Empowering a Small Advancement Team with Modern, Actionable Data
Challenge
Rose-Hulman Institute of Technology is consistently ranked among the nation’s top undergraduate STEM colleges, delivering a strong return on investment for its students from day one. However, it realized that it needed to replace an outdated advancement CRM with a modern platform that was intuitive, efficient, and reliable for a small team. The institution required a single source of truth for advancement data, along with tools that would reduce manual work and eliminate uncertainty around reporting and data accuracy. Ease of use and the ability to support future growth were also key considerations.
Solution
Rose-Hulman selected the Raise advancement CRM and partnered closely with the implementation team to thoughtfully transition and improve existing advancement processes. Moving from a transactional system to a more visual, action-oriented platform allowed the team to organize work around roles, priorities, and next steps. Customized dashboards and views were created to give gift officers, gift processing staff, and leadership clear, relevant insight into their work and portfolios.
Raise
Results
The advancement team now works from a single, trusted record of donor and prospect data, reducing confusion and improving consistency across the organization. Mobile access, Outlook integration, and real-time dashboards have streamlined data entry and engagement tracking while significantly reducing time spent on reporting and manual tasks. These efficiencies have freed staff to focus on higher-value initiatives, with the flexibility to continue expanding dashboards and workflows as needs evolve.
