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Modernizing Moves Management with Data Visualization

Track: Data Science

Session Number: 4069
Date: Tue, Jul 27th, 2021
Time: 1:00 PM - 2:00 PM

Description:

Join us for a candid discussion as we share how we modernized our moves management from Excel spreadsheets, reports and confusing processes to dynamic dashboards and clear expectations. We will also share how we brought our frontline fundraisers along with this transformation. And, we will discuss how we embarked on this journey and navigated all of this with a small team.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Objective 1 (Moves Management Objective)



Upon completion, participants will be able to evaluate their organization’s moves management systems by identifying key information and business processes that no longer serve to move
Learning Objective #2: Objective 2 (Dashboard Development Objective)



Upon completion, participants will be able to implement data visualization systems that enable transparency and easy reporting to teams and leadership. Leverage these systems to build
Software or Vendor Tools: No
Primary Competency: RM:Competency 5: Moves Management
Secondary Competency: DS:Competency 2: Project Management
Tertiary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Intended Audience Level: Level II
Recommended Prerequisites: none
Shop Size: All Shop Sizes
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Objective 1 (Moves Management Objective)



Upon completion, participants will be able to evaluate their organization’s moves management systems by identifying key information and business processes that no longer serve to move
Learning Objective #2: Objective 2 (Dashboard Development Objective)



Upon completion, participants will be able to implement data visualization systems that enable transparency and easy reporting to teams and leadership. Leverage these systems to build
Software or Vendor Tools: No
Primary Competency: RM:Competency 5: Moves Management
Secondary Competency: DS:Competency 2: Project Management
Tertiary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Intended Audience Level: Level II
Recommended Prerequisites: none
Shop Size: All Shop Sizes