Anne Morrison

Anne Morrison Email and Phone Number

Director, Analytics Product Development and Design @ Data Axle
Boston, MA, US
Anne Morrison's Location
Greater Boston, United States
Anne Morrison's Contact Details

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n/a

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About Anne Morrison

Currently, I am the Principal of 2 businesses. In 2021, I founded Present Patterns Studio, a company that creates illuminating reports, dashboards, and analytics for non-profits and their partners. Additionally, my consulting service, begun in 2019, transforms my client's current, high-level trend reports into a comprehensive reporting suite that reveals underlying drivers of fundraising efforts and unveils strategies to drive revenue. Once developed, their new reports align with goals, are understandable to all audiences, highlight the most important metrics (and trends where applicable), and help fundraisers to generate ideas that spearhead tactics and strategy.Superior analytic reports can shine a light on how donors are giving to different funding areas, how they are migrating through their donor journey, when they upgrade and when they downgrade or lapse. Through graphic visualizations, fundraisers see the stories of their giving trends across donor segments, volunteers, advocates, and other constituents. Analytic reports that are tied to goals visually reveal trends and are understandable. They increase fundraisers' productivity, giving them information to make decisions that drive results to meet or exceed revenue goals.In my consulting work, I often "translate" between IT or database teams and fundraising teams to bridge a communication gap and to create the specifications for report programmers.Previously, I spent 16 years building and leading the consulting team for the Target Analytics donorCentrics™ product line. In this multi-faceted role, I contributed to the evolution of benchmarking, analytic reports to serve sector-specific requirements and address the industry’s wide array of fundraising strategies including crowdfunding, alumni giving, membership, sustainer, mid-level, and multi-channel. I managed the consulting services for the 1st global, collaborative peer benchmarking solution for 14 Global INGOs (UNICEF, Save the Children, UNHCR, Greenpeace, WWF, Amnesty International, and others). Over the last 20 years, I had the pleasure of analyzing the fundraising trends for hundreds of non-profits and designed numerous results reports for the sector. I’ve presented to organizations, in nearly every sector, to conference attendees, to development committees of global organizations, and to individual clients in the United States and Europe. Specializations: Analysis, Report Design and Development, Tableau, Power BI, Database Reporting Strategy, Salesforce, Data Visualization

Anne Morrison's Current Company Details
Data Axle

Data Axle

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Director, Analytics Product Development and Design
Boston, MA, US
Website:
data-axle.com
Employees:
1459
Anne Morrison Work Experience Details
  • Data Axle
    Director, Analytics Product Development And Design
    Data Axle
    Boston, Ma, Us
  • Present Patterns Studio Llc
    Principal
    Present Patterns Studio Llc Jul 2021 - Present
    Mashpee, Massachusetts, United States
    Present Patterns Studio - The place where giving is graphed.
  • Anne Morrison Consulting
    Principal
    Anne Morrison Consulting May 2019 - Present
    Massachusetts
    Consulting Services, Strategic Plans, and Assessments for Analytics and ReportingIncreasing Insights that Drive Results for Non-profit Organizations, Universities, Data Services Providers, and Consulting Agencies.Innovative, proactive business leader and trusted, collaborative partner to cross-functional groups, executives, and clients. Subject matter expert in fundraising strategy and analytics, with significant expertise in benchmarking, donor segmentation, and the alignment of data with best practices for analytics.Distinct expertise in the distillation of data and metrics into reports and dashboards that reveal critical trends and key findings that drive the development of actionable strategies.Advisory Services:- Strategic plan development- Consulting services that build connections, services, and solutions for bridging fundraisers and analyst/data teams- Business process design- Training and education- Refining requirements for reporting initiatives- Fine-tuning dashboards, reports, analytic content, criteria, and data visualizations- Audits- Analysis- Situation assessments and recommendations
  • Blackbaud
    Senior Manager, Analytics Consulting, Target Analytics - Evolving Fundraising Strategic Analysis
    Blackbaud Jan 2007 - Jan 2019
    Boston, Ma
    - Established the Analytic Consulting department and its suite of offerings. As a result of my leadership and management skills (of products, relationships, and staff), the department was recognized as a top unit in the company for quality client-service, innovative thought leadership, wide and deep fundraising knowledge, driving new service offerings, and shaping product evolution.- Led and instituted cross-team operational systems and procedures- Analyzed fundraising programs and presented high-level trends and key drivers to senior leadership, development staff, and conference audiencesKey Contributions:- Secured 90%+ client retention; achieved increases in product line revenue every year- Increased multi-channel and cross-channel analytic capabilities across the product suite and created best-in-class data visualization of fundraising trends with Tableau.- Built 1st Sustainer Summit for 38 large, leading organizations; presented sustainer giving trends- Established process for product enhancements, change submissions, data quality control procedures, and product releases- Championed initiatives and operational improvements to enhance client communications, issue escalations/responses- Used Salesforce to simplify scheduling and cross-team management for service delivery- Expanded collaborative benchmarking from sector-based groups to fundraising strategy groups (online/offline, sustainer, membership) and created analytic content to serve vertical market needs (members, tribute giving, events, grateful patients, etc.); expansion continued with a focus on mid-level and leadership giving trends.- Created the first global, collaborative peer benchmarking project for several INGOs (i.e. UNICEF, Save the Children, UNHCR, Greenpeace, World Vision, WWF)- Prepared and presented custom analysis, using Tableau, of sustainer, and one-off giving trends, opportunities, and challenges at global development meetings with international fundraising directors.
  • Target Analysis Group
    Director, Innovation Services - Analytics Product Development & Training, Client & Staff Management
    Target Analysis Group Feb 2003 - Jan 2007
    Cambridge, Ma
    - Managed the release and servicing of a new analytic application that deepened client understanding of donor lifecycle trends, leveraging donor attributes, model scores, and behavioral data stored in CRM systems. - As product manager, I drove market-driven, client-centric product development to expand product offerings and consultative services (250% growth in products). - Using our donor-centric analytic application, I analyzed fundraising trends that encompassed the full donor journey from direct response through events, mid-level giving, major gifts, and planned giving. Key Contributions:- In inaugural year, we achieved 82% retention rate on clients purchasing the new analytic application and of those clients, 55% upgraded- Product sales more than doubled in 3 years after I released this product to sales and production teams; Another key to our success was that our clients became product advocates.- Proactively created and streamlined operational processes to expand production to a wider staff-base in cross-team, collaborative work groups; improved communication between teams, created process documentation, and drove accurate execution of protocols for specifications.- Consulted with CRM database conversion team and clients to implement analytic “smart-fields” for advanced, client-specific, segmented analysis and reporting capabilities; lifted client satisfaction and feature-usage rates.- Collaborated on team transition/change management upon acquisition by Blackbaud.
  • Epsilon Data Management
    Account Director, Fundraising Group - Consulting, Strategy, Analytics, File Audits, Segmentation
    Epsilon Data Management Dec 1998 - Oct 2002
    - Guided all aspects of clients’ direct response marketing programs including strategic planning, creative, program execution, budgets, audience segmentation, campaign analysis, donor lifecycle analysis, list planning, and execution.Key Contributions:- Achieved ambitious fundraising goals for clients while aligning services to meet Epsilon’s revenue targets.- Hired, trained, and managed account staff; managed dotted-line staff in collaborative, matrix environment.- Simplified client execution for campaign segmentation, alleviating hectic workflow for small team; resulted in achievement of donor loyalty KPIs and campaign goals. - Built first-ever national office direct-mail program for new client; developed fundraising program pro forma, executed strategic plans, and reported performance to senior leadership.Clients included Catholic Relief Services, Covenant House, Mercy Home for Boys and Girls, North Shore Animal League, and Volunteers of America. Promoted from Account Manager position.
  • Pearson
    Advertising/Marketing Manager, Direct Mail, Allyn & Bacon - Direct Marketing & Sales Management
    Pearson Dec 1990 - Jun 1998
    - Manager of the direct mail program, special sales/corporate program, and the trade retail marketing initiatives for Allyn & Bacon’s professional book publishing brand, “Longwood”. - Responsible for budget and achievement of revenue goals. In the last 3 years in this role, increased direct mail sales by over 60% and increased sales via retail and wholesale channels by 11% after launching new marketing and sales initiatives. - Created several new initiatives including: a cross-sell program at our call center and a customer loyalty program. - Developed all direct marketing strategy including message, product mix, offer, format, and audience.- Managed all aspects of implementation including list rental, copywriting, design, and campaign analysis. Promoted from marketing coordinator position.

Anne Morrison Skills

Analytics Direct Marketing Marketing Marketing Strategy Database Marketing Segmentation Direct Mail Campaign Management Leadership Fundraising Nonprofits Social Media Marketing Integrated Marketing Account Management Crm Philanthropy Strategic Partnerships Email Marketing Multi Channel Marketing Management Strategy Annual Giving

Anne Morrison Education Details

Frequently Asked Questions about Anne Morrison

What company does Anne Morrison work for?

Anne Morrison works for Data Axle

What is Anne Morrison's role at the current company?

Anne Morrison's current role is Director, Analytics Product Development and Design.

What is Anne Morrison's email address?

Anne Morrison's email address is am****@****ite.com

What is Anne Morrison's direct phone number?

Anne Morrison's direct phone number is (843) 216*****

What schools did Anne Morrison attend?

Anne Morrison attended University Of Massachusetts, Amherst.

What skills is Anne Morrison known for?

Anne Morrison has skills like Analytics, Direct Marketing, Marketing, Marketing Strategy, Database Marketing, Segmentation, Direct Mail, Campaign Management, Leadership, Fundraising, Nonprofits, Social Media Marketing.

Who are Anne Morrison's colleagues?

Anne Morrison's colleagues are Justin Martin, Shubham U., James To, Rachel Chapman, Raj Padda, Surya Kumar, Natalie Borge.

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