CharityBIBusiness intelligence for

fundraising charities

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Make informed decisions, aid compliance and support fundraising with CharityBI. It’s affordable, powerful and fast to implement.

Making better-informed decisions depends on presenting data in the right format to the right people at the right time. For this to happen, trustworthy and reliable data is key.

Thanks to CharityBI, building an efficient, stable and supportable business intelligence platform no longer needs to be a long expensive project or in the exclusive domain of technical experts.

CharityBI has pre-built data adaptors making it fast and cost effective to connect with your data sources such as Raiser’s Edge, Infor SunSystems, Salesforce and Microsoft Dynamics CRM.

Now charities can join the dots between their fundraising, people and financials to provide powerful business intelligence and maximise their fundraising potential.

Features and benefits

Our pre-built connectors allow fast, affordable access to your data sources ePro

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Monitor what mattersmost. Whether it’sfundraising activities,complaints or KPIs –dashboards give fast,easy access to what’simportant.

Truly understand what’s delivering value. Your data comes together in one place to give a clear picture for informed decision making.

Realise the true potential of your data. Move away from siloed, difficult to- access information and reduce manual administration.

No rip-and-replace.CharityBI works withthe systems you already have, such as: Raiser’s Edge, Infor SunSystems, Salesforce, and Microsoft Dynamics CRM.

Our experience in the sector and with solutions such as Raiser’s Edge allows us to deliver an affordable solution with low total cost of ownership.

Compliance and KPIs Decision making Digital transformation Connected Low TCO

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FIND OUT MORE:

TouchstoneBI empowers you to make informed financial decisions.

T +44 (0)20 7121 4702 | E moreinfobi@touchstone.co.uk | W touchstonebi.co.uk

Touchstone FMS Ltd trading as Touchstone Business Intelligence.

Registered in England and Wales with company number 01618039. Registered office: 1 Triton Square, London, NW1 3DX.

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How does it work?

Optimised for reporting, a data warehouse is created by extracting, transforming and loading (ETL) data from your systems that will form the basis for reporting and business analytics.

Benefits

• Integrates data from multiple sources to give “one version of the truth” across your charity

• Reduces reliance on spreadsheets

• Delivers fast query performance

• Improves data quality and integrity

• Simplifies reconciliation of data

• Easy administration

Potential example reports include:

• Headcount by grant/cost centre/project

• FTE by cost centre/start date/project

• Year to date income by grant/group federation/project

• …or whatever your charity needs to know, as our BI solution is built around your requirements

CharityBI’s rapid and flexible

technology is an affordable solution

for insightful business intelligence, reducing

the time it takes to implement a

BI solution by as much as 80%.

Multiple Data Sources Data Warehouse Cube

Raw Data Optimised Data

Proud supporter and corporate member of CFG

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