Modernizing Dashboards to Power Data-Driven Fundraising

The Challenge

The CHOP Foundation relied on outdated Qlik Sense dashboards that were slow, rigid, and difficult to scale. Staff struggled with poor usability, long load times, and the inability to model donor attribution effectively. These limitations made it hard for teams to analyze campaign performance and act on insights. With fundraising central to CHOP’s mission, the Foundation needed a modern analytics solution that was intuitive, reliable, and built to grow with organizational needs.

Our Approach

Modea partnered with CHOP to migrate and enhance its dashboards in Tableau while supporting a long-term vision for data democratization. The process combined technical expertise with a consultative, collaborative approach to ensure success across strategy, design, and implementation.

Strategic Planning and Alignment

Modea began with a full assessment of CHOP’s dashboards, data flows, and stakeholder needs. Rather than replicating legacy dashboards one-for-one, we worked with leadership to redefine reporting priorities, streamline metrics, and design a framework that would scale. This consultative approach ensured the new solution addressed both immediate gaps and long-term goals.

Designing and Building Modern Dashboards

Eight legacy dashboards were translated into Tableau and reimagined to emphasize clarity, usability, and impact. Modea’s analytics and design teams collaborated to improve visual hierarchy, reduce cognitive overload, and create dashboards that encouraged adoption across diverse user groups. New dashboards were also introduced for planned giving, portfolio analysis, and other key fundraising functions, giving staff fresh ways to measure donor engagement.

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Seamless Integration and Ongoing Enablement

The Tableau dashboards were integrated with CHOP’s Microsoft SQL Server data warehouse, ensuring seamless access to accurate, real-time data. Rigorous QA validated consistency across use cases. To support adoption, Modea provided guidance on embedding dashboards into daily workflows and introduced interactive, self-service functionality. Staff gained faster access to insights, while stakeholders could explore data independently with greater confidence.

Solution

The result was a modern, responsive Tableau ecosystem that unified donor data and streamlined reporting. By combining technical execution with a consultative edge, Modea equipped CHOP with dashboards that were intuitive, reliable, and positioned for advanced attribution modeling.

Results

Improved user adoption and staff satisfaction with modern, intuitive dashboards.
Streamlined reporting and data segmentation, reducing overload and improving load times.
Enhanced collaboration between analytics and design teams, ensuring dashboards met both functional and aesthetic goals.
Laid the foundation for ongoing attribution modeling integration into daily decision-making.

Technologies Used

tableau logo Microsoft SQL Server

Key Takeaways

By integrating a user-centered strategy with a guided triage model, Rush made it easier for patients to access care and book appointments. Close collaboration between Modea and Rush kept internal teams aligned on patient experience goals, while Epic MyChart integration ensured seamless backend continuity. Together, these efforts led to the success of Click for Care and laid the foundation for Rush’s broader digital transformation and commitment to patient-first innovation.