Initiated by frustration over the lack of a central supporter database, I did a rough audit of MPAC’s digital infrastructure and uncovered several problems and inefficiencies. Key data was siloed within independent services, supporter records and interaction history were scattered, and legacy technology was sapping valuable employee time on repetitive tasks.
This was an important challenge to solve because technology was becoming a bottleneck rather than leverage, and inhibiting fundraising and organizational growth.
After buy-in from directors and the board, I did a deeper dive into the organization’s digital infrastructure and presented five opportunity areas for improvement:
A central CRM (customer relationship management) tool that houses all key supporter records and interaction history
Data sharing between services to get a 360° understanding of our supporters
Integrated analytics across services to better understand what’s working and test ways to increase the effectiveness of fundraising and marketing campaigns
Increase digital advocacy by empowering supporters to take action on the policy issues we’re working on
Scalable tools that grow with the organization’s needs.
I took the time to understand the needs and pain points of our stake-holders, researched potential solutions, interviewed current users, and planned a staged rollout of services.
After identifying which digital services needed replacing in order to see the greatest benefit to the organization, I worked with a consulting company and an internal team of stakeholders to rebuild MPAC’s digital infrastructure. The new system centers around Salesforce as our CRM, and a suite of integrated tools covering donor management, digital advocacy, event management, and email communication.
VP of Strategy & Operations and Board Liaison: