An Oxfordshire charity · Review
Donor data a fundraising team can rely on
Cleaning up donor data and CRM processes so a small fundraising team could trust its numbers.
- donor data accuracy, up from 65%
- 99.8%
The challenge
Poor donor data
The charity depends on donations, but the quality of its donor data made it hard to track fundraising performance.
Data in several places
The team had invested in a CRM, yet supporter data still ended up in several places.
Time lost every month
A significant amount of time went each month on reconciling the data.
Not reliable enough
The results still weren't reliable enough to guide fundraising decisions or show funders what the charity was achieving.
What we built
- Supporter dataCRM and other platforms
- Automated preparationTools for repetitive steps
- Clean, consolidated data
- ReportsMaintained by staff
What we did
Review
Looked at how data was collected, how it moved between platforms and how the team used the CRM day to day.
Agree KPIs
Set clear KPIs and targets tied to the charity's strategy, chosen so they could be measured without extra admin.
Clean and automate
Consolidated the fragmented data, redesigned data processes and built tools that automate repetitive data preparation.
Train and hand over
Tested workflows with staff before rolling them out, with simple guidance and training.
What changed
Accurate donor data
Donor data accuracy rose from 65% to 99.8%.
A repeatable process
Supporter data stays clean with far less manual effort.
Time for insight
Staff spend less time fixing spreadsheets and more time using CRM data to understand fundraising performance, engage supporters and report to funders.
A change in attitude
At the start, the team saw data work as a burden. By the end, they were asking for insights in other areas of their work.
"Priscilla is very good at pitching her data and processing solutions at a level suitable for a small charity like ours, and she has identified our needs and possible solutions very quickly. The impact has already been significant: we have cleaner, more reliable data about our income, new reports that are easy to run to monitor progress, and she has provided useful training sessions for staff."
"Priscilla's work has been game-changing for us, even if I'd had all the time in the world to work on this it wouldn't have come out anywhere near this level. The results of her involvement are huge, we now have a much clearer view of our monthly donations, enabling us to focus our efforts based on evidence & trends."