Consulting Services
- Upgrades, conversions and implementations of The Raiser’s Edge®
- “Audits” and cleanup to ensure proper, most effective, most efficient database use
- Setting up and maintaining a “healthy” database for The Raiser’s Edge
- Policy and procedure decision-making and documentation for The Raiser’s Edge
- Implementation and best-practice guidance for optional modules, especially:
- Major Gifts/Moves Management® and RE:Search/Prospect tab
- Special Events and RE:Event and Auction-TrackerTM
- Membership and RE:Member
- Volunteer Management and RE:Volunteer
- Recurring giving and RE:EFT
- Guidance with Query, Mail, and Export for clean, accurate annual giving, direct mail,
telemarketing and other mailings such as newsletters and annual reports
- Development, membership, financial and executive reporting and dashboards
- Integration and reconciliation between the Development and Finance Offices, including
integration of The Raiser’s Edge and The Financial EdgeTM
- Integration with other third-party software, such as online services
- Imports of new and additional data from other databases and spreadsheets
- Short- and long-term database administrator replacement and retainer services
- For organizations that are considering purchasing The Raiser's Edge and have not yet done
so, I can provide assistance with:
- Helping you objectively and in detail understand the abilities of The Raiser's Edge to
meet your needs to make a wise purchase decision and avoid surprises later
- Helping you decide which additional modules are worth the investment to purchase
and which of your needs can be met by standard functionality that does not require
additional purchases
- Helping you understand what the process will be like to implement The Raiser's Edge
so you can properly budget and plan for staff, time and other resources to successfully
implement the software
Copyright 2006-2008 Bill Connors 415.861.5454
The Raiser's Edge and The Financial Edge are trademarks of Blackbaud, Inc. Bill Connors is
neither supported nor endorsed by Blackbaud. Moves Management is a trademark of the
Institute for Charitable Giving. Auction-Tracker is a trademark of Northwest Software.
The Raiser's Edge and The Financial Edge are trademarks of Blackbaud, Inc. Bill Connors is
neither supported nor endorsed by Blackbaud. Moves Management is a trademark of the
Institute for Charitable Giving. Auction-Tracker is a trademark of Northwest Software.
Bill Connors, CFRE
Expert, Independent Consulting and Training on The Raiser’s Edge
Expert, Independent Consulting and Training on The Raiser’s Edge
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |