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Principles, tips & approaches for extracting insights from your database or CRM

Jul 31, 2023, 11:00 AM – 12:30 PM (UTC)

TechSoup Connect England Chapter

    About this event

    More than half of not-for-profits face challenges when using their database or client relationship management systems Charity Digital Survey . One of the key challenges is to extract data out of these systems and — most importantly — turn that into insightful and actionable information which drives decision-making, processes and organisational strategy!

    The core presentation was led by Claire Bénard of Meaningful Data and Harrison Brown of Suru Partners – two experienced leaders within the charity sector who discussed the: 

    • challenges and opportunities of leveraging the data you collect from day-to-day operations and in service of clients and beneficiaries;
    • principles and tips for extracting actionable insights from your data, and for reporting to funders and other stakeholders; and
    • technology principles, approaches and tools you’ll need to do so efficiently and automatically, reducing manual work and increasing the efficiency of your operations.

    The presentation slides can be accessed here 

    Organizers

    • Kate White

      Superhighways

      Host

    • Siddharth Bannerjee

      Department for Science, Innovation and Technology

      Host

    • Dr Simon Davey

      Independent Consultant

      Host

    • Hannah Underwood

      How Might We Community

      Host

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