring

Our goal is to build accurate models that you can put to work immediately and begin to see results for your organization. Our experts can combine your existing data with outside data to build predictive models, and then score your prospects to identify ideal giving partners.

Training & Workshops

Training is an integral part of every implementation we do. Our training is hands-on and typically delivered on-site over a two-day period. Ongoing training is also available in a variety of formats—including free monthly webinars and customized sessions to address your specific needs.

Empower your staff to make the most of our models, tools, and dashboards

Offer workshop providing an overview of the techniques and process behind building a predictive model

Deliver advanced, in-depth training on our software and its features through our Advizor Bootcamp workshop

Answer questions, provide tips and tricks, and share best practices

Solutions For

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Advizor Solutions, Inc.

1333 Butterfield Rd
Downers Grove, IL 60515

Offices: 630.971.5250

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