Conversion and Implementation Services Offered
The following are the typical steps in implementing The Raiser’s Edge at all organizations, though the complexity of each conversion and implementation are dramatically affected by the size and sophistication of each organization. Bill's services generally are used for a combination of (1) leadership and guidance to organizations’ staffs as they work through these steps and (2) doing the work with and for the organizations to drive the process through to successful completion.
- Assessment, review and project plan, including project and change management
- Software installation
- Implementation team training in preparation for implementation process
- Old database conversion mapping to The Raiser's Edge (identifying how data from the source system should be converted to The Raiser's Edge) and creation of pre- and post-conversion cleanup lists and processes
- Critical process development for data entry and data output
- Campaign, fund and appeal structure
- Constituent entry and management
- Gift entry and acknowledgement
- Solicitation and newsletter mailings
- Development, financial and executive reporting
- Design specifications for custom reports, customizations, and integrations
- Conversion mapping finalization
- Trial and final conversion testing
- Database setup
- Configuration (Tables, Attributes, Business Rules, etc.)
- Security, User Options
- Full staff training
- Assistance with go-live
- Implementation of post-go-live activities
- Post-conversion cleanup
- Additional uses of software, such as major gifts, events, volunteers and online activity
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I went to a Donor Database roundtable discussion today...I just wanted to let you know that I gave you raving reviews and recommended that anyone converting to or using The Raiser's Edge call Bill. It was interesting that I was the only one who raised my hand to the question "Who is happy with their current database" -and I think our organization is in such a good position with RE because we really took the steps to evaluate what database would best work for us and hired Bill to help us create a very clean and useable RE database. So thanks and kudos to you!