1. A Data Journey:
Development Records to Business Systems

2. 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

3. 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

4. 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

5. Constituent Systems

6. 2007- 2012: Campaign Planning Member of Senior Development team
Build out of Prospect Management
Establish Campaign Tracking structure
Introduction of Predictive Modeling

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

8. 2013- 15: New Building Planning
Formation of Technology Planning Group
Systems Evaluations
Scalability and Sustainability
Transition from data entry to data management

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

10. 2016: Business Systems Constituent Strategy Vision Data Principles
KPIs

11. Constituent Systems

12. 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.

13. Data Principles
Collection
Accessibility
Governance

14. 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

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