The Data Driven Nonprofit: Optimised Decision Making Considerations for Nonprofits
Sisu Berhane - [email protected]
Speaker
Sisu Berhane
Senior Partner Success
Manager, EMEA
What are we covering today?
● The Nonprofit Data Maturity Scale & Types of Analytics
● Customer Examples
● Optimised Decision Making: Considerations for Nonprofits today
Nonprofit Data Maturity Scale
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Data Baseline0 ● Did it happen?
● Clean raw data
Descriptive Analysis -
HINDSIGHT01 ● What happened?
● Ad Hoc and standard reports
Diagnostic Analysis - INSIGHT02 ● Why did it happen?
● Alerts and Dashboards
Predictive Analytics - FORESIGHT03 ● What will happen?
● Predictive modelling and statistical analysis
Prescriptive Analytics - FORESIGHT04 ● What should happen?
● Performance optimisation and decision support
Three Types of Analytics
Traditional BIVisualisation
Intelligent
Experience
System-centric
Analyst-centric
Organisation user-
centric
Static, disconnected, monolithic, rigid; but large install base
Optimized for the few; disconnected, limited cloud and mobile
Intelligent experience for every business process
AIAnalytics
Business Apps
Creating an Intelligent Experience
Intelligent Experience
AI Built InAutomated Data Discovery
Outcomes / Impact
FocusedRecommendations &
Explanations
CompleteDescriptive, Diagnostic,
Predictive, Prescriptive
ActionableConnected in
Business Processes
SimpleNo Code AI, Natural
Language Interface
Trusted & TransparentAccountable AI
Components of an Intelligent Experience
Limitations of Traditional Tools
Traditional BI Visualization Tools
Static
Requires Experts
Complicated
Fragmented
Slow and Outdated
Disconnected from other
systems
Limited Exploration
No recommendations
No data governance
No CRM actions
No data exploration
on mobile
Biased insights
No collaboration
Einstein AnalyticsComplete Analytics Built on the World’s #1 CRM
ConnectedTake action on insights infused into
any business process in Salesforce
CompleteEasily build, customise, and extend your analytics
to meet the needs of your business
*Source: Salesforce Customer Relationship Survey conducted 2017 among 10,500+
customers randomly selected. Response sizes per question vary.
IntelligentMake smarter decisions with AI-powered
discovery, predictions, and recommendations
Enterprise-readyQuickly explore millions of data points with
the world’s #1 trusted cloud platform
increase in business user productivity*
31%
Why Einstein Analytics?
Connected Complete Intelligent Enterprise-Ready
Native to Salesforce
Insights infused into
business processes
CRM actions in context
Data from any source
Collaboration and notifications
Descriptive, Diagnostic,
Predictive, Prescriptive
Analytics Templates
Custom Apps, AppExchange
Apps
Data prep and
declarative designer
Built-in Data Store
Smart data discovery
powered by transparent,
no-code AI
Narratives and explanations
Predictions on what
might happen
Recommendations on
how to improve
#1 trusted cloud platform
Secure and scalable
Seamless upgrades 3x/year
Integrated learning
Mobile app for iOS
and Android
reduction in analysis time*
38%
*Source: Salesforce Customer Relationship Survey
conducted 2017 among 10,500+ customers randomly
selected. Response sizes per question vary.
Responded to over 4.9 million calls and 54 million CyberTip reportsAssisted in the recovery of more 304,000 children
Trained more than 363,000 law enforcement agents
Nonprofit Cloud
Salesforce.org customer
since
CHALLENGE SOLUTIONS RESULTS
PRODUCTS USED
GOSH Charity helps more sick children with smarter fundraising and richer content
"With Salesforce, we can raise more money at a lower cost, which
means we can give more help to the children, families, and staff of
Great Ormond Street Hospital."
Tim Johnson, Chief Executive, GOSH Charity
2014
With their legacy system, the Data was unreliable
and incomplete so could not be fully trusted
Old systems were incapable of building and
maintaining relationships with more than 350,000
active individual and corporate supporters as well
as 2,000 volunteers around the world.
System was inflexible, difficult to use and non-
compliant with changing regulatory requirements
Tight integration with Salesforce and their finance
system yields one trusted source of data truth that is
used by all of the functions in the organisation
With Einstein Analytics, decisions are data driven owing
to the deep data analysis capability
Personalised engagement with individual, corporate and
community donors to build relationships based on
mutual interest
Transparency across the organisation and visibility of
the impact they are having
Access to real time data: Single view of the truth
about how much money is being raised and where
it is coming from.
Reports that once took days to produce are now
ready for consumption in 4 hours
Visibility of the ROI on their efforts ensures they
are spending time on the highest value activities
50% of the administration has been cut
thanks to the implementation of SFDO
products.
NPSP
Service Cloud
Marketing Cloud
Einstein Analytics
Premier Success
Salesforce.org customer
since
CHALLENGE SOLUTIONS RESULTS
PRODUCTS USED
Driving graduation rates higher
with Artificial Intelligence
Einstein Prediction Builder helps us evaluate our work, and better
understand what we’re doing well and where we need improvement.”
Austin Buchan, CEO, College Forward
2012
Managing their students’ (customers’) data
across 27 spreadsheets
To truly scale their mission, they needed an
innovative platform
NPSP now manages all aspects of grant-related activities
Einstein Prediction Builder to flag potential at-risk factors and
flagging those students
Einstein natural language processing to extract information
about students in counselor notes
Automatic dashboards report immediately what would have
previously taken a week to prepare
A workflow in Salesforce flags risk factors, and automatically
opens a case
12,000 Students Reached
85% Graduation Rate
Nonprofit Success Pack (NPSP)
Sales Cloud, Einstein Prediction Builder
High Level Considerations for Optimised Decision Making
Strategising The Journey To Your Best Decision Making
Operational
Excellence &
reimagining
your
relationship
with Finance
Operational Excellence & Finance
People Capital
• Time & utilisation, user experience, retention & succession planning
Profit & Loss, ROI
• Every initiative requires its own P&L
Decisions
• Who, what and when can we hire?
• What should we stop, start or continue doing?
• What business processes need/can be improved?
• How can we optimise and improve the working experience for all people?
Strategising The Journey To Your Best Decision Making
Nonprofit
Use CasesOperational
excellence &
reimagining
your
relationship
with Finance
Business KPIs That Inform
KPIs and metrics are not the same thing
• Metrics are broad and factual, KPIs are deep and relative
KPIs must be defined and driven by business users
• Metrics can be defined by anyone but KPIs must relate to value (both mission & monetary)
Decisions
• Does the ROI justify each development initiative or program/service?
• What, where, how and why will we act next (performance)?
• Who, where, when and how will we serve/fund next?
Strategising The Journey To Your Best Decision Making
Continuous
Feedback &
Fine Tuning
Nonprofit
Use CasesOperational
Excellence &
Reimagining
your
relationship
with Finance
Actionable Insights Feed Foresight
● Frame everything via biggest outcome/impact
● Human Capital and P&L could be your missing links
● Things get really interesting when predictive capabilities are tied to the
business process (the intelligent experience)
● Becoming a data driven nonprofit is not a linear journey
Resources
AI for Good Week
Landing Page +
Trailmx
Salesforce.org/no
nprofit/ai-for-good
Intro to AI for
Nonprofits
Salesforce.org/no
nprofit/ai-for-good
Technology
Awakens Our
World with Peter
Schwartz
salesforce.com/vi
deo/300669/
AI for Good E-
Book
Bit.ly/AIforGoodE
Book
Ethical AI -
Kathy Baxter,
Ethical AI
Practice,
Salesforce
Resources
Responsible
Creation of AI
The Trouble with
Bias
Fairness
Definitions
Explained
UX Research
Basics
How to Build
Ethics into AI Towards a Code
of Ethics for AI
Path Specific
Counter Factuals
AI is not Just
Learning Our
Biases it’s
amplifying them
Smart Apps Enable the Intelligent Experience
Systems of
Record
Systems of
Insights
Systems of
Engagement
Smart
Apps
Subtitle text
Traditional BI is Holding You Back
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Dashboard
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