When Parents as Teachers (PAT) went live in 2011 with its AMS, the staff quickly realized that even the most robust of solutions aren’t always able to capture every need without a little fine-tuning. With a team of people who rely heavily on progressive fundraising, it was important to upgrade this functionality so they could carry out daily business practices to fully realize the association’s mission. Because of the configuration abilities made possible by its new Aptify platform, PAT was able to upgrade its fundraising tools and features, maximizing the full potential of the system.

1. “When we went live with Aptify, one of the
things that we found out pretty quickly is
that the fundraising module was lacking a
bunch of stock features that usually come
standard in the fundraising world,” recalls
Richard Wollenberger, IT Director. “Our
challenge was to build the tools needed by
the fundraising department within the Aptify
system to create reports and make the
process of entering donations simple, easy,
and trouble-free.”
One of the issues PAT had was easily
finding the available fundraising
functionality. “I created a simple
dashboard with control buttons, views,
and graphics that could easily access
standard fundraising reports and views,”
explains Jeff Boyer, Application Developer.
“We also made finding views easier
by utilizing a process flow that calls a
specified view with a touch of a push
button. These tools helped in a lot of
ways, giving users everything they need
right when they log on.”
The team also looked at simplifying
its processes. Before advancing their
customizations, adding persons records
was often complex and duplicative. Boyer
states, “Because of how the system was
initially configured, you’d have to add
a new persons record to the persons
module and then again to the fundraising
module. With that, you’d add an address
two different times, essentially duplicating
address IDs.” As a result, PAT attempted
to simplify this process by containing
everything within the persons module.
With this streamlining, a security issue
arose. PAT needed to ensure that all
information in the persons module related
to fundraising activities was kept private
to those within the department. To do so,
staff utilized Aptify Row Set security and
field level security features to present the
information only to those who needed to
view it. Boyer says, “By adding security,
we gave them a one-stop shop where
they could add a person, all personal
fundraising information, and add pledges
in one smooth process.”
Initially, staff thought they might need
to implement another software to do
fundraising, but the solutions were possible
with Aptify’s flexibility and PAT’s IT team.
Boyer says, “[The staff] got excited about
the system. They actually took ownership
and were asking for more features. What
you really want to see in a department is
excitement toward what we can do in the
future to enhance the ability to do our jobs.”
Full Fundraising Functionality
SNAPSHOT
Customer Profile
Parents as Teachers helps
organizations and professionals
work with parents during the critical
early years of their children’s lives,
from conception to kindergarten.
Grounded in the latest research,
PAT develops curricula that support
a parent’s role in promoting
school readiness and healthy
development of children. PAT
embraces learning experiences
that are relevant and customized
for the individual needs of each
family and child. As a result,
individuals and organizations who
use its curricula benefit from its
understanding of the evolving
needs of today’s families and
children.
PAT’s mission is to provide
the information, support, and
encouragement parents need
to help their children develop
optimally during the crucial early
years of life.
How Parents as Teachers created configurations in Aptify to make
fundraising features ‘simple, easy and trouble-free’
When Parents as Teachers (PAT) went live in 2011 with its AMS, the staff quickly realized
that even the most robust of solutions aren’t always able to capture every need without a
little fine-tuning. With a team of people who rely heavily on progressive fundraising, it was
important to upgrade this functionality so they could carry out daily business practices to fully
realize the association’s mission. Because of the configuration abilities made possible by its
new Aptify platform, PAT was able to upgrade its fundraising tools and features, maximizing
the full potential of the system.
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