Context‍

The Clean Fight is a not-for-profit dedicated to accelerating the adoption of proven, ready-to-install climate solutions in New York State and beyond. TCF designs and implements programs to prove out clear pathways for their adoption and to support innovators bringing the most impactful solutions to scale.

Julia Park & Kelly Merryman wanted to improve their data processing capabilities, enhance their dashboard visualizations for internal stakeholders, and improve their reporting and internal suite of business tools.

Objectives

Julia & Kelly had a vision for the future state of their Airtable tools and laid out some of their desires at the outset of the project:

• Create a TCF dashboard: visualize data for subsets of clean energy companies, viewing their growth through multiple lenses to see the overall TCF impact on fundraising, revenue, and headcount.
• Database structure consolidation: the database structure was fractured into multiple Airtable bases. Data unification helped bring data from multiple sources together into a single company profile.
• Improve the data upload process: TCF has an externally generated report that they reference when importing data into their base. We created an easy import workflow that links companies to their relevant data records through a fuzzy matching script and some native Airtable automations.
• Help create a data narrative: once all of the data was cleaned up and workflows were determined, we created interfaces to improve their ability to dive into company data and understand the way that companies have grown and changed since joining the TCF ecosystem.

Outcomes

Julia & Kelly were overjoyed with the final product: an organized data-driven decision-making tool that allows them to understand complex and complicated batches of information and translate that information into impactful stories so that they can continue to help power the world of environmental entrepreneurs.
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Tools Built:

• CRM / Company overview tool
• Import workflow with fuzzy-matching script for foreign report uploading
• Dashboard visualizations
• Documentation / Training Cover Page