maximise fundraising revenue & reduce costs with …...maximise fundraising revenue & reduce...
TRANSCRIPT
© Talend 2013
Maximise fundraising revenue & reducecosts with better data management
A joint webinar with Talend and MAST ICT
Mark Carter – Marketing at Talend UK
Darren Brunt – UK Pre-Sales at Talend
Andy Hopkins – Director at MAST ICT
© Talend 2013
Before we start
➜ Mark Carter
• UK Marketing Manager – Talend
➜ Darren Brunt
• UK Pre-Sales – Talend
➜ Andy Hopkins
• Director – MAST ICT
© Talend 2013
Agenda
➜ MAST ICT
• About MAST ICT and why Talend
• The problems we see and the impact they have
• Data Imports, Data Management and Data Silos
• The benefits
➜ Talend
• Overview of Talend
• Building Value
• Profiling, Cleaning and Loading
• Demonstration
➜ Questions and Answers
© Talend 2013
➜ Not for Profit specialists
➜ Practical solutions to real world problems
➜ Independent
Advanced NFP CARENG IntegraNG
© Talend 2013
➜ Providing a variety of services• Business and technical consultancy• Data migration, synchronisation and quality control• Dashboards, BI and transactional reporting• Process automation
© Talend 2013
Data Management?
➜ Experiencing an increasing number of customers with data related challenges.
➜ Replace multiple ad-hoc interfaces with a cost-effective single Data Management Solution.
➜ Introduce a consistent and repeatable approach.
➜ Minimise customer technical skill set required.
© Talend 2013
Why
➜ Aimed at Managing Data not just an ETL tool for reporting, must be flexible and powerful
• Data Integration, Quality, Stewardship
• Deduplication tools out of the box
➜ Talend Unified Platform.
➜ Open Source with a vibrant user community
© Talend 2013
The problems we see...
Three key areas:
•Data import processing
•Data quality & de-duplication
•Existence of data silos
© Talend 2013
The problems we see...
➜ Data Import Processing• Very high volume and complexity• Data team too pressed to do anything else• Import backlog very common• Users view of Supporters/Members is out-of-date• Manual processing introduces human error• Inadequate data quality checks and validation• Many duplicate contacts created
© Talend 2013
With Talend
You can introduce :
➜ Automated Import Processing
➜ Manual Processing of Rejected Records only.
➜ Robust Data Quality & Validation Checks
➜ Contact De-duplication (and Fuzzy Matching)
© Talend 2013
The problems we see...
➜ Data Quality & De-duplication• “We have such a large number of duplicates!”
• “Users keep telling me our data quality is poor!”
• “How do we find and quantify the issues?”
• “How should we approach the problem?”
• “How can we measure and monitor progress?”
• “How can I ensure quality going forward?”
© Talend 2013
With Talend
You will be able to:➜ Audit your existing data sources➜ Understand and quantify problems with Data Quality and
Duplicate Contact Records.➜ Manage resolution of issues found.➜ Monitor quality changes.➜ Produce reports to illustrate the improving quality of
your databases.
© Talend 2013
The problems we see.
➜ Data Silos
• Disparate Data Sources all holding useful data.
• “Our users want a complete (360 degree) view of Members / Supporters”
• “Our users tend to hold additional data in MS Excel or MS Access to make their jobs easier!”
© Talend 2013
With Talend
You will be able to:➜ Link and share useful data between multiple Systems.➜ Ensure accuracy and consistency of data between
multiple systems.➜ Reduce or remove the need for users to maintain
additional data sources.➜ Enforce an Organisation-wide view of your data.
© Talend 2013
What are the benefits ?
➜ For IT and/or Data Processing teams:• Imports simple to setup and manage
• Highly Technical Skill Set NOT required.
• Automated Imports will reduce manual intervention
• ONLY rejected records require processing
• Free up Team to work on other critical tasks
• Removal of Import Backlog / Timely database updates.
• Timely feedback to Agencies supplying inadequate data.
© Talend 2013
What are the benefits?
➜ For Fundraising and Communications:
• Reduced Duplicate Contacts
• Improved Data Quality
• More Accurate Selections
• Better Targeted Communications
• 360 degree view of Contacts
© Talend 2013
What are the benefits?
➜ For Finance• Increased Gift Aid Claim revenue
• Trigger Claw-back clauses for data supplied by Agencies.
➜ For Senior Management• More accurate and timely reporting.
• Improved KPI monitoring.
© Talend 2013
What are the benefits?
➜ For the Organisation
• Increased Efficiency
• Lower Costs – Higher Income.
• Reputation Protection
• Happier Staff
• Happier Supporters and Members
© Talend 2013
Product Demonstration
The MAST team are very excited by Talend.
We believe it will help solve many of the data processing challenges faced by NFPs today.
Now a practical demonstration of the software….
© Talend 2013
Maximise potential with better data managementHelping organisations to reduce costs and maximise fundraising opportunity
Darren Brunt – UK presales
© Talend 2013
KEY FACTS
• Founded in 2006
• 400 employees in 7 countries
• Dual HQ in Los Altos, CA and Paris, France
• Open Core business model
• Subscription license
• Services & training
Solutions
Highly scalable integration solutions addressing Big
Data, Application Integration, Data Integration, Data
Quality, MDM, BPM
Recognized as a visionary leader in the integration
market by Gartner and Forrester
Talend Overview
Growth-Driven Deployment Model
2007 2008 2009 2010 2011 2012
BRAND AWARENESS
1.6 Million Product
Downloads
VIBRANT COMMUNITY
100,000Registered
Users
MONETIZATION
1,800 Active Subscribers
CUSTOMER LOYALTY
86% Renewal
Rate
© Talend 201323
Talend’s Unique Integration Solution
Consolidated metadata & project
information
Repository
2
Web-based deployment &
scheduling
Deployment
3 Same container for batch processing,
message routing & services
Execution
4
Single web-based monitoring console
Monitoring
5
ComprehensiveEclipse-based user interface
1
Studio
Talend Unified Platform
DataQuality
DataIntegration MDM ESB BPM
Reduce costs
Eliminate risk
Reuse skills
Economies of scale
Incremental adoption
Best-of-Breed Solutions
+
Talend Unified Platform
=
Unique Integration Solution
© Talend 201324
Typical Data Quality Lifecycle
Source Data(Database, delimited files, etc.)
ProfileProfile
LoadLoad
LoadLoad
Stage
MatchDe-dupeStandardiseEnrich
Cleanse
© Talend 2013
Building value via better insight
• 5% of the e-mail attribute does not follow standard e-mail syntax.
• 12% of our credit card numbers fail validation.
TechnologistsMetrics
• 17% of my supporters have not opted for GiftAid support.
• 39% have opted not to be contacted by phone.
Business Metrics
• This supporter donation data is good enough to use for processing and campaign analysis.Decision
Metrics
© Talend 201326
1. Profile
➜ Intuitive, graphical tooling
• Select columns to analyse
• Select quality indicators per column• Simple Statistics, Pattern Statistics,
Soundex Frequencies, etc.
• Extend with custom indicators and patterns• SupporterIdPattern (Regex)
• ValuableDonationCount (SQL)
• Auto-generation of rich reports based on indicators and patterns configured
© Talend 2013
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1. Profile (cont’d)
➜ Automated report generation
• Several report types• Basic – one off, ad-hoc
• Evolution – combines historical reporting for KQI trend analysis
• User defined – Jasper report templates for customised output
• Data Integration Jobs can be used to schedule report generation and distribution• Email, web hosting, etc.
© Talend 2013
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2. Cleanse
➜ Extensive portfolio of data quality components• Matching, Standardisation,
Survivorship, Data Stewardship Console, etc.
• Simple configuration of powerful capabilities
➜ Seamlessly combine with Data Stewardship tasks• Integrated, human interaction for
duplicate resolution and survivorship
• Re-unite cleansed data for subsequent processing
© Talend 2013
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3. Load
➜ Leverage Data Integration components
• Leverage cleansed data resources
• Rapidly build automated data integration processes for:-• Integration
• Propagation
• Synchronisation
• Sophisticated data transformation and mapping
• Graphical configuration, not coding
© Talend 2013
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Demo time
© Talend 2013
© Talend 201331
Talend Value Proposition
➜ Automate processing of all data feeds
• Flexible and powerful graphical development, not coding
➜ Rapidly surface key data indicators• Data quality and business opportunity related
➜ Simplify validation and cleansing of data • Easily standardise, enrich, de-dupe and match data
➜ Enable ‘converged processing’ of data• Multi-channel, multi-domain
• Enabling ‘single view’ capabilities
➜ Cost effective, open source solution• Accelerate time to business benefit
• Standards-based to avoid vendor lock-in
© Talend 2013
© Talend 2013
Maximise fundraising revenue & reduce costs with better data managementProviding ease of use and productivity to all
Darren Brunt – UK presales
Andy Hopkins - Director – MAST ICT