1. RAISER’S EDGE CONVERSION
AND IMPLEMENTATION
ONE YEAR STATUS REPORT

2. WHAT HAVE WE DONE?

3. ITEMS FROM ORIGINAL “CLEANUP” LIST WHICH HAVE BEEN
COMPLETED
• Fund Relationships
• Planned Gift Relationships
• Conversion of all historical Activity/Action records from [legacy system]
• Activity Attachments from [legacy system]
• Address Problems from Conversion
• Phone & Email information – location and sharing
• Board Member/Trustee info
• Do Not Solicit information
• Foreign Address Cleanup – assigned correct countries

4. ADDITIONAL ORGANIZATIONAL PROJECTS COMPLETED –
25+ AS DOCUMENTED BELOW
Contact Information Cleanup (5)
National Change of Address Register Updates
No Valid Address Cleanup
Phone & Email Table Cleanup
Title & Suffix Table Cleanup
Improved Awareness of how address, phone and email records function
Process Implementation (5)
Launch of the Queue Report Distribution Tool
Action Record Routing Process – developed from the ground up
Implementation of the Events Module for workshop registration
Loaded XYZ Gifts
Sunset of the User-Facing legacy System Accomplished
Classification & Reporting (8)
Gift Subtype rework to facilitate Gift Report
Relationship rework and streamlining
More detailed Fund Relationship labels
Action setup rework
Action Record Default setup
Relatedness tracking
Monthly Market Value Updates
Better Categorization & Reporting Processes for: xyz
Security (2)
Implementation of c constituent codes to drive information security
Privacy Option tracking
Process Documentation (2+)
Gift Processing Team Revised 30+ Procedures
Launch of the SharePoint RE Knowledgebase for dynamic system
documentation
Prospect Tracking (3)
Prospect & Proposal Record Setup; linking to actual gifts when received
RE Integration with ResearchPoint
XYZ Prospects & Reporting Mechanisms

5. REPORTS IN PRODUCTION – 20+ AS DOCUMENTED
BELOW
Report description specifics redacted for portfolio version.

6. EXISTING TRAINING INITIATIVES
• Bi-weekly LYNC meetings with the development team
• Bi-weekly meetings with the Client Services team
• Bi-weekly Gift Processing Team meetings
• Bi-weekly Raiser’s Edge Team meetings
• New Hire trainings (Two hours during orientation period)
• Development team on-site quarterly meetings
• Knowledgebase
• Intradepartmental Trainings
• Whatever comes up every day!?!

7. WHAT DO WE NEED TO DO NEXT?

8. ITEMS FROM ORIGINAL “CLEANUP” LIST WHICH HAVE
NOT BEEN COMPLETED
Complete implementation of [additional department] usage of RE for pipeline reporting, constituent tracking, holdings, etc. 6 Months
Gift History not brought over during initial conversion (includes but may not be limited to):
Gift specifics redacted
3 Months
Gift specifics redacted
6 Months
Constituent Code rework and streamline 6 Months
Industry Type code cleanup 12 Months
Duplicate Records (approximately 1,800) – tabled until after imaging system conversion 12 Months

9. HOW DO WE FEEL ABOUT USING IT?

10. AHAS – WHAT DO WE LIKE ABOUT IT?
• Pulling reports, address lists and extracting data is easier than in legacy
system
• Easier to query and research compared to other reporting tools used
• View information on a constituent in one place (actions, relationships, market
values); easier research and navigation
• Accessing records directly from query list results is helpful
• Use of campaigns to tie activities to mailings, etc. ability to report on actions
related to specified initiatives
• Batch gift entry provides process simplification

11. SCALE OF 1-10 RATINGS OF
“HOW I FEEL ABOUT USING RAISER’S EDGE IN MY POSITION”
April
2013
• 2-6 Range
February
2014
• 6-10 Range