“It’s possible for any nonprofit to do this with their data and to not be afraid to build something new! The reporting structures in Virtuous Analytics help us maintain and know the financial status at all times.”
— Bethany Jasper, Senior Analyst, Heartbeat International
Top Challenges
→ An antiquated system that could not support modern donor data or reporting needs
→ No donor-centered data structure to support how information flowed
→ Manual, line-by-line reporting that consumed hours of staff time
→ Limited ability to quickly surface insights for leadership and the board
What They Accomplished (With Help From Virtuous)
→ Replaced hours of manual review with faster, automated reporting
→ Built budget reporting with both high-level and pivot-table detail
→ Created a clearer follow-up system through assigned and tracked tasks
→ Enabled leaders to access accurate data faster for the controller, president, and board
From an Antiquated System to Donor-Centered Data
Heartbeat International focuses on providing comprehensive pregnancy help to women worldwide. But an antiquated system began holding the team back with donor data and reporting that no longer fit their work.
They found themselves frustrated by:
→ Reliance on a legacy system maintained by a single consultant
→ Database structure misaligned with how donor information needed to flow
→ Time-consuming, line-by-line review
From 5 Hours to 10 Minutes: Saving Valuable Time on Reporting Processes
Bethany Jasper, their Senior Analyst, shared what it was like when they switched to Virtuous CRM+. They tapped into the power of Virtuous Analytics and watched as their reporting time dropped from hours to minutes, building reports to replace manual work, such as:
→ Budgeting-focused report for major gifts, mid-level, and online giving
→ Pivot-table views for high-level and granular analysis
→ Donor appeal analysis report for individual mailings
“I don’t have to look at a report for 5 hours like it used to take me. I can look at it, and it will take me less than 10 minutes.”
— Bethany Jasper, Senior Analyst, Heartbeat International
Faster Board-Ready Reporting for Leadership
Bethany equipped Heartbeat International leaders with clearer access to results without the manual time burden that used to slow reporting down, ultimately enabling those results to move up to the board faster.
“Something that used to be so manual has become automated [so we can] get real-time results to our president or our controller, and they can bring those results to our board.”
— Bethany Jasper, Senior Analyst, Heartbeat International
Automated Outreach That Helps Gift Officers Follow Through
Apart from reporting, Heartbeat International also prioritizes stronger donor follow-up using automation through Virtuous CRM+ for:
→ Automated emails supporting consistent communication
→ Task assignments for gift officers
→ Tracked outreach steps to prevent missed actions
“[Through automation CRM+], we can assign tasks to gift officers. We can make sure that things are getting done that wouldn’t have gotten done…[A]utomations [drive] how to speak to donors and what donor to contact next.”
— Bethany Jasper, Senior Analyst, Heartbeat International
Lead Your Org to Who You Want to Be
“[Virtuous] has taken our organization to where we want to be and who we want to become.”
— Bethany Jasper, Senior Analyst, Heartbeat International
Lead your team and organization to who you want to be and who you want to become with accurate data and reporting that takes minutes instead of hours.
See how Virtuous Analytics helps nonprofits move from manual reporting to real-time insight.
