Inside information for non-profits

The Constituent Data Management Platform.

Like a Customer Data Platform (CDP) and a Data Management Platform (DMP), a Constituent Data Management Platform (CDMP) combines the best of both technologies into a single platform developed exclusively for the non-profit industry.

Talk to us Explore the platform

One platform. Profile, data management, acquisition, analytics and compliance, all in one consolidated environment.

How the CDMP fits together Select a component

01Constituent Profile
02Data Management
03Data Acquisition
04Analytics & Reporting
05Compliance

CDPCustomer Data PlatformA unified, persistent profile of every person.

DMPData Management PlatformHygiene, integration and enrichment at scale.

CDMPConstituent Data Management PlatformThe best of both, built exclusively for non-profits.

The platform

Five components. One consolidated environment.

Each functional component of the CDMP and its features, listed by placement in the diagram, not by process stage or relative priority.

01 / 05

The heart of the CDMP

Constituent Profile

The constituent profile is the single most important part of the CDMP. It determines which entities and attributes are managed for each constituent record.

Having a comprehensive profile allows organizations to better understand their constituent population, provide better personalization of content, and communicate more effectively.

Built into the standard data model:

Demographics & firmographics
Assets
Interests
Activities
Relationships
Transactions

Constituent C-004518

One record · 6 entities · 4 source systems

DemographicsHousehold, location

AssetsProperty, holdings

InterestsCauses, programs

ActivitiesEvents, volunteering

RelationshipsFamily, employer

TransactionsGifts, pledges

Illustration. Bars show profile completeness for each entity.

02 / 05

What we do best

Data Management

Data management is what we do best. From data hygiene to data deduplication, we have this covered.

Since data always exists in more than one place, we can perform batch, manual, and automated integration processing to bring all data together in one consolidated environment.

Built into the platform:

CASS / DPV / NCOA
Proprietary change of address
Deceased suppression
Data enhancement: email, postal and phone
Data deduplication
Data reconciliation and quality control

CRMEventsWeb form 1 clean record

1Address standardization (CASS / DPV / NCOA)batch

2Proprietary change of addressbatch

3Deceased suppressionautomated

4Enhancement: email, postal, phoneautomated

5Deduplication3 → 1

6Reconciliation & quality controlmanual review

Illustration of the hygiene steps every record passes through.

03 / 05

Real-time data in

Data Acquisition

Data acquisition is the process of getting real-time data into the system.

Through data management, most static data makes its way into the CDMP, but that may not include the real-time data you need to support data-driven processes. Through our REST and JS APIs, any number of external systems can submit data and have it processed through the same robust data management functions as all other data.

Sources built into the platform:

Website visitors
Event registrations
Social media
News feeds
Investment information
Compliance feeds

Website visitors Event registrations Social media News feeds Investment info Compliance feeds

REST & JS APIsreal-time submission

Data managementsame hygiene as all data

CDMPone consolidated view

04 / 05

Predict and act

Analytics & Reporting

One of the more critical components of the platform is analytics and reporting.

The platform goes well beyond traditional analytics and reporting by integrating Power BI and AutoML. This lets organizations make predictions in real time and enables fundraisers and other frontline staff to act quickly on changes in the constituent ecosystem.

Built into the platform:

Geocoding and mapping
Dynamic pivot tables and graphs
User-defined subscriptions and notifications
Automated machine learning
Custom scoring and weighting algorithms
Quality assurance reporting

Constituents48.2K

Geocoded97%

Scored today1,204

Illustration: predicted likelihood to give, by AutoML score band.

05 / 05

Built in, not bolted on

Compliance

With the compliance landscape continuously changing, it is critical to know your platform can manage it without additional setup and configuration.

It must also be flexible enough to rapidly implement new compliance requirements and support changes to existing ones.

Built into the platform:

Attribute-based targeting, like geography
Well-known compliances, like GLBA, FCRA, HIPAA
Compliance-based due diligence
Legal document tracking
Chain of custody tracking
Security-based compliances, like SOC and PCI

Sample compliance controls
Control	Type	Status
GLBA	Regulatory	Enforced
FCRA	Regulatory	Enforced
HIPAA	Regulatory	Enforced
SOC / PCI	Security	Enforced
Geography targeting	Attribute-based	Enforced
Chain of custody	Tracking	Logged
Legal documents	Tracking	Logged

Illustration of controls applied without extra setup.

From raw data to action

All your data, one consolidated environment.

Data exists in more than one place. The CDMP brings it together, cleans it once, and puts it to work.

Bring it in

Batch, manual and automated integration for static data, plus REST and JS APIs for real-time sources like website visitors and event registrations.

Clean it once

Every record passes through the same hygiene: address standardization, change of address, deceased suppression, enhancement and deduplication.

Act on it

A comprehensive constituent profile feeds Power BI reporting and AutoML predictions, with compliance applied throughout.

FAQ

CDMP questions, answered.

What is a Constituent Data Management Platform?

A Constituent Data Management Platform (CDMP) combines the best of a Customer Data Platform (CDP) and a Data Management Platform (DMP) in a single platform developed exclusively for the non-profit industry.

Which part of the CDMP matters most?

The constituent profile. It determines which entities and attributes are managed for each constituent record, including demographics and firmographics, assets, interests, activities, relationships and transactions.

How does real-time data get into the platform?

Through REST and JS APIs. External systems, such as website tracking, event registration, social media, news, investment and compliance feeds, submit data that is processed through the same data management functions as all other data.

What analytics tools does the platform use?

The platform integrates Microsoft Power BI and Azure AutoML, adding geocoding and mapping, dynamic pivot tables, subscriptions and notifications, custom scoring and quality assurance reporting.

Which compliance requirements are supported?

Well-known compliances like GLBA, FCRA and HIPAA, security-based compliances like SOC and PCI, attribute-based targeting such as geography, plus due diligence, legal document and chain of custody tracking.

Get inside information on your constituents.

Tell us about your data, and we'll show you what a CDMP can do for your organization.