What happens when you stop designing tools for fundraisers and start building them with fundraisers? At the University of South Carolina, we reimagined advancement reporting by collaborating closely with frontline fundraisers, prospect strategy teams, and leadership to create a dashboard that delivers clarity, consistency, and actionability — all in one place.

By eliminating the need to navigate multiple systems, we built a tool that enhances prospect and portfolio management, clarifies which metrics matter (and why), and fosters trust in the data. The result? A dashboard that empowers users to focus on what truly drives success: building relationships and advancing the capital campaign.

In this session, we’ll share the technical challenges we overcame — and the unexpected benefits of starting fresh with a purpose-built data source. Whether you're refreshing a legacy report or launching something new, you’ll leave with practical insights and real-world lessons to help you co-create tools that work. Attendees will learn how thoughtful design and metric transparency can drive engagement, improve pipeline development, and support campaign goals.