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

Jul 31, 2023, 11:00 AM – 12:30 PM

TechSoup Connect London Chapter

Most nonprofits struggle to extract meaningful insights from their database or CRM system and make the most of their data. In this session, two leaders in data science and technology — Claire Bénard (Meaningful Data) and Harrison Brown (Suru Partners) — explored how to approach data in your organisation, sharing their expertise and practical frameworks to gain value from your data.

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 


  • Kate White



  • Richard Collings



  • Tracey Gyateng

    The Legal Education Foundation


  • Siddharth Bannerjee

    Department for Science, Innovation and Technology


  • Eva Zotow

    Macmillan Cancer Support


  • Nish Doshi