MI and reporting process improvements

The brief

Nosso parceiro de caridade, West London Zone (WLZ), especializado em fornecer apoio social, emocional e acadêmico a crianças no oeste de Londres, de modo que a captação de recursos e as doações são essenciais para seu sucesso. Eles se aproximaram do Reino Unido para ajudar a documentar e otimizar seus processos de jornada de doadores e melhorar a eficácia de seus sistemas de RI e relatórios. 2) analisar relatórios de MI existentes; 3) desenvolver uma arquitetura de relatório; e 4) incorporando os processos de relatórios e captação de recursos como 4 como o uso. with key stakeholders to understand their MI and reporting requirements, enabling us to produce business process maps documenting the year-long donor journey processes

Our approach

We split this project into four key workstreams: 1) assessing existing fundraising processes; 2) analysing existing MI reports; 3) developing a report architecture; and 4) embedding new reporting and fundraising processes as business-as-usual.

The project involved:

• Conducting employee interviews to highlight the key pain points within WLZ’s donor journey and reporting processes
• Ranking the pain points based on severity to the business in order to design a new target operating model for WLZ’s fundraising team
• Workshops with key stakeholders to understand their MI and reporting requirements, enabling us to produce business process maps documenting the year-long donor journey processes
• Reviewing WLZ’s MI and reporting architecture and producing detailed standing operating procedures, to aid efficiencies and leadership team decision making
• Designing a Salesforce development roadmap for WLZ to take forward with third party developers to optimise their use of the system and improve their MI reporting capabilities and processes

The solution and key benefits

This project transformed WLZ’s donor journey processes and reporting, enabling the function to provide more detailed, accurate MI and in a more efficient and structured manner.

The introduction of strategic business management tools, reporting templates and the standing operating procedures guidance documentation will enable Wlz para implantar efetivamente nossas recomendações. Eles também nos apoiaram para definir a jornada em que levamos doadores

Kate Dolleymore, Head of Fundraising, West London Zone: “The excellent team at Be UK worked with us on a project to better understand our reporting structures, processes and any gaps that existed within these. They also supported us to define the journey we take donors on e Produção ing  Um guia para nossa equipe, which will enable us to standardise the donor experience. We were so impressed with the professionalism and thought that went into each session we had with them. O UK nos deu o Ferramentas e processos de planejamento futuros que precisávamos prosseguir com a melhoria de nossos sistemas, bem como soluções práticas e claras para os desafios estávamos enfrentando. Este projeto nos permitiu Gerenciar melhor nossos doadores e, finalmente, arrecadar mais dinheiro para crianças e jovens. Obrigado à equipe motivada e dedicada no BE UK! ”