Predictive Insights a la carte with Shawn Olds at boodleAI

by | Feb 1, 2022 | Learning Edge Blog, News

Jennifer Filla

With so many new software products on the market for nonprofit fundraising, it’s tough to keep up. So how did I end up with Shawn Olds, Founder and CEO of boodleAI in the guest seat on #ChatBytes? Word of mouth.

Natalia Pierson, a Prospect Research Institute member, just couldn’t stop talking about boodleAI in our Master Classes. It took a few mentions, but I decided I was obligated to learn more about any product that a career researcher couldn’t stop raving about!

Natalia and I created a short video for the Master Class where I asked all my curiosity questions and she was kind enough to explain how she was using boodleAI. After that I immediately purchased a subscription. This is the first AI/machine learning product that I can use as a consultant to benefit my clients!

As Shawn explains so well, there are many predictive insights a nonprofit can use to evaluate the entire database. Once your records are inside boodleAI’s platform, you then have a menu of viewing choices and can build segments based on the insights – an a la carte menu of predictive scores built from big data.

Shawn has a deep range of experience leveraging technology services and building companies. I’m grateful to be benefiting from more than great information technology. boodleAI is marrying great technology with great deployment.

If you’re curious how this information technology works, how it could benefit nonprofits like yours, and how it aligns with privacy and data laws, grab a winter beverage and tune in! Shawn does a great job of making tech relatable.

Resources Mentioned

Boodle.aI Pro Tips Library | boodle.ai | Part of boodleAI’s “5421 Pledge” is free nonprofit education, so you’ll find all kinds of topics covered here. (Hint: Jen Filla will make her debut here in Q2 of 2022.)

Introduction to Machine Learning for Data Science | Udemy.com | “A primer on Machine Learning for Data Science. Revealed for everyday people, by the Backyard Data Scientist.”

Words from happy Researchers

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I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

2020-Master Class

Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

Insider Stock and Compensation

The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

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