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Information Builders > 实例探究 > WebFOCUS Streamlines Fundraising for UNC Charlotte Foundation
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WebFOCUS Streamlines Fundraising for UNC Charlotte Foundation

技术
  • 分析与建模 - 实时分析
  • 应用基础设施与中间件 - 数据交换与集成
适用行业
  • 教育
适用功能
  • 商业运营
  • 销售与市场营销
用例
  • 质量预测分析
  • 实时定位系统 (RTLS)
服务
  • 数据科学服务
  • 系统集成
挑战
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.
关于客户
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.
解决方案
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.
运营影响
  • Better information has led to more targeted financial projections and outreach.
  • Performance metrics make the staff more proactive and effective in fundraising efforts.
  • The dashboards have led to huge improvements in reporting efficiency, cutting the time required to access data from 30 minutes to 20 seconds.
数量效益
  • The amount of requests for reports has skyrocketed because now people know they can get accurate information in a timely manner.
  • The time required to access data has been cut from 30 minutes to 20 seconds.

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