Building data capabilities at the Bracken Trust
Case study: Data maturity
Client: The Bracken Trust
Work: Developing data maturity
Data Orchard worked with The Bracken Trust over a twelve-month period to analyse and diagnose needs and develop a road-map for building the organisation’s data capabilities.
The Bracken Trust supports people and families affected by cancer in Powys, the largest county in Wales. They provide a range of practical support, information, emotional support, and complimentary therapies.
The Bracken Trust joined our ‘Becoming Data Savvy’ programme because they recognised they didn’t have good data. Or, to be precise, they had lots of data, but it wasn’t useful when it came to applying for grants.
WHAT WE DID
Over the 12 month project, The Bracken Trust received the following consultancy, training, and support from Data Orchard:
Before and after organisation Data Maturity Assessment
Review of data, systems, tools, policies, and skills including a data audit
Creation of a hardware and software inventory
A 3-5 year roadmap for getting better with data including prioritised recommendations
Tailored ‘Impact Measurement’ training for senior staff
Data Protection training (joint course with other not-for-profit organisations)
Draft Theory of Change
Participation in the UK’s first national Data4Good Conference
Advice on options and providers of Customer Relationship Management systems (CRMs) and secure cloud file sharing systems.
At the end of the project, these were they key benefits reported by the lead manager:
An independent external analysis of the charity’s data maturity by experts in the field.
A better understanding of the different types of data for measuring impact and which ones the organisation is and isn’t collecting.
Helpful advice, guidance and information resources – impartial and product independent.
Raising the (sometime difficult) questions that need asking.
Providing the opportunity to talk to other people in the not-for-profit sector who were in, or had been, in a similar situation (at Data Orchard’s first national Data4Good conference in Birmingham).
CHANGES IMPLEMENTED BY THE BRACKEN TRUST
These are some of the changes that have happened as a result of Data Orchard’s support:
Allocated budget to invest in a new database/CRM system.
Identified staff to lead on marketing, communications and IT systems management.
Cleaned and recycled old computers and established plans for ongoing equipment replacement and renewal.
Explored potential database/CRM systems that might be useful.
Tightened up policies and practice on data protection and security.
The Bracken Trust plan to do further work on their theory of change and clarifying their data needs before procuring a new CRM system.