Data Webinar Series

Event Archive

Focusing on a critical element of any system replacement, our four part series on Data sets out the options, challenges and approaches you need to consider at any stage of your system lifespan.

Each part of the series delves into the data-related aspects of Charity & Membership Management system replacement, ensuring that attendees come away with a better understanding of the value of data, how to work with it and how to make the most of it.

Data Landscape & Strategy: Crafting Your Data Strategy to ensure you maximise your data assets

4th June 2024 | 9:30 – 10:30 | Online

Establish the importance of a data strategy before diving into CRM system replacement.

The first in a series of four webinars, this session illustrates the importance data plays in your overall transformation strategy, what your various options are and what good governance looks like.

We are joined by a client, Enrico Tizzano, Chief Transformation Officer, Brooke and their technology partners, m-hance.

Topics we will be covering:

• The significance of data in the NFP sector
• Developing a data strategy aligned with organisational goals
• Understanding data ecosystems:
• Architectures, Integration, flow, management & reporting
• Data governance and stewardship in NFPs

Speakers

Enrico Tizzano, Chief Transformation Officer, Brooke

Tory Cassie, Director of Nonprofit, m-hance

Joyce Harmon, Head of Client Services, Hart Square

Data Quality & Management: Understanding data integrity to ensure success

11th July 2024 | 9:30 – 10:30 | Online

The second in a series of four webinars, this session focuses on the value of quality data, evaluating the quality of your data and what approaches you can take to improve it.

Topics we will be covering:

• The critical role of data quality and management in the success of new system
• Assessing data quality: Tools and techniques
• Data cleaning and deduplication processes
• Establishing robust data management practices
• Data security and compliance in the NFP sector

Speakers

Dr Nuna Staniaszek, Director of Communications, Institute of Materials, Minerals and Mining (IOM3)

Marios Chrysanthou, Managing Director, Bluelight CRM

Alan Perestrello, Managing Director, Hart Square

Data Migration & Integration: Getting it right at the critical stage

26th September 2024 | 9:30 – 10:30 | Online

Grappling with scattered, siloed data while simultaneously juggling the varied needs of multiple stakeholders can be a huge challenge for non-profit organisations. Successfully migrating and integrating your data is therefore essential for effectively harnessing its potential and achieving your organisation’s goals.

In the third, in our four part series on data, hear first-hand from Alzheimer’s Research UK and their Salesforce partner, Giveclarity, on how they migrated their data from a legacy system to a new CRM, enabling them to:

• Have a single view of their data providing deeper understanding of stakeholders needs (donations, research, information provision)
• Create tailored and targeted experiences for their varied stakeholders
• Provide better quality reporting and analytics
• Improved efficiency by using automation to reduce the time spent on manual workload

Learn from their data migration journey and ensure you can be successful at this critical stage of your digital project.

Key learning outcomes:

• Understand how to plan for data migration including resourcing
• How to ensure data integrity during migration
• Integration strategies for disparate data sources
• Integration vs Reporting – Understanding the balance and role of each
• How to test and validate your data post-migration

Speakers:
Kevin Chadney, Data Consultant,Giveclarity

Steve Bland, Salesforce Technical Product Owner, Alzheimers Research UK

Natalie Sheard, Salesforce Business Analyst, Alzheimers Research UK

Leveraging Data for Impact: How to optimise your data to maximise benefits

22nd October 2024 | 9:30 – 10:30 | Online

In this final session, of our four part series on Data, we explore and demonstrate how you can leverage data analytics and reporting to identify meaningful insights that will inform your decision making.

We’re joined by Rennie Schafer, Chief Executive of the Federation of European Self Storage Associations (FEDESSA) and their technology partner, ReadyMembership.

Key learning outcomes:

• Understand what data you should prioritise to collect, track and anaylse
• Learn how to build a data reporting framework to optimise your data from the point of capture, structure and harness it.
• Hear FEDESSA’s approach to KPIs enabling them to track what good looked in their unique sector
• Discover how to utilise your data for predictive analytics and trend analysis

FEDESSA will share the lessons learnt when they transformed their approach to data so they could gain deeper insights into their membership. They are now able to deliver automated, personalised, member experiences that increased internal efficiency and engagement delivering:

• Increase in member retention from 85 to 94%
• Reduced admin by 12 hours per week
• 18% increase in members attending events
• 24% increase in member survey responses
• A 320% increase in email click-throughs

Speakers:

Rennie Schafer, Chief Executive of the Federation of European Self Storage Associations (FEDESSA)

Jessica Dearlove, Senior Consultant, ReadyMembership