Marketing Firm Sees 60X Improvement in Development Time
Customer Company Size
SME
Region
- America
Country
- United States
Product
- Sisense
- Raiser’s Edge
Tech Stack
- SQL
- CSV
- Excel
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Customer Satisfaction
- Digital Expertise
Technology Category
- Application Infrastructure & Middleware - Data Visualization
- Analytics & Modeling - Big Data Analytics
- Analytics & Modeling - Predictive Analytics
Applicable Industries
- Professional Service
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- Data Science Services
- System Integration
About The Customer
CAUSE + EFFECT Strategy and Marketing (CESM) specializes in providing in-depth insights and marketing strategy to clients. As VP of Client Service & New Business Development, Michael Sutton came from a lengthy tenure as a consultant in the nonprofit fundraising business. In 2014, along with his partners, he started CESM to build a data analytics firm to help companies, especially nonprofits, use data to influence all decisions made when developing a marketing plan. Originally working in Excel, Michael worried about it being too time-consuming with little flexibility, which was hiding insights. The move to Sisense gave CESM greater visibility in addition to dropping the effort involved in development by a factor of 60.
The Challenge
Michael says data streams included CSV, Excel, or Salesforce along with donations over time, who gave how much, when they gave it, and in what fundraising program. What may have looked like a very straightforward, neat, and organized Excel document from a foundation, actually possessed a great deal of insight that could be derived from it if the data was manipulated strategically. Michael’s goal was to dig into what donations amount to loyalty, how contributions come in, renewal rate, weight of attrition, and much more. On top of this, because CESM is looking at time series data and is able to look at time analysis, like seasonality or cycles of giving, there were even more insights to be discovered. However, after many days of work, all Michael could say was, for example, 'in 2006, your renewal rate was 60%.' Looking at data that was static, he was unable to go further without putting a lot more effort into it. It was time to find a better solution, and that is where Sisense came in.
The Solution
Many nonprofits use Raiser’s Edge or similar software to track and report on fundraising. While powerful, these tools require an understanding of SQL, which handicaps several companies. In addition, once the raw data is received, it has to be distilled and understood, which can take days. Michael had a client that needed to understand the effectiveness of one-off mailings, and how the new donors to that mailing list performed over time. Successful annual fund programs are built on repeat donors, so in order to make actionable decisions on programs, information like renewal rate, acquisition rate, and lapsed donor reactivation needs to be readily available. Michael developed a dashboard that makes it simple to compare this data across departments and years, taking into account lapsed years from single donors. Another client had seen their program donations decrease by 15% from the prior year, making leadership unhappy. After Michael took the data and ran it through his system, he was able to find that his client hadn’t lost the donor; the donor had simply shifted and was given to another department. Once leadership saw the whole picture, the problem was solved. However, under normal circumstances and without CESM, the client would not have developed a 3D view of their data, greatly affecting the outcome.
Operational Impact
Quantitative Benefit
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