Adoption with Fundmetric

Technology adoption is always a challenge, especially for enterprise organizations. Disrupting a workplace with new technology, particularly when it involves solutions that are frequently used by employees, can leave people feeling confused or with a lack of direction. The pressure for success with any new technology solution is huge, and AI adoption has some unique challenges. Fundmetric tackles these challenges, such as a lack of data, fears of overhauling legacy systems, integration nightmares, and finding a use case, but the greatest challenge of all adoption burdens is organizational silos. The good news is that a graduated approach with Fundmetric can ease this burden.  While many software platforms view adoption as a linear process in which you either pass or fail at each stage, Fundmetric has realized that the nature of data science which underlies AI does not follow a linear path. So, a set of exact instructions isn’t always applicable, but establishing buy-in with a graduated approach has led to the most successful outcomes. The approach will depend on what your organization’s needs are and what you are looking to improve upon. A helpful way to think about this is by looking at what your current state is now and what your future state looks like. From there, you can see what you would like to improve, and we can assess how Fundmetric can help with those improvements.

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Early Traction

When we partner with different organizations, they usually come to us with a specific understanding of what AI is or how exactly they want to apply it. Sometimes, these are broad scopes of work, and sometimes, they are very narrow, but usually, there are elements of the platform that organizations perceive as being outside of what they would imagine using Fundmetric for. This could be because of duplication of platforms or organizational operations and behaviour. Fundmetric works with our clients to find a starting place where they are comfortable. Sometimes, a group will start using the predicted list segmenting for a specific campaign, a project focused on using the Fundmetric platform to generate data or working with prospect research and major gift officers to add predicted major gift donors to their portfolios. The learnings and successes of working through an initial project inform the next phase of adoption. This early traction inspires people to use the platform for something new, and often, this will involve another department.

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Breaking down silos

AI often gets applied within silos, and even though teams may use the same technology, they end up doing so in isolation. Unfortunately, that can lead to the building out of different infrastructures and the adoption of different workflows, which only complicates broader AI adoption.  Starting with a small project that attracts cross-departmental collaboration means that people get to experience for themselves the impact that their work has on the entire organization. As people get to experience early successes and see the potential for success in other areas, adoption starts to shift from adoption based on individual interests to holistic adoption based on the organization’s interests. Different tools and disconnected information prevent teams from working cross-functionally. Fundmetric AI weaves a common thread of data that allows teams to coordinate their efforts and predict outcomes, increasing the collective awareness that everyone is trying to accomplish the same thing. When collaborative teamwork becomes more natural, adoption shifts from being focused on the organization to being focused on the donors. This does something that goes far beyond AI. Making AI adoption about donors and their experiences a way of doing things makes understanding data less of a chore and more of a natural habit by connecting the data to being part of something larger than ourselves.