From the judges: This entry is highly sophisticated, but replicable -- with the right knowledge. This is very necessary for effective engagement, and it's amazing how an in-house team made it come to life so definitively. Having the ability to make data-driven decisions about strategy, prospecting, outreach, venue location, and more is incredibly helpful and meaningful. It also does an effective job of helping with recruitment and retention offices to further tell the story of the university's reach in its alumni community for students.
Key Geo-Markets Dashboards
Alumni Relations > Targeted Constituency Engagement
Institution: The University of British Columbia
Title of Entry: Key Geo-Markets Dashboards
About this Entry: In order to better inform the strategies for targeted engagement of our alumni and donors located in key geo-markets*, the UBC Development and Alumni Engagement (DAE)’s regional alumni engagement and fundraising teams worked with DAE IT, data governance and business intelligence teams to define these geo-markets and create a visual self-serve tool that lets alumni engagement and fundraisers engage with and explore location based data about our constituents. This was accompanied by updates to the self-serve query tool and customizations within DAE’s Customer Relationship Management tool (CRM) to also surface this information.
In the age where data are key to inform decisions and strategies, and consistency, accuracy and timeliness are of the essence, a scalable and visual self-serve tool was developed. The tool is fed various constituent data as well as geo-location information of more than half a million records that are updated nightly if any changes are detected.
This visual self-serve tool enables the alumni engagement and fundraising teams to confirm their regional strategies and plan a better targeted constituency engagement within our 21 key geo-markets and their sub-regions.
*A key geo-market is a geographic zone containing the constituents DAE engages or plans to engage with.