Best of CASE District VIII Award
 

Institution: The University of British Columbia

Title of entry: Annual Giving Preliminary Data Analysis and Exploration Dashboard

About this entry: Our entry, the Annual Giving Preliminary Data Analysis and Exploration Dashboard (AG Dashboard), revolutionizes data analysis for Annual Giving (AG) in UBC Development and Alumni Engagement portfolio. Traditionally, AG's complex data requests involved extensive, manual Excel file management, consuming days or weeks. The AG Dashboard, leveraging advanced Tableau features and SQL Server database querying, transforms this process, delivering detailed constituent profiles in seconds, not days.

The AG Dashboard's innovation lies in its ability to handle sophisticated, multi-faceted, complex queries with ease. It boasts nearly 40 filters, encompassing solicitation status, biographical data, alumni education, and giving profiles, making it uniquely tailored to our AG team's needs. Despite its technical complexity, the dashboard remains user-friendly and quick, enabling fundraisers to quickly assess the feasibility and potential effectiveness of various appeals for different units and faculties.

The impact is significant: a substantial reduction in preliminary analysis time (from weeks to minutes), leading to more agile and effective appeal strategies. Fundraisers now respond faster to different faculties and units, exploring new donor engagement opportunities that were previously unconsidered. Fundraisers use the AG Dashboard to generate initial metrics for their Data Request Forms, removing the guesswork of what the target constituent pool would look like.

What sets our entry apart is not just its advanced technical capabilities but its practical application. It bridges the gap between complex data analysis and user-friendly functionality. Fundraisers are now empowered with quick stats that are relevant to their work and have quick turnarounds for their own stakeholders.