Winthrop Rockefeller Foundation Finds Insights Through Data



For 16 years, the Winthrop Rockefeller Foundation had been using a widely respected software solution to help keep track of the grantmaking process, but Andrea Dobson, Chief Operating & Financial Officer at the foundation found it tedious and inefficient.

Dobson sought out a system that could enable the foundation to automate workflows and increase access to its data. She also wanted her mobile program staff to have access to their data when and where they needed it. These requirements led Dobson and Rockefeller to Fluxx.

“Before using Fluxx, we were using a server-based software solution that couldn’t support our staff on the road. Our tracking included check-lists and workarounds. The process was very manual,” Dobson said.

Mike Castens, another grants manager at WRF noted that seemingly small tasks would take hours with their previous software solution. “Fluxx makes it super easy. It used to take me 20 to 30 minutes to find one piece of information with our old software, but with Fluxx I can quickly and easily find any information I need within seconds,” Castens said.

Dobson added that now she has access to data insights like never before. “Because of the increased visibility into important data, and the ease of being able to access important data quickly, Fluxx has allowed us to make better decisions and to serve our grantees better,” she said.

See how WRF increased its efficiency and streamlined its processes with Fluxx.

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Topics: Data Grantmakers

Written by Jaime Morocco