Salesforce Visualization Tools Allow the Higher Learning Commission to Share Data with Stakeholders in New and Compelling Ways
The Higher Learning Commission (HLC) works to advance the common good through quality assurance of higher education as the leader in equitable, transformative and trusted accreditation in the service of students and member institutions.
HLC strives to expand and refine their use of technology and to continuously explore new ways to achieve operational excellence in service to its membership. They currently use Salesforce to collect data and wanted to enhance their ability to visualize and present this data to their stakeholders, both internal and external.
Because of our expertise in data analysis, HLC turned to Provisio for guidance and technical support.
The Importance of Salesforce Data Visualization Tools
Visualization tools are critical to nonprofits like HLC because they help communicate complex data in a way that’s engaging, accessible, and impactful for its many audiences.
HLC already utilized Salesforce CRM Analytics, a Salesforce-embedded analytics and reporting solution, but they needed help cleaning up their environment and streamlining their processes.
The dashboards Provisio created allow HLC and its stakeholders to view important data, like how many students universities are serving in a particular state or area of the country. Maps with a gradient scale show how many accredited universities there are in a particular region.
With Salesforce data visualization tools, they can analyze trends over a five-year period by filtering on information such as degree programs offered, student headcount, and degrees awarded for each institution. Interactive, dynamic dashboards allow users to change the timeframe or drill down into specific data.
The visualization of this data allows HLC and its stakeholders to see where they have made an impact in higher education.
Visualization tools like CRMA and Tableau are excellent tools to highlight geographic reach and needs. It also helps organizations to make informed decisions and build trust with funders and other stakeholders. By transforming complex data into visually appealing and digestible dashboards, these tools make it easier for nonprofits to drive action and communicate the significance of their work more effectively.
Why an Organization Can Benefit from a Team of Data Analysts
A nonprofit can gain substantial value from working with a team of data analysts. The Provisio data team brings a data-focused perspective that enhances decision-making, improves transparency, and ultimately increases impact.
We work regularly with nonprofit and public sector organizations to help them explore, transform, and model their data to gain important insights.
Whether you are a current Salesforce user or are exploring a Salesforce solution for the first time, the Provisio team can help you with the following:
- Data Exploration and Enhancements
- Connecting your siloed data sources for a 360-degree view
- Data Visualizations using CRM Analytics and Tableau
- Data Migration from legacy source systems to Salesforce
- Mentoring your team to empower a data-driven culture
If you would like to explore data visualization in Salesforce or have any other data-related needs, Provisio would be happy to explore options with you. Contact us today to get started.
Marjorie lives in Saint Louis, Missouri. She received her Master’s degree in English from Truman State University. Her responsibilities at Provisio Partners include content creation and technical writing.