Raiser’s Edge® Consulting - Raiser’s Edge® Training
The Raiser’s Edge® is a flexible database designed to serve a wide variety of organizations. The main vehicle for this flexibility is the use of user-defined fields such as Campaigns, Funds, Appeals and Constituencies. Often this flexibility can lead to confusion in determining exactly how to code all the information necessary to the well informed development office. In this crucial area, I can guide you to make efficient and productive use of the The Raiser’s Edge® by :
- Discussing the content and format of the information required with the end users of the data.
- Auditing the database to determine whether the data is properly configured to give the desired output efficiently.
- Establishing policies based on the internal structure of The Raiser’s Edge® and the needs of the end users.
- Making any global adjustments to the database based on the policies established.
- Creating procedures to support the policies established and train the hands-on users in these procedures.
- Producing an informal procedures manual to guide the hands-on users in maintaining the integrity of the data.
Implementing the above items may include the following:
- Establishment of a more consistent and responsive coding system for Campaigns, Funds and Appeal and Constituents.
- Creation of a library of reports to standardize reporting.
- Setting up a tracking program to monitor activities with prospects.
- Creation of import templates for recurring data input.
- Creation of conditional merges for customized profiles and to facilitate acknowledgement of gifts and pledge reminders.
- Creation of customized reports in Crystal Reports© when standard reports don’t meet all reporting needs.
To find out more about how I can help you, send me an email message or give me a call. Click on the “Contact Me” button for my details.
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