Archive for category: Case Studies

Dartmouth College using Advizor for advancement analytics

Predictive Modeling & Relationship Mapping: A case study with Dartmouth College

Learn how Dartmouth College is using predictive modeling in their day-to-day fundraising work, and how relationship maps are helping them find the best connection points to key prospects.

Predictive Modeling: Using Existing Data to Segment Prospects & Improve Fundraising Results

NEDRA 2017 Session Presentation

Emory University sees success in using Advizor for analytics

Emory University: Campaign Reporting & Analysis

Emory University partnered with Advizor to bring first class analytics and reporting to annual giving campaigns and metrics.

Click the link below to download the full presentation and to understand how:

Campaign Reporting & Analysis

University of Pittsburgh Medical Center using Advizor for advancement analytics

University of Pittsburgh Medical Center …. TDWI 2018 Best Practices Award Winner in BI, Visual Analytics, and Data Discovery

Recent changes in HIPPA regulations have permitted Pitt Medical Center to integrate their advancement data with patient data, using Advizor’s in-memory mart.  This has provided a more complete view of their prospect pool, enabling the team to better identify and segment prospects based on multiple factors.  The benefit…more focused target lists generated more quickly for contact and follow up.  The result…the right messages getting to the right prospects for increased giving by grateful patients.

Dartmouth College using Advizor for advancement analytics

Dartmouth College

Dartmouth uses ADVIZOR as a strategic solution across its fundraising and alumni relations teams.  Our visualizations have allowed their teams to see stories in the data that were simply not visible with standard reporting and query tools. ADVIZOR’s data discovery and predictive modeling are used regularly for answers that need a quick turnaround. The dashboards help the Dartmouth team see what’s working, and enable them to create segments and prioritized lists for follow-up and assignment.

The results have been substantial:

(1) Annual Giving improved the yields of its appeals and the efficiency of its call center.

(2) Major Giving has found new prospects and shared best practices across its team of field officers, improving performance.

(3) Alumni Relations has found the right volunteers for committees and generated more focused target lists for mailings (trips, events, etc.).

(4) Portfolios are optimized with the best prospects, with the help of ADVIZOR’s predictive modeling in Prospect Research.

(5) Senior Management receives the high level overview and deeper understanding critical to managing a complex operation.

Hematology Oncology Associates using Advizor for advanced analytics

Hematology Oncology Associates

Hematology Oncology Associates of Albuquerque, New Mexico (HOA) is a single-site medical oncology center serving the community of Albuquerque and surrounding areas. The practice includes six providers and many support staff offering comprehensive care for adult patients with cancers or blood disorders. In addition to standard patient cancer treatment, HOA offers genetic screening and counseling for patients and family members with hereditary cancers.  And, they have been offering cutting edge technology to their patients in the form of clinical trials for over twenty years.

So, it’s no surprise that when Kari Young, Practice Administrator at HOA, came across MedADVIZOR, another cutting edge technology, she was intrigued.  It happened on a visit to a clinic in St. Louis that was using IMPAC’s MOSAIQ EMR software, along with MedADVIZOR. They recommended it for its superior functionality and ease of use.  HOA eventually purchased and implemented the software tool in 2008 and has been using MedADVIZOR ever since.

Kari has found the Financial Analysis Dashboard particularly helpful for budgeting, strategic planning, and cost center analysis.  MedADVIZOR’s fast data mining capability and graphic, interactive visualizations have made analysis in these areas quick and easy. Kari noted that, “Five years ago, one item on my wish list was to be able to press a button and see a report.” That wish has become a reality! What used to take weeks of non-stop research and manipulation to create Excel spreadsheets now takes Kari only a couple of hours. For Kari, the key benefit to her and her practice has been substantial time savings and the ability to take on other projects.

Kari noted that having all the data available in a visual format for the providers to see during meetings was also a significant part of its value. HOA’s physicians found the graphical display of their data, including their highest revenue-producing CPT codes and which providers were most revenue-producing for the practice, helpful in furthering their understanding of the practice’s strengths as well as areas for improvement.

When it comes to strategic planning, Kari has used MedADVIZOR to analyze and ameliorate HOA’s position with regard to both their payer and referral mixes.  MedADVIZOR enables her to quickly and easily see the patterns and trends in the data in order to make sure they are not too dependent on any one payer or referring source and eliminate exposure/risk. MedADVIZOR has also helped in the area of marketing, ensuring they are communicating well with their top referrers and their target customers for the center.

The software also helps for cost center analysis in one of their niche businesses, Genetics Counseling. MedADVIZOR enables Kari to easily filter HOA’s data down to the revenue generation associated with the particular physician who serves as the Genetics Counselor. She can quickly drill down to a single year, single provider, specific CPT codes, and consults, in order to identify what revenue Genetics Counseling produced around patient visits as compared with other types of treatments. She can then answer the question, “Are the expenditures justifying the Genetics Counseling cost center?”

Kari has lots of ideas for expanding the use of their Clinical Analysis Dashboard to include chart review, tracking of critical outcomes, evaluating standards of care to determine whether HOA is excelling or simply meeting standards, and tracking clinical trials.  MedADVIZOR can also enable her to quickly and easily identify which patients meet the criteria for research and tracking as set by the New Mexico Tumor Registry. Other applications include: denial tracking, volume/counts data analysis, scheduling analysis, and tracking patient flow. In light of the easy and rapid data mining for Kari’s financial and clinical analysis, the clear, easy to understand visualization capabilities for the physicians and other stakeholders, and the future benefit potential, HOA is very pleased with the return on their investment in MedADVIZOR.

Wake Forest University using Advizor for advanced analytics

Wake Forest University

Wake Forest has deployed several ADVIZOR projects across a wide cross-section of its team, including Annual Giving, Major Giving, Field Officers, and Senior Management.  The goal has been to enable the various fundraising teams to make fact-based decisions on their own, without relying on advancement services to produce and prepare custom reports and queries.  This became especially important when, a few years ago, Wake Forest went through a database conversion.  While IT was focused on moving to the new system, fundraisers were able to continue to access the information they needed when they needed it.

The results have been multi-facted and include a much more “data centric” culture with improved performance.  Bottom line…more money raised more effieciently!

Hear the Wake Forest story first hand…Staff Performance Management for Fundraisers: Case Study with Wake Forest and Marts & Lundy.

UNC Charlotte using Advizor for advancement analytics

UNC Charlotte

UNC Charlotte (UNCC) has been putting ADVIZOR to work to facilitate data-driven discussions with the major giving team.  Data analysis has identified what’s working and what’s not and enabled constructive and collaborative conversations around best practices.  The result has been a more efficient major giving effort with larger asks and more money raised.

Purdue University using Advizor for advancement analytics

Purdue University

Purdue originally acquired ADVIZOR for the Prospect Research team and the Prospect Management & Tracking team.  Their initial project was a Prospect Identification project.  Once they experienced the power, convenience, and flexibility of the tool, they saw the potential for other use case applications and using in-house resources, got to work!  Most recently they have added ADVIZOR’s predictive modeling to their toolbox.


International Prospecting
This project is a smaller version of the Prospect Identification project, focused on database entities with interantional addresses, which were excluded from the original Prospect Identification project.

Sponsored Research Grants
This project is used to compile, format, and provide data on sponsored research grants for use in corporate reports.  It accesses grant data not currently in the database, links it with the Advance data, does a fair amount of formatting, and enables the export of the data in a format that can be directly ported into several corporate reports.  What had been a manual and very time-consuming process is now automated.  

Prospect Management & Tracking

Portfolio Management
Used by the Prospect Management & Tracking director, this project facilitates portfolio reviews with the development officers.

Proposal Management & Tracking
This project facilitates the tracking of outstanding proposals, by state, size, solicitor, days, active, etc., highlighting proposals that may be “stuck” and in need of a new strategy as well as enabling forecasting and tracking against fiscal year goals.

Development Operations

Planned Gift Inventory
Used by the Director of Development Operations, this project tracks the inventory of planned gifts currently in the system and categorizes them by type, allocation purpose, allocation school, etc.  It contains a number of audit fields to identify uncollected gifts where both donor and spouse have been deceased for a number of years.  It is also used to forecast expected fulfillment, using age and other relevant factors, to better manage cash flow. 

University Pledge Inventory
This project tracks pledges, excluding planned gift pledges, by size, type, allocation, days past due, etc.  It also includes historical data of paid and written off pledges for analysis purposes.

Annual Giving

Donor Segmentation
The newest ADVIZOR project, it is used by staff to quickly segment populations for mailings, by class year, current segment (e.g.lybunt, sybunt), appeal type, time of year, and other factors.  It also facilitates analysis of the non-donor pool, with the ability to prioritize likelihood to give using predictive modeling, and to focus efforts on the best prospects.