Solutions to Give You The Data Stories

Solutions That Get You Quick Answers

Advizor enables you to see the stories quickly:

Prospect Identification

The goal of this Prospect Identification software module is to empower Prospect Research and Development Management with the ability to explore and slice and dice their entity pool across a wide range of attributes. A typical scenario would include something like:

Who are our best overall prospects?
Are we missing the boat on some groups?
Are there efforts we should back off?
What are the characteristics of my largest donors? Who else fits this same profile?
Who should we invite to an upcoming event in Lexington? and so on.

Major Giving Metrics

This module will enable Major Giving Development Managers to assess performance trends across their team(s), conduct comparative analysis, identify and share best practices, and manage operations against set metrics that include:

Activities: Is our staff achieving their goals for in-person visits and the number of proposals issued over a twelve-month period?

Prospect Assignments: Are all of our highest capacity and most engaged prospects staffed? Are portfolios reasonably sized?
Penetration: Are our portfolios of assigned prospects being connected with?
Movement: Are we moving prospects forward at a reasonable pace?
Solicitation Levels: Are our asks at the right level relative to capacity and attachment?
Yield: Are we closing solicitations at an aggressive level?

Relationship Mapping

Relationship Mapping is an add-on module to Prospect Identification. This add-on is designed to make it easy for teams to find meaningful relationships and connections between their constituents.

Concept:

Select a specific person, and Advizor will create a ranked list of other people with the strongest “connection” to that selected person.
For example, select John Smith and get a list of other alums who he is most likely to know. List will be ranked with a numerical score, and the factors that drive the score will be visible (e.g., class ‘77, engineering major, hockey team, Zeta Psi, live in Chicago, etc.).

Field Officer Dashboard

The goal of this module is to provide frontline Field Officers with the information they need to keep track of their portfolios in an easy-to-use web or client-based application. This includes making it quick and easy for a Field Officer to get lists when preparing for a trip, fill in an appointment when a call cancels while on the road, or to assess his/her performance against their key goals at a glance.

Key benefits to expect:

Staff can determine the best use of their time in and out of the office with improved efficiency.
Managers can easily identify problems early on and access the details necessary for corrective action.
A collaborative environment is created for constructive brainstorming as staff access real time information from their desktops or laptops.
Dramatic reductions in the need for custom reports are realized.

Annual Fund Management

This module will enable your team to answer questions such as:

What do our trends for retention, re-acquisition, and acquisition look like?
Which appeals and messaging worked best to retain current donors? To re-acquire lapsed donors? To acquire new donors? Which events and activities are most effective?
Is there a sequencing of appeals that drives higher success rates?
Who are the non-donors? Where are they? In what class? Rated vs. non-rated? Come to events or reunions? What else do we know about them? How can we best appeal to them?
How can we segment our non-donors so that we can focus on those who are more likely to be acquired? How can we best appeal to them?
How does a crowd funding donor renew? How can we best retain crowd funding donors? Are they impacted by our other appeals?
Can we use things like newsletter click-throughs to determine our prospects’ areas of interest?
What are the characteristics of people who have responded with, say, $500+ gifts to our appeals? Who else has the same characteristics?
Are there any 3+ year consecutive donors who always have given in December but did not this year? Who are they? How can I export a list quickly?

Campaign Feasibility

The objective of the Campaign Feasibility module is to see if there is a large enough pool of potential donors to reach your Campaign goals.

This module leverages our Prospect Identification tools and uses Prospect ID information to calculate a potential “campaign ask amount” for each individual in your database based on their capacity and attachment scores and recent giving levels. In this component, we use Advizor predictive modeling to create giving segments in and also to project giving behavior.

Campaign Reporting & Analysis

Performance based metrics
Drill down into outliers and causal factors

Predictive Modeling Setup & Workshop

Performance based metrics
Drill down into outliers and causal factors

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1333 Butterfield Rd
Downers Grove, IL 60515

Offices: 630.971.5250

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