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Leveraging Advancement Information
          For Fundraising




                                 1
About


 A company promoted by a team of professionals with
experience spanning a few decades spent with the world's top
IT Companies.

 A team of vendor certified and experienced consultants to
scope and implement business intelligence solutions for your
organisation.

Our goal is to deliver successful and value-added business
intelligence solutions quickly, painlessly and most importantly
- Affordably.
                                                                  2
About Advizor Solutions

    Bell Labs Spin-off, headquartered at Chicago - IL, USA

    Over 5,000 Customers – mid market & up; variety of industries;
     higher education focus

    Key Strategic Partners: Alterian, Information
     Builders, Intel, Intellitactics, Microsoft, Salesforce.com, Ellucian, T
     eradata

    Well Regarded by key Industry Analysts:
     Aberdeen, Forrester, Gartner, TDWI, etc.




                                                                               3
ADVIZOR Technology is . . .


          Visual Discovery™ Software

     • In-Memory Data Management
     • Data Visualization
     • Predictive Analytics

       Make Better and Faster Fact-Based
                  Decisions


                                            4
Data Discovery and Analysis

 Enables business people to make fact-based decisions through a
  highly interactive, self-service interface

 Complements data warehouses and reporting systems through
  world-class data display and interaction

 Powered by patented Visual Discovery™ and
  best-of-breed predictive analytics




         Display     Analyze



                Share
                                                               5
Share: Across the Enterprise
      Static Output
         Export images to Word, PowerPoint, PDF and Internet
      Dynamic Output
         Save work as ADVIZOR .advm project files for collaboration with other
          ADVIZOR users
         Publish work to ADVIZOR Server for interactive web based access by
          other team members and partners
      Data
         Export / Download selected data to Excel, URL (SQL
             Server, Oracle, reporting engines, etc.)
      Capture Thoughts and Insights
         Navigation Panes annotate each project page with descriptive
             storyline, images, links, etc
         Enterprise Data


                                                         Static Output
                                                                     LiveWeb


                    Extracts
                    txt, csv                            Dynamic Output

                        ASCII
                                                            ASCII     URL
       XML             Stream
                      jsp, asp
                                                         Data       Action

                                                                               6
Predictive Analytics

 Targeted at business analysts
    Point-and-click interface
    No knowledge of statistics needed

 Mathematically determine what matters
    Visually select what subgroup(s) to examine
    Algorithms calculate what matters
    Several use cases:
        Identify which “6 columns out of 180 columns
         really matter”, then use those to build dashboard
        Profile one subgroup vs. another
        See which factors are + and – influence
        Model behavior from one group, use to predict
         behavior of another group

 Robust multi-variant regression
    Key field analytics
    Missing values prediction
    Target value prediction


                                                             7
Solution Benefits
   ADVIZOR Analyst provides descriptive and predictive
    analytics, including key field/variable analytics, missing values
    calculations, and target value prediction.

   Data Discovery and Visualisation - Discover Answers

   Enables Teaming and Collaboration

   Takes the strain off your overburdened IT team

   Quick and Easy to deploy and learn (startup in days, weeks - not
    months)

   No Programming and Coding experience required

   Makes your data a competitive advantage instead of an
    underutilised asset




                                                                        8
ADVIZOR INTEGRATES WELL WITH YOUR EXISTING SYSTEMS . . .

                     Analysis and Discovery      Sharing
     Input


                         • Thick client
                         • Web Portal
                         • Onsite
                         • SAAS




Other ODBC Sources
                                                           9
ADVIZOR is also Well Regarded by Analyst‟s..




                                               10
Advizor is a Bell Labs spinoff, headquartered in Chicago, that specializes in
interactive data visualization and predictive modelling. The company
provides data discovery through a range of sophisticated visualizations that
particularly appeals to advanced users. It also delivers predictive modelling
capabilities, an in-memory database, and client tools for the Web and iPad.
Regular users can use these capabilities to gain insights consuming highly
interactive dashboards, but Advizor's real value will be better perceived by
power users doing ad hoc visual analysis — replacing or complementing
query and table-based analytics from other tools.




Source: Magic Quadrant for Business Intelligence and Analytics Platforms Feb 2013




                                                                                    11
 Variety of Clients – Cross Industry
     Higher Education

     Healthcare

     Faith Based

     Philanthropic

     Social Services




                                        12
Provides High ROI in Fundraising
                       Solution Focus
                       Leadership Giving:
                           • Prospect Identification
                           • Prospect Management
                       General Management:
                           • Staff Performance Mgmt.
                           • Campaign Analysis
                           • Ad Hoc Reporting
                        Annual Giving:
                           • Retention & Appeal Targeting
                           • Volunteer Assignments
                           • Call Center Optimization
                        Member / Alumni Relations
                           • Events, Trips, and Clubs


advizorsolutions.com                                        13
Today‟s fundraising environment needs to work with a Wealth of Information…




                                                                Decisions

                                                                              14
The Challenge:

 Most fundraisers blanket their prospects with a myriad of messages
  delivered through a variety of media. Some of these messages connect
  well with certain prospect segments, some fall flat.

 Unfortunately, given the sheer volume of activities, untangling what
  worked and what didn’t can often be a challenging process.

 Such a process involves accessing large amounts of data, often from
  different systems, and then scouring it, slicing and dicing it in different
  ways to find patterns and trends.




                                                                                15
Information is OFTEN Fragmented and Hard To Access   ...


                                                           Demographic

                                                           Affinity /
                                                           Capacity

                                                           Activities


                                                           Giving




                                                                        16
. . . Solutions from ADVIZOR Knit the Information Together

                                                      Demographic
                                                      Demographic
                                                          Demographic

                                                      Affinity /
                                                      Affinity
                                                            Affinity /
                                                      Capacity
                                                            Capacity

                                                            Activities
                                                      Activities
                                                      Activities

                                                           Giving
                                                      Capacity
                                                      Giving




                                                                         17
. . . And provide Answers to your Key Questions.
Example:
Q: What are the characteristics of my top donors?
Q: Who in New York has those characteristics and are not staffed?




                               Affinity/      Activities      Giving
           Demographic
                               Capacity
                                                                       18
 Customer Reviews and Comments about
   ADVIZOR Solutions…




©2012 ADVIZOR Solutions®                  19
“The combination of data discovery and
  visualization enables users to uncover
  hidden relationships they didn‟t know
  existed. I‟ll often hear, „Why didn‟t we
  have this data before?‟ If fact they did
 have it – in a report. They just didn‟t see
                      it.”
                   Judy Doherty,
                 Dartmouth College



                                               20
(Northwestern University)




©2012 ADVIZOR Solutions®                               21
(Northwestern University)




©2012 ADVIZOR Solutions®                               22
"ADVIZOR enables us to clearly see the
       strengths and weaknesses of our entire
       development program, helping us make
      informed business decisions that directly
    affect the bottom line - both in expenses and
                   new revenues.”

                                            Sean Pieri
                           Vice President, College of William and Mary




©2012 ADVIZOR Solutions®                                                 23
©2012 ADVIZOR Solutions®   24
©2012 ADVIZOR Solutions®   25
"ADVIZOR allows users to access and analyze
   patterns and trends that would otherwise be
  hidden in the complexity of our large data set.
   This helped us identify and focus our Florida
          Fund appeals around 5 university
    initiatives, each oriented towards different
              segments of our alumni.“

                           University of Florida


©2012 ADVIZOR Solutions®                           26
Links to More Information (Click to view)

          General Management
              Staff Performance
             Campaign Analysis
         Ad Hoc Reporting & Analysis
            Leadership Giving
            Prospect Identification
            Prospect Management
              Annual Giving
           Appeal/Email Targeting
            Volunteer Management
           Call Center Effectiveness
         Member/Alumni Relations
           Events, Trips, and Clubs
                                            27
 Your Data, Your Key Questions to be answered
 Contact us for a Free Assessment and No obligation 30 day
  FREE Trial


        Tel: +61 403 538 455

        W: www.smartanalytics.com.au

        E: contact@smartanalytics.com.au



                                                              28
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Smart analytics - Data Visualisation and Predictive Analytics solutions for Fundraisers

  • 2. About  A company promoted by a team of professionals with experience spanning a few decades spent with the world's top IT Companies.  A team of vendor certified and experienced consultants to scope and implement business intelligence solutions for your organisation. Our goal is to deliver successful and value-added business intelligence solutions quickly, painlessly and most importantly - Affordably. 2
  • 3. About Advizor Solutions  Bell Labs Spin-off, headquartered at Chicago - IL, USA  Over 5,000 Customers – mid market & up; variety of industries; higher education focus  Key Strategic Partners: Alterian, Information Builders, Intel, Intellitactics, Microsoft, Salesforce.com, Ellucian, T eradata  Well Regarded by key Industry Analysts: Aberdeen, Forrester, Gartner, TDWI, etc. 3
  • 4. ADVIZOR Technology is . . . Visual Discovery™ Software • In-Memory Data Management • Data Visualization • Predictive Analytics  Make Better and Faster Fact-Based Decisions 4
  • 5. Data Discovery and Analysis  Enables business people to make fact-based decisions through a highly interactive, self-service interface  Complements data warehouses and reporting systems through world-class data display and interaction  Powered by patented Visual Discovery™ and best-of-breed predictive analytics Display Analyze Share 5
  • 6. Share: Across the Enterprise  Static Output  Export images to Word, PowerPoint, PDF and Internet  Dynamic Output  Save work as ADVIZOR .advm project files for collaboration with other ADVIZOR users  Publish work to ADVIZOR Server for interactive web based access by other team members and partners  Data  Export / Download selected data to Excel, URL (SQL Server, Oracle, reporting engines, etc.)  Capture Thoughts and Insights  Navigation Panes annotate each project page with descriptive storyline, images, links, etc Enterprise Data Static Output LiveWeb Extracts txt, csv Dynamic Output ASCII ASCII URL XML Stream jsp, asp Data Action 6
  • 7. Predictive Analytics  Targeted at business analysts  Point-and-click interface  No knowledge of statistics needed  Mathematically determine what matters  Visually select what subgroup(s) to examine  Algorithms calculate what matters  Several use cases:  Identify which “6 columns out of 180 columns really matter”, then use those to build dashboard  Profile one subgroup vs. another  See which factors are + and – influence  Model behavior from one group, use to predict behavior of another group  Robust multi-variant regression  Key field analytics  Missing values prediction  Target value prediction 7
  • 8. Solution Benefits  ADVIZOR Analyst provides descriptive and predictive analytics, including key field/variable analytics, missing values calculations, and target value prediction.  Data Discovery and Visualisation - Discover Answers  Enables Teaming and Collaboration  Takes the strain off your overburdened IT team  Quick and Easy to deploy and learn (startup in days, weeks - not months)  No Programming and Coding experience required  Makes your data a competitive advantage instead of an underutilised asset 8
  • 9. ADVIZOR INTEGRATES WELL WITH YOUR EXISTING SYSTEMS . . . Analysis and Discovery Sharing Input • Thick client • Web Portal • Onsite • SAAS Other ODBC Sources 9
  • 10. ADVIZOR is also Well Regarded by Analyst‟s.. 10
  • 11. Advizor is a Bell Labs spinoff, headquartered in Chicago, that specializes in interactive data visualization and predictive modelling. The company provides data discovery through a range of sophisticated visualizations that particularly appeals to advanced users. It also delivers predictive modelling capabilities, an in-memory database, and client tools for the Web and iPad. Regular users can use these capabilities to gain insights consuming highly interactive dashboards, but Advizor's real value will be better perceived by power users doing ad hoc visual analysis — replacing or complementing query and table-based analytics from other tools. Source: Magic Quadrant for Business Intelligence and Analytics Platforms Feb 2013 11
  • 12.  Variety of Clients – Cross Industry  Higher Education  Healthcare  Faith Based  Philanthropic  Social Services 12
  • 13. Provides High ROI in Fundraising Solution Focus Leadership Giving: • Prospect Identification • Prospect Management General Management: • Staff Performance Mgmt. • Campaign Analysis • Ad Hoc Reporting  Annual Giving: • Retention & Appeal Targeting • Volunteer Assignments • Call Center Optimization  Member / Alumni Relations • Events, Trips, and Clubs advizorsolutions.com 13
  • 14. Today‟s fundraising environment needs to work with a Wealth of Information… Decisions 14
  • 15. The Challenge:  Most fundraisers blanket their prospects with a myriad of messages delivered through a variety of media. Some of these messages connect well with certain prospect segments, some fall flat.  Unfortunately, given the sheer volume of activities, untangling what worked and what didn’t can often be a challenging process.  Such a process involves accessing large amounts of data, often from different systems, and then scouring it, slicing and dicing it in different ways to find patterns and trends. 15
  • 16. Information is OFTEN Fragmented and Hard To Access ... Demographic Affinity / Capacity Activities Giving 16
  • 17. . . . Solutions from ADVIZOR Knit the Information Together Demographic Demographic Demographic Affinity / Affinity Affinity / Capacity Capacity Activities Activities Activities Giving Capacity Giving 17
  • 18. . . . And provide Answers to your Key Questions. Example: Q: What are the characteristics of my top donors? Q: Who in New York has those characteristics and are not staffed? Affinity/ Activities Giving Demographic Capacity 18
  • 19.  Customer Reviews and Comments about ADVIZOR Solutions… ©2012 ADVIZOR Solutions® 19
  • 20. “The combination of data discovery and visualization enables users to uncover hidden relationships they didn‟t know existed. I‟ll often hear, „Why didn‟t we have this data before?‟ If fact they did have it – in a report. They just didn‟t see it.” Judy Doherty, Dartmouth College 20
  • 23. "ADVIZOR enables us to clearly see the strengths and weaknesses of our entire development program, helping us make informed business decisions that directly affect the bottom line - both in expenses and new revenues.” Sean Pieri Vice President, College of William and Mary ©2012 ADVIZOR Solutions® 23
  • 26. "ADVIZOR allows users to access and analyze patterns and trends that would otherwise be hidden in the complexity of our large data set. This helped us identify and focus our Florida Fund appeals around 5 university initiatives, each oriented towards different segments of our alumni.“ University of Florida ©2012 ADVIZOR Solutions® 26
  • 27. Links to More Information (Click to view) General Management Staff Performance Campaign Analysis Ad Hoc Reporting & Analysis Leadership Giving Prospect Identification Prospect Management Annual Giving Appeal/Email Targeting Volunteer Management Call Center Effectiveness Member/Alumni Relations Events, Trips, and Clubs 27
  • 28.  Your Data, Your Key Questions to be answered  Contact us for a Free Assessment and No obligation 30 day FREE Trial Tel: +61 403 538 455 W: www.smartanalytics.com.au E: contact@smartanalytics.com.au 28
  • 29. 29

Notas del editor

  1. Which has led us to develop a new kind of BUSINESS INTELLIGENCE….Rapid-Fire Business Intelligence