Many organizations underestimate the scope of work and the time required to develop the reporting and dashboards necessary for new system go-live.
Advancement CRM Systems will not provide all the reporting, dashboards and analytics you need. They are great at process automation, records management, fundraising and constituent engagement. They are easy to customize and it is easy to create basic dashboards and reports. But it can be difficult and expensive to provide information for management and oversight, decision support, and planning. These systems are simply not architected for this.
Consequently, almost every large and/or sophisticated advancement organization must also utilize a data warehouse and external reporting.
Most institutions can not afford a large dedicated analytics or reporting staff. Plus, demands are unrelenting and resources do not keep pace with the innovation demanded by alumni relations, development and communications --- further exacerbated by the need to support older systems during a multi-year effort to convert to a new CRM system and by the challenges of staff retention, recruitment, and training.
The Raising Insight ABI reporting platform provides a comprehensive data warehouse and sophisticated management reporting (including campaign reporting and support for forecasting).
With over 10 years of development and ongoing refinement, ABI is used by institutions that have up to hundreds of fundraising staff, 2M+ constituent records, and campaign goals of many $Billions.
Implement ABI for reporting and data interfaces
prior to new CRM go-live
For immediate reporting benefits, to reduce the number of reports and dashboards that you need to develop, and to 'get ahead' of the reporting effort by starting as soon as possible.
At ‘go live’ swap data sources.
Which will generally be invisible to end users and to the systems and database for which interfaces are developed.