Archive for category: Blog

Advizor User Group Save The Date

Advizor User Summit 2019

Key Metrics in Annual Giving Fundraising

Bob Burdenski joins with ADVIZOR to discuss a broad based survey on what to measure and how to improve annual giving performance

Webinar: Key Metrics in Major Giving Fundraising

and why Visits This Fiscal-Year-To-Date should not be one of them. Learn why the status quo is not working … and switch the focus from field officer activities to prospect cultivation. Check out some very different benchmarks and see how to use them to draw out stories, discover best practices, and develop coaching tips that drive larger gifts, quicker closes, and more revenue.

Building data models with Advizor

Building a Prospect Model on A Single Prospect

We recently had this question asked of us: How do you build a Prospect Model based on one prospect?  Our President and Founder, Doug Cogswell, took a moment to answer this and give some ideas on how to build this kind of modeling with Advizor. We build a lot of models for fundraisers.  And we […]

Identifying Significant Prospects in your Donor Database

3 Ways To Identify Significant Major Giving Prospects In Your Database

How do gift officers identify the most significant contacts within their database? Advizor has seen many advancement offices do this successfully with our platform.

In our experience, we’ve seen three ways that significant contacts in your database are identified:

  1. The field officer sets the flag
  2. Prospect research sets the flag.  They read through the contact reports, maybe talk with the field officer to make the determination
  3. The system sets the flag based on the content of the contact report.  Basically parse out and match on key words and phrases in the text

In general #1 is the most subject to “bias”, #2 the most accurate but most costly, and #3 a nice compromise.  We have had good luck with #3 with a number of our clients, and with our own CRM system and contract reports.

If All You’ve Got is Reporting You’re Doomed. Learn how to Bring Your Data to Life.

In this tutorial we lay out a framework for how data discovery tools complement reporting and dashboards, and kill the “cycle of pain” of just having reporting.

ADVIZOR ships 7.2!

January 8, 2019 – In ADVIZOR 7.2, the use of color has been significantly enhanced to enable more effective communication.

7 Steps to Predictive Modeling with Advizor

TDWI 2018 Best Practices Award Winners Include ADVIZOR Customer!

TDWI 2018 Best Practices Award Winners Include ADVIZOR Customer! (read the press release)

TDWI Announces 2018 Best Practices Awards Winners Innovations in Big Data, Business Intelligence, Data Warehousing, and Analytics Implementations to Be Recognized at TDWI Anaheim, August 5-10 in Southern California.

Seattle, WA, June 25, 2018—TDWI, the premier source for in-depth education and research on all things data, is pleased to announce the 2018 winners of its annual Best Practices Awards.

TDWI’s Best Practices Awards identify and honor companies that demonstrate excellence and innovation in developing, deploying, and maintaining BI, DW, and related data management (DM) applications. All nominated solutions were evaluated by TDWI analysts and faculty, who selected the award winners based on business impact, maturity, innovation, and relevance in their field.

“With so many companies innovating with data and analytics, the level of competition for the Best Practices Awards grows each year,” said Meighan Berberich, president of TDWI. “It’s a privilege to recognize these individuals and companies for their forward-thinking programs and diverse solutions. The winners are truly world-class, and we look forward to presenting the awards this August.”

TDWI Best Practices Award recipients will be honored at the TDWI Anaheim Conference, taking place August 5-10 at the Disneyland Hotel in Anaheim, CA. Representatives from each company, along with their solution sponsors, if applicable, will receive their awards during the opening of the event.

Here are the 2018 TDWI Best Practices Awards winners:

Advanced Analytics and Data Science: HDFC Bank Ltd.

BI and Analytics on a Limited Budget: Polaris Solution, Sponsor: Paxata

BI, Visual Analytics, and Data Discovery: Medical and Health Sciences Foundation, University of Pittsburgh and UPMC Solution Sponsor: ADVIZOR Solutions, Inc.

Big Data: Freddie Mac Data Management Strategies: Department of the Navy, Manpower, Personnel, Training, and Education Command

ADVIZOR Technical Overview 2018

Advizor’s interactive data discovery software goes beyond traditional text, table and graphical data representations by dramatically enhancing query techniques and allowing users to quickly and accurately analyze and present even the most complex data. Advizor enables greater numbers of people to make more accurate and more informed decisions faster and more-cost effectively.

ADVIZOR Technical Overview 2018