Best of CASE District VII Award
 

Institution: University of California, Davis

Title of entry: Streamlining Grateful Patient Prospect Data at UCD

About this entry: Advancement Services at UC Davis developed a semi-automated, secure data transfer and validation process to sort and steward high-volume, HIPPA-compliant Grateful Patient data from external medical databases to wealth/affinity screening vendors to Ellucian Advance – all within days (instead of months.) With the help of entity matching software and home-grown batching scripts, we now add high-quality Grateful Patient biodata to our database of record without creating database bloat – two files of data daily. We also built Power BI dashboards that offer up-to-the-day, high-quality prospects to fundraisers so that they can reach out to potential Grateful Patient high-capacity donors within 60-90 days of their visit (if not sooner.) And we now have thousands of high quality Grateful Patient constituents in our database that can be stewarded and solicited during annual fund campaigns.