Maximise fundraising revenue & reduce costs with …...Maximise fundraising revenue & reduce costs with better data management Providing ease of use and productivity to all Darren

© Talend 2013

Maximise fundraising revenue & reducecosts with better data management

A joint webinar with Talend and MAST ICT

Mark Carter – Marketing at Talend UK

Darren Brunt – UK Pre-Sales at Talend

Andy Hopkins – Director at MAST ICT

© Talend 2013

Before we start

➜ Mark Carter

• UK Marketing Manager – Talend

➜ Darren Brunt

• UK Pre-Sales – Talend

➜ Andy Hopkins

• Director – MAST ICT

➜ [email protected]

© Talend 2013

Agenda

➜ MAST ICT

• About MAST ICT and why Talend

• The problems we see and the impact they have

• Data Imports, Data Management and Data Silos

• The benefits

➜ Talend

• Overview of Talend

• Building Value

• Profiling, Cleaning and Loading

• Demonstration

➜ Questions and Answers

© Talend 2013

➜ Not for Profit specialists

➜ Practical solutions to real world problems

➜ Independent

Advanced NFP CARENG IntegraNG

© Talend 2013

➜ Providing a variety of services• Business and technical consultancy• Data migration, synchronisation and quality control• Dashboards, BI and transactional reporting• Process automation

© Talend 2013

Data Management?

➜ Experiencing an increasing number of customers with data related challenges.

➜ Replace multiple ad-hoc interfaces with a cost-effective single Data Management Solution.

➜ Introduce a consistent and repeatable approach.

➜ Minimise customer technical skill set required.

© Talend 2013

Why

➜ Aimed at Managing Data not just an ETL tool for reporting, must be flexible and powerful

• Data Integration, Quality, Stewardship

• Deduplication tools out of the box

➜ Talend Unified Platform.

➜ Open Source with a vibrant user community

© Talend 2013

The problems we see...

Three key areas:

•Data import processing

•Data quality & de-duplication

•Existence of data silos

© Talend 2013

The problems we see...

➜ Data Import Processing• Very high volume and complexity• Data team too pressed to do anything else• Import backlog very common• Users view of Supporters/Members is out-of-date• Manual processing introduces human error• Inadequate data quality checks and validation• Many duplicate contacts created

© Talend 2013

With Talend

You can introduce :

➜ Automated Import Processing

➜ Manual Processing of Rejected Records only.

➜ Robust Data Quality & Validation Checks

➜ Contact De-duplication (and Fuzzy Matching)

© Talend 2013

The problems we see...

➜ Data Quality & De-duplication• “We have such a large number of duplicates!”

• “Users keep telling me our data quality is poor!”

• “How do we find and quantify the issues?”

• “How should we approach the problem?”

• “How can we measure and monitor progress?”

• “How can I ensure quality going forward?”

© Talend 2013

With Talend

You will be able to:➜ Audit your existing data sources➜ Understand and quantify problems with Data Quality and

Duplicate Contact Records.➜ Manage resolution of issues found.➜ Monitor quality changes.➜ Produce reports to illustrate the improving quality of

your databases.

© Talend 2013

The problems we see.

➜ Data Silos

• Disparate Data Sources all holding useful data.

• “Our users want a complete (360 degree) view of Members / Supporters”

• “Our users tend to hold additional data in MS Excel or MS Access to make their jobs easier!”

© Talend 2013

With Talend

You will be able to:➜ Link and share useful data between multiple Systems.➜ Ensure accuracy and consistency of data between

multiple systems.➜ Reduce or remove the need for users to maintain

additional data sources.➜ Enforce an Organisation-wide view of your data.

© Talend 2013

What are the benefits ?

➜ For IT and/or Data Processing teams:• Imports simple to setup and manage

• Highly Technical Skill Set NOT required.

• Automated Imports will reduce manual intervention

• ONLY rejected records require processing

• Free up Team to work on other critical tasks

• Removal of Import Backlog / Timely database updates.

• Timely feedback to Agencies supplying inadequate data.

© Talend 2013

What are the benefits?

➜ For Fundraising and Communications:

• Reduced Duplicate Contacts

• Improved Data Quality

• More Accurate Selections

• Better Targeted Communications

• 360 degree view of Contacts

© Talend 2013

What are the benefits?

➜ For Finance• Increased Gift Aid Claim revenue

• Trigger Claw-back clauses for data supplied by Agencies.

➜ For Senior Management• More accurate and timely reporting.

• Improved KPI monitoring.

© Talend 2013

What are the benefits?

➜ For the Organisation

• Increased Efficiency

• Lower Costs – Higher Income.

• Reputation Protection

• Happier Staff

• Happier Supporters and Members

© Talend 2013

Product Demonstration

The MAST team are very excited by Talend.

We believe it will help solve many of the data processing challenges faced by NFPs today.

Now a practical demonstration of the software….

© Talend 2013

Maximise potential with better data managementHelping organisations to reduce costs and maximise fundraising opportunity

Darren Brunt – UK presales

[email protected]

© Talend 2013

KEY FACTS

• Founded in 2006

• 400 employees in 7 countries

• Dual HQ in Los Altos, CA and Paris, France

• Open Core business model

• Subscription license

• Services & training

Solutions

Highly scalable integration solutions addressing Big

Data, Application Integration, Data Integration, Data

Quality, MDM, BPM

Recognized as a visionary leader in the integration

market by Gartner and Forrester

Talend Overview

Growth-Driven Deployment Model

2007 2008 2009 2010 2011 2012

BRAND AWARENESS

1.6 Million Product

Downloads

VIBRANT COMMUNITY

100,000Registered

Users

MONETIZATION

1,800 Active Subscribers

CUSTOMER LOYALTY

86% Renewal

Rate

© Talend 201323

Talend’s Unique Integration Solution

Consolidated metadata & project

information

Repository

2

Web-based deployment &

scheduling

Deployment

3 Same container for batch processing,

message routing & services

Execution

4

Single web-based monitoring console

Monitoring

5

ComprehensiveEclipse-based user interface

1

Studio

Talend Unified Platform

DataQuality

DataIntegration MDM ESB BPM

Reduce costs

Eliminate risk

Reuse skills

Economies of scale

Incremental adoption

Best-of-Breed Solutions

+

Talend Unified Platform

=

Unique Integration Solution

© Talend 201324

Typical Data Quality Lifecycle

Source Data(Database, delimited files, etc.)

ProfileProfile

LoadLoad

LoadLoad

Stage

MatchDe-dupeStandardiseEnrich

Cleanse

© Talend 2013

Building value via better insight

• 5% of the e-mail attribute does not follow standard e-mail syntax.

• 12% of our credit card numbers fail validation.

TechnologistsMetrics

• 17% of my supporters have not opted for GiftAid support.

• 39% have opted not to be contacted by phone.

Business Metrics

• This supporter donation data is good enough to use for processing and campaign analysis.Decision

Metrics

© Talend 201326

1. Profile

➜ Intuitive, graphical tooling

• Select columns to analyse

• Select quality indicators per column• Simple Statistics, Pattern Statistics,

Soundex Frequencies, etc.

• Extend with custom indicators and patterns• SupporterIdPattern (Regex)

• ValuableDonationCount (SQL)

• Auto-generation of rich reports based on indicators and patterns configured

© Talend 2013

© Talend 201327

1. Profile (cont’d)

➜ Automated report generation

• Several report types• Basic – one off, ad-hoc

• Evolution – combines historical reporting for KQI trend analysis

• User defined – Jasper report templates for customised output

• Data Integration Jobs can be used to schedule report generation and distribution• Email, web hosting, etc.

© Talend 2013

© Talend 201328

2. Cleanse

➜ Extensive portfolio of data quality components• Matching, Standardisation,

Survivorship, Data Stewardship Console, etc.

• Simple configuration of powerful capabilities

➜ Seamlessly combine with Data Stewardship tasks• Integrated, human interaction for

duplicate resolution and survivorship

• Re-unite cleansed data for subsequent processing

© Talend 2013

© Talend 201329

3. Load

➜ Leverage Data Integration components

• Leverage cleansed data resources

• Rapidly build automated data integration processes for:-• Integration

• Propagation

• Synchronisation

• Sophisticated data transformation and mapping

• Graphical configuration, not coding

© Talend 2013

© Talend 201330

Demo time

© Talend 2013

© Talend 201331

Talend Value Proposition

➜ Automate processing of all data feeds

• Flexible and powerful graphical development, not coding

➜ Rapidly surface key data indicators• Data quality and business opportunity related

➜ Simplify validation and cleansing of data • Easily standardise, enrich, de-dupe and match data

➜ Enable ‘converged processing’ of data• Multi-channel, multi-domain

• Enabling ‘single view’ capabilities

➜ Cost effective, open source solution• Accelerate time to business benefit

• Standards-based to avoid vendor lock-in

© Talend 2013

© Talend 2013

Maximise fundraising revenue & reduce costs with better data managementProviding ease of use and productivity to all

Darren Brunt – UK presales

[email protected]

Andy Hopkins - Director – MAST ICT

[email protected]

[email protected]