Background

Client International Fundraising Leadership | Partner Adroit | Industry Charity | Key objective Fewer figures, more strategic & actionable insight

The challenge

Adroit were selected to deliver and revolutionise the global benchmarking project in 2017 and were tasked with implementing the vision of the project which was “fewer figures, more strategic & actionable insight”, whilst also achieving the following three core objectives:

  • Deliver a concise and highly visual analysis across the participating organisations and markets to inform senior audiences, who may not all be fundraisers, on key trends and highlighting on where the opportunities and issues are. This component is focused on core insight and should be attractive both in contents and formats.

IFL challenge flywheel

  • Provide a business intelligence solution that can be securely and remotely accessed by agreed users to dig out further insight through filters rendering all the dimensions available from the data sets e.g. Source origin, Gift type, Initial value band, Payment method, etc. The solution proposed should be easy to navigate and allow intuitive data exploration to users with minimum training.
  • Provide advanced users an access to the underlying data set – the purpose is to grant a limited number of authorised users with advanced technical and programming skills sufficient autonomy to produce ad hoc analysis and respond to specific analysis requirements. 

Data exploration example
Apteco FastStats® is at the heart of the project, with all subsequent applications and analysis fed from the Apteco software system.

The Apteco solution

The International Fundraising Leadership Forum license the Apteco marketing software via their chosen Apteco approved reseller Adroit.

Adroit were tasked with implementing the vision of project, specifically to produce a concise and highly visual analysis on key trends, deliver a business intelligence solution that could be securely and remotely accessed by agreed users and to provide advanced users an access to the underlying dataset. One application, called Indigo, is loaded from the Apteco’s FastStats® analytics system and currently contains non-personal data for 76 million donors and 400 million+ gift records, and can be accessed by each organisations' analysts.

In 2017 the study involved over 80 individual organisations and markets, including European, Asian, North & South American markets, and allowed for 100 selected users. Apteco FastStats® was at the heart of the solution.

The impact on the business

Explore some examples of how companies currently benefit from Apteco FastStats®.

Clear actionable insights and accurate metrics
Clear actionable insights and accurate metrics

Filters and drill-downs for deeper analysis
An extensive Excel application was developed and fed directly from Apteco FastStats®. This allowed users to cut and slice predefined highly visual informational dashboards by a variety of different filters, allowing fundraising program managers to drill-down into the information in more detail, producing clear actionable insights and accurate metrics in each market

Identify key trends to drive targets
Identify key trends to drive targets

Uncover key insights and opportunities
A detailed global and country trends analysis, was produced in order to identify key trends and opportunities. The insights and analysis for this report came from information straight from the Apteco FastStats® system.

Multi-lingual global training strategy
Multi-lingual global training strategy

+88 multi-lingual global users
Over 88 multi-lingual users, spread across the globe were trained to use Apteco FastStats®. Adroit produced over 20 support videos with informational and "how to" videos as well as supporting documentation guides and webinars.

Global engagement and understanding
Global engagement and understanding

Deeper analysis and understanding
The Apteco FastStats® system allowed different user groups & fundraising analysts from across the globe to securely and remotely access data and enabled them to delve deeper into the data to produce more bespoke analysis for their organisations.

The Apteco marketing software is the integral engine which is at the centre of all the actionable strategic insights, and now plays a vital role in shaping the global fundraising strategy for all these major NGOs with a combined annual individual giving income in excess of $3.1 billion US Dollars per annum.