In the first year following the pilot, the volume of manual reports produced by Kelberer's team dropped to 50% of its previous number; this year, it got below 30%, and the goal for 2021 is zero—all custom data reported to donors and shared across the internal groups will be analyzed and presented in Tableau. This not only lowers operational overhead by reducing cycle-time goals for data management, but also empowers Vanguard Charitable to communicate more proactively with donors about making grants. And where donor reporting once occupied one person's time for four full days each month, the remaining reports require only a three-hour monthly download.
“We basically flipped the 80/20 ratio,” Kelberer said. “We achieved that 'sweet spot' in analytics where instead of spending 80% of our time wrangling data, that's more like 20% now, and the remaining time we can spend actually analyzing what's going on.”
And it's all in service to the organization's dual mission of promoting contributions from philanthropically minded investors and maximizing each donation's effect. Kelberer is especially proud of the ways Tableau has helped unleash her team's creativity, finding new ways that data can help Vanguard Charitable donors increase their charitable impact.
“Often the simplest things can get in the way of making a decision to give money to charity,” said Kelberer. “Using Tableau, our team can remove a lot of those barriers, and share information with our donors much faster and more clearly, showing them the best path to following through on their philanthropic strategy.”