Save Time. Save the World.
In order to achieve their ambitious goals, Green America relies on a network of more than 250,000 Americans who donate to tackle climate change, build fair trading systems, stop corporate abuse, and support local communities.
“We have an individual membership side, which we use to inform and educate consumers. A Green Business Network side, which screens and certifies businesses from various sectors. And a supply chain side, where we host workgroups with key players in specific industries to create sustainable change," said Pat Keyes, IT and Facilities Manager, Green America.
The complexity of these data sources led Green America to seek out an analytics automation solution so they could spend more time acting upon pressing issues.
“Multiple reports from multiple sources made accurately analyzing our donor information time intensive. The more time employees need to take before acting on the data means we need more staff to do less work,” Keyes explains.
“For the project I set up in Alteryx, we are transforming data from many sources, either Excel or csv files, to a single data set to then output the four reports needed for the member services department to do their monthly workflow for member renewals.
“With Alteryx, monthly data can now be added to a folder, that file can be run and the needed reports are produced automatically,” said Keyes.
Green America has cut hours of monthly tasks from their Donor Services, Operations and Database Manager, allowing her to better dissect donor information and focus on more pressing issues.
“Our gains are twofold, the most direct is the efficiency gains from automating a previously manual monthly process. The second is the skill building of our team and seeing other areas in the organization that can also benefit from a project like this,” says Keyes.
“It’s inspiring to look for other areas where we could increase staff efficiencies and give them more time to focus on other tasks.”