The Data Driven Nonprofit: Optimised Decision Making ... · Salesforce.org customer since CHALLENGE...

The Data Driven Nonprofit: Optimised Decision Making Considerations for Nonprofits

Sisu Berhane - [email protected]

Speaker

Sisu Berhane

Senior Partner Success

Manager, EMEA

What are we covering today?

● The Nonprofit Data Maturity Scale & Types of Analytics

● Customer Examples

● Optimised Decision Making: Considerations for Nonprofits today

Nonprofit Data Maturity Scale

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Data Baseline0 ● Did it happen?

● Clean raw data

Descriptive Analysis -

HINDSIGHT01 ● What happened?

● Ad Hoc and standard reports

Diagnostic Analysis - INSIGHT02 ● Why did it happen?

● Alerts and Dashboards

Predictive Analytics - FORESIGHT03 ● What will happen?

● Predictive modelling and statistical analysis

Prescriptive Analytics - FORESIGHT04 ● What should happen?

● Performance optimisation and decision support

Three Types of Analytics

Traditional BIVisualisation

Intelligent

Experience

System-centric

Analyst-centric

Organisation user-

centric

Static, disconnected, monolithic, rigid; but large install base

Optimized for the few; disconnected, limited cloud and mobile

Intelligent experience for every business process

AIAnalytics

Business Apps

Creating an Intelligent Experience

Intelligent Experience

AI Built InAutomated Data Discovery

Outcomes / Impact

FocusedRecommendations &

Explanations

CompleteDescriptive, Diagnostic,

Predictive, Prescriptive

ActionableConnected in

Business Processes

SimpleNo Code AI, Natural

Language Interface

Trusted & TransparentAccountable AI

Components of an Intelligent Experience

Limitations of Traditional Tools

Traditional BI Visualization Tools

Static

Requires Experts

Complicated

Fragmented

Slow and Outdated

Disconnected from other

systems

Limited Exploration

No recommendations

No data governance

No CRM actions

No data exploration

on mobile

Biased insights

No collaboration

Einstein AnalyticsComplete Analytics Built on the World’s #1 CRM

ConnectedTake action on insights infused into

any business process in Salesforce

CompleteEasily build, customise, and extend your analytics

to meet the needs of your business

*Source: Salesforce Customer Relationship Survey conducted 2017 among 10,500+

customers randomly selected. Response sizes per question vary.

IntelligentMake smarter decisions with AI-powered

discovery, predictions, and recommendations

Enterprise-readyQuickly explore millions of data points with

the world’s #1 trusted cloud platform

increase in business user productivity*

31%

Why Einstein Analytics?

Connected Complete Intelligent Enterprise-Ready

Native to Salesforce

Insights infused into

business processes

CRM actions in context

Data from any source

Collaboration and notifications

Descriptive, Diagnostic,

Predictive, Prescriptive

Analytics Templates

Custom Apps, AppExchange

Apps

Data prep and

declarative designer

Built-in Data Store

Smart data discovery

powered by transparent,

no-code AI

Narratives and explanations

Predictions on what

might happen

Recommendations on

how to improve

#1 trusted cloud platform

Secure and scalable

Seamless upgrades 3x/year

Integrated learning

Mobile app for iOS

and Android

reduction in analysis time*

38%

*Source: Salesforce Customer Relationship Survey

conducted 2017 among 10,500+ customers randomly

selected. Response sizes per question vary.

Responded to over 4.9 million calls and 54 million CyberTip reportsAssisted in the recovery of more 304,000 children

Trained more than 363,000 law enforcement agents

Nonprofit Cloud

Salesforce.org customer

since

CHALLENGE SOLUTIONS RESULTS

PRODUCTS USED

GOSH Charity helps more sick children with smarter fundraising and richer content

"With Salesforce, we can raise more money at a lower cost, which

means we can give more help to the children, families, and staff of

Great Ormond Street Hospital."

Tim Johnson, Chief Executive, GOSH Charity

2014

With their legacy system, the Data was unreliable

and incomplete so could not be fully trusted

Old systems were incapable of building and

maintaining relationships with more than 350,000

active individual and corporate supporters as well

as 2,000 volunteers around the world.

System was inflexible, difficult to use and non-

compliant with changing regulatory requirements

Tight integration with Salesforce and their finance

system yields one trusted source of data truth that is

used by all of the functions in the organisation

With Einstein Analytics, decisions are data driven owing

to the deep data analysis capability

Personalised engagement with individual, corporate and

community donors to build relationships based on

mutual interest

Transparency across the organisation and visibility of

the impact they are having

Access to real time data: Single view of the truth

about how much money is being raised and where

it is coming from.

Reports that once took days to produce are now

ready for consumption in 4 hours

Visibility of the ROI on their efforts ensures they

are spending time on the highest value activities

50% of the administration has been cut

thanks to the implementation of SFDO

products.

NPSP

Service Cloud

Marketing Cloud

Einstein Analytics

Premier Success

Salesforce.org customer

since

CHALLENGE SOLUTIONS RESULTS

PRODUCTS USED

Driving graduation rates higher

with Artificial Intelligence

Einstein Prediction Builder helps us evaluate our work, and better

understand what we’re doing well and where we need improvement.”

Austin Buchan, CEO, College Forward

2012

Managing their students’ (customers’) data

across 27 spreadsheets

To truly scale their mission, they needed an

innovative platform

NPSP now manages all aspects of grant-related activities

Einstein Prediction Builder to flag potential at-risk factors and

flagging those students

Einstein natural language processing to extract information

about students in counselor notes

Automatic dashboards report immediately what would have

previously taken a week to prepare

A workflow in Salesforce flags risk factors, and automatically

opens a case

12,000 Students Reached

85% Graduation Rate

Nonprofit Success Pack (NPSP)

Sales Cloud, Einstein Prediction Builder

High Level Considerations for Optimised Decision Making

Strategising The Journey To Your Best Decision Making

Operational

Excellence &

reimagining

your

relationship

with Finance

Operational Excellence & Finance

People Capital

• Time & utilisation, user experience, retention & succession planning

Profit & Loss, ROI

• Every initiative requires its own P&L

Decisions

• Who, what and when can we hire?

• What should we stop, start or continue doing?

• What business processes need/can be improved?

• How can we optimise and improve the working experience for all people?


Nonprofit

Use CasesOperational

excellence &

reimagining

your

relationship

with Finance

Business KPIs That Inform

KPIs and metrics are not the same thing

• Metrics are broad and factual, KPIs are deep and relative

KPIs must be defined and driven by business users

• Metrics can be defined by anyone but KPIs must relate to value (both mission & monetary)

Decisions

• Does the ROI justify each development initiative or program/service?

• What, where, how and why will we act next (performance)?

• Who, where, when and how will we serve/fund next?


Continuous

Feedback &

Fine Tuning

Nonprofit

Use CasesOperational

Excellence &

Reimagining

your

relationship

with Finance

Actionable Insights Feed Foresight

● Frame everything via biggest outcome/impact

● Human Capital and P&L could be your missing links

● Things get really interesting when predictive capabilities are tied to the

business process (the intelligent experience)

● Becoming a data driven nonprofit is not a linear journey

Resources

AI for Good Week

Landing Page +

Trailmx

Salesforce.org/no

nprofit/ai-for-good

Intro to AI for

Nonprofits

Salesforce.org/no

nprofit/ai-for-good

Technology

Awakens Our

World with Peter

Schwartz

salesforce.com/vi

deo/300669/

AI for Good E-

Book

Bit.ly/AIforGoodE

Book

Ethical AI -

Kathy Baxter,

Ethical AI

Practice,

Salesforce

Resources

Responsible

Creation of AI

The Trouble with

Bias

Fairness

Definitions

Explained

UX Research

Basics

How to Build

Ethics into AI Towards a Code

of Ethics for AI

Path Specific

Counter Factuals

AI is not Just

Learning Our

Biases it’s

amplifying them

https://trailhead.salesforce.com/en/content/learn/modules/responsible-creation-of-artificial-intelligence?trail_id=get_smart_einstein

https://www.youtube.com/watch?v=fMym_BKWQzk

http://fairware.cs.umass.edu/papers/Verma.pdf

https://trailhead.salesforce.com/en/content/learn/modules/ux-research-basics

https://blog.einstein.ai/how-to-build-ethics-into-ai-part-iresearch-based-recommendations-to-keep-humanity-in-ai/

https://www.springer.com/us/book/9783319606477

https://arxiv.org/pdf/1802.08139.pdf

https://medium.com/@laurahelendouglas/ai-is-not-just-learning-our-biases-it-is-amplifying-them-4d0dee75931d

Smart Apps Enable the Intelligent Experience

Systems of

Record

Systems of

Insights

Systems of

Engagement

Smart

Apps

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The Data Driven Nonprofit: Optimised Decision Making ... · Salesforce.org customer since CHALLENGE...

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Transcript of The Data Driven Nonprofit: Optimised Decision Making ... · Salesforce.org customer since CHALLENGE...