CAMPAIGN DASHBOARDS IN RECORD TIME

UNIVERSITY OF CALIFORNIA AT BERKELEY

CAMPAIGN TIME CRUNCH

The University Development and Alumni Relations (UDAR) division at the University of California at Berkeley is the hub of a large, complex advancement program that is a hybrid of centralized and decentralized components. Upon his arrival, UDAR’s Chief Technology Officer, Karl Otto, met a vast user base operating within independent fundraising programs with varying sizes and objectives. He and his team worked collaboratively on a reporting initiative aimed at serving all of Berkeley’s disparate fundraising teams, aligning their metrics and tools to facilitate collaboration and optimal performance. 

 

Berkeley’s biggest challenge was one of timing. With its six-billion-dollar Light the Way campaign scheduled to kick off in three months, UDAR needed to act quickly to meet its objective of having campaign-critical dashboards finalized and published before the campaign’s public announcement. This meant not only doing the hard work of synthesizing a large list of user needs, but also making the dashboards available with thoughtful attention paid to user experience and adoption. 

Karl Otto, Chief Technology Officer  

University Development and Alumni Relations

University of California at Berkeley

As a partner, Solas is that ideal mix you hope for: strong industry knowledge, strategic thinking, collaborative style, and technical acumen.  They ask the right questions up front to deliver a first iteration that shows us all the possibilities of how we can answer colleagues' needs, and then are able to refine deliverables to be exactly what we needed.

SOLUTION:  DASHBOARDS TO ANSWER BERKELEY'S MOST PRESSING BUSINESS QUESTIONS

To meet the challenge, Berkeley turned to The Solas Group, Tableau’s premier partner for fundraising analytics. Armed with the incredible work Berkeley had done to articulate its fundraising information needs, Solas and UDAR’s technology team imagined, developed, and launched a suite of dashboards to answer Berkeley’s most urgent questions as it headed into the campaign’s public phase. 

 

With combined decades of experience in business intelligence for fundraising, Solas works collaboratively with clients to develop analytics resources that are most responsive to their needs. Solas partnered with Berkeley’s exceptional internal team of developers, rapidly enhancing their Tableau skillset as well as their analytics infrastructure. As the UDAR technology team received beta-tester feedback, Solas collaborated with them to respond quickly and flexibly to the myriad needs and preferences of its large user base.  

RESULT:  COMPREHENSIVE ANALYTICS SUITE WITH ENGAGED USERS

Together, Berkeley and Solas developed industry-leading dashboards embraced by fundraisers at all levels. They also implemented a thoughtful user adoption plan involving training manuals, videos, and dashboard discovery sessions, ensuring that the entire campus could adapt quickly to their new tools.  

Following the launch of their first analytics suite, Berkeley and Solas went on to create additional analytics resources such as a first-of-its-kind portfolio analysis and fundraiser collaboration dashboard suite. Today, Berkeley has extraordinary analytics resources that not only help UDAR analyze past activity, but also enable them to forecast future results and identify their best next steps. These resources are among the success factors driving Berkeley to break previous fundraising records, including seeing their first fiscal year to break an incredible $1B threshold. 

 

Interested in learning how Solas can increase your fundraising success? Contact us today for a free consultation.

  • LinkedIn - Grey Circle

©2020 by The Solas Group