CRM Implementation for BGOLDN
Project scope
Categories
Data visualization Data analysisSkills
data cleansing financial analysis communication key performance indicators (kpis) workflow automation financial data management customer relationship management data analysis decision makingThe main goal for the project is to streamline BGOLDN's customer relationship management (CRM) system to improve donor management, financial analysis, and workflow automation. This will involve several different steps for the team, including:
- Data cleaning to consolidate CRM contacts and eliminate duplicates.
- Analyzing historical donor and financial data to identify trends and patterns.
- Generating impactful reports within the CRM system to provide insights for decision-making.
- Creating a dashboard for real-time monitoring of key performance indicators.
- Implementing workflow automation for email communication and report generation.
- Developing a best practices CRM guide for in-house use after the project.
By the end of the project, the team should complete the following tasks:
- Cleaned and consolidated CRM contacts with a documented process for future maintenance.
- Analyzed historical donor and financial data with actionable insights for decision-making.
- Implemented impactful reports and a dashboard within the CRM system.
- Automated workflow for email communication and report generation.
- Created a comprehensive best practices CRM guide for internal use.
Final deliverables:
- A detailed report outlining the data cleaning process, data analysis findings, and CRM system improvements.
- A live demonstration of the implemented dashboard and workflow automation.
- A comprehensive best practices CRM guide for BGOLDN's employees.
Our team will provide strategic direction and answer any questions students may have throughout the duration of the project. Weekly/bi-weekly check-in calls.
About the company
At BGOLDN, we are working to build a healthier and more equitable community by eliminating short-term barriers to food security. We do so by creating sustainable practices that connect with our community where and how they need us most. While we continue to execute the mission that started with the Golden Backpack Program, we have evolved our objective to end the stigma surrounding poverty and create pathways to self-sufficiency.
BGOLDN’s goals are to:
Increase long-term food security for individuals and families in the Golden area.
Reduce the negative cultural stigma associated with poverty and food insecurity.
Invest in local-area businesses and farmers.
We believe that the work we’re doing is just the beginning in creating sustainable solutions.