Director, Development Information Systems Central Park Conservancy
Is your data entry system bogged down with offline donations that require repetitive manual inputs? Join us to discover how Central Park Conservancy took steps to automate offline gift processing workflows and integrate disparate data systems in a way that removed hundreds of repeated manual steps and allowed us to level up segmented engagement.
With the rise of gifts coming through various offline channels and portals, such as employee matching, donor-advised funds, and mailed check payments, there has been a rapidly increasing burden on gift processing teams to manage dozens of portals, and a heightened risk of human error from manual entry.
You’ll see how Central Park’s partner, Chariot, developed a cutting-edge system of integrations and automations that brought dozens of payers into one portal, with one data format that automatically synced to their finance system and donor database.
Not only has it sped up reconciliation and reporting, it also has heightened data accuracy and freed up team members to do higher-value, thoughtful work to best engage our supporters.
Learning Objectives:
Collaborate across finance, ops, and development for database improvement
Leverage technology to remove repetitive work and enhance teams’ quality of life
Execute automations and integrations between disparate external systems