Consulting Services Offered
- 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
- 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
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Just a quick note to thank you for saving me so much time and stress! The pivot report and query, which you set up, are awesome tools and have helped me tremendously. I had some problems at the end of October (operator errors, mine!), but November was a breeze. I am most grateful.