Case study
How a mid-sized mosque unified donor data across five platforms and three banks.
Before BetterWayIQ, answering a basic board question — "how is this Ramadan tracking against last?" — meant half a day of spreadsheet work and three separate logins. After: minutes, in one dashboard.
- Annual donations consolidated
- $1.2M+
- Platforms unified into one view
- 5
- Donor records deduped
- 4,300+
What changed
Same data, same platforms, same team. Different software.
Workflow
Before
After
Time to answer a board question
Half a day
Minutes
Cross-platform donor dedup
Manual, error-prone
Automatic, audit-trailed
Monthly close
Full day of reconciliation
Single sign-off
Recurring-donor churn detection
Caught after the fact
Caught weeks earlier
The problem
- Multi-million-dollar annual giving spread across four platforms and three deposit accounts
- Cross-platform donor deduplication was manual and error-prone — the same donor often appeared with slightly different name spellings on different platforms
- Six-figure annual double-counting risk from historical CRM migration overlap
- Pledge-vs-fulfillment double-counting inflated totals by up to 8%
- Bank reconciliation happened once a month; cash-flow decisions lagged reality
The solution
- CRM API syncs nightly via the OAuth-backed connector
- Kiosk, web, and bank statements ingest via the CSV upload portal
- Cross-platform donor dedup runs automatically — no manual matching
- Pledges tracked separately from fulfillment payments (no double-counting)
- Bank reconciliation across multiple deposit accounts in a single dashboard
- Every dashboard tab renders in under 200 ms
“Board questions that used to take a half day now take minutes. We caught a recurring-donor lapse three weeks earlier than we would have, recovered the donor, and saved the gift. The dashboard pays for itself.”
Treasury Committee
Mid-sized mosque · Customer since 2026
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