Data strategy
Data strategy
Why independent schools struggle to create one source of truth
The structural reasons admissions, business office, advancement, and marketing systems drift apart—and how to begin reconnecting them.
8 min readKnowledge hub
Insights for advancement and data leaders.
Actionable strategy and technical guidance for the gap between a mission, the systems behind it, and the decisions leaders need to make.
Featured resource
The Independent School Advancement Data Health Checklist
A practical diagnostic covering duplicates, campaign coding, manual reporting, platform connections, ownership, privacy, documentation, and decision readiness.
- Evaluate 20 areas of advancement data health.
- Translate risks into an ordered improvement conversation.
Latest insights
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Database hygiene
Database hygiene
Five signs your fundraising database needs attention
Duplicate records, offline spreadsheets, inconsistent codes, and other signals that it is time for a focused data-quality review.
6 min readAnalytics
Analytics
How to think about donor retention reporting
A practical framework for cohorts, first-time donors, recapture, LYBUNT/SYBUNT segments, and the actions behind the dashboard.
9 min readWorkshops & training
Build capability inside the team.
Interactive sessions are shaped around the client’s roles, systems, current maturity, and a practical outcome staff can apply immediately.
Power BI for Advancement Teams
Move from static exports to useful models for campaign progress, major gift pipelines, donor retention, and alumni engagement.
Request detailsAutomating School Operations
Map recurring work, identify control points, and design responsible automations that reduce staff effort without creating new fragility.
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