Case Study: Baylor College of Medicine cuts reporting time in half with Omatic Software

Baylor College of Medicine Cuts Reporting Time in Half and Gains New Donations

Baylor College of Medicine faced a significant challenge as its Philanthropic Operations team was spending up to six months manually compiling donor endowment reports from disparate data sources. This lengthy process, critical for driving annual giving, delayed report delivery and hindered donor engagement. To address this inefficiency, the team turned to Omatic Software for a solution using its ImportOmatic integration tool.

Omatic helped the college implement a system using ImportOmatic to automatically import financial, scholarship, and narrative data directly into Raiser’s Edge. This streamlined process slashed the report creation time by over half, reducing it from six months to just two. The measurable results included not only dramatically faster delivery of more engaging reports but also a 100% response rate on scholarship thank-you notes after applying a similar automated process.

Baylor College of Medicine

Amy Armstrong

Senior Director of Philanthropic Operations