
| User Training Targeted training sessions can provide a higher level of understanding and raise the level of confidence among staff. Your organization's data is used for all classes and training agendas can be custom built to meet the needs of different user levels. Custom report writing (Crystal Reports) When the standard reports cannot provide the specific information you need, custom reports can meet your business needs with quality data in the desired format. Raiser's Edge Audit A thorough analysis can be performed to identify the source of problems that make data entry time consuming and hinder reporting efforts. The areas in which your organization is under utilizing the system will also be highlighted. After the analysis, a clear plan will guide you through steps that will dramatically improve your system. Read the details on our approach to solutions below: |
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| Available Services |
| Kheng Chow Consulting LLC New York 347.663.9124 Info@KhengChowConsulting.com |
| Kheng Chow Consulting LLC New York Info@KhengChowConsulting.com |
| Methodology for Audit: IDENTIFY Interviews with Development staff are first conducted to gain a full understanding of the organization’s fundraising programs and goals. With this understanding, a thorough assessment of the current coding schema in the Raiser’s Edge is performed. We uncover any code redundancies and inconsistencies that hinder reporting efforts and create labor intensive processes. New coding necessary to meet the needs of the fundraising programs is identified after research and testing. General areas in which the database is underutilized are also highlighted. PLAN A clear plan in the form of a matrix is created to guide the organization on how to implement the changes recommended in the audit. The steps to clean up existing codes are outlined and may consist of global changes, global deletions, inactivation of codes and sometimes manual review and cleanup depending on the health/source of the data. A detailed listing of the necessary new codes is also provided. IMPLEMENT The recommendations from the audit will be implemented via remote access using the Admin and Config modules of the Raiser’s Edge. We work closely with the IT team in order to perform a series of backups of the system at key points during the implementation. Users may experience minimal downtime during this process. CREATE CUSTOM REPORTS Custom reports (Crystal Reports) are built using the new and improved coding schema. These reports are designed to provide fundraisers with meaningful data which will allow them to build effective moves management strategies. SUPPORT Classroom training sessions are provided to support the organization with the clean-up plan and teach newly implemented protocols. Refreshers for all areas of the system are also offered. All trainings are tailored to the needs of the users. |