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1 Leveraging Advancement Information For Fundraising

Analytics for fundraisers

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Page 1: Analytics for fundraisers

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Leveraging Advancement InformationFor Fundraising

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A company promoted by a team of professionals with experience spanning a few decades spent with the world's top IT Companies.

A team of vendor certified and experienced consultants to scope and implement business intelligence solutions for your organisation.

Our goal is to deliver successful and value-added business intelligence solutions quickly, painlessly and most importantly - Affordably.

About

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Bell Labs Spin-off, headquartered at Chicago - IL, USA

Over 5,000 Customers – mid market & up; variety of industries; higher education focus

Key Strategic Partners: Alterian, Information Builders, Intel, Intellitactics, Microsoft, Salesforce.com, Ellucian, Teradata

Well Regarded by key Industry Analysts: Aberdeen, Forrester, Gartner, TDWI, etc.

About Advizor Solutions

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ADVIZOR Technology is . . .

Visual Discovery™ Software

• In-Memory Data Management

• Data Visualization• Predictive Analytics

Make Better and Faster Fact-Based Decisions

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Data Discovery and Analysis

Enables business people to make fact-based decisions through a highly interactive, self-service interface

Complements data warehouses and reporting systems through world-class data display and interaction

Powered by patented Visual Discovery™ andbest-of-breed predictive analytics

AnalyzeDisplay

Share

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Share: Across the Enterprise Static Output

Export images to Word, PowerPoint, PDF and Internet

Dynamic Output Save work as ADVIZOR .advm project files for collaboration with other

ADVIZOR users Publish work to ADVIZOR Server for interactive web based access by

other team members and partners

Data Export / Download selected data to Excel, URL (SQL Server, Oracle,

reporting engines, etc.)

Capture Thoughts and Insights Navigation Panes annotate each project page with descriptive storyline,

images, links, etc

Static Output

Data

ASCII URL

Action

Dynamic Output

LiveWeb

ASCIIStreamjsp, asp

XML

Extractstxt, csv

Enterprise Data

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Predictive Analytics

Targeted at business analysts Point-and-click interface No knowledge of statistics needed

Mathematically determine what matters Visually select what subgroup(s) to examine Algorithms calculate what matters Several use cases:

Identify which “6 columns out of 180 columns really matter”, then use those to build dashboard

Profile one subgroup vs. another See which factors are + and – influence Model behavior from one group, use to predict

behavior of another group

Robust multi-variant regression Key field analytics Missing values prediction Target value prediction

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Solution Benefits

ADVIZOR Analyst provides descriptive and predictive analytics, including key field/variable analytics, missing values calculations, and target value prediction.

Data Discovery and Visualisation - Discover Answers

Enables Teaming and Collaboration

Takes the strain off your overburdened IT team

Quick and Easy to deploy and learn (startup in days, weeks - not months)

No Programming and Coding experience required

Makes your data a competitive advantage instead of an underutilised asset

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ADVIZOR INTEGRATES WELL WITH YOUR EXISTING SYSTEMS . . .

InputSharingAnalysis and

Discovery

Other ODBC Sources

• Thick client

• Web Portal

• Onsite• SAAS

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ADVIZOR is also Well Regarded by Analyst’s..

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Advizor is a Bell Labs spinoff, headquartered in Chicago, that specializes in interactive data visualization and predictive modelling. The company provides data discovery through a range of sophisticated visualizations that particularly appeals to advanced users. It also delivers predictive modelling capabilities, an in-memory database, and client tools for the Web and iPad. Regular users can use these capabilities to gain insights consuming highly interactive dashboards, but Advizor's real value will be better perceived by power users doing ad hoc visual analysis — replacing or complementing query and table-based analytics from other tools.

Source: Magic Quadrant for Business Intelligence and Analytics Platforms Feb 2013

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Variety of Clients – Cross Industry Higher Education

Healthcare

Faith Based

Philanthropic

Social Services

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Provides High ROI in Fundraising

advizorsolutions.com

Solution Focus

Leadership Giving:• Prospect Identification• Prospect Management

General Management: • Staff Performance Mgmt. • Campaign Analysis• Ad Hoc Reporting

Annual Giving:• Retention & Appeal Targeting• Volunteer Assignments• Call Center Optimization

Member / Alumni Relations• Events, Trips, and Clubs

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Today’s fundraising environment needs to work with a Wealth of Information…

Decisions

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The Challenge:

Most fundraisers blanket their prospects with a myriad of messages delivered through a variety of media. Some of these messages connect well with certain prospect segments, some fall flat.

Unfortunately, given the sheer volume of activities, untangling what worked and what didn’t can often be a challenging process.

Such a process involves accessing large amounts of data, often from different systems, and then scouring it, slicing and dicing it in different ways to find

patterns and trends.

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Information is OFTEN Fragmented and Hard To Access . . .

Demographic

Affinity / Capacity

Activities

Giving

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. . . Solutions from ADVIZOR Knit the Information Together

Affinity

Capacity

Activities

DemographicDemographic

Affinity / Capacity

Activities

Giving

Demographic

Affinity / Capacity

Activities

Giving

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. . . And provide Answers to your Key Questions.

Example:Q: What are the characteristics of my top donors? Q: Who in New York has those characteristics and are not staffed?

DemographicAffinity/Capacity

Activities Giving

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©2012 ADVIZOR Solutions® 19

Customer Reviews and Comments about ADVIZOR Solutions…

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“The combination of data discovery and visualization enables users to uncover hidden relationships they didn’t know existed.

I’ll often hear, ‘Why didn’t we have this data before?’ If fact they did have it – in a report. They just didn’t see it.”

Judy Doherty, Dartmouth College

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©2012 ADVIZOR Solutions® 21

(Northwestern University)

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©2012 ADVIZOR Solutions® 22

(Northwestern University)

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©2012 ADVIZOR Solutions® 23©2012 ADVIZOR Solutions® 23

"ADVIZOR enables us to clearly see the strengths and weaknesses of our entire development

program, helping us make informed business decisions that directly affect the bottom line -

both in expenses and new revenues.”

Sean PieriVice President, College of William and Mary

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©2012 ADVIZOR Solutions® 24

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©2012 ADVIZOR Solutions® 25

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©2012 ADVIZOR Solutions® 26©2012 ADVIZOR Solutions® 26

"ADVIZOR allows users to access and analyze patterns and trends that would otherwise be

hidden in the complexity of our large data set. This helped us identify and focus our Florida Fund appeals around 5 university initiatives, each oriented towards different segments of

our alumni.“

University of Florida

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Links to More Information (Click to view)

General Management    Staff Performance

    Campaign Analysis    Ad Hoc Reporting & Analysis

Leadership Giving    Prospect Identification    Prospect Management

Annual Giving    Appeal/Email Targeting    Volunteer Management

    Call Center EffectivenessMember/Alumni Relations    Events, Trips, and Clubs

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NEXT STEP

Your Data, Your Key Questions to be answeredContact us for a Free Assessment and No obligation 30 day FREE Trial

Tel: +61 403 538 455

W: www.smartanalytics.com.au

E: [email protected]

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