Case Study – Non-Profit Organization

Ranae Peterson • September 3, 2025

Case Study – Non-Profit Organization 

Introduction: Non-profit organizations play a crucial role in driving social change, but their success often hinges on securing the funding necessary to operate effectively. For many, the ability to collect donations consistently can make or break their mission. In the case of a non-profit organization based in Tulsa, Oklahoma, Brewster Consulting Group stepped in to help when they struggled to meet their fundraising goals. This case study highlights how Brewster collaborated with the client to enhance their website, implement a payment platform, and develop targeted donor personas, ultimately transforming their donation process and significantly increasing their funds raised.

Client Overview:

From July to September 2022, Brewster Consulting Group worked with a non-profit organization in Tulsa, Oklahoma, that focused on raising and facilitating funding for other like-minded non-profits. The organization faced a major challenge: despite their mission, they were struggling to consistently collect enough donations to fund their operations. This challenge stemmed from key issues with their online presence and donation system, which we addressed through a comprehensive strategic plan.

Challenges:

Upon reviewing the client’s operations, we identified several critical issues hindering their ability to generate consistent donations:

• Lack of an effective website: The website was not optimized to convert visitors into donors or convey the organization’s mission clearly.

• No online payment platform: Without a system for online payments, the organization was unable to accept donations through their website, limiting their reach and donor engagement.

• Reliance on check donations: The organization relied solely on checks for donations, which was both inefficient and a major barrier to increasing donor engagement.

These issues led to an outdated donation process that significantly hindered the organization’s ability to reach its full fundraising potential.


Our Process:

With our expertise in process improvement and project management, Brewster Consulting Group provided an end-to-end solution for the client. We took a structured approach, breaking down our strategy into three key phases:

1. Revamping the Website:
The first step was to update the client’s website to make it more functional for prospective donors. The existing site wasn’t serving its purpose of clearly communicating the organization’s mission and facilitating donations. To address this, we employed Customer Journey Mapping to better understand how users navigated the site. We analyzed the current user experience and developed optimized customer journey maps for a future state that would enhance the donor experience. This insight was crucial in redesigning the website to be more intuitive and user-friendly.

2. Installing a Payment Platform:
The most significant upgrade needed was a functional online payment platform. We understood that relying on checks would no longer be sustainable for the organization. To solve this, we led a project to evaluate potential payment vendors, selecting the best solution based on the client’s needs. This included facilitating stakeholder discussions and working closely with web developers and the payment platform provider. The implementation of the online payment portal allowed donations to be accepted directly through the website, providing convenience for donors and enabling the organization to collect funds anytime, anywhere.

3. Creating Better Customer Personas:
Understanding their donors was key to making future fundraising efforts more effective. We worked with the client to identify their ideal donor personas and how to effectively target them with outreach campaigns. By integrating customer data from manual spreadsheets into the newly implemented payment platform, we created a streamlined data flow. We then used Zapier to automatically export new donation data into Power BI, where we built dashboards to track web traffic, donations, and donor demographics. Using this data, we created detailed customer personas and categorized each donor based on their demographics to ensure the organization could tailor its outreach more effectively.

The Results:

Over the three-month engagement, Brewster Consulting Group helped the non-profit organization achieve impressive results:

• Website Revamp: We worked with the client’s web developers to rebuild a more intuitive, user-friendly website designed to convert visitors into donors.

• Payment Platform Implementation: By implementing an online payment system, including subscription models, we not only facilitated one-time donations but also encouraged recurring donations, which provided more stable and predictable funding.

• Customer Personas & Targeted Campaigns: With the new customer personas in place, the organization was able to execute more effective outreach campaigns, increasing donor engagement.

As a direct result of these changes, the client saw a $125,000 increase in donations compared to the previous 60-day period. These improvements, although implemented in a short time span, will have a lasting impact on the organization’s ability to fund its mission and drive future growth.


Conclusion:

In a world where non-profit success is often tied to fundraising efficiency, Brewster Consulting Group was able to help this Tulsa-based organization modernize its donation process and better engage donors. Through strategic website improvements, the installation of a payment platform, and the development of targeted customer personas, the organization has set itself up for sustained growth in donations. These changes not only boosted their immediate fundraising efforts but also established a foundation for long-term success in a competitive non-profit landscape.


Brewster Consulting Logo

At Brewster Consulting Group, we recognize that managing data can be a daunting task for small and mid-sized enterprises. Allow us to assist you in harnessing the potential of operational intelligence! Reach out to one of our specialists today to refine your data strategy, optimize your processes, and establish solid governance. Ready to cultivate data analysis and propel scalable growth? Your journey begins right here!

Book a meeting
By Ranae Peterson October 9, 2025
Many small businesses are laser-focused on growth, sales, and staying afloat. In that constant hustle, one of the most valuable assets, data , often gets overlooked. Even when businesses “look at the numbers,” that doesn’t always mean they’re collecting the right data, tracking the right KPIs, or translating those insights into actionable strategies. Fractional analytics bridges that gap. It allows small businesses to access experienced data analysts or analytics teams on a part-time or project basis, essentially bringing enterprise-level data expertise without the full-time cost. Think of it as analytics-as-a-service for small business owners who need clarity and insight but can’t justify a full analytics department. The Reality: Why Data Gets Overlooked While most business leaders know data is “important,” it can be hard to see its impact until it’s visualized through dashboards, real-time reporting, or guided by a professional who knows how to turn information into action. Without these tools and expertise, business decisions often rely on gut instinct instead of insight, leading to inefficiencies, missed opportunities, and in some cases, failure. Statistics show that: About 20% of small businesses don’t survive their first year. Nearly 50% fail within five years. Around 65% close within ten years. While the reasons vary, from financial mismanagement to poor planning, many of these challenges stem from a lack of data visibility or poor data management . In other words, the root cause often isn’t just financial; it’s analytical . Real World Analogy Imagine running a restaurant without ever checking what inventory levels, most frequent orders, or best margin products. You might think you’re doing well because the restaurant is busy, but when you do the books, you’re not actually making any money. Now, imagine having a fractional analytics consultant helping you organize and visualize your data. They don’t need to be in the kitchen every day, but when they are, they bring order to chaos, tracking inventory and margin by menu item, predicting staffing needs, and saving costs by cutting waste. That’s what fractional analytics does for your business data. It helps you understand what’s really happening across operations, finance, and customer service so you can make smarter, faster decisions. Common Operational Challenges Solved by Fractional Analytics Here are a few common pain points small businesses face that fractional analytics services can address: Inefficient reporting and manual data entry. Lack of clear KPIs or performance tracking. Inconsistent financial forecasting. Missed revenue opportunities due to incomplete data. Poor inventory or resource management. Lack of clarity around customer behavior and profitability. Benefits of Fractional Analytics for Small Businesses Engaging a fractional analytics provider offers far more than just numbers and dashboards. It’s about empowering smarter decisions without breaking the bank. Cost efficiency: Avoid the high salary and benefits of full-time analytics hire. Speed to impact: Gain immediate access to expertise, no lengthy onboarding or training required. Scalability: Bring in analytics support when you need it and scale it up as you grow. Better decision-making: Replace guesswork with data-driven insights and actionable KPIs. Time savings: Spend less time in spreadsheets and more time growing your business. Long-term cost reduction: Identify duplicate payments, missed invoices, and inefficiencies that quietly drain profit. Fractional analytics also enhances cash flow management and enables business leaders to spot opportunities for optimization, often resulting in measurable growth and sustainability. Why It’s a Make-or-Break Decision Choosing whether to work with a fractional analytics consultant could be the difference between surviving and thriving. Many business owners don’t realize that outsourced analytics is even an option, one that offers flexibility, affordability, and strategic insight without high overhead. The truth is, small business leaders don’t have to do it all alone, nor do they need to rush into hiring a full-time team. Fractional analytics gives them the best of both worlds: the expertise of a senior data strategist and the flexibility of a part-time engagement. Final Thoughts In today’s competitive market, data-driven decision making isn’t optional; it’s essential. Small businesses that embrace fractional analytics gain clarity, confidence, and control over their operations. By investing in the right insights today, they set up the foundation for sustainable growth tomorrow. If your business is ready to move from guessing to growing, now’s the time to explore what fractional analytics services can do for you.
Project Management Office Implementation
By Ranae Peterson September 3, 2025
This is a blog post detailing a case study where Brewster Consulting Group helped Allcare Health build a Project Management Office.
Process Optimization for Rental Cars
By Ranae Peterson September 3, 2025
This case study covers process improvement consulting for a rental car company.
Process Optimization for Healthcare
By Ranae Peterson September 3, 2025
This case study covers process optimization and improvement for a healthcare company
Consumer Goods Analytics
By Ranae Peterson September 3, 2025
This case study covers developing Power BI dashboards and power bi reports for a consumer goods company.
Health and Safety Power BI Dashboard
By Ranae Peterson September 3, 2025
This case study covers creating a Health and Safety dashboard in Power BI for DP World.
Power BI Financial Dashboard
By Ranae Peterson September 3, 2025
This case study covers building a financial dashboard in Power BI for Medefy
Power BI Dashboard Development
By Ranae Peterson September 3, 2025
This case study covers building an operational dashboard in Power BI for Tulsa International Airport
HR Power BI Dashboard
By Ranae Peterson September 3, 2025
This case study covers building HR Power BI dashboards for DP World.
Power BI Dashboard Development
By Ranae Peterson September 3, 2025
This case study covers building power bi dashboard development for a growing SAAS company. Their entire power bi environment was built out.