A Data Journey: Development Records to Business Systems

About the Whitney Founded in 1930; defining museum of 20th- and 21st-century American art 19,000+ objects by 2,800+ artists in permanent collection Collects, exhibits, preserves, researches, and interprets art of the United States in broadest global, historical, and interdisciplinary contexts Artist’s museum; fosters work of living artists at significant moments in their careers

Timeline Late ‘90s Development Records team created 2005 Resetting the data foundation 2007 Campaign Planning 2013 Evaluation of systems for new building 2015 New Building opens 2016 Formation of Business Systems

The Beginning 3 person team within Development department Oversight of Raiser’s Edge, focusing on: Gift processing and revenue tracking Duplicate management Queries and exports, and baseline reporting Membership appeals tracking and metrics

Constituent Systems

2007- 2012: Campaign Planning Member of Senior Development team Build out of Prospect Management Establish Campaign Tracking structure Introduction of Predictive Modeling

Manual Entry FY14 ~ 15,035 gifts processed; 0% imported

2013- 15: New Building Planning Formation of Technology Planning Group Systems Evaluations Scalability and Sustainability Transition from data entry to data management

Automated Importing FY18 ~ 55,350 gifts processed; 93% imported

2016: Business Systems Constituent Strategy Vision Data Principles KPIs

Constituent Systems

Vision Business System provides the internal infrastructure to support the broader institutional constituent strategy. Setting institutional standards for data collection, accessibility, and governance to support institutional and business unit goals and inform decision making process.

Data Principles Collection Accessibility Governance

Key Performance Indicators Organization-wide with insight from Lines of Business Admissions Member Households Customer LTV Business Systems Integrations between systems Tracking and evaluating task requests Monitoring /Reporting around workflows

Key Factors to Success Buy-in from leadership and frontlines Leverage organizational milestones KPIs and Metrics Scalability and Sustainability