Tag: decision support

You’re Invited to DRIVE/ 2018!

Hope your 2018 is already off to a great start!

I’m looking forward to speaking at #casedrive, a preeminent event for professionals who are determined to be subject matter experts in the fields of data and beyond.

I will be presenting on Data Science for Fundraising: Build Data-Driven Solutions Using R on Tuesday, February 27.

Join me in Seattle, Washington February 27-28 at this must-attend event!

There’s still time to sign up today, so don’t miss out!

APRA OverDrive 2018

Join us for OverDrive/ 2018!

Please join APRA and your data-driven peers for OverDRIVE/ 2018, a one-day deep dive into the world of analytics held on Feb. 26, 2018, one day before the DRIVE/ conference.

Made possible through a partnership between APRA and the DRIVE/ Conference, OverDRIVE/ 2018 is specially designed for those looking to boost their analytics skills and gain the tools to demystify and optimize data.

Learn more about the experienced faculty that will be sharing their invaluable insight at OverDRIVE/ 2018 and view the complete schedule here.

Don’t delay — register by January 19 to secure early bird pricing and book your housing!

Relationship Management Metrics

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Thanks to APRA for inviting me to present on relationship management for the 30th annual conference on 7/28/17 in Anaheim, CA.

The topic of my session is Relationship Management and Metrics: Key Fundraising Tools to Drive Acceptance of Analytics, Models and Services.

Here’s a brief description of my presentation:

Effective relationship management is critical to successful fundraising within any organization. Relationship management and metrics describe a system of information tracking tools, reports, policies, processes and measurable actions that organizations can use to 1) move prospects through the continuous fundraising lifecycle 2) chart progress to goal and 3) provide data-driven insights and strategic recommendations to key stakeholders. In this session, attendees will learn how to use relationship management and metrics to improve the acceptance of data analytics, models and services as evidence-based tools to provide context, content and competitive advantage.

Looking forward to sharing insights, expertise and decision support recommendations with the APRA community.

Predictive Analytics Innovation Summit

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Thanks again to the Innovation Enterprise team for inviting me to chair the Predictive Analytics Innovation Summit on 2/14/17 and 2/15/17 in San Diego, CA.

I enjoyed connecting with creative thought leaders and diverse innovators across a wide spectrum of industries, sectors and business domains.

After two days of inspiring presentations, I left energized and ready to tackle the common challenges we continue to face in the field of applied predictive analytics and machine learning — identifying context, clarifying business requirements, linking project specification to ROI, fostering analytics culture within the organization, establishing data governance, promoting buy-in from key stakeholders, and translating results into actionable insights.

It is an exciting time to be involved with data analytics as we shift from 1) predictive to prescriptive analytics and 2) further explore the potential of deep learning and artificial intelligence to create solutions using structured and unstructured data evolving rapidly in terms of volume, velocity and variety.

I look forward to incorporating some of these themes and takeaways in my upcoming presentation at DRIVE/ in May 2017.

Hello Data-Driven World!

After years of using various platforms, I recently decided to transition and consolidate my project workspaces into a knowledge-focused blog to build community, support and thought leadership around the identification, collection and distribution of useful tips and resources, which often lead to follow-up research, discovery, insight and (eventually) knowledge.

Most projects begin with a simple business question: “Where is the untapped potential in these markets?” or “Which prospects are generating the most revenue relative to my portfolio?” or “Which accounts should I transfer out of my portfolio?” or “What are the next recommended actions to meet my goals?” or “Where should I spend my time, focus and energy?”

While the path to transforming data and insights into knowledge often begins with these types of linear, “top-down” lines of inquiry, the actual process of generating useful recommendations and decision support often requires a circuitous and sometimes recursive (nested) approach to analyzing multiple types of factors or dimensions before identifying an emergent pattern or theme:

matryoshka dolls
matryoshka dolls

This site will be dedicated to documenting and sharing various examples of data analytics workflow, automation, scripts, code snippets, as well as any other types of business intelligence tools that promote efficiency, data-driven insights, and decision support to support the underlying goal of adding organizational value.