PURSUED BY A BEARBOOK A CONSULTATION

CASE STUDIES

Practical tools.
Useful results.

Five projects shaped around the decisions and workflows of arts and nonprofit organizations.

Executive dashboard screenshot showing available cash, operating balance, open checks, and sales and fundraising activity.

Executive Reporting

Bring the numbers and the institutional knowledge into the same conversation.

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Current Top 250 public demo showing solicitor filters, search, photo review, Excel and PDF export controls, and fictional prospect cards.

Prospect Research

Bring giving, ticket activity, research, and staff follow-up together in a workspace a development team can use.

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Capital budget overview with department spending charts, fiscal-year controls, and the planning workspace.

Capital Budget

Connect the project list to the years, priorities, and resources needed to deliver it.

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Paper collage of revenue and expense reports, theatre tickets, and a seating plan.

Tessitura Skill

A free, unofficial skill for Tessitura reporting, lists, analytics, and reconciliation, with Windows-native and remote guidance.

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Paper collage of a production script, budget worksheet, lighting, and costume designs.

Production Budgeter

A production-budgeting workflow for researched estimates, labor-cost questions, and editable Excel workbooks, with low, base, and high scenarios for team review.

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