Data & Insights

My love for data runs deep—so much so that it earned its own category! From understanding donor behavior to improving internal processes and outreach strategies, I use analytics and systems to help organizations make informed decisions. My goal is to turn information into insight, and ultimately telling the story (as usual) behind the numbers.

How I organize and maintain accurate, accessible, and meaningful data across platforms:

  • Donor database management (Blackbaud, Raiser’s Edge, eTapestry)

  • Data cleansing, segmentation, and reporting

  • System integrations between CRM, marketing, and event platforms

  • Information architecture for project tracking and analysis

How I use raw data to identify trends, tell stories, and make decisions:

  • Web analytics (Google Analytics, Meta Insights)

  • Fundraising and campaign performance reporting

  • Survey and program data visualization (Tableau, Power BI)

How I use systems and tools to help teams work smarter:

  • Project management (Wrike, Asana)

  • Process mapping and workflow automation

  • KPI tracking and performance dashboards

Software & Systems

  • Blackbaud Technology

    • Raiser’s Edge + NXT

    • eTapestry

    • Blackbaud CRM

    • Luminate

  • Fundraising

    • Classy

    • GoFundMe

    • Greater Giving

    • Mobile Cause

    • Auctria

  • Social Media

    • Hootsuite

    • Sprout Social

    • Meta Business Suite

  • Website

    • Wordpress

    • Squarespace

    • Wix

Project Example

This is a visual look at how my brain operates! When I first came onboard, there was no centralized system to track admissions. There were only paper records and inconsistent individual methods between all three communities, so I developed a comprehensive admissions tracking matrix in Excel to streamline data management and improve visibility across the entire admissions process.

The spreadsheet tracks everything from new inquiries and prospect statuses, to admissions, discharges, and revenue trends—while also serving as a project management tool. It follows each prospective resident through every stage of the process, identifying where individuals fall off and helping to pinpoint opportunities for improvement and stronger conversion rates. I’ve also included my 2024 EOY Report for reference of this data visualization.

Screenshot of an Excel spreadsheet titled '2025 Admissions Tracking Matrix,' displaying various columns related to community, elder's name, scheduling dates, approval statuses, and other categories, with rows color-coded in green, red, yellow, and blue indicating different statuses of applicant progress.
2024 End-Of-Year Admissions Report titled with bar and line charts showing inquiries and admissions by month, a funnel chart for phone conversations, completed tours, applications received, total admissions, community statistics and referral sources list.
Spreadsheet titled '2025 Admissions Tracking M...' showing admission and discharge data, with data entries including months, discharge dates, community types, elder levels, tier levels, months stayed, revenue, and discharge reasons.
Screenshot of an Excel spreadsheet titled '2025 Admissions Tracking M...' with columns for inquiry details, status, referral source, residence, first name, last name, phone, email, relationship to applicant, applicant age, applicant status, company, monthly budget, and application received. Rows contain data entries with various statuses and comments.
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